Plans
From the first contact to an active plan member.
- Lead
- Contacted
- Visit / plan presentation
- Proposal sent
- Awaiting enrollment
- Active member
- Did not close
Cockpit CRM · Funeral homes and funeral plans
CRM for funeral home and funeral plan with WhatsApp
The funeral home CRM with WhatsApp: funeral plan sales with dependents, 24/7 death call response, monthly fee collection and family care.
7 days free, no card required. Plans from $20 per month.
What is a CRM for funeral home and funeral plan?
It is a CRM already set up for the daily routine of funeral home and funeral plan. Cockpit CRM includes the Plans, Funeral services, Collections and retention, and Family care pipelines, WhatsApp inside the CRM, team customer service and an AI Agent.
From the 3 a.m. call to monthly fees paid on time, every family is served with care.
The problem
Where your funeral home loses today
A call nobody saw
A family writes on WhatsApp in the middle of the night and, with no reply, calls another funeral home.
A plan presented and forgotten
The salesperson visits, leaves the proposal and nobody goes back to close the enrollment.
Fees that fall behind quietly
The payment is due, the member disappears and the plan is cancelled without a conversation.
The family forgotten after the funeral
The service ends and nobody calls to see how the family is doing.
With Cockpit, every family and every plan member has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Four ready pipelines, from the plan to family care
The stages below come set up when you create your account, and you can adjust them to how your team works.
Funeral services
The 24/7 desk: from the call to the funeral held.
- Call received
- Transfer of the body
- Paperwork (death certificate)
- Funeral arrangement
- Wake
- Burial / cremation
- Funeral held
- Served by another funeral home
Collections and retention
An overdue monthly fee until the member is back in good standing.
- Overdue payment
- Collection contact
- Agreement / negotiation
- Cancellation request
- Back in good standing
- Cancelled
Family care
Caring for the family after the funeral, with no selling.
- Care call (7 days)
- Satisfaction survey
- 30-day remembrance
- Care completed
- Family asked not to be contacted
A day at work
What the routine looks like with the CRM.
Call on the 24/7 desk
The family writes on WhatsApp and Mira hands the conversation right away to whoever is on call.
Transfer and paperwork
The service moves from Transfer of the body to Paperwork, with the wake venue on the record.
Today's collections
Members behind on their fee are in Collections and retention, with the number of overdue installments.
Plan visit
The consultant presents the family plan and records the dependents and the due day.
Funeral held
The completed service moves the family automatically to Family care, with the 7-day call.
Features
What comes ready for the funeral home
Plan record
Plan type, dependents, monthly fee, due day, payment method and end of the waiting period.
Service record
Burial or cremation, wake date, venue and cemetery or crematorium.
Product catalog
Plans, caskets, services, wreaths and fees, in categories that come ready.
From funeral to family care
A funeral held moves automatically to the Family care pipeline: caring for the family, no selling.
Service queue
Conversations are distributed across the team, and the manager sees who is online on call.
Access profiles
Consultants, on-call staff, collections and management each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your funeral home's WhatsApp inside the CRM
Every conversation becomes a case
Whoever messages on WhatsApp enters the CRM with an open deal, without duplicating existing members.
Team on call
Everyone on the same number, with a queue, transfers and internal notes the family does not see.
Quick replies
Documents for registering the death, payment methods, the chapel address: one click and the reply goes out standardized.
Collections with history
Duplicate slips and agreements stay in the conversation and in the member's history.
Answers 24/7, with respect
The AI Agent answers on WhatsApp at any hour: for a death, it asks only for the location and the city and hands over to the on-call team right away; for someone who wants a plan, it collects the type and the dependents. It never offers a plan to someone reporting a death.
The AI Agent is an add-on, from $40 per month.
Example conversation
Good evening. My father just passed away at the hospital.
We are very sorry for your loss. We are here 24 hours. Which hospital and city is he in?
São Lucas Hospital, in Osasco.
Thank you. A person from our on-call team will continue with you here now.
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from funeral homes.
I already have a billing and payment booklet system.
Cockpit handles the conversation and the relationship: the contact, the visit, the late payment that needs a call and the family after the funeral.
My team works in shifts.
WhatsApp stays on a single number, with a queue and transfers. Whoever starts a shift sees the history of each family.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays in the phone app. You can also connect by QR Code.
What about the families' data?
Each funeral home has its own separate space. Records do not store the cause of death or health data, and each team member sees only what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
$20 /month
Up to 2 usersTeam
$40 /month
Up to 10 usersChampionship
$80 /month
Up to 50 usersLeague
$140 /month
Up to 100 users
Start today with your funeral home already organized.
In minutes the CRM is ready with plan, service, collections and family care pipelines, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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