Features for every size company — a plan for every team.
Something useful for independent counselors through large sales teams. Every plan includes bank-level security, nothing to install, set-up assistance, and training with our staff.
Perfect for a single counselor or an entire sales team.
- Track contacts from any source
- Full customization
- Use for aftercare, preneed & more
- Integrates with websites & other software
For the counselor or team that's serious about preneed sales.
- Sales automation — turn cold leads warm automatically
- Full Wesner Library with automation
- Instant access to phone scripts, training videos & more
The best sales, marketing & customer service tools available.
- Text messaging capabilities
- Click2Call & in-browser calling with power dialer
- Video email with tracking
- SmartBCC email syncing
For large cemeteries, funeral homes, and 3rd-party marketers.
- Complete manager control & oversight
- More system customizations available
- Rolled-up reporting and universal login
The full feature list.
Every plan includes bank-level security and back-up, nothing to install, and access from anywhere — you'll never worry about updating.
| Features | Counselor Plus $49/mo |
Sales Pro $69/mo |
Counselor Ultra $99/mo |
Enterprise Call |
|---|---|---|---|---|
| Additional accounts | $49/mo each | $59/mo each | $89/mo each | Call |
| Reduced-capability accounts | $19/mo | $19/mo | $19/mo | $19/mo |
| Wesner Library | Partial templates | Full library with automation | Full library with automation | Product dependent |
| Bank-level security & back-up | ✓ | ✓ | ✓ | ✓ |
| Nothing to install — access from anywhere | ✓ | ✓ | ✓ | ✓ |
| Never worry about updating | ✓ | ✓ | ✓ | ✓ |
| Support | Email / phone | Email / phone | Email / phone | |
| Training | Follow-along / live | Follow-along / live | Follow-along / live | Follow-along / live |
| Set-up assistance | ✓ | ✓ | ✓ | ✓ |
| Existing lead upload | ✓ | ✓ | ✓ | ✓ |
| Customization | ✓ | ✓ | ✓ | ✓ |
| Upload your own letter & email templates | ✓ | ✓ | ✓ | ✓ |
| Email analytics | ✓ | ✓ | ✓ | ✓ |
| Email automation and marketing | ✓ | ✓ | ✓ | ✓ |
| Landing pages with QR code | ✓ | ✓ | ✓ | ✓ |
| Appointment & to-do reminders | ✓ | ✓ | ✓ | ✓ |
| Bulk contact import / export | ✓ | ✓ | ✓ | ✓ |
| Group editing | ✓ | ✓ | ✓ | ✓ |
| Website integration | ✓ | ✓ | ✓ | ✓ |
| Mobile access | ✓ | ✓ | ✓ | ✓ |
| AI Author | — | ✓ | ✓ | ✓ |
| Sales coach videos & documents | — | ✓ | ✓ | ✓ |
| Follow-Up Assistant | $19/user/mo | ✓ | ✓ | ✓ |
| Phone scripts | — | ✓ | ✓ | ✓ |
| Digital marketing integration | ✓ | ✓ | ✓ | ✓ |
| Digital registry integration | ✓ | ✓ | ✓ | ✓ |
| Work order system | Standard system | Standard system | Custom system | Custom system |
| Text messaging with appointment reminders * | $25/mo | $25/mo | ✓ | ✓ |
| Website chat to SMS | Texting + $9/mo | Texting + $9/mo | ✓ | Product dependent |
| Call Center Assistant | $0.15/recipient | $0.15/recipient | $0.15/recipient | $0.15/recipient |
| Group automation | — | ✓ | ✓ | ✓ |
| Undelete back-up | $9/mo | $9/mo | ✓ | $9/mo |
| Phone validation & line look-up | — | — | ✓ | Product dependent |
| Smart BCC email syncing | — | — | ✓ | Product dependent |
| Video email tracking | — | — | ✓ | Product dependent |
| Click2Call & power dialer (call from browser or phone) | $50/mo | $50/mo | ✓ | Product dependent |
| Text2CRM | — | — | ✓ | Product dependent |
* Each Counselor Ultra account receives 150 text messages per month; the texting add-on receives 500 across the entire account. Additional messages are billed at $0.03/message.
Integrations included.
All websites, Facebook Lead Ads, case-management programs (Passare, FDMS, CRäKN, Osiris, and Advisor), Viewologies with automated follow-up, Behar Mapping, Legacy.com Pro, and SoCal CXP. Custom integrations are available — just ask.
"Your program is so easy and flexible to use. I think at the outset, I was just afraid to dig in fearing it would be too complicated — which is not the situation at all."
"One of my counselors left their appointment book in a rental car, and every lead and appointment in it — over six figures of potential business — was gone. With your system in place, we'll never have to worry about that again."
See the plan that fits on a 20-minute call.
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.