Tasks on the order
You assign tasks to people on the same order.
- Each task has a person responsible, so it is clear who does it
- Task start and end picked from a list
- Overdue orders filtered by deadline
- Warranty orders separated with a filter
Funeral Services
A system for funeral and memorial service companies that make monuments and headstones and look after grave sites. You see the order from the grave number to installation and payment on one card.
- Order with cemetery, grave number and details of the deceased
- Monument from stock or custom-made with a photo
- Deadline, tasks, installation and the balance due
- Work on a computer, tablet or phone
Track all company processes
You start the order with the client, the deceased, the cemetery and the grave number. On the same order you choose the monument and assign tasks and installation. At the end you issue the invoice and see how much is left to pay.
Monuments in stock
You take a monument from stock or record a custom one.
- A monument from stock is picked from a list, no photo needed
- A custom monument gets a name and a photo
- Monuments written off stock per order
- An order cannot be deleted until the write-off is reversed
Client and the deceased
The card holds both the client and the deceased the monument is for.
- Client phone, email and orders in one place
- Name of the deceased, years of birth and death, cemetery and grave number
- Call history on the order, so you see what you have already discussed
The order on one card
You work in the same order from the grave site to the invoice.
- Person responsible, deadline, status and value, so you do not need to ask a colleague
- Cemetery, coordinates and a flag for whether installation is needed
- Products and services, quote and invoice from the same order
Payment on the order
You see whether the order is paid in full or in part and how much is left.
- Invoice from the order with the products and services already added
- Contract series and number for a new order
- Word document with the monument photo and the headstone inscription
Inscription and design
You record the headstone inscription, dimensions and fence in the order.
- Inscription position on the monument, extra symbols and text by line
- Monument height and width, fence in black or gray granite
- Single, double or triple design
- Grave site section, row, plot number and dimensions
Halls, vehicles and map
You book a hall for meetings at the sales yard and a vehicle for crew trips.
- Hall booking for a date and time with a stated purpose
- Vehicle trip from-to with a route and purpose
- Grave location on the map by link or coordinates - the crew knows where to go
Why it fits this work
You record the inscription, dimensions and installation once. The sales yard, production and the crew see the same data, so nobody has to ask again.
Order and grave site
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Order
You do not look up client, cemetery and deceased details separately - they are in the order.
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Monument and grave site
Production sees the monument dimensions and the headstone inscription in the order.
Tasks and stock
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Tasks
You see who does each task and which order is overdue.
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Stock
Monuments are written off per order, so the stock balance shows what is actually left.
Clients and bookings
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Clients and calls
You see client contacts, orders and calls in one place.
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Halls and vehicles
Hall and vehicle bookings do not overlap in time.
System implementation
Procesas aiškus, paprastas ir greitas.
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1
System setup
We set up the system to match your company's workflow and needs.
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2
Data import
We securely transfer your existing customers and other data to the new system.
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3
Staff training
We train your team to work with the system. Support is free.
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4
Support and optimization
We provide support and updates. We help you improve your workflow in the system.
Companies that trust us:
Dažnai užduodami klausimai
Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.
In the order you enter the monument name and attach a photo. A monument from stock you simply pick from the list.
On the order card. It holds the cemetery, grave number, coordinates, and the name and years of the deceased.
Yes. You add products and services to the order, then issue the invoice. You see how much is already paid and how much is left.
In the order. You mark installation on the order card, and the deadline is right next to it. You assign tasks to people and close them when they are done.
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