Every case becomes a source of contacts
Your case management system contains valuable contacts - next-of-kin, family members, acquaintances. funeral.link captures them automatically and syncs to your CRM.
Data flow
Case Management
New case with contacts
funeral.link
Normalize & route
Your CRM
Ready for follow-up
Why case management contacts matter
Every case you handle connects you with families who already trust your funeral home.
They witnessed your service
Family members and acquaintances who attended services saw the value your funeral home provides firsthand.
Trust is established
These aren't cold contacts from a purchased list. They're connected to families you've already served - that's a warm introduction.
Timing matters
After experiencing a funeral, families often think about their own arrangements. Following up at the right time converts at higher rates.
The problem: contacts stay trapped
With funeral.link
Case management systems we integrate with
funeral.link connects with leading funeral home case management platforms
Passare
Turn every case into preneed leads
View integration →Soon
Gather
Modern case management for funeral homes
Coming soonSoon
Tribute Technology
Tribute Management Software case management
Coming soonUsing a different case management system? Contact us to discuss a custom integration.
What data gets captured
funeral.link extracts rich contact data from your cases, including relationship context that helps your team follow up appropriately.
- ✓Contact name, phone, email, and address
- ✓Relationship to deceased (spouse, child, sibling, etc.)
- ✓Role in the arrangement (next-of-kin, informant, etc.)
- ✓Case reference and funeral home location
- ✓Service date and deceased information
Sample contact data
Route contacts to your CRM
Case contacts flow directly to your preneed or aftercare pipeline
How funeral homes use this
Preneed outreach
Family members who attended a service are excellent preneed prospects. They've seen the value of planning firsthand. funeral.link routes them to your preneed pipeline for follow-up 6-12 months after the service.
Aftercare programs
Send condolence messages, anniversary cards, or grief support resources to family members. Case contacts flow directly into your aftercare sequences with full relationship context.
Multi-location routing
If you operate multiple funeral homes, contacts are automatically routed to the location that served the family. Each location gets their own contacts in their own CRM pipeline.
Memorial product follow-up
Family members may want memorial products - urns, keepsakes, or memorial jewelry - after the service. Case contacts enable targeted follow-up for these offerings.
Stop leaving contacts in your case files
Every case you handle is a source of valuable contacts. Start capturing them automatically.