Getting More Calls and Increasing Funeral Averages just got Easier with
Funeral Clients CRM.

Automatically have at-need and pre-need leads wanting to choose your funeral home

How We and AI can get You More Calls and Increase Averages

Marketing should be getting easier – and now it finally is…

Lead Generation

Lead Generation

Effortlessly capture and nurture leads to choose your funeral home with precision-targeted campaigns.

Automations

Automations & AI

Streamline your client interactions with smart automations, enhancing efficiency and engagement.

Newsletters

Connect deeply with your community through personalized, impactful email newsletters—more effective than social media.

SEO

SEO & Reputation Management

Boost your funeral home’s visibility with tailored local SEO strategies that attract more families effectively.

Digital Advertising

Digital Advertising

Maximize your ad impact with AI-driven digital advertising, designed to optimize every dollar spent on Google and social media.

Sales Dashbaord

Sales CRM

Centralize & simplify your marketing oversight with our comprehensive CRM Dashboard, where effectiveness meets convenience.

Basic CRM Features

$49

/ month with $99 set up fee

Get a solid start to AI-enriched marketing for your funeral home…

  • AI-Powered Conversational Booking Bot: Engage and convert leads automatically with a sophisticated AI chatbot.
  • Call, SMS, Email, and Social Media Messaging: Communicate with your contacts through their preferred channels—all from one platform.
  • Automatic Appointment Booking: Simplify scheduling by allowing clients to book appointments directly through an intuitive system or through the AI-powered Chatbot.
  • Unlimited Calendars: Coordinate and track all your important appointments with unlimited calendar integration – even have a separate calendar for each preneed rep.

Enhanced CRM Features

$199 /

month with $399 set up fee

  • Automate Customer Journey & Lead Nurturing: Streamline your lead nurturing process with automated workflows that guide prospects through the sales funnel.
  • At-A-Glance Sales Dashboard: Quickly assess your marketing and sales performance with a comprehensive, easy-to-navigate dashboard.
  • Unlimited Customized Pipelines: Tailor your sales pipelines to match your unique funeral processes with unlimited customization.
  • AI Content and Workflows: Enhance your marketing and customer interactions with AI-driven content creation and management workflows.
  • Email Blasts and Campaigns: Execute targeted email marketing broadcasts and campaigns to engage and inform your audience.
  • Generate Detailed Reports: Make informed business decisions with detailed analytics and reporting on your CRM activities.
  • Unlimited Contacts: Manage as many contacts as you need, allowing your database to grow as your business expands without worrying about contact limits.
  • Sales Phone System: Incorporate a fully integrated phone system to streamline sales rep communication.
  • Trigger Links to Segment Leads: Use trigger links in your communications to automatically categorize and segment leads based on their actions.
  • Integrated Customer Feedback Tools: Collect and manage customer feedback efficiently to improve service and client satisfaction.
  • Real-Time Alerts and Notifications: Stay informed with real-time alerts on customer activities and team performance.
  • Mobile CRM Access: Access your CRM on the go with a fully functional mobile app that keeps you connected to your prospective client families.
  • Customizable Dashboard: Adapt your CRM dashboard to display the most relevant information for your business needs.

Note: Client is responsible for ad spend from Google, Meta, etc.

Digital Marketing Add-ons

All add-ons priced individually

Enjoy a well-rounded digital marketing effort supported by AI…

Digital Advertising: $395 / month

  • Google Ads – Search: Target potential clients effectively with precision-targeted Google Search advertising campaigns.
  • Google Ads Display, Facebook & Instagram Ads: Expand your reach & engage audiences on websites and the most popular platforms with tailored, AI-generated ads.

SEO and Reputation Management: $195 / month

  • Automatic Review Requester and Responder: Automate the process of requesting and responding to reviews, improving your reputation management.
  • Google and Facebook Review Management Tools: Maintain control over your online reputation with comprehensive tools for managing reviews on key platforms.
  • Review Score Dashboard: Monitor your performance and gather insights with a dashboard dedicated to tracking reviews and feedback.

Social Media Posting: $295 / month (max. 10 posts)

  • Social Media Management and Post-Scheduling: Streamline your social media strategy with tools for managing posts and scheduling them in advance.
  • Multi-channel Campaign Coordination: Coordinate marketing efforts across multiple channels from a single dashboard to ensure consistency and maximize impact.
  • Dynamic Content Personalization: Utilize AI to personalize content dynamically across your digital platforms, enhancing user engagement and conversion rates.

Online Newsletter: $195 / edition

  • Newsletter: Keep your community updated and engaged with regular, AI-generated newsletters that can be managed and distributed directly through the CRM.

COMING SOON…

Preneed:

  • Funnel Builder: Design and deploy customized marketing funnels specifically tailored for pre-need engagement.
  • Website Builder: Easily create and manage websites dedicated to pre-arrangement services, enhancing your online presence.
  • Form and Survey Creation Tools: Collect valuable information from potential client families with customizable forms and surveys designed for the preneed market.

Note: Client is responsible for ad spend from Google, Meta, etc.

Robin Heppell, CFSP

Owner, Funeral Marketing Strategist

Robin possesses a deep and diverse skill set. By combining his expertise in marketing and technology, his formal business knowledge and his deep-rooted legacy in the funeral profession, makes Robin an asset to funeral homes and cremation services desiring to be more competitive, more profitable, and provide the best possible service for the families they serve.

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