Beneficiary Portal Pro
Unlimited branded family portals with deep customization.
- Unlimited family portals
- Custom domain + deep branding
- Tribute moderation rules
Four base plans, seven à-la-carte add-ons, and two bundles — published per location. No per-case fees, no per-envelope signature fees, no per-family portal surcharges, no Memorial Fund platform fee, no per-service livestream invoice. Annual billing knocks 15% off.
For very small, single-location funeral homes — just the CRM, no more.
For single-location firms ready to give every family a digital experience.
For multi-location firms running the whole business in one place.
For chains, municipal cemeteries, and combination operations — fully custom.
Solo and Starter customers can attach any of the seven add-ons below per location. Growth includes all of them; Enterprise adds custom features and integrations on top.
Unlimited branded family portals with deep customization.
Full drag-and-drop builder with custom domain and CRM-connected forms.
Stream from a phone or chapel camera. No per-service vendor fee.
Mixed-shape plots, drag-to-move with collision guard, drone imagery.
Multi-resource day view with conflict-aware scheduling.
Unlimited QR tags + GPS chain-of-custody + audit-ready PDF reports.
Voice-to-case summaries, advanced obituary drafting, aftercare letters.
Everything families touch, ready in one click.
Everything your back-of-house touches.
Most multi-location firms pay four or five separate vendors to do what one Growth tier covers. We're listing the typical line items honestly — your actual numbers may run higher or lower, but the structural argument stays the same.
Something still unclear? Talk to us directly — we answer every inbound.
Thirty minutes with our team. Bring your hardest workflow. We'll show you how it looks in Perpetual Care.