Your case, not our slides
Bring a real, anonymized case and we run it from first call to a paid, synced invoice.
Free checklist
Funeral home software demo checklist
Run any vendor through the same test. Bring one real case, watch it move through the system end to end, and ask the questions that matter before you switch. Works for FuneralHQ and for anyone you compare it against.
What to check in a demo
A fair, vendor-neutral way to judge fit in about 20 minutes.
Before the demo
- Pick one real, anonymized case to run
- List the tools you use today
- Note your biggest pain point
- Invite whoever runs cases and whoever runs the books
Case workflow
- Create a case from a first call
- See family and decedent details stay connected
- Build an arrangement and a statement of goods
- Track tasks and the next step
Documents and signatures
- Generate a document packet from the case
- Send it and sign on a phone
- Confirm the signed copy stores on the case
- Ask whether signatures cost extra per signature
Payments
- Take a card or ACH payment
- See deposits and payment plans
- Confirm the balance updates on the case
- Ask how processing fees work
Accounting
- Sync an invoice and payment to QuickBooks
- Confirm it is two-way and works with your version, Online or Desktop
- Check there is no double entry
- Confirm customers map cleanly
Trust and exit questions
- Who owns the data, and is export free
- How migration works and how long it takes
- What security and permissions look like
- Who actually answers support questions
How a FuneralHQ demo works
Every hard question
Pricing, migration, data export, QuickBooks Online versus Desktop, and permissions. Ask anything.
An honest answer on fit
If FuneralHQ is not the right fit, we will tell you where another tool fits better.
Put FuneralHQ through this checklist
Book a 20-minute demo and run your own case against every line above.