Now in Private Beta

See the truth.Know the next move.

Wysvera is the unified CRM and customer success platform that shows you what's really happening with your customers — and tells you the next right move. Acquire, retain, and expand from a single platform.

Built for B2B SaaS teams. Sales, Marketing, and CS unified. Flat pricing with unlimited users.

Explore the platform — a 35-screen guided tour

Why Teams Choose Wysvera

True counsel for teams who keep customers — designed from the ground up to surface what matters, not just display dashboards.

Meaning Over Metrics

Most platforms show you data. Wysvera shows you what it means. AI-powered insights surface the next right move for every account.

One Platform, Full Lifecycle

Sales, Marketing, and Customer Success unified from day one. No more silos, no more stitching tools together — one source of truth for your entire revenue team.

Unlimited Users, Flat Pricing

Pay per account, not per seat. Give your whole team access without licensing costs eating into your budget.

Customer-Facing Portal

A branded portal where your customers see their own health, track goals, and communicate with your team. Transparency builds trust.

The Full Picture, in One Place

Every tool your revenue team needs — from pipeline to renewal — connected and working together.

Customer Success

One page per account: health, churn risk, goals, onboarding paths, renewals and a full timeline — arranged the way you work.

Customer Portal

A portal in your brand where customers see their goals and progress, open support cases, view contracts and invoices, and message their CSM.

Support & Bugs

Numbered cases with SLAs, categories, sentiment and CSAT. Link bugs to every case they cause — and follow up with each customer when they're fixed.

Quote to Cash

Quotes signed inside Wysvera. Signing closes the deal, starts the subscription and sends the invoice — no hand-offs to remember.

Revenue & Retention

Deals pipeline, renewals and expansion, with ARR, net and gross retention and churn by team or owner. Honest numbers — absent data shows as absent.

AI Insights

Ask your book of business questions in plain English. Meeting briefs, follow-ups, and sentiment read from calls, emails and cases.

Campaigns & Sequences

Email campaigns with A/B split sending, sequences, segments, lists and embeddable forms — all working from the same customer data.

Integrations

Two-way sync with Salesforce and HubSpot on the fields you choose, Slack alerts routed by event, a task calendar feed, Zoom, webhooks and an API.

Security

Tenant isolation, required MFA for admins, single sign-on via OIDC, encrypted credentials and an audit log.

Plans for Every Stage

Flat pricing per account with unlimited users. Choose the plan that fits your team.

Starter
Seed to Series A

Essential CRM for small teams

100 active customer accounts · unlimited contacts

  • Unlimited users
  • Customer management
  • Sales pipeline
  • Email campaigns
  • Basic reporting
  • Email support
Most Popular
Growth
Series A/B

Advanced features for scaling teams

500 active customer accounts · unlimited contacts

  • Everything in Starter
  • Customer portal in your brand, with CSM messaging
  • CSM workload & manager analytics
  • Renewal tracking
  • Sequences & automation
  • Custom health scores
  • Slack integration
  • Contact enrichment
Pro
Series B+

Full-featured CRM with AI insights

2,000 active customer accounts · unlimited contacts

  • Everything in Growth
  • Interactive portal: customers complete tasks and open cases
  • Expansion tracking
  • Churn risk alerts
  • Full API access
  • Advanced analytics
  • Priority support
Enterprise
Enterprise

Custom solution with dedicated support

Custom active customer accounts · unlimited contacts

  • Everything in Pro
  • Single sign-on via OIDC (Okta and other OpenID Connect providers)
  • Custom integrations
  • Dedicated success manager
  • Training & onboarding

All plans include unlimited users and email support. Contact us for pricing details.

Product Roadmap

See what we're building next. Your feedback shapes our priorities.

Shipped
Shipped
  • Quote-to-cash: e-signature, subscriptions & invoices
  • Cases with SLAs, CSAT, sentiment — and bug tracking
  • Customer portal with messaging & email notifications
  • Ask Data, book-wide AI insights & meeting briefs
  • Two-way Salesforce & HubSpot sync, Slack routing
  • Staff single sign-on (OIDC) & required admin MFA
Next
Up next
  • Self-serve trials
  • Outreach integration
  • Merging duplicate accounts
  • Card payments on invoices
Later
Planned
  • Google Calendar & Gmail sync
  • Single sign-on for the customer portal
  • Zapier / Make connector
Future
Exploring
  • SOC 2 attestation
  • Third-party penetration test

Why “Wysvera”?

Wise counsel, grounded in truth.

Wys, for wise counsel. Vera, from the Latin for truth. Wysvera is true counsel for teams who keep customers: it shows you what's really happening with every customer, and helps you choose the next right move.

Ready for True Counsel?

Join teams using Wysvera to see the truth about their customers and make the next right move — every time.