Why OpenMethods?

Your CRM exists in its own silo amidst other applications.


Users struggle with navigating multiple platforms, causing workflow disruptions, decreased productivity, and prolonged customer interactions.


Data duplication, inconsistencies, and errors arise due to manual transfers or synchronization across disconnected systems.


Limited access to real-time data and incomplete visibility into customer interactions make decision-making difficult. 

An Example Illustrating The Very Problem.

Watch the video below for a brief demonstration of the drawbacks associated with switching between multiple data sources and applications in order to transfer data to and from your CRM.


The Problems Can Be Summarized In The Following Areas

Fragmented Data

In most cases, customer interactions require searching through multiple data repositories and applications, only to later duplicate and transfer the gathered information into your CRM.

High Operational Overhead

On average, agents are burdened with the task of accessing and navigating through 10 or more applications during each customer interaction, which not only adds complexity but also heightens the risk of errors and inefficiencies.

Security Risks

Accessing multiple data points across disparate systems increases the vulnerability to security risks, potentially exposing sensitive information to unauthorized access or breaches.

Process & Compliance Concerns

Distributed applications and data pose significant challenges to process and compliance adherence, as they create fragmentation and hinder the ability to maintain consistent standards across systems.

OpenMethods Solves The Challenges

Integrating the CRM into the application landscape!

With OpenMethods, you can simplify your CRM workflows by integrating your agent and customer experiences directly into your CRM system.

By doing so, you can eliminate the hassle of navigating multiple systems and manually searching for information. This ensures a seamless and efficient workflow experience for all users.


OpenMethods connects your applications and data directly into your CRM.

You’ll See

Immediate savings with minimal effort!

By implementing even the most basic workflows using OpenMethods, you will experience immediate benefits, including reduced call handle times, improved agent utilization, and decreased post-call and customer interaction workload.


The Features, Benefits, & Values

How we stack up!

OpenMethods simplifies communication and integration of data directly into the CRM.

Agents can access all necessary information without switching between applications.

Customers no longer have to repeat themselves, increasing efficiency and productivity.

And we do this with our


The Proof

Our customers are our biggest champions

Chris Pearson | Sr. Business Analyst, Pella

The Open Methods team was a pleasure to work with. In my eyes, these guys are rockstarsI was very impressed with both the Open Methods team as well as PopFlow. “

Read The Case Study

Sr. Director, Contact Center Strategy | Fortune 10 Retailer

“We knew OpenMethods were problem-solvers and a culture fit from a partner perspective.”

Read The Case Study

VP, Customer Service | Fortune 100 Retailer

“Without OpenMethods, we’d have to switch our entire CRM platform. There’s no other way we can bridge the IVR and CRM data.”

Read The Case Study

Hyrum Mertlich | HIS Client Web Experience Designer, 3M

“OpenMethods is fantastically solid, robust, and powerful! Your team has done an outstanding job with your product, and I’m super pumped to use it more and more!”

Read Our Case Studies

Case Studies!

Let us show you how we improved service, lowered handle times, and boosted your CRM’s workflows.

Get A Demo!

We’d be happy to show you a demo of how we can improve your current disconnected CRM experience.


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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