Do you spend hours of your day filling out paperwork? Do you wish you could access your information anytime, anywhere, instead of just at your funeral home? Do you want a more secure way to store your data? If you answered yes to any of these questions, your firm needs a digital funeral home management solution.
But it can’t just be any funeral home management solution. To make sure your firm is saving time and has a fast, secure way to access your data, you need a software program that gives you everything in one place. If you use multiple online platforms for managing your cases, accounting, website, and other information, you’re still wasting time entering the same data in multiple places.
So, what’s the solution? Say hello to 9Online! It makes funeral home management easy, as it’s an all-encompassing system that lets you manage everything in one convenient place. From your preneed and at-need cases and your invoices to adding obituaries and making edits to your SRS Website, you can do all of this and so much more. Even better? It’s a browser-based system, so you can access your information anytime, anywhere.
Let’s break down some of the tool’s turnkey features!
Get Lightning Fast Preneed and At-Need Case Management with 9Online
With
9Online, you no longer need to be tied to one computer in your firm or to physical files in your filing cabinets. Now, you can be more portable than ever before! Whether it’s a preneed or at-need case or a new or existing case, you can manage them all in one place from start to finish, whenever and wherever you need to.
See an Easy-to-Digest Breakdown of Your Tasks for the Day
It’s time to ditch your paper planner and go digital! On your dashboard, you can easily view a timeline of your tasks for the day, so you can
stay organized
and make sure nothing gets missed. You can even automate the task creation process. Plus, you can see what resources are currently in use, such as an arrangement room or hearse, so nothing gets double booked.
Add Obituaries and Quickly Make Edits to Your Firm’s SRS Website
With 9Online, you can
manage your website
in the same place as the rest of your data. Since it’s fully integrated with your SRS Website, publishing obituaries is as simple as one click, as it pulls from the data you already entered. You also can make quick edits to your website on the go, whether you’re standing in line for coffee or at the cemetery for a graveside service.
Take the Funeral Planning Process Online with FamilyLink
Rather than waiting until the in-person meeting to gather information, you can start the process instantly with
FamilyLink. Gather the vitals, obituary details, images, and more from families by sending them their very own private, secure link. This way, everything is in one easy-to-access place and ready to go when you meet with the family.
Collect Signatures From Families Virtually with E-Signature
Forms don’t need to be signed by hand anymore! Now, there are online solutions that conveniently integrate with your funeral home management software. With our
E-Signature tool, it automatically stores the signed forms in VFiles, so you can access them in 9Online and don’t have to waste time manually uploading them.
Have a More Efficient Billing Process
Doing your accounting by hand increases the likelihood of errors, so say goodbye to time-consuming bookkeeping and say hello to a seamless accounting solution that’s built for your future. Instead of mailing out physical invoices, you can automatically send them via email through 9Online. Plus,
payments
made on your SRS Website flow directly into the platform.
Ready for your firm to become more portable than ever?
Book a demo
to see 9Online in action!