Benefits For Everyone

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Hear About Anne's Success

Anne's Complete Message

"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. "

Lori - Hiers-Baxley Funeral Homes

Features For Every Size Company

  • Easy To Use

    You can learn to use most of the functionality within 15 minutes

  • Integration With Any Website

    Information requests flow directly into the system from your website

  • Complete Email Marketing

    Newsletters, drip campaigns, email blasts & even track opens and clicks

  • Daily Reminders

    Keeping track of everything that you need to do just got a lot easier

  • Group Editing

    Segment your leads, send bulk letters and emails as easily as to a single person

  • Available Wesner Library

    Email and letter templates with pre-defined send intervals, written by industry professionals to help maximize your sales

  • Mobile Access

    Access all of your contacts, calendar and to-dos directly from your smartphone

  • Manager's View

    Track how leads are being worked & protect your investment in lead generation

  • Sales & Marketing Automation

    Spend your time talking to families that need assistance, not sending emails

"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."

Nick Blase - Counselor

Counselor Plus$49

Perfect for a single counselor or entire sales team

  • Track Contacts From Any Source
  • Full Customization
  • Use For Aftercare, Preneed & More
  • Integrate with Websites & Other Software

See Full Feature List

Counselor Ultra$99

The best sales, marketing & customer service tools available

  • Text Messaging Capabilities
  • Click2Call and In-Browser Calling with Power Dialer
  • Video Email with Tracking
  • SmartBCC Email Syncing

See Full Feature List


For Large Cemeteries/Funeral Homes and 3rd Party Marketers

  • Complete Manager Control & Oversight
  • More System Customizations Available
  • Rolled Up Reporting and Universal Login

See Full Feature List

Integrations Include...

All websites, Facebook Lead Ads, Case Management Programs (Passare, FDMS, Crakn, Osiris, and Advisor), Viewologies (with automated follow-up), Behar Mapping, Pro, and SoCal CXP. Custom integrations 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."

Upset Sales Manager

Full Features


Counselor Plus

Sales Pro

Counselor Ultra


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.
Wesner LibraryPartial TemplatesFull Library with AutomationFull Library with AutomationProduct Dependent
Bank Level Security & Back-up
Nothing To Install, Access From Anywhere
Never Worry About Updating
TrainingFollow Along/LiveFollow Along/LiveFollow Along/LiveFollow Along/Live
Set-Up Assistance
Existing Lead Upload
Ability to Upload Letter/Email Templates
Email Analytics
Email Automation and Marketing
Landing Pages with QR Code
Appointment & To-Do Reminders
Bulk Contact Import/Export
Group Editing
Website Integration
Mobile Access
Free Premium Sales Leads N/A
Sales Coach Videos & Documents N/A
Follow-Up Assistant $19/User/Mo.
Phone ScriptsN/A
Offline Forms
(Cost for 100 Offline Submmissions Per Month | $.15 per additional contact)
Digital Marketing Integration
Digital Registry Integration
Work Order SystemStandard SystemStandard SystemCustom SystemCustom System
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)
Website Chat to SMSTexting + $9/moTexting + $9/moProduct Dependent
Call Center Assistant $0.15/recipient$0.15/recipient$0.15/recipient$0.15/recipient
Group AutomationN/A
Undelete Back-Up $9/mo.$9/mo.$9/mo.
Phone Validation & Line Look-up N/AN/AProduct Dependent
Smart BCC Email Syncing N/AN/AProduct Dependent
Video Email Tracking N/AN/AProduct Dependent
Click2Call & Power Dialer
(Call from browser or phone)
$50/mo.$50/mo.Product Dependent
Text2CRMN/AN/AProduct Dependent
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