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
Michael A. Grollman
Michael Grollman is a director in Wipfli’s technology consulting practice with over 20 years of experience in serving a variety of industries. He is responsible for cloud client relationship management (CRM) software suite project designs and implementations, including related cloud systems in Azure and AWS.
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Robin Early, MLO
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.