Business Advisor
Product Description
Tomorrow, a grieving family will walk through your door and sit down to arrange a funeral. Tonight, that family is making plans without you. Funeral directors have more to offer families, with less time, in an environment where families want to spend less.
Business Advisor gives you the tools to work with the family from the first call to the end of the case. With Business Advisor you will be with them every step of the way. You will also be able to enter data, make arrangements, schedule resources, run forms and reports, create a contract, take payments and export data.
Business Advisor also gives you the tools to do Pre-Need planning with families. This data will be kept in the same system and when it becomes an At-Need case, a simple click and the case is now ready for At-Need planning.
Products included within Business Advisor are:
- Business Advisor
- Family Connections Advisor
- Catalog App
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