"FuneralDecisionsCRM has been of great assistance to me. Organization is NOT my strong suit. Having a “to do” list and a place to put all contacts, notes and info is extremely helpful to me...I do believe my appointments/sales have increased because I simply have it right in front of me instead of looking through files of papers for who I should be calling. Prior to FuneralDecisionsCRM, I was always “getting ready to get ready” to call. Now I just open and call. It makes prospecting and following up much more efficient. "
"Your program is so easy and flexible to use. I think at the outset, I was just afraid to dig in fearing it would be too complicated, which is not the situation at all."
Perfect for a single counselor or entire sales team
Sales Pro is for the counselor or team that is serious about preneed sales.
The best sales, marketing & customer service tools available
"One of my counselors left their appointment book in a rental car last week and now every single lead and appointment that counselor had is completely gone. That book represented over six figures worth of potential business...all gone. With your system now in place, we will never have to worry about this or similar problems again."
|Additional Accounts||$49 Add'l Account/Mo.||$59 Add'l Account/Mo.||$89 Add'l|
|Reduced Capability Accounts||$19 /Mo.||$19 /Mo.||$19 /Mo.||$19 /Mo.|
|Bank Level Security & Back-up|
|Nothing To Install, Access From Anywhere|
|Never Worry About Updating|
|Training||Follow Along||Follow Along/Live||Follow Along/Live||Follow Along/Live|
|Existing Lead Upload|
|Centralized Email/Letter Repository|
|Email Automation and Marketing|
|Appointment & To-Do Reminders|
|Bulk Contact Import/Export|
|Free Premium Sales Leads||N/A|
|Sales Coach Videos & Documents||N/A|
|Sales & Marketing Templates (Email/Letter)||N/A|
|Contact Geo Mapping||N/A||N/A|
|Offline Forms (Coming Soon)||N/A||N/A|
|Digital Marketing Integration|
|Digital Registry Integration|
|Online Storage||N/A||N/A||5 GB||5 GB|
|Support Ticket System||N/A||N/A|
|Text Messaging w/Appointment Reminders |
(Each Counselor Ultra Account receives 150 per month. The Add-On receive 500 across entire account. Additional Messages billed at $0.03/message)
|Call Center Assistant |
(Each user account receives 25 per month. Additional messages billed at $0.15/message)
|$10/mo per account||$10/mo per account|
|Counselor Chat Room||N/A||N/A||N/A|