Wipfli logo

Wipfli Connect Industry CRM Solutions

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.

Enhanced connections
See how we brought inside to both our firm and clients in FY23.
Learn more
Wipfli Connect
CRM that works the way you do. Learn how Wipfli Connect can make a difference in your organization.
Contact us
Connect - Microsoft Dynamics 365

Stay connected with product news, best practices, ideas, and tips to explore alignment with strategic business objectives, meet a short term tactical need, or just get thinking.