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Cradle for Accountants

By Cradle for Accountants
5 out of 5 stars
Free 14 day trial available
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Cradle is a cloud phone system for accounting firms! We have built Cradle to interact with XPM and other tools that practices use, to help your team give your clients the best experience possible, all without wasting time (or losing it!)
Rated
5.0
out of 5
Reviewed by
3
Xero users
Try this app
Free 14 day
trial available
Listed for
10 months
December 2023

Overview

Let's talk about Cradle, the ultimate cloud phone system designed specifically for accountants like you. It's like a magic wand for your accounting practice. Here's the lowdown:

  1. Perfect Harmony with XPM: Cradle and Xero Practice Manager (XPM) work together seamlessly. That means less hassle with data entry because your client info, appointments, and accounting data are at your fingertips on each call.

  2. Client-Centric Calls: When your clients call, Cradle shows their details and history. No more guessing; you'll know who's calling. Plus, you can route calls smartly to the right team member.

  3. Work from Anywhere: Whether you're at home or in the office, Cradle's apps keep you connected and in control.

  4. Grow Without Limits: As your practice grows, Cradle grows with you. Add new users and lines hassle-free, keeping things flexible and cost-effective.

In a nutshell, Cradle and XPM integration turbocharges your accounting game. It syncs, streamlines, and supercharges your practice so you can give your clients the A-list treatment

Cradle for Accountants
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Cradle for Accountants + Xero

What's integrated? For now, the key details of all of your clients are available right within Cradle. Each day, Cradle will update it's database of contacts with the most important information from XPM, meaning that when you need to call a client, you only need to type their name in Cradle to find their number.

When the phone rings, Cradle will display the client (or clients) with a matching phone number, and give you one-click access to that client's profile in XPM, meaning that no matter what their question is, you'll be answering it in no time.

Reviews & ratings

5.0 out of 5 stars
3 Reviews

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Most recent reviews

KP
Kerrin Paget
Posted 17 Oct 2024
5 out of 5 stars

Great Cloud Phone solution

We have been using Cradle for a number of years now, it integrates seamlessly with XPM giving us the ability to easily see our client details whilst on a call. With 3 offices and 23 team members including remote workers, good communication and easy to use software is critical. A definite recommendation from us.
SC
Samantha Campbell
Posted 9 Oct 2024
5 out of 5 stars

Great communication tool

We have been using cradle for some time now and love that we can see who is calling and who they last spoke to. We can already have the client file open when we have greeted them with the link to XPM. Highly recommend
BG
Brad Golchin
Posted 9 Oct 2024
5 out of 5 stars

Integrated communication

What we needed to monitor and bring Call info to XPM. It also helps our team to have more meaningful conversations with clients since they can open the client file in XPM when they call

Additional info

Shared data

Xero
Cradle for Accountants
Usersshared from Xero to Cradle for Accountants
Contactsshared from Xero to Cradle for Accountants

Functions

Accountant toolsPractice manager

Industries

Professional servicesAccounting

App details

By Cradle for Accountants
Added in 2023

Countries

Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@cradle.io

Contact

+61385959965

14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.