A calm, modern platform for lifelong family relationships.

Built for Family Service Advisors. Capture every lead, guide each presentation, and stay ahead with AI-drafted follow-ups that never send without your approval.

Today at a glance

3 follow-ups due

Finalize pre-plan with the Ramirez family

Review

Send annual check-in to Ashley J.

Review

Review presentation checklist for Chen appointment

Review

Pipeline

Conversion

68%

Lead flow with guardrails

Move every family from first call to lifelong client with a repeatable cadence.

Presentation checklists

Standardize the onboarding flow with templated, step-by-step guides.

AI-drafted follow-ups

Generate thoughtful messages from notes, with advisor approval required.

Client health insights

See last touch, key facts, and reminders in one place.

Revenue + pipeline metrics

Track conversion, close rates, and revenue by package.

Relationship notes

Keep all family details and memorial history accessible and secure.

The Flow

A repeatable experience, every time.

From first call to memorial care, every touchpoint is documented and supported.

Intake + source tracking

Built in

Presentation checklist and outcome

Built in

AI-assisted follow-up cadence

Built in

Client health timeline

Built in