Funeral home CRM software for families, meetings and follow-up

Funeral home CRM software keeps track of the families who contact you: their details, what they asked, the meetings you book and the follow-ups that are due. It covers both at-need and preplanning enquiries, so a family’s first call, a planning meeting and every reminder sit in one record instead of several notebooks and inboxes.

Funeral management or case management software handles arrangements, contracts, price lists and the record of each service. A CRM for funeral homes handles the relationship before and around that work: enquiries, meetings, reminders and follow-up. Many funeral homes use both, with enquiries starting in the CRM and moving into case management once arrangements begin.

It should let families request or book a meeting online at times you choose, show staff, rooms and chapels on one calendar, prevent double bookings and send reminders by text and email. It should also record each booking against the family’s contact record, so staff see the full history before the meeting.

Preplanning enquiries are not urgent, so they are the easiest to forget. People who request a planning guide or ask a question expect a gentle follow-up. A CRM records each enquiry, assigns it to a member of staff and reminds them when to follow up, so families planning ahead are not left waiting.

It should be. Look for a CRM where access is limited to your staff, records are private and data is not shared or sold. Keep only the details you need for contact and meetings, and record sensitive arrangement details in your case management system. Ask any provider how access, backups and data storage work.

Our funeral home CRM software includes family contact records with history and notes, online booking for meetings, a shared calendar, automatic SMS and email reminders, two-way texts, deposits, payments and invoices, moving your existing contacts across as agreed, and setup, training and ongoing support from our team. The scope is agreed in writing.

No. Our CRM handles enquiries, meetings and follow-up, and you keep the case management software you use for arrangements and contracts. Where it makes sense, we discuss integrating the two as a custom piece of work, after we see what you use today.

Yes. Families can book or request arrangement and planning meetings from your website and Google profile, at the meeting types and hours you set. Each booking appears in the shared calendar and on the family’s record, and reminders go out automatically by text and email.

Yes. Website forms, call answering and ad enquiries can all flow into the CRM, so each family is recorded once with the source of their enquiry. You can also use the CRM on its own, alongside marketing you run yourself or with another provider.

Pricing depends on the parts of the CRM you use, your number of staff and any integration work, and we agree it in writing before setup begins. We work with funeral homes, cremation providers and cemeteries across the US and Canada. Book a consultation to talk through how you work today.