How do you connect the CRM to the website's customer area?

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How do you connect the CRM to the customer area? By showing customers the right data, kept up to date by your team

To connect the CRM to the customer area of your website, the information a customer can view or update is synchronised through APIs: records, requests, documents. Your team works in the CRM as always and the customer finds consistent data online. We at NewVisibility, a web agency in Cantù, in the province of Como, build bespoke reserved areas on our enterprise CMS.

Reserved access

Each customer logs in with their own credentials and sees only what concerns them.

Synchronised data

Customer records and history come from the CRM, with no double entry.

Online requests

The customer writes from the reserved area and the request appears in the CRM.

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To define together

What to decide before starting

Who logs in
Roles and permissions for each user
What is visible
Data and documents to make available
What can be edited
Information the customer can update
Portfolio

Integrations we have built

About us

The NewVisibility story

For years we have developed bespoke websites and systems for companies in Como, Brianza, Milan and Lugano.

Discover our history
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To synchronise CRM and ERP, you define which system is the source of each piece of data and connect the two software tools through APIs, so customer records, orders and commercial terms stay consistent. The work is handled by our team in Cantù, in the province of Como, for companies also in Milan and Lugano.

To choose a CRM that is easy to integrate, the quality of the link it allows matters more than the number of features: you need documented APIs, customisable fields, consent management and compatibility with your management system. If your company is in Como, Brianza, Milan or Lugano, we can assess it with you.

To integrate the CRM with a company's website in Como you need a partner that develops the site and the API link together. NewVisibility, a web agency in Cantù, has an in-house team, an enterprise CMS and our own managed servers, and works for companies in Como, Brianza, Milan and Lugano. Some of its sites have won CSSDA awards.

A webhook is an automatic message that one piece of software sends to another when an event occurs, such as a new contact or a change to an order. It aligns systems immediately, without constantly asking for news: we design it in Cantù for companies in Como and Brianza.

GDPR in data exchange between systems is handled by mapping personal data flows, exchanging only the essential fields, linking consents to the systems that use them and protecting access and channels. Legal assessments should be shared with your consultant or DPO; we work in Cantù for companies in Como and Lugano.

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