Cradle Integration with XPM

Cradle integrates directly with Xero Practice Manager to show your team who is calling, let them jump straight in to helping their clients, route calls to the right person for each client, and ensure you never miss billable time. Customised reporting tools let you see your firms activities at a glance and improve how you spend your time.

Answer with confidence

Integrated directly with Xero Practice Manager, Cradle brings client context into every phone call. When a client rings, your team can instantly see who they are, what work is in progress, and which staff member owns the relationship — without searching or asking awkward questions. The result is faster conversations, better service, and fewer interruptions across the practice.

Delight your clients

Cradle is packed with tools to ensure your clients have the best experience when they call in. From sending calls directly to their managing accountant or partner, to giving your team the clients information before they answer. Reduce needless call juggling and get your clients where they need to be straight off the bat.

Always bill your time

There is nothing worse that doing the work and not charging for it. Never miss another billable hour with end of day reports that show how long each team member spent on the phone, and linking it to the client.

Inform your decisions

Customised reporting allows you to view your client interactions at scale, letting you see how time on the phone is spent, and where you can make changes to improve your teams performance. View how long each client spends on the phone, who answers calls, and where they end up. Build custom reports to see what you need at a glance