Preneed CRM pricing: Connect & Complete

Preneed software helps funeral professionals organize their work with families planning ahead. Charon Care focuses on the relationship and sales workflow: prospect records, conversation notes, pipeline stages, appointments, and follow-ups.

A preneed CRM keeps each prospect’s contact details, conversation history, and next step together. In Charon Care, you can track a lead through your preneed pipeline, record sales activity, and set a follow-up action and date so you know who to contact next.

Yes. Charon Care gives each prospect a record with contact details, notes, pipeline stage, and a next action. A dedicated follow-up queue brings due conversations into view, while appointments and sales activity stay in the same workspace.

Yes. Share your Charon Care business number with families and place business calls through the workspace. Families see your business number rather than your personal number. Business calls can be routed to your existing phone, so a second handset is not required.

Charon Care serves individual funeral professionals who want a clear view of their family relationships and the next step for each person.

You can give a prospect a next action and follow-up date, record sales activity, and work from a dedicated follow-up queue. Pipeline stages help you see where each conversation stands.

Your CRM works first: organize contacts and follow-ups before setting up phone service. Calling and capture require an active plan and an activated business number; recording, uploads, video, transcripts, and summaries require Complete. When you activate calling, you can choose a preferred local area code and select an available business number. Area codes and numbers are subject to availability; usage allowances apply.

Families join through a private invitation from their funeral professional. They do not need a paid professional account. Recording and transcription require permission for that conversation.

Create an account, confirm your profile, and add your first prospect with a next action and date. Activate Connect or Complete by paying the first month through Stripe, then choose an available business number before calling or capture. There is no free trial. Existing customers can sign in to return to their workspace.