ClosingDealz is a browser-based CRM SaaS for agencies, helping teams close deals faster through automation and collaboration tools. Key features include lead management, automated outreach, task tracking, and real-time collaboration.
This case study evaluates its usability—especially for beginners—by identifying UX pain points, comparing it to a competitor, and suggesting improvements for better onboarding.
Client
ClosingDealz
Service Provided
UX / UI Analysis
Why ClosingDealz
ClosingDealz claims to simplify traditional CRM tools with an AI-driven, user-friendly interface. This case study explores how intuitive it really is—especially for CRM beginners.
Through hands-on testing, I identified key UX pain points, compared it to a competitor, and proposed user-focused improvements.
What ClosingDealz promises
1
Initial Impressions: User Experience and Interface Analysis
Registration
Quick and easy, with Google sign-up and an option to indicate CRM experience—potentially helpful for tailored onboarding.
Onboarding Experience
No structured onboarding. Users are redirected to the Help Center, leaving beginners to figure out key actions like importing data on their own.
Navigation & Structure
Navigation is unintuitive. The burger menu sits below icons and lacks clear labels or a close button. A wider sidebar with icon labels and hover tooltips could improve clarity.
2
Lead Management, Contacts & Task Management
The lead upload process is straightforward: upload the file, the system analyzes it, and the leads appear.
Positive:
Clickable emails and phone numbers allow direct messaging or calling.
Task management is well visualized, with info icons providing helpful context.
Areas for Improvement:The Excel export icon is too small adding text would improve visibility.
Lead view lacks visual hierarchy; headings should be more distinct.
3
Data, Visualization & Feedback
The dashboard appears cluttered and not very informative.
Creating new activities via the calendar could be improved a direct call-to-action (CTA) like “Create New Task” would be more helpful.
The same goes for the Task List a clear CTA is missing.
Positive: The data visualization works well you can easily see what has been done and what hasn’t.
You can also see who made the most deals good transparency.
Overall, the data presentation provides a good overview of relevant metrics.
Strenghts
The Lead Overview works very well: you can quickly modify everything, categorize leads, etc.
The Deal area has a good structure with categories like “New Deal,” “Qualified,” “Proposal,” and “Negotiation.”
The visualization is clear and focused on the essentials.
Dark & Light Mode are already integrated – excellent.
Problems
In the Deal and Lead Overviews, there are no direct CTAs for actions like calling or emailing.
The burger menu seems unnecessary.
Suggested solutions:
Widen the left sidebar and display text under the icons.
Implement tooltips when hovering over the icons.
4
Ideas & Improvement Suggestions
5
Competitive Analysis: SWOT for Pipedrive:
Strengths:
Fully functional test version, no data import needed
Easy lead upload with good guidance
Plenty of features almost everything is included
Weaknesses:
No guided onboarding
Complex setup due to many features
Dashboard not customizable
Opportunities:
Ideal for process optimization
Attractive for beginners with better onboarding
Can simplify CRM for new users
Threats:
Might overwhelm new users
Slow loading times with many leads
Sometimes confusing interface
Conclusion of the Case Study
ClosingDealz has a clear vision: to make CRM simple, direct, and AI-driven. This vision is reflected in many areas, such as the easy lead upload and transparent data visualization.
However, there are some areas that need fine-tuning, particularly regarding user guidance: the lack of onboarding, hidden features, and missing CTAs unnecessarily complicate the user experience.
When compared to an established tool like Pipedrive, it’s clear that targeted UI improvements (e.g., better navigation, Quick Actions, visual feedback) can significantly enhance ClosingDealz’s offering without sacrificing its simplicity.
I learned how important micro-interactions, contextual help, and visual clarity are for new CRM users and how small UX improvements can make a big difference.
7
