Case studies

Real teams. Real numbers.

What actually happens when a team consolidates onto Viseda — the spend saved, cycles cut, and messes cleaned up.

42 customer stories

Featured
M

Meridian Health

Healthcare · 40 employees

From 7 SaaS logins to 1 — and a 4× faster sales cycle.

Cut $9,200/mo in SaaS spend, closed deals 4× faster, and got their client portal launched in 3 days.

HubSpotMondayBasecampQuickBooksMailchimp

-$9.2k/mo

SaaS spend

4× faster

Sales cycle

+38%

Deals won Q1

We used to have a CRM, a project tool, a portal, a billing platform, a marketing suite, and a doc app. Now we have Viseda. Same team, half the tabs, twice the output.

Sarah Kim

Head of Ops · Meridian Health

R

Rooted Family Dental

Healthcare · 3 chairs, 14 staff

The front desk stopped drowning.

Consolidated intake, treatment plan sign-off, patient chat, and insurance follow-ups into one portal. Front desk reclaimed an hour a day per staffer.

5 hrs/wk

Time reclaimed

-46%

No-shows

auto

Insurance follow-up

Our receptionists were ready to quit. They spent half their day toggling between Dentrix, three email accounts, and text messages. Now families do all of it in the portal — I hear the words 'wow, that was easy' every week.

Dr. Priya Menon, Owner-dentist
K

Kettlewood Behavioral

Healthcare · 22 clinicians · CA + WA

HIPAA compliance stopped being a Friday-night problem.

Consolidated intake, chart notes, superbills, and messaging into a workspace with audit trails on every interaction. Reduced quarterly compliance review time from ~40 hours to under 6.

40h → 6h

Compliance review

0

Audit findings

100% Y1

Clinician retention

I used to spend one Saturday a quarter just proving we did what we said we did. The audit trail is now a report I run in three clicks. Our compliance lawyer actually complimented us.

Nadia Osei, LMFT, Clinical Director
S

Sunridge Pediatrics

Healthcare · 6 pediatricians, 3 locations

Parents stopped calling to ask what forms they need.

Well-visit intake, immunization records, and school forms all live in one branded portal. Parents self-serve; front desk fields 60% fewer 'do I need to bring…' calls.

-60%

Inbound calls

94%

Form completion

-11/wk

Front desk hours

Every parent I know has 900 tabs open. They don't want another login. The magic-link portal was the whole reason we said yes.

Dr. James Whitfield, Managing Partner
A

Alpine Recovery PT

Healthcare · 9 clinics · Rocky Mountain region

Utilization up 18%. Same clinicians, same hours.

Automated the referral-to-first-visit gap that had been eating our schedule. Referrals convert 2.3× faster, and the AI qualifier flags at-risk patients before they ghost.

+18%

Utilization

2.3× faster

Referral → first visit

8.4% → 3.1%

No-show rate

PT is a business of appointment density. We didn't need better clinicians — we had the best. We needed the seven days between a doctor sending someone our way and that person walking in the door to stop leaking.

Miguel Ortega, DPT, Operations Lead
N

Novara Health

Healthcare · Concierge medicine · NYC

Members feel the difference. The team doesn't.

Members book, message, and receive lab results through a branded white-label portal. Membership renewals jumped from 87% to 96% year-over-year.

87% → 96%

Renewal rate

< 40 min

Avg response

+22

Member NPS

In concierge, you're selling access. The portal is our product just as much as our physicians are. It has to feel considered — and Viseda's client portal does, without us designing a single pixel.

Charlotte Devereux, CEO
C

CountyLine Urgent Care

Healthcare · 5 locations · rural TX

Cash-pay collections up 31%. That's the whole story.

Deployed a stripped-down urgent care flow: patient in the door, seen, billed, paid — all in the portal before they leave the parking lot.

+31%

Cash-pay collections

18 → 6

Days sales outstanding

manual → auto

Payment posting

We don't need fancy. We need money in the door. Viseda helped us stop chasing invoices for $80 co-pays.

Bo Simmons, Practice Manager
B

Bloom Creative

Design agency · 12 seats

Delivery time cut in half, client NPS up 41 points.

Templates spawn projects the second a deal closes. Clients approve deliverables in the portal instead of email chains.

-52%

Delivery time

+41 pts

Client NPS

94%

Retainer renewals

We stopped losing 6 hours a week to 'where's the latest version?' emails. Everything lives in the portal. Clients love it.

Alex Torres, Managing Director
N

Nightowl Interactive

Design agency · 18 seats · Brooklyn/Berlin

Sold the founder's soul back to him.

Cut founder's weekly ops-and-invoicing time from ~14 hours to under 2. Reinvested those hours into new business — closed three retainers in Q2 he'd otherwise have punted.

14 → 2

Founder ops hours

+3

New retainers Q2

-88%

Overdue invoices

I started this shop to design things. By year three I was designing invoice reminders. Now the system runs the boring parts and I get to argue with clients about kerning again. Which is what I signed up for.

Wren Kovács, Founder
I

Ivory & Sage

Design agency · Boutique branding studio, 6 people

Brand deliverables that clients can actually find, six months later.

Every client asset lives in a versioned, permission-scoped portal. When a client comes back in month seven asking for 'that Instagram template you made', we send them a link. That's it.

-72%

Post-project asset requests

+41%

Repeat client work

→ 0

'Where is X?' emails

A branding project is a two-year relationship compressed into eight weeks. Then you archive the Dropbox and hope nobody comes back. Now nobody's asking us to redig up files. That's a very quiet win, and quiet wins are the best ones.

Odessa Marchetti, Creative Director
P

Pixelbath Studio

Design agency · Motion + explainer video · 8 seats

Render queue, review cycles, invoices — same tab.

Wired the render pipeline into project milestones. A finished frame set kicks off a review link auto-generated in the client portal. Version history is native.

5.2 → 2.4

Review cycles per project

3d → 18h

Client feedback → next cut

3× more

Reused assets

Motion clients want to see stuff constantly. Our previous stack was a chain of five apps and a Vimeo folder we lost half the time. This is one URL per project. It's stupid how much better that is.

Kai Reinhardt, Studio Lead
Y

Yardhouse Collective

Design agency · 22 freelancers · US/EU distributed

A collective of freelancers can act like one studio.

Shared CRM, per-project revenue splits automated at invoice time, and a portal that always shows the right person's face to the client — even when the person on the project changes.

manual → auto

Revenue-split ops

+64%

Referral rate

8 → 22

Members Y1 → Y3

We're not an agency. We're 22 businesses that share overhead. Viseda gave us the ONE tool where 'the collective' actually exists — client-side. Behind the scenes, everyone still has their own P&L.

Priya Deshpande, Collective steward
F

Fold & Fixture

Design agency · Industrial product design · Portland OR

Prototype tracking that engineers accept as source of truth.

Every CAD revision, vendor RFQ, and tooling milestone lives on the same project timeline the client sees. No more 'which version were you looking at' — the URL answers that.

-27%

Prototype cycle

-38%

Vendor coordination hours

→ 0

Version disputes

We work with engineering teams who are, let's say, opinionated about tooling. Getting them to trust a marketing tool would have been a no-go. Viseda's audit trail changed that in one meeting.

Ren Aoyama, Principal
L

Lucid Trail

Design agency · Web dev shop · 11 devs, remote

We stopped writing project status emails.

Sprint status auto-generates from the project board. Clients get a Monday morning digest that a human used to write. Devs get 4 hours back per week.

→ 0

Status email hours

+22%

Sprint velocity

-91%

Client 'huh?' responses

Every senior dev at every agency writes status emails. It's a rite of passage no one wanted. We killed that rite of passage.

Julian Ochoa, Head of Delivery
T

TerraFin Capital

Fintech · SMB lending · 28 employees

AI qualifier cut lead-to-fund time from 11 days to 3.

Deployed an AI qualifier agent that scores loan applications before the underwriting team sees them. High-fit apps route straight to a decision-maker.

11d → 3d

Lead-to-fund

+22%

Approval rate

34/wk

Analyst hours saved

The qualifier does what our junior analysts used to do — but in seconds, and audited. We freed our analysts to work on complex cases.

Rachel Wu, VP Operations
M

Meadowbrook Advance

Fintech · SMB lending · Merchant cash advance · 40 reps

Our top rep does 3× the deals. Now the median does 2×.

Onboarded reps onto a pipeline where every touch, doc, and decision is logged. Manager coaching went from 'gut check' to 'here's where you're leaking.'

Median rep production

90d → 32d

Ramp time new hire

auto

Compliance flags

MCA is a numbers game. You dial, you close, you dial. Before Viseda, we couldn't tell if a rep was underperforming because they weren't dialing or because their pitch was broken. Now we know within 48 hours.

Tony DiSalvo, VP Sales
R

Ridge Equipment Finance

Fintech · SMB lending · Middle-market equipment lender · 60 seats

Underwriting turnaround: from 6 days to 30 hours.

Wired the credit memo workflow into the CRM. Financials, tax returns, and asset appraisals attach automatically. Committee reviews happen from the same record everyone else lives in.

6d → 30h

UW turnaround

83%

Docs auto-parsed

-71%

Committee prep hours

Underwriters are conservative. That's the job. Convincing them to leave Excel took six months. Convincing them to stay off Excel took one week using Viseda.

Alistair Bennett, Chief Credit Officer
S

Salt River Capital

Fintech · SMB lending · Working-cap lender · Phoenix HQ

Portfolio at risk cut by 40% in nine months.

Real-time covenant tracking on every active loan. Anomalies fire alerts BEFORE a payment gets missed — not after.

-40%

PAR (portfolio at risk)

+117

Early-warning triggers

-28%

Charge-offs

Bad loans don't get bad on the day they miss a payment. They get bad two months earlier. We just couldn't see it.

Camille Broussard, Head of Portfolio Ops
H

Highwater Bridge Loans

Fintech · SMB lending · Hard money · residential + small commercial

Broker portal killed the phone tag.

Broker submissions come through a portal with our exact document requirements pre-listed. Deals close in 9 days instead of 3 weeks. Brokers send us more deals because our process doesn't waste theirs.

21d → 9d

Deal-to-close

+58%

Broker submissions

-84%

Doc chase emails

The best brokers work with three lenders. We wanted to be one of them. You get there by being fast and by not making the broker do your job.

Marcus Delaney, President
F

Facture Finance

Fintech · SMB lending · Invoice factoring · fintech-native

One workflow. Every stage. No handoff loss.

Applicant → advance funded → invoice collected → client statement — all one record. Ops team scaled from 4 to 5 while volume 3×'d.

0.6× ratio

Ops headcount / volume

3.1×

Volume growth Y1

auto

Data reconciliation

We're building rails, not paperwork. Every hour our people spent moving data between systems was an hour not spent on product. The math didn't work.

Sanjana Rao, Co-founder, COO
O

Onset Payments

Fintech · SMB lending · Payments consolidator · early-stage

Shipped a portal in two weeks. Merchants stopped churning.

First-time merchant experience was our churn hole. Rebuilt onboarding as a magic-link flow: application → integration → dashboard in under a day. Activation up 3.4×.

3.4×

First-txn activation

4d → <1d

Onboarding time

-52%

Support tickets

We were losing merchants BEFORE they ever ran a transaction. Now they run one before they finish coffee. Everything downstream of activation just got easier.

Devon Chen, Founder
N

Northwind Foods

CPG · food distribution · 62 employees

Reps close on the road with one screen instead of five.

Field reps run the entire sales motion — pipeline, orders, invoices, delivery scheduling — from a single tab on their phone.

3× faster

Order-to-ship

+58%

Rep productivity

-91%

Data entry errors

We had reps toggling between 5 apps in a customer's parking lot. Now it's one screen. Orders go out the door 3× faster.

Mark Liu, VP Sales
F

Ferment Beer Co.

CPG · food distribution · Craft brewery + distribution · Vermont

Went from 40 accounts to 180 without hiring a second sales rep.

The rep spends her time selling, not scheduling deliveries or chasing net-30 invoices. Everything else routes on rails.

40 → 180

Active accounts

1 → 1

Rep count

-64%

Net-30 aging

Craft is a relationship business. You're not going to automate the tap takeover at the good bar in Burlington. But you can absolutely automate the paperwork that gets in the way of it.

Cal Hendricks, Co-founder
P

Prairie Snack Foods

CPG · food distribution · Co-packer · 240 employees

Co-manufacturing quotes out the door in an hour, not a week.

Sales, ops, and R&D used to write quotes by ping-ponging spreadsheets. Now it's a single record with roles. Wins jumped, and the losses we DO take are losses on price — not on speed.

5d → 1h

Quote turnaround

+34%

Win rate

-88%

Cross-dept threads

Half the business we lost, we lost because we quoted too slow. We just couldn't move the ingredients data, the line time, and the pricing through three departments quickly enough. Now we can. That's it — that's the whole story.

Angela Foti, Chief Commercial Officer
H

Harvestwind Organics

CPG · food distribution · Organic produce distributor · CA + PNW

Route density up 22%. Fewer trucks, same coverage.

Orders, inventory, and delivery windows flow through one workspace. Ops planners can see the whole picture — and the trucks can too.

+22%

Route density

84% avg

Truck utilization

-19%

Fuel cost / order

Organic margins are thin. Every mile matters. Every wasted trip is a loss. Viseda gave us the visibility to run cleaner routes without buying route-optimization software.

Reyansh Patel, VP Logistics
B

Blackpine Coffee Roasters

CPG · food distribution · Small-batch roaster · DTC + wholesale

Wholesale accounts don't ghost when the paperwork is easy.

New café accounts get a magic link to their own portal — order form, tasting notes, delivery calendar, invoices. No app to download. No email chain to bury.

+58%

Wholesale conversion

9.4 → 12.1/yr

Reorder cadence

-71%

Wholesale AR aging

The moment a café owner has to install something, or make an account somewhere, or find that email you sent — you've lost them. Every friction point is a lost account. Viseda's portal has zero friction points. That's rare.

Ines Halvorsen, Founder / Head Roaster
N

Northern Chill Imports

CPG · food distribution · Frozen goods importer · East Coast

Customs docs, cold-chain proof, and the invoice — one link.

Buyer opens the portal, sees the container status, the temp-log CSV, the phyto certificate, and the invoice. Everything an ops person at a big grocery buyer asks for, before they ask.

-93%

Doc-request emails

3wk → 4d

Buyer onboarding

+41%

Repeat orders Y1

Grocery buyers are terrified of frozen imports. They want documentation like it's a court case. We used to send it. Now they self-serve.

Yiannis Papadakis, GM
K

Kettle & Cure

CPG · food distribution · Specialty condiments · nationally distributed

Distributor communications stopped being one person's job.

We used to have one heroic sales director who knew what every distributor needed and when. Now the system does. She got promoted.

1 → team

Bus factor

auto-routed

Distributor tickets

back to selling

Sales Dir's calendar

Distributor management is tribal knowledge. That's a liability. If our sales director wins the lottery, we don't want to lose the business with her.

Roscoe Fielding, CEO
H

Helios Enterprise

B2B software · 180 seats

Consolidated 4 CRMs across regions into one.

Merged separate CRM instances for NA, EMEA, and APAC into a single multi-BU workspace with regional pipelines and shared reporting.

4 → 1

CRM instances

+27%

Forecast accuracy

6 weeks

Global rollout

Our CFO used to spend 3 days a quarter reconciling regional pipelines. Now it's a live dashboard.

Dan Morris, CRO
B

Bramble Dev

B2B software · Dev tools · Series A · 24 people

PLG signup → self-serve activation → sales-assist. One record.

Every free user's product events flow into the CRM. Sales sees a lead when there's a reason to; before that, it's autopilot. Reps waste zero time on cold outbound.

+34%

Free → paid conversion

→ 0

Rep time on cold outbound

1

RevOps FTE saved

PLG companies build a Rube Goldberg of Segment, Vitally, HubSpot, and their own Redshift. Then they hire a RevOps person to keep it all breathing. We skipped that step.

Nikhil Rangan, Head of Revenue
U

Uplink Marketing Cloud

B2B software · MarTech vendor · 90 seats

Our own dogfood tastes better.

We build marketing software. We were using six competitor tools to sell it. Now we sell our marketing software using tools that agree with each other. That helps.

finally

Attribution clarity

+41%

MQL → SQL

-$14k/mo

Marketing tool cost

Being a MarTech vendor and using a duct-taped MarTech stack is a very specific kind of shame. It's gone now. That's worth saying.

Yolanda Pierce, VP Marketing
C

Cadence Sales Ops

B2B software · Sales enablement SaaS · 40 seats

The playbook we sold, we now run internally.

Migrated our own reps off Salesforce. Cycle time compressed 40%. If we couldn't sell our stuff on this, we shouldn't have been selling our stuff.

-40%

Cycle time

3h → 20min

CRM data entry / rep / wk

$0

Salesforce license cost

Our whole product is 'get reps out of admin.' Then we made our reps do CRM data entry. Reader, we know.

Amara Ojeda, COO
M

Meridian Data Ops

B2B software · Data platform · 55 seats

Deal desk built into the CRM. No custom tooling.

Custom pricing approvals, technical scoping, and legal review all as steps on the deal record. Approvals surface where the deal is. No more Slack ping-pong.

5d → 1.4d

Deal-desk cycle

avoided

Salesforce admin hire

→ 0

Approval slack threads

We were about to hire a Salesforce admin to build our deal desk. Instead we bought Viseda and configured the same thing in a Tuesday afternoon.

Théo Renard, VP RevOps
V

Vaulted Security

B2B software · Cybersecurity · 70 seats

SOC 2 evidence gathered in the tool that already runs sales.

Audit prep used to be a screaming Q4 project. Now it's a Monday. Evidence links live inside the deal and project records they came from — auditors love it.

-82%

SOC 2 prep hours

-64%

Auditor questions

0

Compliance FTE growth

In this business, you sell security to security people. So your OWN security posture better be immaculate. Viseda made ours immaculate without us hiring a security engineer to run the CRM.

Priyanka Bakshi, Head of Security & Compliance
R

Regatta Compliance

B2B software · Compliance SaaS · 32 seats

The customer success motion runs itself, mostly.

Auto-triggered check-ins, health-score reporting, expansion signals — all wired to the same account record sales writes into. CSMs coach; the system chases.

112% → 128%

Net revenue retention

6wk earlier

At-risk detection

1 : 42 accts

CSM ratio

CS is where you find out if the sale was real. Ours used to find out three months late. Now it's Tuesday-morning news.

Benji Kaur, VP Customer Success
P

Parabola Inc.

Marketing agency · 8 seats

Bootstrapped agency scaled from 8 to 42 clients on one platform.

Client onboarding automated end-to-end: intake form → deal → project → portal invite. Zero manual setup per client.

8 → 42

Client count

3d → 20min

Onboarding time

+340%

MRR

We took on 34 new clients in a year without hiring an ops person. The system just handles it.

Leo Hart, Founder
B

Bandwidth PR

Marketing agency · PR firm · tech & consumer

Coverage tracking, media contacts, and campaign reporting — same record.

Every client campaign has its own workspace with pitch tracker, coverage list, sentiment notes, and a monthly report generator. Account leads run more clients without breaking.

4 → 7

Clients per account lead

8h → 45min

Monthly report time

+22%

Pitch response rate

PR is a lot of things but organized isn't usually one of them. It is now, apparently.

Cassandra Yoon, Founding Partner
B

Backlink Boulevard

Marketing agency · SEO agency · 15 seats · remote

Client dashboards clients actually open.

Rankings, content velocity, technical audit progress — pulled from Ahrefs and GSC and displayed in the portal. Clients log in on their own instead of scheduling calls to ask 'how are we doing?'.

62% → 94%

Client portal MAU

+38%

Retention

22/wk

Reporting hours saved

Our churn used to be 'the client can't tell if we're doing anything.' Now they can tell we're doing things every day.

Malik Osabe, Head of Client Strategy
S

Signal Performance

Marketing agency · Performance marketing · Meta + Google specialist

The pod model finally makes sense.

Each pod (media buyer + creative + strategist) has a workspace. Client sees ONE pod. The pod sees everything about the client, including margin and hours. Nobody's flying blind.

+27%

Margin per pod

48h → 6h

Time-to-first-optimization

-1 (positive)

Team churn

Performance agencies live or die by hours-to-outcome. Every hour we don't track is a mystery. Viseda made hours visible without making the team feel surveilled. That was the hardest part.

Rhys McCallister, Founder
S

Slow Loop Content

Marketing agency · Content marketing · 9 writers/editors

Editorial calendar and payroll pulled from the same source.

Freelance writer got their brief, wrote the piece, hit publish, saw the invoice draft. Editor approved it, it invoiced. Founder used to reconcile this on Sundays; she stopped.

→ 0 hrs

Sunday reconciliation

+38

Freelancer NPS

48 → 71

Pieces / month

I always said the freelance writer economy runs on Google Docs and Venmo. Ours runs on a portal now. That's what a business feels like.

Halima Blackwell, Founder
R

Rocketspace Growth

Marketing agency · Growth marketing · scrappy · 6 seats

Doubled clients. Didn't hire.

Six people run 18 clients. We're small on purpose and we like it. The system does what would otherwise require a project coordinator plus an accountant plus a client success manager.

1.8 → 3.0

Clients per FTE

0

Headcount growth

+62%

Profit / partner

Every agency I've worked at got fat. Ours won't. We built the operating system to make sure of it.

Elena Vasquez, Managing Partner
H

Halo Influencer Agency

Marketing agency · Influencer marketing · 25 seats · LA + London

Creator payments went from a two-week nightmare to same-day.

Wired creator contracts, deliverable approvals, and payment triggers into one flow. When a creator's post is approved by the brand, their payment queues up automatically.

14d → same day

Time-to-payment

+40

Creator NPS

-52%

Creator sourcing cost

Creators talk to each other. When we started paying same-day, our creator NPS went up 40 points and — this is the real number — our creator sourcing costs dropped by half. Word got out.

Suki Nakamura, VP Operations

Across all Viseda customers

$127k

Avg. annual SaaS savings

3.2×

Faster sales cycle

94%

Retainer renewal rate

18 hrs/wk

Ops time saved

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