Getting Started
Get up and running with funeral.link in minutes. Connect your lead sources, set up your CRM, and start capturing leads automatically.
Quick Start Guide
Create your account
Sign up at app.funeral.link. No credit card required for the free trial. You'll get access to the full platform for 14 days.
Connect your lead sources
Choose which lead sources you want to capture from. We support:
- Passare (case management)
- Lead Concepts & Leading Response (direct mail)
- Full Circle Aftercare
- Event check-ins (QR codes)
- Custom webhooks (any source)
Connect your CRM
Choose where you want leads to go. We sync to all major CRMs:
Map your fields
Tell funeral.link how to map incoming lead data to your CRM fields. This is a one-time setup that ensures data flows correctly.
Tip: Start with the default mappings and customize as needed. Most users find the defaults work well.
You're ready!
Leads will now flow automatically from your sources to your CRM. Monitor everything from your funeral.link dashboard.
Common Questions
How long does setup take?
Most users are up and running in under 30 minutes. Passare integration is the quickest - just connect your account and leads start flowing.
Do I need technical knowledge?
No. Everything is designed to be set up through our dashboard without any coding. For webhook integrations, we provide clear documentation.
What if I use a CRM you don't list?
We support custom webhooks, which means any CRM that can receive data via API can work with funeral.link. Contact us and we'll help you set it up.
Can I try before I commit?
Yes! Start with a 14-day free trial of the full platform. No credit card required.