SELL MORE
EASILY
1
Contacts
Calendars are integrated for staff,
with customer information
stored in one secure
location, providing
seamless updates.
2
Communication
Send email, sms messages,
place calls, and more
from your portal.
3
Tracking
All team members and managers
can view reports, track
communication and
keep up to date
with customers.
4
Support
Your onboarding experience is done
in partnership with our staff
to ensure all team members
are fluid in the use of the
portal, calendars and system.
Funeral Decisions offers funeral homes & cemeteries of all sizes technology that increases sales, helps provide better customer service & stretch marketing dollars.
Wilmington, DE
Anne Rowan Preneed Counselor with over 30 years sales experience.
Proud to Serve
Features For Every Size Company
Something Useful for Independent Counselors Through Large Sales Teams
Easy To Use
You can learn to use most of the
functionality within 15 minutes
Available Template Library
Email and letter templates written by
industry professionals to help maximize
your sales
Available Template Library
Information requests flow directly into
the system from your website
Mobile Access
Access all of your contacts, calendar and
to-dos directly from your smartphone
Complete Email Marketing
Newsletters, drip campaigns, email
blasts & even track opens and clicks
Manager’s View
Track how leads are being worked &
protect your investment in lead generation
Daily Reminders
Keeping track of everything that you
need to do just got a lot easier
Sales & Marketing Automation
Spend your time talking to families that
need assistance, not sending emails
Group Editing
Segment your leads, send bulk letters
and emails as easily as to a single person
