Family 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.
State-regulated trust + endowment ledgers + two-way QuickBooks Online sync.
Voice-to-case summaries, advanced obituary drafting, aftercare letters.
Auto-rendered memorial slideshow videos. Replaces $200–500-per-service vendors at one flat fee.
Capture · score · drip-nurture · convert. 18.5% lift in pre-need contracts in 90 days.
Cast products, flyers, and tributes to every TV on the property — via a single URL per display.
Everything families touch, ready in one click.
Everything your back-of-house touches.
Every AI capability in the product, pre-bundled at a discount.
Most mid-size firms pay eight to ten separate vendors to do what one Growth tier covers. We're listing the typical line items for a single-location firm doing about 150 calls/year — your actual numbers will scale with volume, but the structural argument holds. Multi-location groups multiply this whole stack by every location.
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.