Grow relationships and profitability
Having active projects doesn’t guarantee profitability, especially when margins are tight and labor and material costs keep rising.
For effective growth, construction firms need timely insights to refine bids, visibility across their pipeline and consistent, effective communication with teams and customers. Without those capabilities, even strong backlogs can mask declining project performance.
Wipfli’s construction CRM advisory provides the tools you need to choose the right opportunities at the right time. With Wipfli, your CRM isn’t a database. It’s a powerful system for building a more predictable business model.
With our construction CRM services, you can see:
- Higher win rates: Transform how you track lead sources and project types so you can focus on estimating resources on the most profitable jobs.
- Seamless handoffs: Eliminate information silos between teams so that nothing gets lost when a contract is signed.
- Real-time pipeline visibility: Gain a live view of backlog and future opportunities to help leadership improve workforce planning and equipment allocation.
- Better relationship management: Strengthen relationships with developers, owners and subcontractors, keeping your firm top-of-mind for the right projects.
Why Wipfli?
Where other providers may approach CRM as a generic software initiative, Wipfli’s CRM consulting for construction applies decades of industry experience to turn your system into a strategic asset.
We understand your industry-specific challenges, from the nuances of the ‘doer-seller’ model to the complexities of joint ventures, and the importance of tracking the influence of architects and engineers. Our services help you apply CRM to your specific processes, and they’re backed by the depth of our comprehensive construction advisory services, helping you leverage CRM as a part of your overall business health.
How we help you
Strategy and advisoryWipfli’s CRM strategy and advisory services start with your business goals. We evaluate your current bidding, lead- tracking and project handoff processes so that your CRM is aligned with how you actually win work. |
CRM integrationWe help connect your CRM to other critical systems, including ERP, project management tools and build systems like Procore, creating a single source of truth for critical data. We also provide iPaaS support to help you integrate data and keep disparate systems working together seamlessly. |
CRM selection and implementationWe leverage our industry experience to tailor your CRM implementation to the construction life cycle, helping you improve how you manage everything from subcontractor relationships and architect tracking to complex project pipelines and bid management. |
CRM optimization and supportSee greater value from your CRM with optimization support that helps you extend capability and scale solutions. Whether you need to regain momentum, train your staff or adapt to changing business processes, we help you keep CRM investments running smoothing and securely. |
Change management and trainingMinimize disruption and maximize adoption with our change management and training support. We help your estimator, project management and business development teams see real value in CRM and apply it to their daily workflows. |
Modernized workplaceEmpower your field and office teams with a secure, flexible digital workplace designed to improve real-time collaboration and data access. Our approach goes beyond basic online tools, building a robust environment that enhances the employee experience without compromising security. |
Modernized systemsReplace the friction of outdated legacy systems with modern, intuitive platforms that enhance your team’s productivity. By building tailored solutions or upgrading aging infrastructure, we help you eliminate manual inefficiencies and drive better data entry and project oversight. |
Our team
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Danielle Johnson
Danielle Johnson is a director of digital strategy with experience in guiding construction and real estate companies through technology-enabled transformation. She partners with executives and leadership teams to align people, processes and technology, helping organizations unlock growth, efficiency and stronger customer experiences.
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