CRM customized for your industry
Wipfli Connect solutions consolidate and connect your organization’s separate silos of information into a centralized database — giving you greater visibility into project performance. Information is easily accessible to all, allowing for enhanced responsiveness and accountability. As a result, your organization gains access to better decision-making and empowers stronger performance.
Built on the Microsoft Dynamics CRM, Wipfli Connect solutions are tailored to your industry. They turn data into actionable information, creating a clear view and delivering accurate, up-to-the-minute information.
Explore our industry-specific solutions:
Wipfli Connect for Contractors
Enable better forecasting and better contract, pipeline and resource management.
Wipfli Connect for Real Estate
Streamline communication and boost collaboration, efficiency and sales.
Wipfli Connect for Nonprofits
Build strong stakeholder relationships, manage memberships and streamline administration.
Our team
Ryan Peasley
Ryan is a consultant on the information technology management team in the Milwaukee office. He enjoys helping nonprofit organizations manage, implement, and utilize technology to engage constituents and customers and achieve organizational goals.
Success story
When Beltline outgrew its CRM, Wipfli’s Connect for Contractors gave it a long-term, scalable solution.
