Available for Windows, Mac, iPhone, iPad.
Funeral Data Manager provides a complete solution for managing your funeral home. Customize your workflow. Choose your start screen to get working right away. Everything you need from first call to final payment. The contracts and accounts section lets you send billing notices, record payments, track pending credits, and set up payment plans. Choose from an extensive collection of premade prayer card templates, memorial folders, bookmarks, and more. We can also create custom layouts for you. Our built-in calendar allows you to see events and appointments by Day, Week, Month, or even by Resource, such as staff or room. Events can be entered on the calendar view or directly from a Case. We offer an extensive array of premade reports to help you track your business, review cases and preneeds, follow up on leads, and much more. Streamline your data entry with these handy tools. Features that fit your workflow.
HOW IT WORKS
Dashboard
View Cases for the Past 60 Days
Filter by At-need or Pre-need
Switch Between Simplified or Detailed Vview
HOW IT WORKS
Case View
Store Digital Documents
Tasks and Schedule
Completed Forms and Notes
HOW IT WORKS
Contracts & Billing
Custom Contract Design
Record Credits, Items Addd/Removed, & Write Offs
Record Payments & Send Billing Notices
HOW IT WORKS
Prayer Cards & Memorials
Hundreds of layouts to choose from
Works with all preprinted cards
Customize or create your own
HOW IT WORKS
Calendar
Multi-colored to differentiate event types
Drag-and-drop to reschedule
HOW IT WORKS
Reports
Filter reports by date, case type, and more
Charts help to visualize your status
HOW IT WORKS
Extra Features
Quick Fill Shortcuts
Integrated Map & Driving Directions
Save & Recall Contacts
Ready to optimize your business?