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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.'
2×
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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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