Features
Everything in one place
Features that mirror the day-to-day work in a funeral home.
Case management
Bring the whole case together in one place: family, contributors, ceremony, transport, products and documents. Assign tasks, set deadlines and track status without jumping between systems.
Calendar & scheduling
Shared calendar for ceremonies, chapels, vehicles and staff. Avoid double-bookings and see the whole week across every branch.
Documents & death notices
Templates for contracts, certificates, programs and death notices. Auto-filled from case data — ready to print or publish without manual rework.
Accounting & invoicing
Invoice straight from the case and send the settlement on to Tripletex or Poweroffice. Track payments and monthly figures without jumping between systems.
Supplier coordination
Order flowers, caskets, urns and transport straight from the case. Track deliveries, agreed pricing and stock — reconciled against the invoice.
Tasks & deadlines
Checklists tied to each case. Assign tasks to colleagues, get reminders before deadlines and see what's left before the ceremony day.
Multi-location
Run multiple branches from a single account. Shared resources and reports across them, while each branch keeps its own templates, pricing and settings.
Reporting & analytics
See revenue, case counts, average turnaround and who's handling what. Across branches, with up-to-date figures.
Integrations