Cradle | FYI Integration

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Anthony Grower

Marketing Specialist

Kelly Brighton

UI/UX Designer

Immediate Access

Access FYI docs directly from Cradle during calls for instant client info, eliminating the need to switch apps and boosting your focus and efficiency.

Streamlined Workflow

Automate call logging and document association in FYI, saving time and minimising manual errors, so you can focus more on client service and less on admin tasks.

Enhanced Context

Gain insights into the caller's background and documents before answering, enabling more informed, personalised, and client-focused conversations.

Transparency and Control

Keep a detailed log of communications and documents to ensure a single source of truth for each client. This supports compliance, auditing, and service consistency.

“We’ve always wanted to make the accounting business seem a bit more human and to do that we knew we needed to create a world class customer service. So, we wanted to ensure that our team could pick up each other’s calls when someone was busy, so customers experienced quick and efficient service every time.”

Stu Wilkinson

CEO, RightWay

“Cradle was an absolute no brainer, it was up and running on the same day and the learning curve for the team was minimal because the app is very intuitive and links to our existing client contacts.”

Michael Candy

Director, Candy Gillespie

Deliver Superior Service:

Offer a service that goes beyond any standalone call system, proactively addressing client needs

Boost Client Satisfaction:

Improve responsiveness and accuracy to increase client satisfaction and loyalty.

Increase Call Efficiency:

Manage more calls without compromising quality, reducing client wait times.

Gain Performance Insights:

Track call volumes, times, and resolutions to improve team performance and client service.

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Hosts

Anthony Grower

Kelly Brighton

Cradle Integration with FYI Docs

Why Integrate FYI Docs with Cradle?