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Remote Contract Management 

 

An online solution for selling At-Need and Pre-Need Contracts remotely. Our remote sales tool is designed to allow your teams to work from home and continue to serve families. Quick and easy to set up with your own fees, contract document and inventory, this is a day forward solution that can run alongside your existing record management system.  

Start selling pre-need and at-need contracts online within 3-5 days of signing up. 

 

Features:

πŸ“‘ Create pre-need and at-need contracts with your own fees, documents and inventory

βœ… Accept down payments online and send receipts

✍️ Upload electronically signed paperwork to store against each contract

πŸ“† Export a daily, weekly, monthly report of all contract items sold

πŸ‘©πŸΌβ€πŸ’»Online support for users with 2-4 min response times

COVID-19 Remote Contract Management
COVID-19

Benefits:

βœ… Enable remote working and social distancing by being able to access on any device from anywhere

βœ… Continue to generate pre-need sales revenue even when the cemetery is closed to visitors

βœ… Easy to use, intuitive contract sales for use by multiple councillors at once

βœ… Real-time central control of inventory to safeguard sales councillors double selling

βœ… Quick set up/ day forward approach

βœ… Can sit alongside your existing record keeping system

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