Trade Management Software

System Overview

Halcyon’s trade management solutions allows you to better service trade customers through our easy to use trade partner portal. Your trade partners are able to submit their requests through a custom portal, where they can track the progress and pay for your services. Your trade partners will feel even more confidence in your services by letting them stay in the loop, all without interrupting the flow of your day.

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Reliable Case Management

Securely enter and maintain your clients data, contacts, services, purchases and more.
Organizational Tools

Document your process via configurable task lists for at need, preneed, inquiry, quote, trade cases and add-on purchases. Record notes, assign tasks as needed or automatically, and store documents all in one place.
Secure File Storage

Upload case documents and files into our secure web-based storage, and sign documents electronically.
Quick Reports

Quickly and easily create reports and interactive charts and graphs for financials, inventory, sales, clients, and services. Our tabular reports are flexible to fit your business and can be exported to PDF or Excel.
Live Inventory Tracking

Use our Product Catalog feature to maintain your list of available products and pricing. Our inventory control feature allows you to enter and track any product you maintain in inventory.
Organized Bookkeeping

Generate contracts, invoices and statements with the click of your mouse. Keep track of funding and payments.
Pre-Populated Forms

Access to our huge system library of forms is included. Pick the forms you need from the system library and add or remove them to your custom form menu at any time. All of our forms pre-fill with the data you have previously entered and are created with just a couple clicks.
Simplified HR Tools

Our employee maintenance features allows you to keep a directory of all your direct and contract employees. Our timesheet entry feature allows for flexible pay periods. Completed timesheets can be emailed to your payroll processor.
Customizable Settings

Each funeral home and crematory is unique. Halcyon is built with customization in mind. Areas include data entry fields, forms and reporting output, contract structure, and individualized user access.
Chain of Custody

Assign a QR code to each body, allowing you to scan before and after each step in your chain of custody. Upon scanning, the current GPS location, employee, date and time are captured and securely stored. You can create customized checklists for each step that must be completed before the next step in the process creating an unparalleled chain of custody details and accountability.
Partner Portal

Create a portal for trade customers to make their requests directly to you and we’ll have the specific data you request be brought into your system. Create custom forms, packages, and pricing for groups and/or specific customers. Partners can pay their bills within the portal resulting in lower A/R.

“We knew we needed something that could scale with us”

My firm partnered with Halcyon a couple of years ago to help us with data management for our growing funeral business. We knew we needed something that could scale with us, was easy to use, and adaptable to any circumstance we might encounter. We found that – and more – with Halcyon.

– Steven Johnson, H.E. Turner & Co. Funeral Home
“It was imperative we partnered with the most innovative and responsive CRM on the market.”

As COO of Gregory B. Levett B. Levett & Sons Funeral Homes & Crematory it was imperative we partnered with the most innovative and responsive CRM on the market. Halcyon has been a game changer for our organization and its support team is phenomenal.

– Gregory B. Levett & Sons Funeral Homes & Crematory
“Halcyon is the perfect tool for managing funeral homes”

Halcyon is the perfect tool for managing funeral homes under the Rollings Funeral Services umbrella. I searched for years and could not find the unique tools needed for a consolidated firm. It is clear that Halcyon was created from the bottom up with many years of input directly from Funeral Directors’ experiences.

– Greg Rollings, President, CEO Rollings Funeral Service
“I could not imagine running our busy business and serving our families without it.”

Halcyon is straight forward, very intuitive and easy to use. There are many very helpful organizational tools making us much more efficient. I could not imagine running our busy business and serving our families without it.

– Larry Calcaterra, Wujek-Calcaterra & Sons, Inc.
“Halcyon is a Home Run for us.”

We searched long and hard for the right software and we were so glad to find Halcyon.”

– Michael Wujeck, Wujeck-Calcaterra & Sons, Inc.
“Halcyon was the best investment that I have made in years.”

“Halcyon was the best investment that I have made in years. You are a growing company still holding to your true core values. Your personal interactions and willingness to understand every aspect of our businesses is incredible.”

– C. Brad Evans, Harris Funeral Home & Cremation Services
“..eliminated 30 hours worth of paperwork weekly..”

Not only has it eliminated 30 hours worth of paperwork weekly, it has allowed us better tracking using GPS, invoicing, record keeping and so much more.

– Brad Kuchnicki, Executive Director of East Tennessee Cremation Company
“The comprehensive web-based system is very user-friendly”

We were looking for a software management system that could be tailored to our unique needs and be efficient. Halcyon was our answer, and we haven’t been disappointed. The comprehensive web-based system is very user-friendly. And Halcyon continuously works with us to improve and update forms, visibility, and reports. Overall, Halcyon is an outstanding company to work with and the professional support is terrific!

– Ava Brineger, Owner, Yadkin Valley Pet Funeral Services, Elkin, North Carolina
“Easy for even the novice, computer savvy employee to navigate”

All of the information that we need, whether it is funeral or financial related, is easy for even the novice, computer savvy employee to navigate. When we enter information into one location it populates to all of the forms and/or reports that it applies too. We are able to have forms, that are specific to our company, uploaded into Halcyon to have them populate as well. Halcyon technical support, has been open to suggestions, when it comes the improving, changing, or modifying most things, to accommodate our needs.

– Dennis Ralph, Internal Auditor, Rollings Funeral Service
“We could not manage the volume of activity without Halcyon”

We are a very high-volume crematory with a focus toward trade cremations. We could not manage the volume of activity without Halcyon as our backbone for body tracking, trade partner portal and billing. Halcyon’s tools are very powerful and the pricing is very reasonable.

– Jason Altieri, Owner, Southeast Texas Crematory
“Finally, an all-inclusive way to economically manage our at need, pre need and crematory cases”

Finally, an all-inclusive way to economically manage our at need, pre need and crematory cases. We switched from a local software to a cloud based software and can now look up and manage our cases remotely as well as track our crematory cases online.

– Patrick M.
“Halcyon is affordable, reliable and readily available”

After months of researching death care management software options, we chose Halcyon and are so glad we did! Halcyon is affordable, reliable and readily available with support when we need it. Halcyon has given our family funeral home the opportunity to update our recordkeeping and most importantly, Halcyon allows us to be able to conduct business from anywhere at anytime.

– Gary, Kristin and Scout Bohlender, Bohlender Funeral Chapel, Fort Collins CO

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Pricing

Innovative management solutions at a price that will leave you saying,
"It just makes sense."

Halcyon is reasonably priced to add value to your business without breaking your budget. There is a reasonable Setup Fee and a reasonable monthly fee. Larger customers may also have a small case fee. You pay month-to-month and there is no long-term contract to sign. There are no surprising upgrade fees or surprising support fees. It is all baked into the monthly fee.

If you’re looking to increase your firm’s efficiency, you’ve come to the right place. Don’t miss your free, no-commitment tour of Halycon’s software where we’ll quickly guide you through the many ways Halcyon will work for you. So, what are you waiting for?

Schedule a free demo today to discover how Halcyon can work for you.

Trusted by

International Cemetery Cremation and Funeral Association

System Overview

Reliable Case Management

Organizational Tools

Secure File Storage

Quick Reports

Live Inventory Tracking

Organized Bookkeeping

Pre-Populated Forms

Simplified HR Tools

Customizable Settings

Chain of Custody

Partner Portal

“We knew we needed something that could scale with us”

“It was imperative we partnered with the most innovative and responsive CRM on the market.”

“Halcyon is the perfect tool for managing funeral homes”

“I could not imagine running our busy business and serving our families without it.”

“Halcyon is a Home Run for us.”

“Halcyon was the best investment that I have made in years.”

“..eliminated 30 hours worth of paperwork weekly..”

“The comprehensive web-based system is very user-friendly”

“Easy for even the novice, computer savvy employee to navigate”

“We could not manage the volume of activity without Halcyon”

“Finally, an all-inclusive way to economically manage our at need, pre need and crematory cases”

“Halcyon is affordable, reliable and readily available”

Pricing

Trusted by

Schedule a Free Demo