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.
Preneed CRM, pipeline & follow-ups
Keep people, conversations, appointments, and follow-ups together in your private preplanning workspace.
Sign up with ConnectA 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
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.
Care that carries forward
Be there for the conversation.
We’ll help with the details.
Sign up Your relationships. Your next steps. Together.