Enterprise CRM for professional services
WYSE-B CRM is in active development. Subscribe to EbSpace Portal today and you will be first to know when WYSE-B opens for early access.
In development
Building something great.
EbSpace Portal is available now.
Features
Everything a modern services business needs
A complete CRM for accountants, consultants, lawyers, and other professional service firms.
Module 01
Smart contact management
Complete client profiles with family relationships, interaction history, and a secure credentials vault.
- Bulk CSV import
- Customizable fields
- Family relationships
Module 02
Case & task management
Complete case tracking with statuses, priorities, notes and automatic team assignment.
- Customizable statuses
- Automatic assignment
- Complete history
Module 03
Department folders
Organized document storage with automatic categorization by type and client.
- Bulk file upload
- Full-text search
- Version control
Module 04
AI virtual assistant
24/7 chatbot trained on your enterprise knowledge base to answer client inquiries.
- Automatic responses
- Knowledge base
- Continuous learning
Module 05
Real-time analytics
Interactive dashboards showing key business metrics, trends, and forecasting.
- Customizable widgets
- Export to Excel/PDF
- Predictive analytics
Module 06
Enterprise security
Multi-tenant isolation with role-based permissions and complete action auditing.
- 2FA authentication
- Audit logging
- AES-256 encryption
Module 07
Workflow automation
Automatic notifications, reminders and status updates to streamline operations.
- Automatic reminders
- Custom webhooks
- Scheduled tasks
Module 08
100% cloud-based
Access from any device, automatic sync, and daily backups.
- 99.9% uptime
- Automatic backups
- No installation
Pricing — coming soon
Flexible plans that grow with you
Currently in active development. EbSpace Portal available now.
Small teams
WYSE-B J
2 base users • 5 GB storage
- Contact management
- Cases & tasks
- Basic documents
- Standard dashboard
- Email support
Growing businesses
WYSE-B V
4 base users • 20 GB storage
- Everything in WYSE-B J
- Client portal
- AI virtual assistant
- Advanced reports
- Priority support
Complete solution
WYSE-B K
6 base users • 50 GB storage
- Everything in WYSE-B V
- Commercial buildings
- Deal Analyzer
- Custom API
- Dedicated account manager
Coming from real teams
What our customers say
“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
Available today
Start with EbSpace Portal
WYSE-B CRM is coming soon. EbSpace Portal is available now from $25/month — no waiting.