Cradle is a cloud-based business phone system designed for accounting firms and professional teams in Australia, New Zealand, and the UK. It addresses the challenge of administrative overhead from phone calls by automating call logging, note-taking, and integration with popular practice management and CRM platforms. The service is suitable for firms of all sizes, including sole practitioners, and is built to streamline communication workflows and reduce redundant data entry.
The platform offers caller identification that displays contact names, companies, deal stages, and contact owners for inbound calls, pulling this information live from integrations with FYI, Xero Practice Manager (XPM), or HubSpot. Cradle enables click-to-call directly from CRM records in FYI, XPM, or HubSpot, automatically attaching call activity to the relevant client record. Every inbound, outbound, and missed call is logged with details such as direction, duration, call recording, and an AI-generated summary. Users can customize AI prompts to tailor call summaries for different teams, such as extracting decisions for sales or resolutions for service. Voicemails are transcribed and attached to the appropriate client record within seconds of the call ending.
Cradle integrates with several platforms: FYI, where calls and AI summaries are logged into client activity feeds and billable time entries can be drafted; Xero Practice Manager, supporting caller ID and click-to-call (with deeper activity logging planned); HubSpot, offering caller ID, click-to-call, automatic call logging, customizable AI prompts, and access to HubSpot Conversation Intelligence on certain plans; Xero, for contact syncing, caller ID, and click-to-call; and Microsoft Teams, allowing Cradle to handle calls while Teams manages chat and meetings. The system is accessible via desktop and mobile apps, and supports number porting from Australian, New Zealand, and UK carriers, with new numbers provisioned in regulated markets within one to two business days.
Setup is designed to be rapid, with most firms operational within 30 minutes once a number is provisioned. Cradle provides call recording, voicemail transcription, and AI summaries on every plan, and includes integrations on all paid tiers. The platform is positioned as a comprehensive phone solution for modern accounting practices seeking to minimize manual administrative tasks associated with client communications.
In the Team chat & messaging space, Cradle takes a focused approach. It focuses on managing business calls, logging activities, and integrating phone systems with CRM tools for accounting firms and businesses. It is built as a B2B product for businesses and accounting firms in Australia and New Zealand. Cradle is available on the web.
It is developed by Cradle (Australia). Key capabilities include cloud phone system, voIP calling, and CRM integration.
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