Deals that never move
Reps create opportunities but stop updating deal stages, and dashboards won't say which step in the update flow they abandoned.
For CRM & Sales SoftwareYour CRM is only valuable if your sales team actually uses it.
Your CRM is only valuable if your sales team actually uses it.
DeepSync shows where adoption breaks down.
Sales teams live inside CRMs every day — managing pipelines, updating opportunities, logging activities, and forecasting revenue. But even the most powerful CRM fails if reps avoid features, skip workflows, or struggle with complex interfaces.
CRM workflow analyticsPipeline adoption insightsAI-powered product recommendationsEnterprise-ready in under 5 minutes
The challenge
Building CRM software is easy. Building habits is hard.
A CRM isn't used once a week — it's used dozens of times every day. If a workflow takes too many clicks or feels confusing, reps will find shortcuts, ignore features, or stop using the product altogether.
Reports nobody can build
Managers rely on accurate CRM data, but forecasting breaks down when reporting feels too complex to use.
Onboarding that loses new hires
New reps abandon setup during contact import or pipeline configuration, quietly extending time-to-productivity.
Automation that ships and disappears
Advanced features like AI email generation or workflow automation can launch to silence, with no visibility into why.
The solution
Where DeepSync helps
DeepSync uncovers the behavioral patterns behind CRM adoption, helping product teams build software that sales teams actually enjoy using.
Sales Onboarding
Every new customer should reach value quickly
Replay onboarding sessions to understand where sales reps struggle to import contacts, configure pipelines, connect email accounts, or invite teammates. Reduce onboarding friction and shorten time-to-value for every new organization.
- See exactly where contact import or pipeline setup stalls
- Replay onboarding sessions for organizations that never activate
- Shorten time-to-value for every new trial
Pipeline Management
The pipeline is the heart of every CRM
Understand how users create opportunities, move deals between stages, update forecasts, and collaborate across teams. Identify unnecessary clicks, confusing workflows, and abandoned actions before they impact adoption.
- See how many clicks it really takes to move a deal stage
- Identify abandoned opportunity updates
- Compare pipeline usage across teams and territories
Automation & AI Features
Modern CRMs include automation and AI assistants
Journey analysis reveals whether customers discover workflow automation, email sequences, forecasting tools, and recommendations naturally — or never use them at all.
- See whether new automation features get discovered at all
- Measure adoption after a redesign or new release
- Prioritize surfacing high-value features hidden in menus
On the ground
What this looks like in a real week.
CRM & Sales Software scenarios DeepSync teams run into — and how each one gets fixed.
01
The pipeline nobody updates
A CRM provider notices that sales teams create opportunities but rarely update deal stages after the first meeting. Session replay reveals that moving opportunities requires opening multiple screens instead of allowing drag-and-drop updates from the pipeline board.
The product team redesigns the workflow, cutting clicks in half; pipeline updates increase 34%.
02
Contact import fails on day one
A growing SaaS CRM sees thousands of trial signups every month but poor activation. Replay sessions show users abandoning onboarding while importing contacts because duplicate detection is unclear and import errors aren't explained.
The onboarding flow is redesigned with smarter validation and clear progress indicators; trial activation improves significantly.
03
AI finds the real problem
After launching a redesigned dashboard, customer engagement unexpectedly declines. DeepSync AI identifies that users repeatedly search for saved reports because navigation changed after the redesign.
The original navigation is restored with improved shortcuts; feature usage returns within days.
04
The automation nobody discovers
A CRM launches AI-powered email generation. Months later, adoption remains below expectations. Heatmaps reveal that most sales reps never notice the feature because it's hidden behind an overflow menu.
The feature is surfaced directly inside the email composer; usage more than doubles.
05
Sales managers can't build reports
Enterprise customers report difficulty creating forecasting dashboards. Session replay reveals managers repeatedly switching between filters because report configuration isn't intuitive.
The reporting experience is simplified with templates and guided setup; support requests decrease while report creation increases.
06
Mobile CRM friction
Field sales representatives frequently abandon opportunity updates on mobile devices. Replay sessions reveal forms require excessive scrolling and repeated data entry.
The mobile experience is redesigned with quick actions and intelligent autofill; daily mobile engagement rises substantially.
07
Enterprise teams never invite colleagues
Organizations purchase enterprise licenses but only a handful of users become active. Journey analysis shows administrators complete setup but never discover team invitation tools.
Invitations are integrated into onboarding, increasing organization-wide adoption.
08
Pricing creates enterprise confusion
Prospects repeatedly visit pricing before requesting demos. Heatmaps reveal buyers spending significant time comparing Professional and Enterprise plans before leaving.
The pricing page is redesigned with clearer feature comparisons; enterprise demo requests increase.
Built for this
Every feature, tied to a real workflow.
Session Recordings
Watch how sales teams manage pipelines, update deals, create reports, and navigate your CRM — and see exactly where workflows become slow or confusing.
See the featureHeatmaps
See which navigation items, dashboards, reports, and automation tools receive attention — and which features remain undiscovered.
See the featureAI Insights
Automatically identify recurring friction across onboarding, sales workflows, and reporting — and prioritize fixes with behavioral evidence instead of assumptions.
See the featureUser Journeys
Visualize the complete adoption path from trial signup to pipeline setup, automation, and paid customer, and see where adoption slows.
See the featureConversion Funnels
Measure every milestone from trial signup to first opportunity, team invite, and subscription upgrade.
See the featureRage Click Detection
Detect broken workflows, confusing interfaces, and disabled actions before they frustrate sales teams.
See the featureWhat leadership tracks
KPIs this team already reports on.
Trial activation rate
Share of trial organizations that reach a meaningful first action, like creating an opportunity.
Contact import success
Share of onboarding sessions that complete a contact import without abandoning.
Pipeline adoption rate
Share of active users who regularly update opportunity stages.
Automation adoption
Share of accounts that enable at least one workflow automation.
Team invitation rate
Share of accounts that invite additional teammates after signup.
Trial-to-paid conversion
Share of trial organizations that convert to a paid plan.
Who uses it
One tool, every team, different questions.
Product
Understand how customers use pipelines, dashboards, reporting, and automation to improve product adoption.
Engineering
Replay customer issues exactly as users experienced them, reducing debugging time and accelerating fixes.
Growth
Measure which acquisition channels generate organizations that become long-term paying customers, not just trial users.
Design
Improve onboarding, navigation, reporting, and workflow efficiency using real user behavior.
Customer Success
Monitor onboarding progress and proactively assist customers before adoption slows.
Sales Leadership
Understand how customers evaluate CRM capabilities and where they struggle during implementation.
Leadership
Receive AI-powered summaries highlighting adoption trends, product friction, and opportunities to improve customer retention.
Fits your stack
Works with the tools you already run.
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FAQFrequently asked questions.
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