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Wipfli Connect Industry CRM Solutions

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 Banking

Generate income, grow margins and build a sales culture.

Wipfli Connect for Manufacturing

Create efficiencies throughout the customer life cycle.

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 perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.