Have better conversations, get more work done, and delight your clients on the phone
Accountants deliver lots of value over the phone - every time a client calls is an opportunity to add value to their business, both by ensuring they're compliant and have their risks minimised, and by helping them reach their potential through high quality advisory work.
With Cradle, your team is equipped to perform their role effectively and without wasting time on low value tasks. Like looking up phone numbers or clients!
“Great integration to help manage your customer relationships. Cradle is a great platform and with the integration, with HubSpot it means all of your calls are automatically logged against the contact record, it means you have can document your phone calls within HubSpot.”
“We wanted something that would be easy to implement and use - Cradle was exactly that. It was pretty much plug-and-play”
“The biggest game changer for us is that every call is automatically saved into FYI. That means no more missed notes or chasing people for messages. The accountants can just go back and see the conversation for themselves”
The key capabilities teams rely on every day to solve this challenge.
Accurate summaries of your conversations saved in the right place every time.
Access call data via APIs and webhooks.
Transfer calls between the desktop and mobile apps seamlessly.
Native iOS and Android apps for calling on the go.
See who’s calling and why before you answer.
Save time and stay compliant with call logs on every call straight in FYI
Make outbound calls from Cradle using your business number.
Authenticate users via Google or Microsoft.
Capture messages when calls go unanswered.
Built for accounting practices using XPM.
Customise your menu recordings for complete personalisation
Additional capabilities that round out the experience.
Full, compliant transcriptions as soon as your call ends.
Use the most local number from your company's numbers when calling your customers
Automate actions after calls finish.
Add additional participants to live calls, including external numbers.
Track unanswered and delayed calls.
Every call answered, even when something goes wrong
Route calls based on call history and context.
Automatically convert voicemail messages into text.
Local, hands-on support from people who know your business.
