Funeral Decisions integration with Passare enhances preneed business by automatically feeding contact and acquaintance leads from Passare directly to the preneed counselor CRM.
To turn on this integration, simply let Passare Support know you would like this integration turned on. Email us at support@passare.com or call 1-800-692-5111 for help.
For additional information on Funeral Decisions CRM and other services, use this link to help more families with Funeral Decisions.
Add Contacts
Simply Add a contact or Acquaintance to the case under Family and Friends to use this integration.
(Provided that contacts added contain the following information: phone number, email, mailing address. Contacts are alive and haven't selected 'Do not Contact').
Pre-need leads appear in your preneed counselor's CRM queue for follow-up.
Upon CRM setup, funeral homes MUST have a list of preneed counselors specified.
What information is shared to the CRM?
- Name
- Contact information (phone number, email, mailing address)
- Decedent Name
- Date of death
- Age of decedent
- Relationship to deceased
- Date of service
- Arranging director
- Branch
- Any notes that have been entered on the case.
NOTE: Information only passes though when a Family/Friend contact is created. There is not a 'live' syncing if a contact is updated later.
Need help? Email support@passare.com or call 1-800-692-5111 for help.