Construction CRM advisory

Wipfli’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.

We 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.

Minimize 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.

Replace the friction of outdated legacy systems with modern, intuitive platforms that enhance your team’s productivity.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.

We 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.

See 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.

Empower 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.