PlanSource Selects ClientSpace

NetWise Technology is pleased to announce that PlanSource, a benefits administration and human resource outsourcing provider, has selected ClientSpace as their Client Services CRM solution. The software is already in use by PlanSource personnel.

“Our company was introduced to ClientSpace through a former division of our holding company that used the product, and we have been using it for Client Management and workflow management for over two years,” says Carrie Norden, Senior Vice President of Operations. “Our PlanSource and HRO divisions have relied on ClientSpace to manage various operational processes and client service activities. We look forward to continuing our partnership with NetWise”

“Retaining the PlanSource account was a big win for us,” Randy Wadle, CEO of NetWise says. “This indicates that our software is capable of serving parallel markets to PEO and is a testament to the maturing of the base CRM, workflow, and ad-hoc reporting dimensions of the product. PlanSource is well positioned in the market and we look forward to continuing our partnership.”

NetWise is the inventor of ClientSpace and has a proven track record of custom fit enterprise workflow solutions suitable for industry powerhouses as well as niche market or geographic PEOs.


NetWise Technology, Inc. is a premier provider of Enterprise Workflow systems located in Bradenton, Florida. ClientSpace is a proprietary Enterprise Workflow Automation architecture used by clients in a variety of industries as the kernel of their enterprise workflow solution. NetWise primarily services clients in the employee leasing/PEO, banking, real estate, and professional services markets. For more information, please contact us at (866) 474-0922 or info@netwisetech.com. http://www.netwisetech.com/.

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