Cradle has created an integration especially for accounting practices using XPM. Caller context, shared contacts, and call history sync automatically. This means that your team will always know which client is calling and why.
Uniquely designed and integrated:
Cradle integrates with XPM to pull through all of the information you need while on the phone with your clients to reduce manual lookup.
All of the information you need - right there:
Our integration shows you who is calling, when they called last, and which accountant or client manager they usually speak with.
Give your team a head start:
Because this information shows the people who answer the phone everything they need to know, they can get straight to the nuts and bolts of the conversation.