FuneralDecisions CRM
 | Specifically for funeral homes and cemeteries, we've included just the right mix of features and ease-of-use functionality. |
| Specifically for funeral homes and cemeteries, we've included just the right mix of features and ease-of-use functionality. |
"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
For Large Cemeteries/Funeral Homes and 3rd Party Marketers
All websites, Facebook Lead Ads, Case Management Programs (Passare, FDMS, Crakn, Osiris, and Advisor), Viewologies (with automated follow-up), Behar Mapping,
Legacy.com 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."
| Features: | Counselor Plus | Sales Pro | Counselor Ultra | Enterprise |
| Additional Accounts | $49 Add'l Account/Mo. | $59 Add'l Account/Mo. | $89 Add'l Account/Mo. | Call |
| Reduced Capability Accounts | $19 /Mo. | $19 /Mo. | $19 /Mo. | $19 /Mo. |
| Wesner Library | Partial Templates | Full Library with Automation | Full Library with Automation | Product Dependent |
| Bank Level Security & Back-up |  | | | |
| Nothing To Install, Access From Anywhere | | | | |
| Never Worry About Updating | | | | |
| Support | Email/Phone | Email/Phone | Email/Phone | |
| Training | Follow Along/Live | Follow Along/Live | Follow Along/Live | Follow Along/Live |
| Set-Up Assistance | | | | |
| Existing Lead Upload | | | | |
| Customization | | | | |
| 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 Scripts | N/A | | | |
| Offline Forms (Cost for 100 Offline Submmissions Per Month | $.15 per additional contact) | $15/mo. | $15/mo. | | |
| Digital Marketing Integration | | | | |
| Digital Registry Integration | | | | |
| Work Order System | Standard System | Standard System | Custom System | Custom 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) | $25/mo. | $25/mo. | | |
| Website Chat to SMS | Texting + $9/mo | Texting + $9/mo | | Product Dependent |
| Call Center Assistant | $0.15/recipient | $0.15/recipient | $0.15/recipient | $0.15/recipient |
| Group Automation | N/A | | | |
| Undelete Back-Up | $9/mo. | $9/mo. | | $9/mo. |
| Phone Validation & Line Look-up | N/A | N/A | | Product Dependent |
| Smart BCC Email Syncing | N/A | N/A | | Product Dependent |
| Video Email Tracking | N/A | N/A | | Product Dependent |
| Click2Call & Power Dialer (Call from browser or phone) | $50/mo. | $50/mo. | | Product Dependent |
| Text2CRM | N/A | N/A | | Product Dependent |