A smarter, tailor-made CRM for real estate
Boost collaboration, efficiency and sales with Wipfli Connect for Real Estate. Built on Microsoft Dynamics CRM, Wipfli Connect for Real Estate manages, shares and routes information through the robust CRM software, helping you manage assets, leases, tenants and vendors.
Wipfli Connect for Real Estate gets everyone on the same page. Use it to:
- Improve all-around communication, from investors to contractors to tenants.
- Streamline information and communication.
- Enhance project collaboration.
- Streamline workflow and scheduling.
- Eliminate duplications and manual paper trails.
- Manage change orders and prevent costly oversights.
- Gain efficiencies.
- Reduce errors and risks.
- Improve profitability.
Why Wipfli?
We have deep experience in the real estate industry, allowing us to understand your challenges and bridge the gap with the right strategy, processes and technology. Contact us to learn how Wipfli Connect for Real Estate can help you enhance collaboration, optimize processes and gain efficiencies, improve project flow and convert leads to opportunities.
Our team
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 partner 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
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
