Turn aftercare into preneed opportunities
Families who use estate concierge services have just experienced the value of preplanning firsthand. Capture these warm leads automatically.
Estate services lead value
Why estate services leads are different
These families just went through the process. They understand the value of planning ahead.
They trust you already
You helped their family through a difficult time. They've seen your care firsthand and are more likely to choose you for preplanning.
They understand the need
Estate settlement takes 14-18 months on average. Families who've experienced this complexity are motivated to spare their own loved ones.
Timing is right
After managing a loved one's affairs, many families are thinking about their own planning. This is the perfect moment to reach out.
Estate leads fall through the cracks
With funeral.link
How it works
Automatic lead flow from estate services to your CRM
Family uses estate service
Whether it's identity protection, account closures, or paperwork help - the family engages with your aftercare program.
funeral.link captures the lead
Contact information and context about their engagement flows automatically to funeral.link.
Lead appears in your CRM
The contact is created in your preneed CRM with full attribution - your counselor knows exactly how to follow up.
Estate services we integrate with
funeral.link connects with leading aftercare and estate concierge providers
Route leads to your CRM
Estate service leads appear directly in your preneed pipeline
Start capturing estate services leads
Turn aftercare relationships into preneed opportunities. Set up in minutes.