A CRM Built for Funeral Home Relationships
Funeral homes do not have customers. They have families. Solution Center's CRM tools are designed for the unique relationships funeral homes build, from pre-need planning through aftercare and community engagement.
Relationships That Last Generations
A family that trusts your funeral home will return when the next need arises and recommend you to others. But that trust requires follow-through. Solution Center helps you stay connected with families before, during, and after their time of need, turning one-time interactions into lasting relationships.
Family Relationship Management
Solution Center maintains a comprehensive view of every family your funeral home has served. When a family contacts you, your team can see their history, past services, preferences, and relationships, allowing for personalized, compassionate interactions every time.
- Family History - View all past cases and interactions for each family
- Relationship Mapping - Understand family connections and key contacts
- Notes and Preferences - Record important details for future reference
- Contact Management - Centralized contact records across all locations
Pre-Need Tracking and Management
Pre-need relationships are the foundation of funeral home growth. Solution Center tracks pre-need cases from initial contact through fulfillment, ensuring that when the time comes, every detail the family planned is preserved and ready.
- Pre-Need Case Records - Store all planning details and product selections
- Conversion Tracking - Seamless transition from pre-need to at-need
- Follow-Up Reminders - Stay in touch with pre-need families over time
- Pre-Need Reporting - Track your pre-need pipeline and conversion rates
Communication Tools
Staying connected with families requires the right tools. Solution Center provides communication capabilities that help your team reach out at the right time with the right message, whether during active cases or long-term aftercare.
- Notification Management - Send updates to families about case progress
- Obituary Sharing - Distribute obituaries to family and community contacts
- Service Details Distribution - Share service dates, times, and locations easily
- Community Outreach - Engage your community with events and educational content
Follow-Up Automation
The weeks and months after a service are when families need you most, but they are also when it is easiest to lose touch. Solution Center automates follow-up tasks so your team never forgets to check in, send aftercare materials, or reach out on meaningful dates.
- Aftercare Task Templates - Define follow-up sequences for each case type
- Anniversary Reminders - Automated prompts for meaningful date outreach
- Task Assignment - Route follow-up tasks to the right staff member
- Completion Tracking - Monitor follow-up completion rates across your team
Connections Family Portal
Connections is Solution Center's family-facing portal that gives families a branded, secure space to participate in the planning process. Families can review selections, approve obituaries, view service details, and share memories, all from their own device.
- Branded Experience - The portal carries your funeral home's branding
- Product Review - Families see the products selected during the arrangement
- Obituary Collaboration - Review and approve obituaries before publication
- Memory Sharing - Families can contribute photos and stories
Reporting and Analytics
Understand your family relationships at a deeper level. Solution Center provides reports on case volume trends, pre-need pipeline health, follow-up completion rates, and community engagement, giving you the data to make strategic decisions about growth.
- Family Service History - Analyze patterns in family engagement over time
- Pre-Need Pipeline Reports - Track the health and growth of your pre-need program
- Follow-Up Metrics - Measure aftercare completion and responsiveness
- Multi-Location Comparison - Compare family engagement across locations
Build Stronger Family Relationships
See how Solution Center helps you stay connected with families from pre-need planning through aftercare and beyond.