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

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

Agent Experiences

Fully Customizable

Agent experiences that scale with your seasonal and workflow demands—always customizable, never limited, and quickly enabled.

Flexible Design
Flexible Design

Widgets & Integrations

Connect to hundreds of integrations & leverage widgets to automate your CRM & ticketing workflow and agent processes.

Instant Results

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.

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