Cradle's deep integration with FYI saves accounting teams hours each week by logging calls directly against the client, launching their client page in FYI before you answer the call, and working with FYI workflows to automate post-call tasks.
Answer with confidence:
Whenever a client calls, you can see who they are, when they last called you, who they spoke with, and launch their FYI client page. This lets you give them the best experience and come into every call prepared.
Log every call:
With Cradle, every call you have with your clients is transcribed, summarised, and logged against the client in FYI. This lets you give advice over the phone, saves you time on note-taking, and ensures that you stay compliant with record-keeping requirements.
Automate your tasks and time:
With FYI Elite, Cradle logs can be used to automatically log time against the client and job, as well as create tasks with accurate descriptions and due dates. This ensures that you can charge for the time you spend with clients, your team lives up to their promises, and you save the time it takes to create these manually.