Epilog Cloud · CRM

Every person, and everything connected to them

Epilog Cloud puts the deceased and their applicants at the centre. As you type a name, soft search shows whether that person already holds rights, was an applicant on another record or is already known to you.

Contact cards for the people connected to a record
CRM

What you can do

  • Deceased and applicants first

    Records built around the people involved: the deceased, the applicant, and the families who come back to you over the years.

  • Soft search as you type

    See straight away if a deceased person owns rights, or an applicant was involved with another record, before you create a duplicate.

  • Linked records

    Link records together to build a picture of a family over time: relatives, shared graves, scatterings and even family pets.

  • Rights in view

    Exclusive rights of burial and memorial rights held by a person, visible from the people connected to them.

  • Partners in one place

    Funeral directors, coroners, medical referees, doctors and registration districts in shared directories.

  • Letters to the right people

    A record’s people offered as recipients when a letter is sent, written to once even when they appear twice.

A family history, not just a record

Linking that builds a picture over generations

Families return to bereavement services over many years. Linking records captures that history: the grave a couple share, the ashes scattered from a cremation, the pet cremated years later.

Every link is recorded on the record, so whoever opens it next sees the whole story rather than a single entry.

  • Links shown on every record they connect
  • An applicant’s involvement across records
  • Search that forgives a typo: “Smyth” still finds Smith

See CRM in action

Get in touch and we will show you, with your own services in mind.

Keep exploring

More of Epilog Cloud

  • Asset management

    Graves, memorials, trees, benches and niches, with every right and lease behind them.

  • Connect

    Funeral directors, coroners and medical referees working with you online.

  • Public diary

    Upcoming services and a public records search, on your own website.

Get in touch

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