FeaturesAcquisition

No request lost, day or night.

Phone, website, WhatsApp, email and word of mouth arrive in the same place and become a card that moves forward until it becomes a case.

Every request that comes in, at any hour and from any channel, becomes a card with its own history. Nobody has to remember who called last night: it is written down, and every location can see it.

CRM and Requests With AI features

Every request that comes in (phone, website, WhatsApp, word of mouth) becomes a card that moves forward until it becomes a case. Nothing gets lost.

What it includes

request board in stages with drag and drop
urgency indicator
filters by location, status and period
real-time updates across screens
request card with full history and notes
source of every request (search, ads, obituaries, word of mouth)
case opened without retyping anything
configurable stages and automatic moves

Requests / Board

1 First contact

2 To call back

Daniel Ward

Northgate · WebsiteCallback 10:00

3 Quote

4 Case

Robert Hale

Lakewood · Word of mouthCase opened

Thomas Reed

Lakewood · Care homeCase opened

Unified Communication With AI features

Email, WhatsApp and text messages in one inbox, attached to the request and the case they belong to.

What it includes

one inbox in time order
company email connected
WhatsApp Business
text messages sent and received
messages in the case's history
message templates for recurring communication
automatic sending of the document link
attachments
authorized personal inboxes
filter between useful messages and noise

Phone System and Night On-Call AI native

No missed calls, day or night. When nobody answers, the automated assistant takes the details and alerts whoever is on call.

What it includes

call routing by location and time of day
on-call duty with automatic forward to a second number
call log with outcome
callback queue with alerts at 1, 5 and 10 minutes
outgoing call in one click from the card
separate numbers for each advertising channel
tracking of after-hours calls and callback times
call recording with notice to the caller
softphone in the browser

Incoming call · 02:14

00:47

Good evening, I'm the funeral home's automated assistant. I'll take your details and have our on-call staff call you right back.

I'm calling about my father, Robert Hale. He's at St. Luke's Hospital.

Thank you. I'm passing your number to our on-call staff: we'll call you back within a few minutes.

Request opened · On-call staff notified: Joanna, 02:16

Marketing and Reputation With AI features

More requests from your website and the right channels, with your online reputation looked after.

What it includes

website form that goes straight into the CRM
source of every request
review request at the right moment
Google Business profile management
partnerships and referrals (care homes, hospitals, parishes, insurers)
messages for memorial dates and anniversaries

Frequently asked questions

Are night calls recorded?

Recording is available, with a notice to the caller. The assistant transcribes and summarizes the call and attaches it to the request.

Can we use our own number and WhatsApp Business?

Yes. The phone system routes calls by location and time of day, and official WhatsApp Business joins the single inbox together with email and text messages.

How do we know where requests come from?

Every request records its source: search, ads, obituaries, word of mouth. The Marketing module shows which channel brings the most cases at the lowest cost.

What happens if nobody answers at night?

The assistant answers: it says right away that it is automated, takes down who is calling, a callback number and where the person is, opens the request and alerts the on-call staff with a transcript and summary. It never quotes prices or makes commitments.