Features

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  • Accessibility

    Customizable user access
    Mobile Friendly
    Multi-branch
    Voice Data Entry (Dictation)
    Web-based
    Arrangement Assistant

  • Case Management

    Add on Contracts
    Automatic Case Numbering
    Contracts
    Customizable Case Reporting
    Death Certificate Tracking
    Electronic File Cabinet
    Friends and Family
    NAIC Life Ins. Policy Locator
    Obituary Writer
    Payments
    PreNeed Funding Management
    Purchases
    Services
    Survey
    Vitals
    Customizations

  • Integrations

    ASD
    Bass Mollett & Messenger
    DocuSign
    First American
    First Call Import
    funeralOne & Frazer
    QuickBooks

  • Organizational Tools

    Calendar
    Dashboard
    Electronic Whiteboard
    Case Notes w/Email & Text
    Case Tasks - Automatic & Ad-hoc

  • Cremation Body Tracking

    Cremation Tracking (Human)
    Cremation Tracking (Pets)
    Cremation Tracking (Trade)

  • Employee Timesheets

    Payroll Processor Integration

  • Financials Management

    Payment Processing
    Empathy Funding
    Web Payments
    Account Register (checks deposits)
    Cash Advance Reconciliations
    Invoices & Statements

  • Forms Management

    Custom Forms
    Standard Forms
    State/Province Forms
    Electronic Signature
    Auto-Generate Merchandise Pricing

  • Reports

    Compare Date Ranges
    Crematory Reports
    Financial Reports
    Graphical Analytics
    Sales Reports
    Schedule & Auto-Email Reports
    Service and Sales Actuals & Averages

  • Trade Classes

    Trade Partner Invoicing & Payments

  • Security

    Secure Transfer Protocol Encryption
    Two-Factor Authentication
    Automatic Cloud Backups
    User Control