Connecting TYPO3 with CRM

Great digital experiences happen when systems are seamlessly connected. For organisations that manage memberships, continuing professional development (CPD), events, and payments, integrating a powerful CMS like TYPO3 with a capable CRM is a game-changer.
 

Why TYPO3?

TYPO3 is an enterprise-grade, open-source CMS built for scalability and flexibility. It’s secure, highly customisable, and ideal for organisations with complex workflows and multiple user types. As an open platform, it integrates easily with leading CRMs such as EspoCRM, SugarCRM, and Microsoft Dynamics via API—creating a centralised and connected digital ecosystem.
 

Connecting CMS and CRM

OCULAR specialises in bridging the frontend experience (TYPO3) with the backend power of your CRM. This creates an end-to-end solution that streamlines member management by enabling features such as:

• Online member registration and onboarding

• Annual renewals and invoicing

• CPD recording and management

• Event registration and attendance tracking

• Self-service member profile updates

• Secure document uploads

• Practice and cohort management

• Audit trails and change history

These integrations eliminate duplication of data and reduce administrative overhead by ensuring all interactions on the website feed directly into your CRM.
 

Login and Custom Content Delivery

TYPO3 offers powerful personalisation capabilities out of the box. With integrated member login functionality, users can securely access custom content tailored to their role, cohort, or registration status. This includes:

• Personal dashboards showing upcoming CPD requirements, payment history, or event registrations

• Custom messages based on renewal deadlines or application status

• Restricted content access, such as members-only resources or policy documents

• Dynamic forms pre-filled with member data pulled from the CRM

Access is controlled through internal secure authentication or external Identitiy Providers like Auth0 and Entra. Access security is further enhanced with Multi-Factor Authentication (MFA) for increased protection.
 

Key Benefits

• Automation: Save time and reduce errors with API-based synchronisation

• Security: Aligned with our certified Cybersecurity and Environmental Security practices

• Personalisation: Customised user experiences based on member profiles

• Scalability: Easily adapt to growing databases or added functionality

• Cost Control: No per-user or per-record charges—open source means fixed costs