Your Shop Desk
Funeral and Cremation · Custom Shop Desk CRM

A Custom CRM for Funeral Homes and Cremation Providers

Families call at the hardest hour of their lives, often in the middle of the night. Here is what your desk would track so every first call reaches a person and every detail after it is handled with care.

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A Shop Desk set up the way a funeral and cremation business would run it
A Shop Desk set up the way a funeral and cremation business would run it

Shown: WeRV, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Funeral and Cremation Words

Every arrangement moves down the same line. We name each stop the way your crew already does.

  1. 01First Call
  2. 02Transfer
  3. 03Arrangement Conference
  4. 04Contract Signed
  5. 05Service
  6. 06Final Payment
  7. 07Aftercare

An arrangement on your desk hangs off the family and their loved one.

So the card asks for what you actually need, and nothing a funeral and cremation business would never fill in.

  • Burial or cremation
  • Place of death
  • Arrangement conference date
  • Service date and place
  • Death certificates ordered
  • Obituary status
Where it leaks

Where Funeral and Cremation Businesses Lose Work

First Calls That Hit Voicemail

A family calls at two in the morning and gets a recording. They call the next funeral home on the list.

Preplanning Calls Left to Wait

Someone asks about planning ahead and gets a brochure. Without a gentle follow up, the conversation never happens.

Paperwork Scattered Across Desks

Certificates, permits and the obituary each live with a different person. When one stalls, the family is the one who notices.

What we would build

Fitted to How You Already Work

  • First Calls Go to a Person

    After hours calls go straight to the director on call, with the family's number on their phone. If a call is missed, the family gets a short, kind text saying someone is calling right back.

  • An Arrangement Checklist

    Transfer, permits, certificates, obituary, flowers and service details each show done or waiting. Your staff sees what is next without hunting for a folder.

  • One Page for the Family

    The family gets a private link with service times, places and what has been paid. They can share it with relatives instead of fielding the same questions.

  • Gentle Preplanning Follow Ups

    People who ask about preplanning get a quiet check in, written with you. Nothing pushy goes out under your name.

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Questions

What Funeral and Cremation Owners Ask

Will a grieving family get an automated message?
Only what you approve. Every message is written with you, and first calls always ring through to a person. You can turn any message off.
Can it handle both burials and direct cremations?
Yes. Each arrangement carries its type, so the checklist changes to match. A direct cremation does not show steps it does not need.
Can it track preneed contracts?
Yes. Preneed families can be kept on their own list with the plan they chose. We set up who can see what with you.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Funeral and Cremation Business Runs

We will tell you honestly what a desk fitted to it would take.

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