One source of truth
Family, decedent, service, document, payment, and accounting details stay together.
The FuneralHQ product
Every part of the case, connected
See how FuneralHQ works as one platform—from first call through documents, family communication, payment, filing, reporting, and closed books.
Built for independent funeral homes, cremation firms, and growing multi-location teams.
One record is the foundation
Each module works from the same case, so details entered once remain accurate everywhere.
A connected workflow
Work moves from intake to arrangement, signatures, payment, filing, and accounting without hand-copying.
Controlled by your team
Roles, location access, audit trails, encryption, backups, and exports keep staff in control.
Four parts of one platform
Start with the part of your operation you want to improve, then see how it connects to the rest.
Run the case Case management, documents, e-signatures, forms, filing, tasks, and the shared record behind them.Start with case managementGet paid and close the books Online payments, insurance assignments, live balances, plans, and two-way QuickBooks sync.Explore paymentsServe families AI phone answering, websites and obituaries, and a family portal for remote arrangements.Explore the family portalGrow and operate Preneed, multi-location reporting, analytics, and staff-controlled assistive tools.Explore reporting
How the whole product works together
A single case moves through the platform instead of being recreated in separate tools.
- 01
Capture the first call
Open the case, assign staff, and preserve every family and decedent detail in one record.
- 02
Run the arrangement
Coordinate services, merchandise, tasks, forms, and family decisions without switching systems.
- 03
Send and sign documents
Generate packets from case data, collect signatures remotely, and keep the audit trail attached.
- 04
Collect and track payment
Accept card, ACH, payment plans, and insurance assignments while the live balance stays visible.
- 05
Close the case and sync the books
Move invoices, customers, and payments into QuickBooks without duplicate entry.
What changes for your team
Without a connected platform
- The same details retyped across tools
- Documents separated from the case
- Balances checked in multiple places
- Handoffs living in email or on paper
With FuneralHQ
- One case record everyone can trust
- Documents and signatures attached automatically
- Payments and books agree
- The next task and owner stay visible
See the complete product on a real case
In 20 minutes we walk from first call to paid invoice and show the parts of FuneralHQ that fit your workflow.