Connect to CRM customized for your industry.
Wipfli Connect solutions consolidate and connect a business’s separate silos of information into a centralized database to give everyone greater visibility into project performance. Information is easily accessible to all, allowing for enhanced responsiveness and accountability. The result is better decision-making and stronger performance.
Built on Microsoft Dynamics CRM, Wipfli Connect offers solutions tailored to your industry. Each Wipfli Connect solution derives all the benefits of Microsoft Dynamics CRM and turns data into actionable information. This creates a clear view of accurate, up-to-the-minute information.
Wipfli Connect for Banking
Generate income and grow margins with a CRM optimized for banking.
Wipfli Connect for Manufacturing
Ensure efficiencies throughout the customer life cycle with Wipfli Connect for Manufacturing.
Wipfli Connect for Contractors
CRM that works for contractors.
Wipfli Connect for Real Estate
Smarter, tailor-made CRM for real estate businesses.
Wipfli Connect for Nonprofits
Build strong stakeholder relationships, manage memberships and streamline administration.
Featured Thought Leader
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).