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
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Ryan C. Rademann
Ryan Rademann is a senior manager in Wipfli’s construction and real estate practice. His areas of focus include customer relationship management workstream, user adoption and training, Microsoft Power BI, Salesforce, Microsoft Dynamics® 365, field service, and project service automation. Ryan pairs business acumen and technical knowledge with strong communication skills to implement solutions for the challenges his clients face.
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.