A pipeline built for funeral plans
Track every policy sale from first conversation to signed plan. Stages, follow-ups and overdue work are designed around how funeral plan sales actually happen — not a generic sales template.
Phantom CX · Funeral industry
Funeral Sales CRM
A white-labeled CRM for funeral homes and funeral plan sales teams.
Manage policy sales pipelines, family records and agent performance — deployed fast and branded as your own product.
Request a demoBuilt for the funeral industry
Everything a funeral sales operation needs, out of the box.
A ready-to-deploy system purpose-built for funeral homes — no custom development, no months of setup. Your team starts selling and tracking from day one.
Family, member and beneficiary records
Keep every family, member and beneficiary linked to the right policy. When a family calls, your team sees the full picture immediately instead of digging through files.
Agent and branch performance
See which agents and branches are selling, following up and retaining. Spot the teams that need support before the month-end numbers tell you.
Fully white-labeled
Your logo, your colors, your domain. Families and agents see your brand throughout — the system works as your own product, with no development time on your side.
Who it's for
Made for teams that sell dignity and peace of mind.
- Funeral homes that sell plans and policies alongside services
- Funeral plan sales teams working across branches and agents
- Funeral insurers and underwriters who need a branded sales tool
Your brand, front and centre.
The Funeral Sales CRM is fully white-labeled: your logo, your colors and your own domain. Families, agents and branches experience it as your product — because it is.
Tell us about your funeral business and we'll show you the system on your own branding.
Enquire about the Funeral Sales CRM