Simplify your cemetery processes while saving time and money by automating your document workflows
Gone are the days where you have to waste time and money on antiquated and tedious ways of creating and sending documents and then having to chase them up afterward to get them signed off.
You can now automate the creation of documents directly from your CRM and ERP system and then have them fully tracked and managed until you receive them back signed off.
Samples of some of the documents you can automate include:
- Sales quotes
- Order confirmations
- Pre-Need contracts
- Masonry certificates
- Submissions to births, deaths and marriages
- Responsible person changes