Preneed lead management
Keep contact information, notes, and sales activity together. Pick up the conversation with the context you need.
Contacts & relationship history
Your pipeline. Your next step.
Your preneed CRM. Every promise in one place.
Keep people, conversations, appointments, and follow-ups together in your private preplanning workspace.
- Pipeline, notes and follow-ups together
- Nothing to import to get started
- Free to try with no card
Local business numberCalls ring the phone you carryVideo in the browserConversation recordingTranscripts in 30-second segmentsAI summaries you reviewFollow-up queuePreneed pipeline & goalsAppointmentsSales activity & goals
A clear course for your day
Your preneed CRM.
Every next step, together.
Charon Care brings your preneed pipeline, contact notes, and daily follow-ups into one place. Spend less time piecing together the story before your next conversation. Families join only through your private link.
Follow-ups & appointments
Give each prospect a next action and a date. A dedicated follow-up queue helps you see who needs your attention.
Follow-ups & appointments
Sales pipeline & activity
See where conversations stand with preneed stages, recorded activity, and sales goals that keep your work in view.
Pipeline & sales activity
Look inside before you sign up
Four screens. That’s the whole job.
There is no module you have to grow into. Illustrative screens with fictional families.
See where every family stands
Four preneed stages, and the number of people waiting in each. No report to run — this is the home screen.
New conversations12
Meeting set8
Reviewing options5
Plan finished3
One page holds the whole relationship
Contact details, every conversation you’ve had, the stage they’re in, and the next thing you promised — without opening four tabs.
EM
Evelyn MitchellPreneed lead · stage 2 of 4
ActiveLast conversation · TueWants her daughter involved before choosing a time to meet. Sending the options today.
✓ Next: call Thursday afternoon
The list that tells you who to call today
Everything you promised, sorted by the day you promised it. Work down the list and the pipeline takes care of itself.
Due today
✓ Call Evelyn · review her questions
✓ Send Ray the planning options
Tomorrow✓ Check in with June after the service
Appointments beside the people they belong to
Book the meeting from the person’s page. It lands on your calendar already attached to their record.
Thu
2:00 · Evelyn Mitchell Home visit
Fri
10:30 · Ray Hollis Video arrangement
Illustrative screens with fictional people. Your own workspace starts empty.
The same Tuesday, twice
What actually changes about your week.
Without Charon Care
- 8:10 Scroll your call log trying to remember who you spoke to Friday.
- 9:30 Call a family back from your personal cell. They save the number.
- 11:00 Good conversation. You write three lines in the notebook on the passenger seat.
- 2:15 A telemarketer calls the same phone your families use.
- 5:40 You meant to open the spreadsheet. You’ll do it Sunday.
- Thursday The follow-up you promised never happens. Nobody is angry. They just go quiet.
With Charon Care
- 8:10 Open the follow-up queue. It already knows who’s due today.
- 9:30 Click to call. Your phone rings, they see your business line.
- 11:00 Good conversation. The transcript keeps the details close.
- 2:15 The telemarketer reaches a number that isn’t yours to answer.
- 5:40 Nothing to update. The pipeline moved when the conversation did.
- Thursday The follow-up is on your list, on the day you promised. You make the call.
Personal work. Purposeful tools.
Built for funeral professionals.
Centered on relationships.
Your work starts with a conversation. Your software should help you carry it forward.
Straight answers
What usually gives people pause.
Fair questions, answered the way we’d want them answered.
“I’m not a software person.”
You don’t need to be. Add a person, write what you talked about, and give it a date. That’s the whole system. Everything else is there when you want it, not before.
“I already have software from the funeral home.”
Most of it is built for at-need cases and the home’s records, not your preneed relationships. Charon Care is your book of business, and it travels with you.
“$25 a month is another bill.”
It’s about a dollar a day. If one family you’d otherwise have lost track of finishes a plan this year, it has paid for itself several times over.
“I don’t want to carry two phones.”
You won’t. Your business number rings the phone already in your pocket. One handset, two identities, and families never see your personal number.
“Recording families makes me uneasy.”
Then don’t record. Nothing captures on its own — you start it, deliberately, after you’ve asked. The CRM, calling, and follow-ups all work with recording switched off entirely.
“What if it isn’t for me?”
You’ll know in an afternoon, and it will have cost you nothing. No card to start, no overage charges, and you can turn off renewal yourself before the next date.
Nothing to lose by trying
The risk is ours to carry.
Software for this work should never be the thing you’re worried about. Here is exactly what you are and aren’t agreeing to.
No card to begin
Free needs no payment method. Create your workspace, add families, and place a real call on 10 included minutes.
No surprise bill
Free calls simply stop at 10 minutes. There are no overage charges and nothing runs in the background waiting to bill you.
Cancel on your own
Turn off renewal from Plan & billing before your next billing date. No phone call, no retention script, no notice period.
Your records stay yours
Your families, notes, and transcripts belong to you. If you leave, your records remain viewable so you can take them with you.
Notes you can revisit
Keep recordings and transcripts with the person’s record, and review summaries before choosing your next step.
Choose the number families see
Use your verified existing number, or a business line on Connect and Complete to keep your personal number private.
Payments are processed by Stripe. Charon Care is operated by Fathom LLC, Utah, United States. Read the Terms and Privacy Policy.
Care that carries forward
Be there for the conversation.
We’ll help with the details.
Start with the families already in your notebook. Turn on your business line when you’re ready.
- No card to start
- No overage charges on Free
- Cancel renewal anytime
- Your records stay yours