Does This Look Like Your CRM?

Are you toggling over the desktop or within your CRM to gather information and essential context?

OpenMethods integrates with Oracle & Zendesk for easy workflow automation and real-time data processing.

Check out how we reduce application sprawl and streamline data handling.

Supercharge Oracle & Zendesk

OpenMethods facilitates easy workflow automation and real-time data processing.

Check out how we streamline data handling and allow for quick guidance directly into Oracle and Zendesk.

Problems We Solve For Top Brands

OpenMethods has over 10 years of experience helping Fortune 10, 50, and 100 brands streamline their CRM workflows and increase productivity.

Improve Customer & Agent Expereinces In Oracle & Zendesk.

OpenMethods adds immense value with several user defined options and paths, all aided to helping streamline real-time experiences in the both Oracle & Zendesk.


How we do this

Making Customer & Agent Interactions Easy!

OpenMethods streamlines Oracle & Zendesk processes into repeatable workflows with the flexibility and customization you need! 

Centralize The CRM

Easily access relevant context without switching between applications by using modals and overlay within the CRM and provide flexible guided real-time options.

No additional applications are needed. Scale your experiences directly in your Oracle or Zendesk CRM.

Never Miss Critical Steps

OpenMethods provides guided experiences to help agents accurately manage critical information, preventing the possibility of skipping important details, process, or steps.

Move quickly, effectively, and with precision.

Build, Test, And Deploy!

The Experience Designer allows users to quickly test, modify, and update workflows before publishing them live.


Flexibility, Scalability, and Customization with ease!

Consolidate Data Sources

Quickly establish connections to API and data sources with the “App Connector” feature. Then reuse those connections within any workflows.

Ditch the management of multiple application add-ons and centeralize the connectivity directly with OpenMethods.

Customer Interactions Don’t Have To Be Difficult Or Expensive!

We Can Show You!

We’ve been at this for over a decade and would love to show you more!

Please reach out to OpenMethods!

One queue to rule them all.

One queue to rule them all.

Customer expectations are simple: know me, know your stuff, don’t make me repeat myself. Harmony helps your brand fulfill these expectations (and more!) by providing agents with a single desktop view of all interactions across all communication channels.

Download the Harmony onepager to learn about:
Unifying chat, voice, and digital interactions into a universal composite queue
Managing interactions from a single agent desktop
Transitioning interaction context across communication channels

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Reducing frustrations one PopFlow at a time.

Reducing frustrations one PopFlow at a time.

How many applications do your agents use on a daily basis? What if we told you we could streamline your third party applications into automated workflows? And what if we also told you that those workflows would package all the interaction-specific information for your agents? This may seem daunting to other CX solutions, but it’s the force that fuels us at OpenMethods.

Download the PopFlow onepager to learn about:
Automating repeatable tasks for increased agent efficiency and decreased customer effort
Eliminating the abundance of third-party applications so agents work directly out of a single workspace
Increasing agent satisfaction and customer satisfaction

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Solution for companies with too much software.

Curious to learn how OpenMethods Experience Cloud has spent the last decade helping companies maximize operational efficiency? Our solution helps unify your disparate third party applications into streamlined workflows, and creates a universal composite queue out of your CRM interaction channels. Maximize the investment of your initial tech stack and gain additional ROI with our powerful solution suite.

Download the OpenMethods onepager to learn about:
Challenges call centers without OpenMethods face
Providing your customers with context-specific interactions
Empowering agents with automated workflows and an integrated CRM
Improvements in agent effort, customer satisfaction, and overall ROI

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Building a Streamlined and Secured Experience.

Building a Streamlined and Secured Experience.

Your data is sensitive. As it moves between client and server-side applications, it becomes vulnerable to data leaks and attacks. OpenMethods’ AppConnector reduces this risk by creating a single, secure CRM user view - whether you use two or two hundred applications.

Download the AppConnector onepager and learn about:
Protecting the CRM user from malicious attacks and bad actors
Securing the integration of your third party applications
Patent-pending server-side authentication of AppConnector

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Data Processing Agreement


Please complete the OpenMethods customer notification form to hear about new or replacement subprocessors. Only customers who subscribe will be notified of changes.  Please see our Data Processing Addendum for further information.

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