July 11, 2025
Building strong customer relationships is at the heart of any successful online business. But creating meaningful connections at scale, especially with users spread across the globe, can be a real challenge.
That's where Customer Relationship Management (CRM) systems come in. A CRM helps businesses organize, track, and improve how they interact with customers throughout the entire journey. In this post, we'll break down what a CRM does, how it works alongside a CMS like Umbraco, and explore a few top CRM platforms you can connect with.
What Is a CRM?
CRM stands for Customer Relationship Management. It is a system that helps businesses manage and analyze how they interact with customers across different touchpoints.
It acts as a central hub for customer data, including contact information, purchase history, preferences, and behavior. With everything in one place, businesses can improve communication, strengthen relationships, and drive long-term growth.
What Is a CMS?
CMS stands for Content Management System. It is a type of software that allows users to easily create, manage, and update digital content on a website.
Most CMS platforms are designed to be user-friendly, so you do not need coding experience to publish or organize content. They simplify website maintenance and make it easier for businesses to keep their online presence current and engaging.
Connecting CRM and CMS
Bringing Content and Customer Data Together
When you connect your CRM with your CMS, you create a powerful setup for personalized marketing. The integration allows customer data to flow smoothly between systems, helping you deliver targeted content and better experiences based on real user insights.
Umbraco Forms
Umbraco offers a flexible tool called Umbraco Forms, designed to help you build and manage custom web forms with ease. When integrated with your CRM, these forms allow you to collect and store valuable customer data from sign-ups, contact forms, surveys, and more. This connection helps ensure that no lead or customer detail gets lost along the way.
Zapier
Zapier makes it simple to connect your CRM, CMS, and other digital tools. With automated workflows called "Zaps," you can trigger actions between platforms without writing code. For instance, you can send new form entries from Umbraco Forms directly into your CRM or log data into a spreadsheet for tracking. It saves time and keeps your systems in sync.
Salesforce CRM Integration
Salesforce is one of the most widely used CRM platforms in the world. When you connect it with your CMS, you can turn customer data into action.
The integration makes it easier to create personalized content, target specific user segments, and automate your marketing efforts. This leads to better engagement and stronger customer relationships.
Connecting with Other CRM Options
Salesforce is a popular choice, but it's not the only CRM that pairs well with a CMS like Umbraco. Tools like Pipeline CRM, ZoHo, and unSightly offer strong alternatives depending on your business needs. These platforms can also integrate smoothly with your CMS, giving you more ways to streamline marketing and manage customer relationships.
Pipeline CRM simplifies the sales process by focusing on lead tracking and conversions. ZoHo offers a robust set of features for businesses of all sizes, making it easier for teams to collaborate and stay organized. unSightly stands out for its intuitive design and emphasis on creating personalized customer experiences.
No matter which CRM you choose, integrating it with your CMS unlocks better data, smarter automation, and more relevant content delivery. At Umbricians, our digital experts are ready to help you make sense of your tools, connect your systems, and turn data into growth.
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