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
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a principal and delivery lead in Wipfli's Customer Engagement practice, he focuses on sales, service, marketing, collaboration, and related technology, with an additional concentration in collaborative and business intelligence solutions. Ryan has a proven history of successfully leading large and small initiatives alike, including technology implementations, needs assessments, and system selection projects across multiple industries, with a specific focus on manufacturing, non-profit, construction, and financial institutions. His leadership, business process acumen, and technical expertise consistently deliver value and help his clients reach their business technology related goals.