FuneralCRM is a professional CRM system for funeral services. The application helps you receive and process requests, manage clients and inventory, and monitor billing and service quality, all in one place.
Key Features
• Requests and Orders — quick acceptance, statuses and stages of completion, responsible employees, and notes.
• Clients and Contacts — a unified database with request and work history.
• Services and Products — price list, order composition, cost accounting.
• Warehouse — balances, movements, write-offs, inventory.
• Documents — printed forms (PDF): contracts, invoices, delivery notes.
• Notifications — push notifications to employees about new tasks and changes.
• Reports and Analytics — revenue, workload, popular services and products.
• Access Rights — roles and restrictions by actions/sections.
• Reliable Synchronization — cloud storage and data backup.
Who is it for?
• Owners and managers of funeral homes, dispatchers, support specialists, logisticians, and storekeepers.
Why FuneralCRM?
• Reduces request processing time.
• Eliminates errors in documents and inventory control.
• Provides a transparent picture of your business on a daily/weekly/monthly basis.
Confidentiality and Security
• Data is transferred via secure channels.
• Access logs and permissions.
• Support for deleting and exporting accounts upon request.
Note: Functionality may vary depending on the user's role and organization settings.
CRM for funeral services: requests, clients, warehouse, and reports