Run Your Funeral Home. Powered by AI.
Arrangement management, service coordination, pre-need planning, and accounting — all in one platform designed for funeral homes.
Everything You Need to Grow Your Funeral Homes
Purpose-built tools that work together seamlessly for funeral homes.
Case Management
Track arrangements from first call through service, burial or cremation, and aftercare.
Family Relations
Manage family contacts, pre-need plans, and community relationships.
Service Coordination
Schedule viewings, services, and cemetery commitments with chapel assignment.
Billing
Itemized statements of goods and services with insurance assignment and payment plans.
Pre-Need Planning
Pre-arranged funeral plan management with trust or insurance funding tracking.
Home Analytics
Service volume, average revenue per case, and pre-need conversion — all at a glance.
Your Complete Funeral Homes Toolkit
Every app included in your funeral homes package, with the features that matter most.
CRM
AI-powered CRM that closes 3x more deals
Visual Sales Pipeline
See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.
- Unlimited custom pipeline stages
- Drag-and-drop deal management
- Weighted revenue forecasting
- Pipeline velocity tracking
360-Degree Contact View
Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.
- Unified activity timeline
- Email and call tracking
- Custom fields and tags
- Company and contact hierarchies
Sales Automation & Workflows
Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.
- Auto lead assignment rules
- Drip email sequences
- Task creation triggers
- Deal stage automation
Reports & Analytics
Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.
- Sales performance dashboards
- Custom report builder
- Win/loss analysis
- Team leaderboards
Invoicing
Get paid 2x faster with AI-powered billing
Estimates & Quotes
Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.
Recurring Invoices & Stripe Subscriptions
Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.
Credit Notes & Retainers
Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.
Late Fees & Payment Reminders
Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.
Time-to-Invoice
Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.
Payment Plans & Installments
Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.
Bookings
Cut no-shows 60% and fill every slot
Embeddable Booking Widget
Public booking widget with responsive service selector, date picker, time slots, and confirmation -- embed anywhere with one line of code.
Google & Outlook Calendar Sync
Bidirectional sync so external events show as busy and bookings push to your calendar automatically.
Waitlist & Round-Robin
Customers join a waitlist when slots are full with auto-notify on cancellation. Round-robin assigns bookings by workload across staff.
Group Classes & Packages
Multi-customer capacity per slot with class rosters, plus multi-session bundle pricing with remaining session tracking.
No-Show Protection
Require credit card on file, charge configurable deposits at booking, and enforce cancellation policies with auto-charge for no-shows.
Recurring Appointments
Schedule weekly, biweekly, or monthly recurring series with edit-one-vs-all management and auto-reminders per instance.
Docs
Professional document creation
Rich Text Editing
Full formatting options including styles, tables, images, and custom layouts.
Real-time Collaboration
Work together with your team with live cursors and instant sync.
Templates Library
Start quickly with professional templates for any document type.
Version History
Track all changes and restore any previous version instantly.
Why Choose Deelo for Your Funeral Homes?
See how Deelo's crm software compares to the most popular alternatives on the market.
| Feature | Deelo CRM | Salesforce | HubSpot CRM | Pipedrive |
|---|---|---|---|---|
| Pipeline Management | Included | Included | Included | Included |
| Contact Management | Included | Included | Included | Included |
| Email Integration | Included | Included | Included | Included |
| Sales Automation | Included | Included | Included | Included |
| Built-in Invoicing | Included | Not included | Not included | Not included |
| Built-in Phone System | Included | Not included | Not included | Not included |
| 50+ Integrated Apps | Included | Not included | Not included | Not included |
| No Per-User Add-ons | Included | Not included | Not included | Not included |
| Price | $19/seat/mo | $25-300/user/mo | $15-150/user/mo | $14-99/user/mo |
Frequently Asked Questions
Everything you need to know about Deelo for funeral homes.
Start Free Today
Get all the tools your funeral homes needs — completely free. No credit card required.
Get Started FreeLearn More About Funeral Homes
Guides, comparisons, and free tools for funeral homes.
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One price, all apps included. No per-app fees, no feature upselling, no surprises. Save 20% with annual billing.
Free
For individuals exploring Deelo
- 1 user
- All 40+ apps
- 1GB storage
- 50 AI credits/month
- Community support
- Deelo branding
Starter
For small teams getting started
- All 40+ apps
- 10GB storage per user
- 200 AI credits/month
- Email support
- Basic integrations
- Remove Deelo branding
Business
For growing organizations
- All 40+ apps
- 100GB storage per user
- 1,500 AI credits/month
- API access included
- SSO (SAML/OIDC)
- Priority email support
- Advanced integrations
Enterprise
For large-scale deployments
- All 40+ apps
- Unlimited storage
- 10,000 AI credits/month
- Full API access
- SSO + SCIM provisioning
- Dedicated support
- 99.9% SLA
Optional Add-ons
Ready to Transform Your Funeral Homes?
Get started with a platform built for funeral homes. Free to start — no credit card required.