No card to begin
Free needs no payment method. Create your workspace, add families, and place a real call on 10 included minutes.
Choose the tools your work needs.
Preneed software pricing. Simple, and no contract.
Starter includes outgoing calls and call capture for $15/month. Connect adds a business number, incoming calls and video for $25/month. Complete adds more calling minutes and unlimited leads for $99/month.
- Start free with no card
- Keep your number or add a business line
- Cancel renewal yourself, anytime
A SIMPLE CHOICE FOR YOUR DAY
Preneed software pricing.
Choose your fit.
Start Free or choose a monthly paid plan. Free and Starter use your verified number. Connect and Complete include a business number. Choose your preferred local area code, subject to number availability, and the calling allowance that fits your day.
Start with a plan: Start free Choose Starter Choose Connect Choose Complete
Everything, side by side
The whole comparison. Nothing hidden.
| Feature | Free $0 | Starter $15/mo | Connect $25/mo Most chosen | Complete $99/mo |
|---|---|---|---|---|
| Working with families | ||||
| Contacts, notes & relationship history | ✓ | ✓ | ✓ | ✓ |
| Preneed pipeline & stages | ✓ | ✓ | ✓ | ✓ |
| Follow-up queue with dates | ✓ | ✓ | ✓ | ✓ |
| Appointments & calendar | ✓ | ✓ | ✓ | ✓ |
| Sales activity & goals | ✓ | ✓ | ✓ | ✓ |
| New leads | Up to 15 | 100 / month | 100 / month | Unlimited |
| Your business line | ||||
| One local business number | — | — | ✓ | ✓ |
| Rings the phone you already carry | ✓ | ✓ | ✓ | ✓ |
| Personal number stays private | — | — | ✓ | ✓ |
| Calling minutes | 10 outgoing, once | 100 outgoing / month | 200 / month | 1,000 / month |
| Additional minutes | Calls stop — no charge | 12¢ each | 12¢ each | 12¢ each |
| Remembering the conversation | ||||
| Video meetings in the browser | — | — | ✓ | ✓ |
| Call recording | — | ✓ | ✓ | ✓ |
| Call transcripts | — | ✓ | ✓ | ✓ |
| Call summaries & suggested next steps | — | ✓ | ✓ | ✓ |
| Upload an existing recording | — | — | ✓ | ✓ |
| The fine print | ||||
| Card required to start | No | Yes | Yes | Yes |
| Contract or notice period | None | None | None | None |
| Cancel renewal yourself | ✓ | ✓ | ✓ | ✓ |
The cost of a quiet follow-up
What does a forgotten
follow-up cost you?
Preneed plans are rarely lost in the first conversation. They drift when the next call never happens. Move the sliders with your own numbers.
Connect is $25 a month — about $0.83 a day, or roughly one cup of coffee a week.
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 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.
A few things to know
Preneed software FAQs.
Clear answers.
What is preneed software?
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.
What does a preneed CRM do?
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.
Can I use Charon Care instead of a spreadsheet for preneed leads?
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.
Can I keep my personal number private?
Yes, on Connect and Complete. 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. When you start a call in Charon Care, your phone rings first; answer it to connect to the family. Incoming calls to your business number ring the phone you set up, too. A second handset is not required.
Who is Charon Care for?
Charon Care serves individual funeral professionals who want a clear view of their family relationships and the next step for each person.
How does it help with preneed follow-ups?
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.
Do I need to set up a business phone number?
Your CRM works first: organize contacts and follow-ups before setting up phone service. Free and Starter let you verify your existing number for outgoing calls. Paid plans include call recording, transcripts and summaries; Connect and Complete also include a business number, uploads and video. On Connect or Complete, 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.
How do invited families use Charon Care?
Families join through a private invitation from their funeral professional. They do not need a paid professional account.
How do I get started?
Create an account, confirm your profile, and add your first prospect with a next action and date. Start Free with 10 one-time calling minutes and no card, or activate Starter, Connect or Complete through Stripe. Verify your existing number or choose a business number on Connect and Complete before calling. Free calls stop at 10 minutes with no overage charges. Existing customers can sign in to return to their workspace.
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