Funeral 365 logo

Funeral 365

by Era Group Consulting
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ActiveAvailable globallyCloud
Quick facts
VendorEra Group Consulting
Year launched
StatusActive
LocationMontréal, CA
Countries servedGlobal
Languages2
Integrations
Free tier
Free trial
Contact salesYES

About Funeral 365

Funeral 365 is a funeral management software from Era Group Consulting that helps funeral homes simplify their operations. It includes tools for service planning, documentation management, and communication with clients, so funeral homes can efficiently manage all aspects of their services. The platform also offers features for reporting, inventory management, and staff scheduling, allowing for organized administration of funeral processes. Users can access the software from any internet-connected device, facilitating remote management of tasks. Key capabilities: service planning documentation management client communication reporting tools inventory management Best for: funeral home directors and staff that need to manage funeral services and operations effectively.

Funeral 365 is a highly powerful and robust Enterprise Resource Planning (ERP) solution built on Microsoft Dynamics 365 Business Central and tailored specifically for the death care industry. Its core strength lies in its unparalleled financial and operational integration, breaking down data silos by connecting cemetery mapping, contract management, in-trust funds, inventory, and finance into a single, scalable platform. It is the ideal choice for large funeral home groups, multi-location operators, and enterprises seeking a permanent, unified system that requires enterprise-grade reporting (via Power BI) and strong compliance for complex pre-need and trust fund management. However, due to its full ERP nature and reliance on the Microsoft ecosystem, it involves significant upfront implementation costs and is generally too complex and expensive for small, independent funeral homes simply looking for a lightweight case management tool.

Pros & Cons

What users like
  • +Includes a sophisticated cemetery module with cartographic views
  • +Provides comprehensive, integrated finance modules that break down silos between operations and accounting
  • +Offers a stable, secure, and scalable foundation suitable for multi-location enterprises.
What users flag
  • The initial setup and implementation is quite complex and requires expert
  • Businesses not already familiar with or invested in the Microsoft Dynamics/Power Platform will face a steep learning curve.
  • Pricing is not transparently listed

Features

Key features

Cemetery and Plot Management
Provides a cartographic view of cemetery sections, mausoleums, and columbariums. This allows for displaying real-time availabilities, sales, and reservations directly on a map, greatly simplifying land management.
Integrated Financial and Operational ERP
Built on Microsoft Dynamics 365 Business Central, it breaks down data silos by connecting customers, inventory, staff, and finance. It enables accurate cost-effectiveness analysis by department or region.
In-Trust Fund Management
A specialized module for managing pre-need contracts, sales taxes, and earnings on interests. It supports monthly payments, contract modification, and performance management of trust funds with seamless flexibility.
Microsoft Power Platform Integration
Seamlessly integrates with Microsoft Power BI for deep operational reporting and analytics and Power Automate for advanced workflow automation, offering enterprise-grade business intelligence.
Multi-Company Operations Support
Designed for large groups and integrators, it allows managing operations across multiple companies and operating under various corporate names while ensuring centralized data synchronization and financial consistency.

Additional features

Deceased Management
Core functions for managing and tracking all information related to the deceased.
Contract and Quotation Management
Handles service contracts (at-need and pre-need), agreements, proposals, and tracking of last wishes.
Real-Time Record-Keeping
Centralizes all data and documents, accessible anytime from any device, optimizing planning and management.
Regulatory Compliance
Built-in features to help funeral homes maintain necessary registries and forms to meet compliance standards.
Reporting and Analytics
Utilizes Microsoft Power BI to generate robust, customizable reports on volume, financial data, and performance indicators.
Inventory Management
Tools to track purchases, merchandise inventory, and material resources in real-time.
Resource Management
Efficiently organize and assign human resources (staff) and material resources (vehicles, rooms) with full visibility.
Payment Processing
Supports counter payments and financial transactions integrated with the core ERP system.
Online Services
Features for collecting information and collaborating with families through simplified web interfaces and portals.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
2
Interface languages
4
Billing currencies

Interface languages

EnglishFrench

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD

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