A COLLABORATIVE PRE- AND AT-NEED SOLUTION FOR YOUR FAMILIES.

BE THE FIRST PLACE YOUR FAMILIES LOOK.

Give your families access to online funeral planning and spend more time focusing on their needs. In the 21st century, your families are no different than any other consumer. They’re going online to see products and pricing—even if it’s just to get a quote.

Empower your families and your firm with the first collaborative arrangement tool that gives your families and staff an arrangement option that fits everyone’s needs:

Centralized Case, Contract, and Document Management.

Simplify arrangement planning for you and your families. Easily convert records from The Funeral Planner into case data, then turn family selections into contracts within your management software. Finally, use the information provided through The Funeral Planner to populate your forms, documents, and tributes.
Your business needs to have a website that puts you on the map in your community. Our sites are built using responsive design, allowing your families to easily navigate your site using a smartphone, tablet, or computer. With mobile friendly websites, you don’t have to worry about missing out on business.

ENSURE FAMILIES NEVER SAY "I DIDN'T KNOW YOU OFFERED THAT."

Let your families customize their arrangements by providing a list of your service packages and merchandise to choose from. Make sure that even the smallest of details aren’t overlooked by giving families the chance to see all of their service and merchandise options.

KEY FEATURES

Quickly and easily customize the content, flow and user experience of your Funeral Planner

Update the form on the fly as you expand your services products

Integrate your GPL for families to select from

Drag and drop to edit and organize items

Seamlessly integrate The Funeral Planner with any website design

Increase traffic and new business to your firm

Empower families to easily plan from the comfort of their own home