Customer Stories
See how funeral homes and preneed agencies are using funeral.link to connect their systems and never lose another contact.
50,000+
Contacts synced
100+
Funeral homes
5+ hrs
Saved per week
0
Contacts lost
“We finally have visibility across all four locations”
Heritage Memorial Group operates four funeral homes across the Midwest. Before funeral.link, each location had its own way of handling contacts - paper guestbooks, spreadsheets, and manual CRM entry. Corporate had no visibility into how many contacts were being captured or followed up.
After implementing funeral.link, every contact from every source - Passare cases, guestbook entries, seminar check-ins - flows automatically to their central Pipedrive CRM. The regional manager now sees a real-time dashboard of activity across all locations.
Results
- 138 contacts synced per month across 4 locations
- 100% visibility into contact capture and follow-up
- Zero manual data entry required
- Consistent aftercare process at every location
138
Contacts/month
4
Locations
20
Hours saved/month
100%
Sync rate
“Before funeral.link, I had to call each location to find out how many contacts they captured that week. Now I just open my dashboard.”
Regional Operations Manager
Heritage Memorial Group
52
Guestbook entries/service
3
Services/week
156
Contacts/week
0
Illegible entries
“Our old paper guestbooks had maybe 20 names per service, half of them unreadable. Now we get 50+ contacts with verified email addresses.”
Funeral Director
Oakwood Memorial Chapel
“We went from 20 illegible names to 52 verified contacts per service”
Oakwood Memorial Chapel had used paper guestbooks for decades. The problem wasn't just the illegible handwriting - it was the hours spent after each service trying to enter contacts into Passare, often giving up on names they couldn't read.
Switching to funeral.link's digital guestbook changed everything. A QR code in the chapel lobby lets guests sign in on their phones. Their information is typed (not scribbled), includes verified email addresses, and syncs to Passare automatically.
Results
- 52 contacts captured per service (up from 20)
- 100% of entries are legible and usable
- Verified email addresses for aftercare outreach
- Entries sync to Passare in seconds, not hours
“Managing 12 funeral home clients from one dashboard”
Midwest Preneed Partners is a preneed marketing agency serving 12 funeral homes across three states. Each client has their own CRM, their own processes, and their own expectations for lead follow-up. Coordinating across all of them was a full-time job in itself.
With funeral.link, the agency set up routing rules for each client. Seminar check-ins, direct mail responses, and online inquiries all flow to the right funeral home's CRM automatically. The agency dashboard shows real-time activity across all 12 clients.
Results
- 480+ contacts routed to correct CRMs monthly
- 12 funeral home clients managed from one view
- Same-day follow-up across all clients
- Detailed reporting for each funeral home partner
12
Funeral home clients
480+
Contacts/month
3
States covered
1
Dashboard for all
“I used to spend my mornings routing contacts to different client CRMs. Now I spend my mornings actually working with the families who respond.”
Agency Principal
Midwest Preneed Partners
More success stories
“We found years of unsynced contacts”
A family-owned funeral home connected Passare to funeral.link and discovered years of acquaintance data that had never made it to their preneed CRM. Those contacts are now part of their active aftercare pipeline.
Family-owned funeral home, Ohio
“Follow-up went from days to minutes”
A preneed counselor was manually entering mailer responses, often days after they came in. Now direct mail responses from Lead Concepts hit their CRM in real-time - same day, same hour.
Preneed counselor, Tennessee
“No more illegible sign-in sheets”
An agency running 20+ seminars per month switched to QR check-ins. Attendees now enter their own info correctly, and it's in the CRM before the event ends.
Marketing agency, Texas
“Website inquiries finally reach our CRM”
Their website had a preplanning form, but submissions went to an email inbox that was rarely checked. Now every inquiry syncs directly to HubSpot with full source attribution.
2-location funeral home, California
“Every guest now gets our aftercare email”
Before, aftercare emails went to whoever happened to sign the paper guestbook legibly. Now every digital guestbook entry triggers a personalized email sequence automatically.
Funeral home, Florida
“Finally know which mailers actually work”
They were spending $50K/year on direct mail with no way to track results. Now funeral.link shows exactly how many responses each campaign generates and which ones convert to contracts.
Funeral home, Michigan
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Join funeral homes across the country who are connecting their systems with funeral.link.