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
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Devin Dukes, Prosci CCP
Devin Dukes specializes in consulting for grant funded, nonprofit and healthcare organizations. She has 15 years of experience working with social services, higher education, performing arts and healthcare organizations to discover solutions that help meet their mission and build stronger communities.
Kaitlin Jach is a technology consultant with Wipfli’s customer relationship management (CRM) team and our process improvement group. She works closely with clients to understand their needs and develop solutions to help them achieve their goals. Kaitlin uses her technical and business analysis skills to break down business processes and her communication skills to provide excellent customer service and build lasting relationships with clients.