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:
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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.
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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.
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Work from Anywhere: Whether you're at home or in the office, Cradle's apps keep you connected and in control.
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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 + 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.
Getting started
Getting started is super simple.
Once you've signed up for a trial with Cradle, you just need to head over to our integrations page and click Integrate with Xero Practice Manager! It will seriously only take you about 30 seconds.
Within a minute or so, your client's contact data will be available within Cradle.
