Wipfli Connect

    Wipfli Connect - CRM that works the way you do.

    A unique and powerful project management tool and so much more...

    Built on Microsoft Dynamics® CRM, Wipfli offers solutions tailored to your industry - whether that's Construction, Real Estate, or Weatherization projects - it's made to work the way you already do.

    Each Wipfli Connect solution derives all the benefits of Microsoft Dynamics CRM and turns data into actionable information that gives you – and everyone connected with your project – a clear view to accurate, up-to-the-minute information.

    Work the way you already do!
    Wipfli Connect uses Microsoft Dynamics CRM as a platform while also running inside Microsoft Outlook® to build on business applications you're already familiar with. It lowers the learning curve and gives your organization a familiar platform to quickly grow your business.

    • Streamline information and communication
    • Enhance project collaboration
    • Streamline workflow and scheduling
    • Eliminate duplications and manual paper trails
    • Improve processes
    • Gain efficiencies
    • Reduce errors and risks
    • Improve profitability

    Wipfli Connect solutions consolidate and connect your separate silos of information into a centralized database to give everyone greater visibility into project performance. Information is easily accessible to all, allowing for enhanced responsiveness and accountability. The result? Better decision-making and stronger performance.






    Wipfli Connect Solutions:

    Wipfli Connect for Contractors

     

    Wipfli Connect for Real Estate

     

    Coming Soon: 
    Wipfli Connect for Weatherization