We're removing a friction point that's been quietly slowing teams down.
If you've embedded DoubleTick inside your CRM via an iframe, logging in used to require an OTP — every single session. Now it doesn't.
What Changes
- DoubleTick automatically identifies who's signed into your CRM
- The user is logged straight into their matching DoubleTick team member account
- Conversations open instantly, with the correct permissions and access levels
- Zero OTP needed
Key Benefits
- No Login Friction: Agents stop entering OTPs every session.
- Correct Identity: Each user lands in their own account, not a shared one.
- Right Permissions: Access levels and visibility rules apply automatically.
- Faster Conversations: The chat is just there, already signed in.
Your CRM, your login, your DoubleTick account — no OTP in between.