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Wipfli Move

Build a next-gen CRM

Today’s homebuilders need a customer relationship management (CRM) solution that identifies and cultivates leads, connects to homebuyers and prospects, streamlines operations, combines data and closes sales.

Yet out-of-the-box solutions fall short, and enterprise solutions are too costly and complicated.

Enter Wipfli Move, our custom CRM solution for homebuilders. Built on the Salesforce platform, Wipfli Move helps homebuilders do unique things and includes features such as:

  • Traffic management
  • Digital registration cards
  • Sales scenario builder
  • Design center integration
  • Purchase agreements and e-signature
  • Community analytics
  • Deposit tracker
  • Email marketing
  • Land acquisition

Why Wipfli

Wipfli’s dedicated team for homebuilders goes beyond basic installation to analyze your existing infrastructure to uncover new operational efficiencies, increase user adoption and provide ongoing support.

Our team provides:

  • Salesforce consulting and implementation services
  • Salesforce data and integration services
  • Salesforce business process automation
  • Salesforce support

Wipfli has been a trusted resource to the construction industry for over 75 years.  We offer services in tax and audit, risk advisory, digital transformation, outsourcing, organizational performance, M&A and leadership.

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