Quick Overview
- 1#1: Passare - Cloud-based CRM platform for funeral directors managing at-need cases, preneed sales, family communications, and reporting.
- 2#2: Basis360 - All-in-one funeral home management software handling scheduling, billing, inventory, and accounting.
- 3#3: CRaKN - Modern cloud case management system with mobile access for streamlining funeral arrangements and workflows.
- 4#4: FuneralOne - Digital platform offering websites, obituaries, CRM, and marketing tools tailored for funeral homes.
- 5#5: Mortware - Comprehensive funeral home information system with case management, trust accounting, and compliance features.
- 6#6: SRS Computing - Funeral management software providing case tracking, embalming records, and business intelligence tools.
- 7#7: Treleis - Preneed sales and fulfillment software designed to grow revenue for funeral homes.
- 8#8: Record Systems - Integrated software for funeral homes and cemeteries managing records, sales, and operations.
- 9#9: Companion Technology - Funeral home software suite for arrangement conferencing, merchandising, and family follow-up.
- 10#10: PlotBox - Cemetery and crematory management software with funeral home integration for interment and sales.
Tools were selected and ranked based on feature depth, usability, reliability, and value, ensuring they meet the rigorous demands of funeral service operations while providing tangible benefits to professionals.
Comparison Table
Funeral director software is essential for optimizing operations, from preplanning to service coordination—tools like Passare, Basis360, CRaKN, FuneralOne, Mortware, and more address these needs. This table compares key features, strengths, and practical fit, enabling readers to identify the right solution for their business. Whether prioritizing client management, reporting, or integrations, it simplifies evaluating options to align with specific workflow demands.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Passare Cloud-based CRM platform for funeral directors managing at-need cases, preneed sales, family communications, and reporting. | specialized | 9.7/10 | 9.8/10 | 9.5/10 | 9.4/10 |
| 2 | Basis360 All-in-one funeral home management software handling scheduling, billing, inventory, and accounting. | enterprise | 8.7/10 | 8.9/10 | 8.5/10 | 8.4/10 |
| 3 | CRaKN Modern cloud case management system with mobile access for streamlining funeral arrangements and workflows. | specialized | 6.8/10 | 6.2/10 | 8.1/10 | 6.5/10 |
| 4 | FuneralOne Digital platform offering websites, obituaries, CRM, and marketing tools tailored for funeral homes. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 5 | Mortware Comprehensive funeral home information system with case management, trust accounting, and compliance features. | enterprise | 7.8/10 | 8.2/10 | 6.9/10 | 7.4/10 |
| 6 | SRS Computing Funeral management software providing case tracking, embalming records, and business intelligence tools. | specialized | 7.6/10 | 8.4/10 | 6.9/10 | 7.2/10 |
| 7 | Treleis Preneed sales and fulfillment software designed to grow revenue for funeral homes. | specialized | 7.8/10 | 8.3/10 | 7.7/10 | 7.4/10 |
| 8 | Record Systems Integrated software for funeral homes and cemeteries managing records, sales, and operations. | enterprise | 7.8/10 | 8.4/10 | 7.1/10 | 7.5/10 |
| 9 | Companion Technology Funeral home software suite for arrangement conferencing, merchandising, and family follow-up. | specialized | 8.0/10 | 8.2/10 | 8.0/10 | 7.8/10 |
| 10 | PlotBox Cemetery and crematory management software with funeral home integration for interment and sales. | enterprise | 6.1/10 | 7.4/10 | 7.8/10 | 5.3/10 |
Cloud-based CRM platform for funeral directors managing at-need cases, preneed sales, family communications, and reporting.
All-in-one funeral home management software handling scheduling, billing, inventory, and accounting.
Modern cloud case management system with mobile access for streamlining funeral arrangements and workflows.
Digital platform offering websites, obituaries, CRM, and marketing tools tailored for funeral homes.
Comprehensive funeral home information system with case management, trust accounting, and compliance features.
Funeral management software providing case tracking, embalming records, and business intelligence tools.
Preneed sales and fulfillment software designed to grow revenue for funeral homes.
Integrated software for funeral homes and cemeteries managing records, sales, and operations.
Funeral home software suite for arrangement conferencing, merchandising, and family follow-up.
Cemetery and crematory management software with funeral home integration for interment and sales.
Passare
specializedCloud-based CRM platform for funeral directors managing at-need cases, preneed sales, family communications, and reporting.
Family Collaboration Portal for secure online family involvement in arrangements
Passare is a cloud-based, all-in-one funeral home management software that streamlines the entire case management process from initial family contact to final accounting and reporting. It provides tools for creating arrangements, generating contracts, managing merchandising, scheduling services, and handling payments with QuickBooks integration. The platform's standout family collaboration portal allows families to securely view and contribute to arrangements online, enhancing communication and efficiency.
Pros
- Comprehensive end-to-end workflow automation tailored specifically for funeral homes
- Secure Family Collaboration Portal that boosts family engagement and reduces phone calls
- Mobile accessibility and seamless integrations with QuickBooks and payment processors
Cons
- Pricing can be steep for very small or single-location operations
- Steeper learning curve for non-tech-savvy users during initial setup
- Limited advanced customization options compared to enterprise-level competitors
Best For
Mid-sized to large funeral homes looking for a robust, cloud-based solution with strong family communication tools.
Pricing
Subscription-based starting at $295/month for basic single-user plans, scaling to custom enterprise pricing.
Basis360
enterpriseAll-in-one funeral home management software handling scheduling, billing, inventory, and accounting.
The 360-degree client dashboard providing a unified view of all family interactions, documents, and service history
Basis360 is a robust CRM platform tailored for professional services, including funeral homes, offering a 360-degree view of client interactions, automated workflows, and integrated communication tools. It streamlines family management, service scheduling, and billing processes essential for funeral directors. While versatile across industries, its customizable modules make it effective for end-to-end funeral operations, from initial arrangements to post-service follow-up.
Pros
- Comprehensive 360-degree client profiles for detailed family tracking
- Strong automation for scheduling, reminders, and invoicing
- Seamless integrations with accounting and email platforms
Cons
- Not fully specialized for funeral-specific workflows like embalming records
- Higher pricing tier may not suit small independent funeral homes
- Mobile app lacks some desktop-level functionality
Best For
Mid-sized funeral homes seeking a scalable CRM with advanced automation and client relationship management.
Pricing
Starts at $149/user/month for basic plans; enterprise custom pricing available upon request.
CRaKN
specializedModern cloud case management system with mobile access for streamlining funeral arrangements and workflows.
AI-driven sales playbooks for personalized client engagement sequences
CRaKN is a modern CRM platform focused on sales enablement, contact management, and workflow automation, primarily designed for B2B sales teams. For funeral directors, it offers general tools for tracking client interactions, managing leads for pre-need services, and automating follow-ups, but lacks specialized features like case management, family portal access, or casket/urn catalogs. It positions itself as a flexible solution that can be customized for lighter funeral home operations.
Pros
- Intuitive interface with strong automation for client follow-ups
- Customizable pipelines suitable for pre-need sales tracking
- Integrations with email and calendar tools for efficient communication
Cons
- Missing funeral-specific features like arrangement scheduling or merchandise inventory
- Requires significant customization for industry workflows
- Higher cost for advanced features without tailored ROI for funeral homes
Best For
Small funeral homes needing a general CRM for sales and basic client management rather than full case handling.
Pricing
Starts at $99/user/month for basic plans, with enterprise custom pricing; annual discounts available.
FuneralOne
specializedDigital platform offering websites, obituaries, CRM, and marketing tools tailored for funeral homes.
Integrated merchandising and eCommerce tools that allow seamless online sales of caskets, urns, and services directly within the CRM.
FuneralOne is a comprehensive all-in-one software platform tailored for funeral homes, providing CRM, case management, family websites, online arrangements, merchandising tools, and business intelligence analytics. It streamlines operations from initial call to aftercare, with a strong emphasis on digital tools like mobile apps and customizable tribute sites. The solution helps funeral directors enhance family engagement and operational efficiency in a competitive industry.
Pros
- Comprehensive all-in-one platform covering CRM, merchandising, and analytics
- Excellent online family engagement tools including tribute websites and virtual arrangements
- Robust integrations and mobile accessibility for on-the-go management
Cons
- Pricing can be steep for smaller funeral homes
- Initial setup and learning curve for advanced features
- Some users report occasional glitches in reporting modules
Best For
Mid-to-large funeral homes looking for an integrated digital solution to modernize operations and boost online presence.
Pricing
Custom pricing based on modules and home size, typically starting at $400-$600/month for core packages with enterprise options available.
Mortware
enterpriseComprehensive funeral home information system with case management, trust accounting, and compliance features.
Integrated merchandising module with detailed casket, urn, and service pricing customization
Mortware is a comprehensive funeral home management software suite designed specifically for funeral directors, offering tools for case management, accounting, inventory control, and family communications. It streamlines the entire process from initial client intake through final billing and reporting. The desktop-based system provides modular functionality to handle arrangements, merchandising, and perpetual care trusts efficiently.
Pros
- Robust case management and workflow automation
- Strong accounting and QuickBooks integration
- Customizable reporting for compliance and analytics
Cons
- Outdated interface with limited modern UI elements
- Primarily desktop-based with poor mobile support
- Steeper learning curve for new users
Best For
Established mid-sized funeral homes preferring a reliable, traditional desktop solution for comprehensive operations management.
Pricing
Custom quote-based pricing; one-time license fees starting around $5,000-$10,000 plus annual maintenance, or modular subscriptions.
SRS Computing
specializedFuneral management software providing case tracking, embalming records, and business intelligence tools.
Total case management system that unifies family files, services, merchandise, and financials in one centralized database
SRS Computing's FuneralSoft is a robust desktop-based software solution tailored for funeral homes, offering comprehensive case management from intake to final disposition. It includes tools for family tracking, service scheduling, inventory control, contract generation, embalming records, and accounting integration. The system supports both at-need and preneed operations, with reporting and cemetery coordination features to streamline funeral directing workflows.
Pros
- Comprehensive end-to-end funeral home management including preneed and at-need modules
- Strong integration with QuickBooks and other accounting tools
- Proven reliability with decades of use in the industry
Cons
- Desktop-only (Windows-based) with no cloud or mobile access
- Dated user interface that may require training
- Custom pricing can be opaque and higher upfront costs
Best For
Established small to mid-sized funeral homes preferring on-premise software with deep operational features over modern cloud solutions.
Pricing
One-time licensing from $5,000-$15,000+ depending on modules, plus ~20% annual maintenance/support fees.
Treleis
specializedPreneed sales and fulfillment software designed to grow revenue for funeral homes.
Treleis Family Portal, providing families with secure, real-time access to case progress, payments, and personalized updates.
Treleis is a cloud-based funeral home management software tailored for funeral directors, offering end-to-end case management, scheduling, inventory tracking, and financial tools. It emphasizes family engagement through its interactive Family Portal, where clients can access real-time updates, documents, payments, and obituaries. The platform also supports mobile access, online arrangements, and integrations with accounting software like QuickBooks.
Pros
- Comprehensive Family Portal for real-time client communication and transparency
- Mobile app for on-the-go case management and scheduling
- Strong integrations with payment processors and accounting tools
Cons
- Pricing can be steep for very small operations
- Customization options are somewhat limited compared to enterprise competitors
- Occasional reports of slower customer support response times
Best For
Mid-sized funeral homes seeking to enhance family engagement and streamline digital communications during arrangements.
Pricing
Custom quotes starting at $199/month per location, plus per-user fees (typically $50-100/user/month) and add-ons for advanced modules.
Record Systems
enterpriseIntegrated software for funeral homes and cemeteries managing records, sales, and operations.
Advanced Trust Accounting Module with built-in state-specific compliance and audit trails
Record Systems provides comprehensive funeral home management software tailored for funeral directors, handling everything from case intake and arrangement conferences to accounting, inventory, and family communications. The platform includes modules for at-need and pre-need cases, merchandise pricing, trust accounting, and detailed reporting to ensure compliance and efficiency. It supports both on-premise installation and cloud hosting, with integrations for websites and online obituaries.
Pros
- All-in-one solution with strong case management and trust accounting
- Robust reporting and compliance tools for regulatory needs
- Reliable customer support and training resources
Cons
- User interface feels dated compared to modern cloud-native competitors
- Steep learning curve for new users
- Limited native mobile accessibility
Best For
Established small to mid-sized funeral homes seeking a reliable, feature-complete desktop-first system.
Pricing
Custom quote-based pricing; typically $300-$700/month per location with one-time setup fees.
Companion Technology
specializedFuneral home software suite for arrangement conferencing, merchandising, and family follow-up.
Interactive Family Portal that allows secure, real-time updates and document sharing with families
Companion Technology is a cloud-based funeral home management software designed to streamline operations for funeral directors, including case management, family communications, and financial tracking. It features tools for arranging services, merchandise sales, online obituaries, and QuickBooks integration to handle everything from initial calls to final settlements. The platform prioritizes mobile access and customizable workflows to enhance efficiency in busy funeral homes.
Pros
- Comprehensive case management with family portal for easy communication
- Seamless QuickBooks integration for accounting
- Mobile-friendly interface for on-the-go access
Cons
- Limited advanced reporting and analytics compared to top competitors
- Customization options can feel restrictive for larger operations
- Setup process may require initial training for full utilization
Best For
Small to medium-sized funeral homes seeking a reliable, all-in-one solution without excessive complexity.
Pricing
Subscription-based starting at $299/month per location, with custom enterprise pricing available.
PlotBox
enterpriseCemetery and crematory management software with funeral home integration for interment and sales.
GIS-powered interactive plot mapping for real-time visualization and management
PlotBox is a specialized cemetery and crematorium management platform designed for mapping burial plots, managing records, reservations, and sales. It provides GIS-based visualization, online plot searches, and compliance tools primarily for cemetery operators, with some utility for funeral directors handling plot selection and bookings. However, it lacks comprehensive features for full funeral arrangements, case management, or family communications.
Pros
- Advanced GIS mapping for precise plot visualization and management
- Robust record-keeping and regulatory compliance tools
- Online portal for families to search and reserve plots
Cons
- Lacks core funeral director tools like case management or service planning
- Limited integrations with broader funeral software ecosystems
- Custom pricing can be expensive for partial functionality
Best For
Funeral directors at cemeteries or hybrid operations needing strong plot mapping but not full-service funeral management.
Pricing
Custom quote-based pricing, typically starting at $500+/month depending on modules, users, and cemetery size.
Conclusion
The reviewed tools excel at streamlining funeral home operations, with the top three leading the charge. Passare stands out as the top choice, its cloud-based CRM seamlessly managing at-need cases, preneed sales, family communications, and reporting. Basis360 and CRaKN, strong alternatives, offer all-in-one management and mobile access, respectively, to suit diverse needs.
Take the next step—try Passare to enhance your efficiency and family support.
Tools Reviewed
All tools were independently evaluated for this comparison