Unifying Customer and Agent Experiences.
An Enterprise Integration and Experience Optimization Platform.
Guided agent experiences
real-time automation
experience designer
secure data
agent workflows
UNified crm interface
Everything you need, right inside Zendesk
📦 Make decisions faster with real-time order insights
Pulling from systems like Shoppy, this section gives agents a 360° customer view—no tab switching required.
✅ Faster verification, smoother resolution.
Shoppy Order Info Retrieved
🔍 No more chasing down order details
Instant confirmation that an order was found means agents can act with confidence—no guesswork, no bouncing between tools.
Resend Order / Trigger Replacement
⚡ One click. Problem solved.
These buttons empower agents to handle fulfillment issues instantly—no backend requests, no delays.
🛠️ First-contact resolution just got easier.
Smart Actions Based on What’s Happening
🧠 Tools that adjust to the conversation
Quick-access actions like returns KB or call scripts give agents the right support at the right time.
🧭 Driving consistency, reducing training effort.
Limitless Possibilities!
OpenMethods transforms how your teams engage with customers by unifying systems, optimizing workflows, and ensuring secure, real-time access to critical data. Seamlessly integrated with Zendesk and Oracle, OpenMethods eliminates system silos, boosts agent productivity, and delivers effortless, efficient, and exceptional customer experiences.
A picture is worth a thousand words
Customers reach out through multiple channels, yet agents struggle to retrieve critical information from disconnected systems. The result? Lengthy wait times, repetitive questioning, and growing frustration for both customers and support teams.
OpenMethods Solution
All customer interactions, data, and workflows are seamlessly integrated into the agent desktop via Zendesk and Oracle Service Cloud, allowing agents to concentrate fully on providing exceptional service.
A Unified CRM Experience
Eliminate gaps with a single pane of glass. Seamlessly integrates with Zendesk and Oracle, giving agents everything they need in one unified view—no more toggling between apps or browser windows, just streamlined workflows and effortless customer interactions.
CRM Agents Love Us!
We empower your agents with intuitive, step-by-step workflows for seamless interactions, reducing handle times and increasing customer and employee satisfaction.
Secure Data Integrations
Securely connect data from external systems, giving agents real-time access to critical information without leaving the CRM. Whether verifying contacts or pulling third-party insights, agents get what they need to deliver seamless, efficient customer interactions.
Eliminate Bottlenecks
Experience reduced errors, faster interactions, and help your agents focus on delivering exceptional customer experiences without interruptions.
Who We Empower
Retail
Manufacturing
Travel
Finance
Insurance
Healthcare
Government
Utilities
Fully Customizable
Agent experiences that scale with your seasonal and workflow demands—always customizable, never limited, and quickly enabled.
Widgets & Integrations
Connect to hundreds of integrations & leverage widgets to automate your CRM & ticketing workflow and agent processes.
Rapid ROI
Quickly launch real-time automations and save on both customer and agent interaction time with OpenMethods
Hundreds of Integrations
Directly connected inside your Zendesk & Oracle user experience.
