Powerful features designed specifically for professional services
Complete client profiles with family relationships, interaction history, and secure credentials vault.
Complete case tracking with statuses, priorities, notes, and automatic team assignment.
Organized document storage with automatic categorization by type and client.
24/7 chatbot trained with your enterprise knowledge base to answer client inquiries.
Interactive dashboards showing key business metrics, trends, and forecasting.
Multi-tenant isolation with role-based permissions and complete action auditing.
Automatic notifications, reminders, and status updates to streamline operations.
Access from any device, automatic sync, and daily backups.
All plans include 7-day free trial. No credit card required.
Small teams
2 base users
Need more than 6 users? Additional users from $10/month
See what our customers say about the platform
“WYSE-B completely transformed our workflow. The case system lets us track every client precisely and the AI assistant responds to 80% of inquiries automatically.”
Maria Rodriguez
Operations Director
ABC Accounting Services
“Document management with department folders saved us countless hours. Everything is organized automatically and search is instant.”
Sarah Thompson
Partner
Thompson & Associates
“The analytics dashboard gives us complete visibility into the business in real time. We can make data-driven decisions, not hunches.”
James Chen
CEO
Chen Consulting Group