How this helps your team

Client Relationships

• See who is calling before you answer the phone. Answer calls with the clients name and show them how much you value their business.
• Know who they are, who they normally deal with, and if they have any open jobs.
• See team presence right in the app, synced with Microsoft calendar so you don't have to chase them down to see if they are in a meeting.

Data entry and compliance

• Keep accurate notes on advice and conversations, and file them where you need them to be.
• Automatically creates full transcriptions of each call to cover any government requirements.
• Reporting tools to see how you spend your time on the phone, and which clients use the most of it.

Save time

• All call records are automated, no more time spent taking notes and trying to remember what was discussed.
• Save time on identifying the caller and finding their page in FYI.
• Take calls from anywhere on Desktop, Mobile or SIP Phone.

Automate your tasks

• Cradle integrates with FYI's automation system, letting you run tasks on Cradle call logs
• Create draft time sheet entries automatically after every call, capturing all billable hours.
• Generate tasks based on what was agreed to over the phone.
• Draft a recap email to your client to remind you both what was discussed.
• Remind client managers to check in with clients they haven't heard from in a set period of time.