Smarter, tailor-made CRM for real estate businesses.
Boost collaboration, efficiency and sales with Wipfli Connect for Real Estate. The simple-to-use interface allows everyone to stay informed on property status. Communication flow is streamlined as processes improve and gain efficiencies.
Built on Microsoft Dynamics CRM, Wipfli Connect for Real Estate manages, shares and routes information through the robust CRM software, helping manage assets, leases, tenants, and vendors.
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.