NeedHalcyonFuneralHQ
Case managementYes, cloud basedOne record for family, decedent, services, merchandise, tasks, and balances
Scope of operations coveredFuneral homes, crematories, pet cremation, and trade servicesFuneral home case work, from first call to a paid, synced invoice
Body trackingYesCase status and custody steps tracked on the case record
Documents & e-signaturesHalcyon eSign, powered by DocuSignUnlimited e-signatures, no per-signature fee, signed copies stored on the case
Online paymentsCard processing published, card-present and virtual, applied to the account automaticallyCard and ACH, plans, and balances on the case (processing fees apply)
QuickBooks syncYes, QuickBooks sync offeredQuickBooks Online and Desktop
AI phone answeringNot a published part of the platform, confirm with the vendorAnswers first calls around the clock and opens the case with the details captured
OwnershipOwned by Batesville, a casket and funeral products manufacturer, since September 2024Independent software company, no merchandise business
PricingPublicly reported from around $295/mo plus activation, with per-case fees at higher volumes. Verify with the vendor.Transparent plans from $99/mo