Run your entire business.
One intelligent platform.
Replace your CRM, project tools, HR software, and billing stack. Then add AI agents that actually work.
Main Dashboard
Cumulative view across every brand you have access to. Switch to a brand from the picker to drill into one workspace.
63
56
$106K
$0
0
Brands (2)
Key Metrics by Brand
Leads
Deals created
Ad spend ($)
Conversations
Secondary Metric
Sales Pipeline
Meridian SaaS Migration
Northwind Expansion
Bloom Full Rebrand
Helios Enterprise
TerraFin Onboarding
Parabola Platform
HubSpot
CRM
Monday
Project mgmt
Mailchimp
Email marketing
BambooHR
HR
CRM
Stop toggling between spreadsheets and siloed CRM tabs. Viseda gives you a single visual pipeline with AI-powered scoring, auto-logged activity, and forecasts that update in real time — so nothing slips and every rep knows exactly where they stand.
Projects
Every won deal automatically spawns a project with the right templates, tasks, and assignees. Track time, bill clients, and share live progress portals — all connected to the deal that started it.
Marketing
Build email sequences, landing pages, and multi-step automations — then see exactly which campaign generated which deal. Attribution isn't bolted on; it's built into the same system your sales team uses.
Invoicing
Generate invoices from closed deals in one click, set up recurring billing, and let auto-reminders chase overdue payments for you. Revenue dashboards update the moment cash hits your account.
HR
Hire, onboard, and manage your entire team without switching apps. Org charts, leave approvals, performance reviews, and role-based access — all in the same workspace where the work happens.
Agents
Browse a marketplace of 47 purpose-built AI agents — or build your own in minutes. Each agent gets its own budget cap, permission scope, and full audit trail. They qualify leads, follow up on quotes, and summarize meetings while you sleep.
Docs
Stop copying context between Notion and your CRM. Docs in Viseda embed live deal data, link to projects, and surface answers with AI search — so knowledge stays where the work is, not in a separate tool nobody updates.
CRM
Replaces HubSpotEvery deal, every stage — one board.
Stop toggling between spreadsheets and siloed CRM tabs. Viseda gives you a single visual pipeline with AI-powered scoring, auto-logged activity, and forecasts that update in real time — so nothing slips and every rep knows exactly where they stand.
Projects
Replaces Monday.comFrom kickoff to delivery — in one place.
Every won deal automatically spawns a project with the right templates, tasks, and assignees. Track time, bill clients, and share live progress portals — all connected to the deal that started it.
Marketing
Replaces MailchimpLaunch campaigns that actually convert.
Build email sequences, landing pages, and multi-step automations — then see exactly which campaign generated which deal. Attribution isn't bolted on; it's built into the same system your sales team uses.
Invoicing
Replaces QuickBooksBill, collect, reconcile — automatically.
Generate invoices from closed deals in one click, set up recurring billing, and let auto-reminders chase overdue payments for you. Revenue dashboards update the moment cash hits your account.
HR
Replaces BambooHRYour entire team — structured and managed.
Hire, onboard, and manage your entire team without switching apps. Org charts, leave approvals, performance reviews, and role-based access — all in the same workspace where the work happens.
Agents
Replaces Zapier + ChatGPTA team that never sleeps.
Browse a marketplace of 47 purpose-built AI agents — or build your own in minutes. Each agent gets its own budget cap, permission scope, and full audit trail. They qualify leads, follow up on quotes, and summarize meetings while you sleep.
Docs
Replaces NotionKnowledge that lives where the work happens.
Stop copying context between Notion and your CRM. Docs in Viseda embed live deal data, link to projects, and surface answers with AI search — so knowledge stays where the work is, not in a separate tool nobody updates.
Seven tools. Seven bills.
You cobble together a stack because no one gives you the whole system. Each tool has its own login, its own bill, its own version of the truth.
No credit card · 14-day free trial · Cancel anytime
One record. Eight stages. Zero glue.
Meet Sarah at Meridian Health. Watch her lead move from a contact form to a paid, delivered, nurtured customer — on one record.
CURRENT STAGE
01 · LEAD
Lead captured
A lead lands in your form widget. Same second, the record exists.
Sarah Kim
Meridian Health · Head of Ops · sarah@meridian.health
Message
“Looking for a demo. We're a 40-person clinic switching off HubSpot + Monday. Timeline: this quarter.”
AUDIT TRAIL · REC 4A2F1B
Contact form submitted
Scored 82/100 · routed to Alex
Deal created — $42,000
Won · payment structure set
Project spawned from template
Portal invite sent to Sarah
Invoice #1042 generated · $21,000
Nurture agent enrolled
04 · INSIDE VISEDA
Every pixel below is the real product.
You're inside now.
Sales Pipeline
Meridian SaaS Migration
Northwind Expansion
Bloom Full Rebrand
Helios Enterprise
TerraFin Onboarding
Parabola Platform
Project Management
Internal workflow for every active client project.
Meridian — SaaS Migration
ActiveMeridian Logistics
Alex T.
Due Aug 12, 2026
5 of 8 deliverables · 63%
12 tasks
Bloom Full Rebrand
In ReviewBloom Creative
Sarah R.
Due Jul 28, 2026
6 of 10 deliverables · 60%
18 tasks
TerraFin Onboarding
ActiveTerraFin Capital
Marcus P.
Due Sep 3, 2026
2 of 6 deliverables · 33%
9 tasks
Q3 Analytics Overhaul
PlanningInternal
Alex T.
Due Oct 15, 2026
0 of 5 deliverables · 0%
4 tasks
Northwind Website
ActiveNorthwind Foods
Sarah R.
Due Aug 30, 2026
3 of 7 deliverables · 43%
14 tasks
Helios Compliance Audit
Client ReviewHelios Group
Marcus P.
Due Jul 22, 2026
4 of 4 deliverables · 100%
8 tasks
Email Campaigns
4 campaigns · 2 active
AI Agents
Your AI workforce — governed in real time, with every action audited. Hire, configure, and let them work alongside your team.
5
12 total hired
687
641 succeeded
3
Governance enforced
1
Handled by backup
$284
Across all hires
Actions per day
Jump to
How this works
Every agent ships with a built-in playbook, knowledge base, and safety rails. It works out of the box.
Add your knowledge base, goals and do's/don'ts. Your instructions take priority unless they conflict with safety rules.
A real-time reviewer monitors every action. Risky moves are blocked or escalated to a backup agent.
Every step is logged with the reasoning. Open the Audit tab to inspect any interaction.
Analytics
Last 12 months · Company-wide
MRR
$284K
+18.4%New customers
142
+24%Churn
1.8%
-0.4%LTV/CAC
6.2×
+0.8Revenue growth
+48% YoYConversion funnel
Team activity
Sarah R. closed Meridian Logistics · $124K
2m agoBot: Qualifier routed 8 leads to sales
12m agoJames K. sent proposal to Northwind Foods
24m agoBot: Chaser collected $18K in overdue invoices
1h agoMarcus P. created new campaign 'Q2 Kickoff'
2h agoCRM
Deals that move themselves.
AI scores every lead, logs every touchpoint, and keeps the forecast honest — live.
Hire your first agent in 60 seconds.
Not chatbots — employees. Agents work inside your real data with real guardrails, and every action they take shows up right here.
Lead Qualifier
Scores + routes inbound
Quote Chaser
Follows up until signed
Meeting Scribe
Notes + action items
Invoice Runner
Chases overdue payments
Contract Reviewer
Flags risky clauses
Support Triage
Routes + drafts replies
Data Enricher
Fills missing CRM fields
Churn Watchdog
Spots at-risk accounts
Pipeline Analyst
Weekly forecast briefs
Onboarding Guide
Walks new hires through day 1
Lead Qualifier
Scores + routes inbound
Quote Chaser
Follows up until signed
Meeting Scribe
Notes + action items
Invoice Runner
Chases overdue payments
Contract Reviewer
Flags risky clauses
Support Triage
Routes + drafts replies
Data Enricher
Fills missing CRM fields
Churn Watchdog
Spots at-risk accounts
Pipeline Analyst
Weekly forecast briefs
Onboarding Guide
Walks new hires through day 1
Autonomy you can actually govern.
The reason teams don't deploy AI isn't capability — it's control. Viseda agents are governed by design.
Budget caps, per agent
Every agent runs inside a spend ceiling you set. Hit the cap — it pauses itself and asks.
Scoped permissions
Agents only touch the modules and records you grant. Nothing implicit, nothing inherited.
Audit trail on everything
Every action, prompt, and dollar is logged. Replay any decision an agent ever made.
Lead Qualifier
2m agoQualified 14 inbound leads from last night
3 marked hot · routed to Sarah R. with context briefs
Quote Chaser
11m agoFollowed up on 6 quotes stale for 5+ days
Bloom Creative replied — meeting booked for Thursday
Meeting Scribe
26m agoSummarized discovery call with TerraFin (42 min)
7 action items created and assigned across 3 people
Invoice Runner
1h agoChased 3 overdue invoices with escalating reminders
$12,400 collected — reconciled automatically
Contract Reviewer
2h agoReviewed the Helios MSA draft (38 pages)
2 risky clauses flagged with suggested redlines
Churn Watchdog
3h agoDetected 40% usage drop at Northwind Foods
Save-play triggered — CSM briefed with timeline
Pipeline Analyst
5h agoCompiled the weekly forecast brief
Q3 tracking at 104% — confidence 87%
Total spend for everything above: $1.94 · every action reversible & audited
You can prove what your agents did.
Every action is governed before it executes. Every verdict is logged. Immutable.
Rules engine
Sub-millisecond block — no LLM call
Hard policy guardrails are checked before any agent action executes. Zero latency. Zero cost.
AI reviewer
Live review for ambiguous actions
Approved, blocked, or escalated in real time. Every verdict is written to an immutable audit log.
Backup agent
Specialist takeover on live calls
“Let me bring in someone who can help.” The agent hands off mid-conversation. The caller never knows.
SHA-256 hash-chained audit trail · tamper-evident at the database layer · built to close deals in regulated industries.
Your clients get a branded portal. Free.
One magic link. Six surfaces. Every one branded to your business — no Basecamp, no Notion, no email chains.
01 · DASHBOARD
Every project, one home.
Clients land here after the magic link. Active projects, open invoices, and every recent action in one glance.
Dashboard
Welcome back, Tina
Two projects in flight · One invoice waiting
2
Active projects
$4.2k
Open invoices
2
Unread messages
1
Forms pending
Recent activity
Alex Torres sent Brand identity v3 for review
System Invoice #1042 issued — $4,200
You approved milestone Discovery & strategy
You completed Brand Discovery form
Bring the tools your team already runs on.
3 providers
5 providers
8 providers
7 providers
8 providers
Bring your own keys. Every embedded AI feature and hired agent runs on the provider you choose — pay their bill, not ours.
Used by
31 native providers across 5 categories. No Zapier required.
We move you in. Free.
We migrate you off HubSpot, Salesforce, Pipedrive, Monday, or GoHighLevel. Our team exports your data, maps your fields, rebuilds your pipelines and automations, and trains your team.
Free
With annual Scale subscription
$500–$2,000
Add-on for other plans · tiered by data volume
Average migration time
~2 weeks
Standard playbook
Day 1
Discovery call
Audit your setup: fields, pipelines, workflows, integrations, users.
Day 2–3
Data export
You export (or grant API access). We ingest to a staging environment.
Day 4–6
Field mapping & cleanup
Re-type, de-duplicate, preserve activity history. Zero data loss.
Day 7–10
Import & config rebuild
All data in. Pipelines, roles, workflows, automations rebuilt to match.
Day 11–12
Training & go-live
2 sessions (admin + end users). Runbook. 2-week post-launch support.
Founders and ops leaders who've replaced their stack.
“We replaced 6 tools with Viseda in a month. Our team stopped context-switching and started actually shipping. Revenue per rep went up 40% in the first quarter.”
Sarah Redmond
Head of Ops · Meridian Logistics
“The agent marketplace is the killer feature. We installed three agents on a Friday, and by Monday they'd already handled two weeks of routine work. It's not a demo — it just works.”
James Kolar
Founder · Bloom Creative Agency
“Cheaper than HubSpot, better than Monday, and it actually understands what a small fintech needs. Our CFO stopped emailing me spreadsheets — everything's just there.”
Amara Mendez
COO · TerraFin Capital
Simple pricing. Cancel anytime.
One subscription replaces all seven bills — start free, step up only for seats, AI, and governance.
Free
Forever
Kick the tires with core CRM. No card, no clock.
- 1 user · CRM core capped
- 25 contacts · 10 deals
- No AI · No marketing
- Self-serve only
Starter
billed annually
The full sales engine for your first five seats.
- Up to 5 seats
- Full Sales CRM
- Invoicing & quotes
- Basic automations
Growth
billed annually
AI agents and the Marketing Hub switch on. This is where the stack collapses.
- 5–25 seats
- AI agents enabled
- Marketing Hub
- 1,000 AI credits/mo
Scale
Best valuebilled annually
For teams that run the entire company on Viseda.
- 25–100 seats
- Full platform + HR
- 5,000 AI credits/mo
- Free white-glove migration
Save 17% with annual billing · 14-day free trial on Growth & Scale
AI that can't surprise you
Embedded AI is included in your tier. Agent hires meter separately — each with its own budget cap, so the invoice is exactly what you approved.
Enterprise
100+ seats · custom pricing · SSO · SCIM · white-label · dedicated CSM.
40–60% cheaper. More included.
One subscription replaces the CRM, the marketing stack, the PM tool, and the AI add-ons — for less than any of them cost alone.
Save up to $140/seat/mo — and get every module unlocked.
Compared against public list prices for the enterprise tiers of the alternatives below.
$165
$140 more per seat
$150
$125 more per seat
$97
flat, no seat scaling
$25 – $99
every module included
Public list prices, annual billing. Marketing, PM/HR, and governed AI require additional tools on every alternative.
Your competitors are already automating.
Are you?
Start free in 60 seconds. No credit card. Bring your whole team.