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Schedule. Manage. Report.

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Web-based Management

Our innovative counselor Web Portal is a centralized site where counselors can manage their calendars, track sales tasks, submit leads, and report on in-home appointments.

The Portal allows for the quick dissemination of training materials and other communications that help make your counselors more engaged, effective, and successful.

Justin O’Keefe, Funeral Director & Sales Manager
Bradford-O’Keefe Funeral Homes
I've been in the industry over 30 years. The Web Portal is something totally new… It provides you the tools to enhance each agent’s strengths. Justin O’Keefe