With more funeral planning happening online, it’s more important than ever to stay in touch with your firm’s families. Want to touch base with the family to see how funeral planning is going? Or, want to share some valuable grief resources with them after the funeral? All this and more is possible with Prospect, our customer relationship management (CRM) system.
With this turnkey system, you can manage all the data you need in one place. Even better? It integrates with your current SRS solutions to create a truly seamless flow of data.
Let us help your firm take your marketing and aftercare efforts to the next level with
Prospect! Below are a few notable features of this tool.
With Prospect, Experience Data Fluidity Like You’ve Never Thought Possible
You don’t have time for tedious tasks like double data entry, so our system eliminates that time-consuming task! All our funeral management software modules (funeral home, cemetery, crematory, etc.) link to Prospect. This way, every single person’s data flows through all the programs.
It gets even better! Quotes are created based on your firm’s price list. So once sold, just simply click to send the client’s vitals and invoice to your SRS management system. And with
V9 Online, you can access your data from any device anytime, anywhere.
See All Your Data at Once with Family Tree
You don’t have time to search around for the data you need. With Family Tree, you can see all the services a person has used in one place.
No matter how many services a client uses, you will have a single entry for that person. For example, if a client sets up preneed services, arrangements for
cremating their pet, and purchases a grave, it’s all under that person’s entry.
Stay Organized and on Top of Your Tasks with Reminders
You’re busy people, so understandably, sometimes things may fall through the cracks. To prevent this from happening,
stay organized
with Reminders!
With this tool, you can create your very own customized to-do list. Do you want to send out an email blast to leads? Or, do you want to follow up with an aftercare contact? With this tool, it’s easy to communicate with your families. You can even receive reminders of your daily tasks.
Analyze Your Results and Develop New Strategies with Reporting
Don’t forget about one of the most important steps of marketing: analyzing the results. With this tool, you can see how successful your marketing and aftercare efforts are. You can view statistics, metrics, correspondence activity, and more on pre-set reports. This way, you can continue to improve your marketing and aftercare strategies.
See how Prospect can help your firm stay connected with your families by
booking a free SRS demo!