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Product OverviewEvery part of the case, connected.All FeaturesThe complete feature directory.IntegrationsQuickBooks, payments, e-sign, calendar, EDRS.

Answer the call

First Call IntakeA first call sheet that opens the case.Family MessagingShared text and email, attached to the case.Family PortalFamilies follow status, sign, and pay from secure links.

Run the case

Case ManagementOne record from first call to final disposition.Documents & E-SignaturesGenerate, send, sign, and store packets.Forms & FilingCase-driven forms, physician fax, and EDRS status.Chain of CustodySigned custody forms today; scan checkpoints in development.

Get paid

Online PaymentsCard and ACH, plans, and balances on the case.Insurance AssignmentsPrepare, e-sign, and record assignment paperwork.QuickBooks SyncQuickBooks Online sync, no retyping invoices.Preneed ManagementTrack contracts and convert to at-need.

Grow and operate

Aftercare & ReviewsStaff-approved review requests and one follow-up.Growth & Local SEOBe found nearby, with calls tied to cases.Websites & ObituariesPublic obituaries today; full websites in development.Multi-Location ReportingCompare locations on one dashboard.Reporting & AnalyticsCase mix, revenue, and balances at a glance.Assistive ToolsForm autofill today; handoff and memory tools in development.

By firm type

Independent Funeral HomesReplace spreadsheets and shared drives.Cremation-Focused FirmsLean workflows for high cremation volume.Crematories & Trade ServicesTrade and at-need work in one schedule.Pet CremationRun pet aftercare cases in the same system.Multi-Location OperatorsStandardize across every chapel.

By team

Preneed TeamsKeep contracts ready for at-need.Admin & AccountingClean books, no double entry.

Funeral home platforms

All Vendor ComparisonsCompare the workflows that decide real-world fit.vs PassareCollaboration platform vs one connected case record.vs GatherFamily-experience platform vs the whole case in one system.vs OsirisA long-established system vs a modern connected record.vs HalcyonA manufacturer-owned platform vs an independent one.

Suites & point tools

vs SRS / TributeAn enterprise suite vs one system for independents.vs PlotBoxBroad deathcare platform vs an independent funeral-home workflow.vs Directors AssistantNative accounting depth vs a connected cloud workflow.vs QuickBooks + DocuSignStitched point tools vs one case record.

Spreadsheets & DIY

vs Spreadsheets & ToolsForms, boards, and sheets vs one system.

Guides

Resource LibraryEvery guide, checklist, and workflow.BlogGuides on funeral home operations.Buyer's GuideHow to evaluate any funeral software.ROI CalculatorEstimate what your firm could save.Migration GuideWhat switching software looks like.SecurityHow your records are protected.

Checklists & workflows

First Call Intake ChecklistCapture every detail on the first call.Arrangement ChecklistCover every decision with the family.QuickBooks Sync WorkflowHow a case becomes clean books.Phone and Texting SetupOne number per location, families texting one inbox.Migration ChecklistPrepare, switch, and verify.

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Product

Funeral Home Software
Case Management
Documents & E-Signatures
Payments
QuickBooks Sync
Websites & Obituaries
Integrations
All features

Solutions

Independent Funeral Homes
Cremation-Focused Firms
Crematories & Trade Services
Pet Cremation
Multi-Location Operators
Preneed Teams
Admin & Accounting

Compare

All Vendor Comparisons
vs Passare
vs Gather
vs PlotBox
vs SRS / Tribute
vs Osiris
vs Halcyon
vs Directors Assistant
vs QuickBooks + DocuSign
vs Spreadsheets & Tools

Resources

Blog
Editorial standards
Buyer's Guide
First Call Intake Checklist
QuickBooks Sync Workflow
Phone and Texting Setup
Migration Guide
Security

Company

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