Cradle integrates directly with Xero Practice Manager to bring 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.

For busy accounting and advisory firms, this means less internal back-and-forth and more confident conversations with clients. Your team spends less time finding information and more time resolving issues, providing advice, and moving work forward. Clients feel recognised and looked after, even during peak periods.

Cradle’s XPM integration is quick to set up and fits neatly into the way your firm already works. There’s no change required to your client management process — just clearer calls, better visibility, and a more professional experience for both staff and clients.