Construction

CRM Solutions

Driving results aligned with growth strategies.

Customer relationship management (CRM) systems enable powerful growth for contractors, real estate owners and developers, and property managers. Some organizations mistakenly view CRM as simply another technology solution. Yet CRM has the potential to deliver results when the technology is tightly integrated into business objectives. Implementing CRM starts with aligning technology with each client’s unique business goals.

Once the strategy meets with business objectives, the proper CRM program becomes clear. Experienced teams access domain expertise and industry best practice analysis, deliverables, and outcomes to align customer relationship and experience processes with organizational strategies and goals.

Wipfli Connect for Contractors

From targeting and prospecting, to bid submission and management, and through contract award and job completion, Wipfli Connect for Contractors creates one simple-to-use interface across your entire enterprise, throughout every life cycle.
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WipfliConnect for Real Estate CRM Accelerator

Wipfli Connect for Real Estate creates one simple-to-use interface across your entire enterprise, allowing you to effectively manage assets, leases, tenants, vendors, and sales to keep everyone informed on property status.
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Featured Expertise

Jason J. Smith

With more than 17 years of strategic technology experience, Jason helps organizations identify challenges, execute processes, and optimize their technology investments. Clients see him as a trusted business partner who can provide an invaluable perspective on their technology, financial, and operational needs. 

Faith Technologies
Troy Thompson, IT Director & CRM Project Manager

"The insights we've gained into our business and the process improvements we've secured from the implementation process alone have been worth the investment. Independent of the additional value we plan to realize with the solution over time with our business development and estimating teams, the return on investment has already been realized."

 Customer Relationship Health Check