Independent funeral homes and funeral directors

The CRM for funeral homes.

GuardenerAI for funeral homes is a CRM for independent funeral directors. It keeps each family as person and company records, tracks every arrangement as a custom object, sends arrangement agreements for e-signature, follows every arrangement through with dated tasks, and invoices from the same system. It is for small funeral homes that want nothing about a family’s service to be missed.

Families come to you at the hardest moment, and every detail matters: the service, the people to contact, the paperwork and the account. GuardenerAI gives your team one calm, shared place for each family, so nobody has to ask the same question twice.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

One record for each family

The family’s contacts are persons, and an Arrangements record holds the service type, date, location and status, linked to them.

Agreements signed without a trip

Send the arrangement agreement from the family contact’s record. They sign on any device, the director countersigns, and the sealed PDF is filed on the record.

Every step followed through

An action plan lays down the tasks for each arrangement, from collecting documents to the aftercare call, each with an owner and a date.

Pre-need enquiries remembered

Pre-need conversations run as opportunities with stages, so a family who asked for information hears back when they wanted to.

The modules this runs on

How you set it up

Shaped around how funeral homes actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Arrangements

One record per arrangement, linked to the family contact. You create it in Settings.

  • Deceased
  • Family Contact
  • Service Type
  • Service Date
  • Location
  • Director
  • Status
Built in

Persons

Family members and next of kin.

  • Relationship
  • Phone
  • Email
Built in

Opportunities

Pre-need plan enquiries.

  • Value
  • Stage
  • Expected Close Date
Built in

Invoices

The family’s account for the arrangement.

  • Bill to
  • Line items
  • Tax

Suggested stages on Opportunities (pre-need)

  1. Enquiry
  2. Information sent
  3. Meeting
  4. Agreement sent
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Action plan

Arrangement checklist

  1. Apply it to the family contact when an arrangement is made.
  2. Day 0: confirm service details and collect documents (high priority).
  3. Day 1: notify the people the family listed.
  4. Day 3: confirm the order of service.
  5. Day 30: aftercare call to the family.
Signature template

Arrangement agreement

  1. Write the agreement once, with the family contact’s name, your funeral home’s name and the date merged in.
  2. Add the service details and fees in the request before sending.
  3. The family signs on any device; the director countersigns.
Booking link

Pre-need conversation

  1. A one-hour booking link for pre-planning meetings.
  2. Offers only the times the director is free.
  3. Confirmations go out from the director’s connected mailbox.

Families’ details kept private.

Records live in your own encrypted, audit-logged space with default-deny roles. Every signed agreement carries an evidence trail with times and IP addresses and a sealed PDF.

Read the security details →
FAQ

Questions from teams like yours.

Is this funeral home management software?
It is a CRM. It keeps families, arrangements, agreements, follow-up and invoices together, but it does not produce regulatory forms or manage inventory such as caskets.
Can two family members sign the same agreement?
Each request has one signer plus an optional countersigner from your team. If two family members must sign, send a request to each.
Can families pay by card?
On the Max plan, send a Stripe card payment link with the invoice. On other plans, record payments by hand against the invoice.
Can we send follow-up letters automatically?
The aftercare steps arrive as dated tasks for your team, so each family hears from a person rather than an automated email.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for professional services, churches and faith communities and event planners. See every industry.

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