Generic CRMs often miss the workflows homebuilders rely on every day. Wipfli Move provides a tailored solution to streamline sales, operations and buyer engagement.

For today’s homebuilder, pre-packaged customer relationship management (CRM) solutions fall short on key features, from land acquisition management to design center integration. But enterprise solutions built from the ground up can be costly and resource-heavy to maintain over time.

Drawing on our 75-year legacy as a trusted advisor to the construction industry, we developed Wipfli Move — a tailored CRM experience for homebuilders, built on the Salesforce platform. With Wipfli Move, we make your CRM more than a technical implementation. We help ensure that homebuyers have exactly what they need to cultivate sales, engage buyers and fast-track operations from first contact to final contract.

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How Wipfli Move gets you building faster

Behind every construction project is a mountain of tasks to tackle and track. From prospecting and contract management to purchase agreements and customer service, homebuilders manage layers of parallel functions — well before any ground is broken.

Wipfli Move provides a ready-to-go CRM experience, with built-in features and configurations that address essential homebuilding needs. As a Salesforce-certified partner, we integrate best practices from across all industries into an interface sharpened for your next construction project.

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Ready to simplify the path from prospect to homeowner? Connect with us about your sales, marketing and customer experience goals.

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