The complete CRM for funeral homes, preneed counselors, and cemeteries. Built to save time on the paperwork — so your team can spend it where it matters: with families.
From single-counselor preneed practices to multi-location funeral home and cemetery groups, Funeral Decisions adapts to the way your team already works.
See exactly how leads are being worked across every counselor, location, and campaign. Protect the marketing dollars you spend on lead generation.
Every contact, conversation, and reminder in one secure place. Spend your time talking to families that need assistance — not sending emails.
Manage plot inquiries, plot holders, and at-need families with the same toolkit. Integrated calendars keep staff aligned on every appointment.
Funeral Decisions offers funeral homes and cemeteries of all sizes the technology that increases sales, helps provide better customer service, and stretches every marketing dollar further.
Every family, lead, and plot holder in one secure record. Calendars and customer information stay synced across staff with seamless updates.
Send email, text messages, and place calls directly from the portal. Every interaction is logged automatically against the contact.
Team members and managers can run reports, track communication, and keep up-to-date with every customer relationship.
Your onboarding is done in partnership with our staff to ensure every team member is fluent in the portal, calendars, and system.
The same toolkit that serves a one-person preneed practice scales to multi-location funeral home groups and cemetery operations.
You can learn most of the day-to-day functionality within 15 minutes — no IT department required.
Email and letter templates written by industry professionals to help maximize your sales conversations.
Information requests flow directly from your website into the system — no copy-paste, no missed leads.
Newsletters, drip campaigns, and email blasts — with full tracking on opens, clicks, and responses.
Access every contact, calendar entry, and to-do directly from your smartphone in the field.
Track how leads are being worked across the team and protect your investment in lead generation.
Keeping track of everything you need to do just got a lot easier — the system prompts you each morning.
Spend your time talking to families that need assistance, not sending emails. Automate the routine.
Segment your leads and send bulk letters and emails as easily as messaging a single person.
"I went from juggling spreadsheets to having the whole pipeline in one place. The first year I tracked it, sales were up 33%."
Daily reminders and email automation mean every family hears back — not just the ones the counselor remembers to call.
New hires are productive on day one. Onboarding is done in partnership with our staff — no IT project, no manuals to read.
We'll walk you through the workflow on your data, answer questions in plain English, and follow up with a written summary. No pressure, no slide deck.
