From first call
to final settlement

First call, arrangement file, documents, family page, payment, and the books.

Every stage of a case in one file, so nothing falls between systems.

Platform

The complete operating system for a funeral home.

Growth

Early access. Growth work your team can see and verify.

Growth Managed

We run the growth work for you on a monthly cadence.

Enterprise

For multi-location groups and custom needs.

Yes. FuneralHQ is built to be your system of record for cases, family and decedent details, documents, e-signatures, payments, preneed, and QuickBooks sync. Many firms use it to replace spreadsheets, shared drives, separate signature tools, and manual accounting entry. During your demo, we can walk through your current workflow and show exactly what would move into FuneralHQ.

We guide the whole setup from day one: importing your data, mapping your fields, configuring document templates and payment settings, and training your staff. You are not handed a login and left to figure it out, and our team stays with you until your first live cases run smoothly.

Yes, and we do the heavy lifting with you. During onboarding we help you export from your current system or a spreadsheet, then map those fields into FuneralHQ so your existing cases and contacts come over accurately. You should not have to re-enter years of records by hand to switch.

Yes, with QuickBooks Online. FuneralHQ runs a two-way sync so invoices, payments, and contact records stay current in both places without being entered twice. QuickBooks Desktop is not supported, and if you run Desktop today we will walk through what moving to QuickBooks Online involves before you commit.

Included on every plan, with no per-signature fee. Build a document packet from the case, send it, and the family signs from any device at home. The signed copy stores on the case automatically with a timestamped audit trail, so signing is part of the case rather than a separate tool you pay for per use.

Yes. Families can pay by card or ACH from anywhere. You can take deposits, set up payment plans, and the outstanding balance stays visible on the case. Payments are processed through a PCI-compliant provider and flow into QuickBooks so your books stay current. Standard processing fees apply, separate from your subscription.

Yes. Every location reports into one dashboard while staying organized on its own, and Platform is priced per location. You can compare open cases, payments, staff activity, and balances across locations, and role-based access means staff only see the location and information their role allows.

Yes. Role-based permissions control access by role and by location, so a director, an office admin, and a part-time staff member each see only what they should. That keeps sensitive family and financial details on a need-to-know basis as your team grows.

Dedicated pet cremation cases are in development, designed with firms that run pet aftercare every week. If pet work matters to your firm, tell us in the demo and we will show you where the design stands and how to help shape it.

You own it. Your case, contact, document, and payment records belong to your funeral home, not to us. You can export them at any time at no extra charge. There is no export fee and no lock-in holding your records hostage, so you always stay in control of your own data.

Every plan includes support from our team, not a generic ticket queue, and Enterprise adds priority support and dedicated onboarding. Because support is founder-led, questions get real answers, and we help you adjust settings, templates, and workflows as your firm changes over time.