Configurable checklists guide each service from application to completion, and rule-based emails make sure the right people hear at the right time, without anyone having to remember.
Define the stages for each type of service, then rename, reorder, add and remove them to match how you work.
Each stage is ticked with who did it and when, and records can be filtered by whether their checklist is complete.
Set rules that send emails at the right moment, such as a reminder before a service or a notice ahead of an expiry.
Trigger internal emails from records, so the right team hears when something changes or needs attention.
Decide what triggers each email, who receives it and what it says, using your own templates.
Routine follow-ups happen on time, so staff can focus on families rather than chasing tasks.
Bereavement services run on timing: paperwork before a cremation, a reminder to a family, a renewal ahead of an expiry. Workflow rules take care of the routine, so nothing depends on someone remembering.
Get in touch and we will show you, with your own services in mind.
Every record and action audited, with permissions scoped exactly as you need.
Letters that fill themselves, and the day’s sheets printed exactly right.
Burials, cremations, appointments and memorial services in one register, each shaped to its type.