How qashqade Scaled Client Transparency and CRM Discipline with Optiverse

Industry: Fintech / Private Markets
Company: qashqade
Interviewee: Oliver Freigang, Co-Founder & CEO
Location: Zurich, Switzerland (with US and UK presence)

qashqade Website

🔍 Background

qashqade is a fast-growing fintech platform serving private market players, public and private pension funds, family offices, asset managers, fund administrators, and auditors.
Their core product automates complex processes for private markets, from waterfall calculations and reporting to investor communications.

“We are a software and service company specializing in private markets. Our clients include pension funds, asset managers, and fund administrators, automating calculations and streamlining processes. It’s a niche, but a vital one.”
— Oliver Freigang, CEO, qashqade

qashqade’s sales and client management teams operate across geographies and asset classes, with every client relationship and deal hinging on accurate, timely information.

🧠 The Challenge: From Siloed Notes to Lost Oversight

The old way?
Before Optiverse, qashqade’s team relied on manual spreadsheets, siloed notes, and scattered processes to record meetings and client interactions.

“Every salesperson had their own spreadsheet. The minutes were with the individual who wrote them—no sharing, no transparency. As a manager, I had no idea what was agreed with clients or the size of the deals.”
— Oliver Freigang

Main pain points:

• CRM Inconsistency:
  Adoption of Pipedrive CRM was low, with crucial updates left out or delayed.
  
  
  

• Manager Blind Spots:
  Oliver and leadership lacked visibility into client conversations, agreements, or even the true size of a potential deal. This made resource allocation—and strategic decisions—painfully inefficient.
  
  
  

• Sales Team Reluctance:
  “Salespeople notoriously are lazy when it comes to documentation. They’re busy chasing the next deal, not logging the last one.”
  
  
  

• Lost Opportunity Cost:
  Without reliable deal context, the team risked spending 20+ hours on a small client POC, unaware of whether the deal was worth the investment.
  
  
  

✅ The Solution: Optiverse + Pipedrive Integration

With Optiverse, qashqade transformed its client meeting workflow:

• Automated Meeting Recording:
  Every client call and sales meeting is captured and summarized in Optiverse.
  
  
  

• Tailored Templates:
  Sales and client management each use purpose-built templates to ensure all the right information is captured, fund count, deal size, next steps, etc.
  
  
  

• Seamless Pipedrive Sync:
  Meeting minutes and key data are automatically pushed to Pipedrive, creating a single source of truth for every opportunity.
  
  
  

“It was important for us to connect Optiverse to Pipedrive, so the information would finally be there, not scattered. Now, even if someone is ‘super lazy,’ at least the AI plugs into their meeting and fills out the main questions we care about.”
— Oliver Freigang

💥 The Results: Efficiency, Transparency, and Time Saved

Quantifiable Impact:

• 30% Time Saved
  “If you’re utilizing it right, you can save at least 30% of your time. That’s time you can allocate to something else.”
  
  
  

• Faster, Sharper Follow-Up:
  Each client-facing team member saves up to 15–30 minutes per meeting on post-call notes and CRM updates.
  
  
  

• Consistent Documentation:
  Key deal details are always captured, no matter how ‘lazy’ the rep.
  
  
  

• Manager Visibility:
  Leadership can now review call summaries, confirm what was discussed, and make informed decisions, whether on resource allocation or deal strategy.
  
  
  

Qualitative Benefits:

• No More Black Boxes:
  “Now, if someone says ‘We’re going to win this client,’ I can see the real details, what was agreed, the numbers, and if it’s worth the investment.”
  
  
  

• Search & Retrieval:
  “With Optiverse, I can jump straight to the transcript or even the video if I need to check what happened. No more chasing people for info.”
  
  
  

• Team Adoption:
  Teams are informed about Optiverse’s use, supporting data privacy and transparency standards.
  
  
  

🧩 Lessons Learned & Ongoing Improvements

Oliver is candid about the human element:
“No tool replaces thinking. AI should never be the decision-maker in your life—but it absolutely should be your support system. Optiverse is a tool that, when used right, makes us more efficient and effective.”

💬 Testimonial

“For me, it’s a big thing to say a tool makes us more efficient and effective. I was always impressed with Optiverse, not just for what it does today, but because I can see you’re always improving it.”
— Oliver Freigang, CEO, qashqade

🏁 One-Liner

Optiverse gave qashqade the visibility and discipline to turn every client conversation into actionable data, saving time, boosting transparency, and making management smarter, not just busier.

Want to see how Optiverse can work for your team? Contact us.