FeaturesPortals and compliance
Families and partners, connected. Fewer calls for everyone.
The family follows the case, signs and pays online; agencies and suppliers work in a private space. Underneath: security, privacy and integrations with the tools you already use.
Families do not have to call to find out where the case stands, and partners do not have to send emails about an order. Underneath sits the foundation: sign-in, permissions, backups and integrations with invoicing, certified email, digital signature, Google, Microsoft, WhatsApp and VoIP phone systems.
01
Foundation and Security
The core of the platform: sign-in, locations, permissions and data protection. Always included.
What it includes
- personal sign-in for every staff member
- 4 permission levels (owner, location manager, staff, external)
- multi-location management with a management view
- log of every change
- trash with restore
- nightly backup with tested restore
- double check on financial data
- real-time updates across workstations
- installs on PC and phone from the browser, no app store
- automatic updates with no downtime
- a "Today" page with the day's work for each location
27
Family Portal
The private area where the family follows the case, uploads documents, signs and pays, without phone calls.
What it includes
- case status
- documents and quote
- online signature
- online payment
- document uploads and choices (flowers, music, memorial card text)
- chat with the funeral home, attached to the case
28
Partner Portal (B2B)
The private space for agencies, service centers, crematories and suppliers that work with your funeral home.
What it includes
- structured requests with attachments and permits
- catalog with a private price list for partners
- order status (in progress, ready, delivered)
- invoices as PDF
- messages and files linked to the order
- all requests in one list at the funeral home
29
Pre-need Plans
Advance contracts managed over time and turned into a case when the time comes.
What it includes
- advance contracts
- payment plans and policies
- beneficiaries and wishes
- deadlines and renewals
- conversion into a case at the time of death
30
Privacy and Compliance
GDPR and compliant document retention handled inside the platform.
What it includes
- privacy notices and consents
- record of processing activities
- deletion on request
- retention periods
- compliant document retention through a provider
- complaints register and quality procedures
31
Integrations
Refuneral works with the tools your funeral home already uses.
What it includes
- e-invoicing
- certified email
- digital signature
- Google Workspace and Microsoft 365
- official WhatsApp Business
- VoIP phone systems
- website (WordPress plugin)
- obituary portals
- API and webhooks for custom work
Built for Italian requirements today; we adapt it to your country.
Frequently asked questions
Can the family pay online?
Yes. From the portal they see the case status, documents and quote, sign and pay online, and choose flowers, music and the memorial card text.
Does Refuneral connect to our WordPress website?
Yes, with a WordPress plugin. There are also an API and webhooks for custom work.
How do you handle the privacy of the deceased and their families?
With privacy notices and consents, a record of processing activities, deletion on request, retention periods and compliant document retention through a provider.
Do the agencies and suppliers we work with get access?
Yes, through the Partner Portal: agencies, service centers, crematories and suppliers send requests with attachments, see their private price list, order status and invoices as PDF. At the funeral home, all requests arrive in one list.
See it together, with your own cases.
A one-hour demo, online (in person in Italy). Bring a real case: we rebuild it in Refuneral in front of you.
Book a demo