Build Stronger Family Relationships Using PlotBox
6 ways a CRM system can help deathcare providers to build and maintain relationships with families as well as generate leads and pre-need cemetery...
PlotBox CRM provides everything you need to plan and implement powerful campaigns that will accelerate sales and boost your lead generation.
Track every interaction to build and maintain relationships that help to enhance the customer experience and grow your leads.
Rated best ease of use.
PlotBox’s Customer Relationship Management (CRM) solution helps cemeteries track every interaction with families, making building and maintaining relationships, managing leads, and improving the customer experience easier.
Our CRM is connected to PlotBox. Quickly and easily search for and utilize existing data to inform your sales and engagement strategies.
See who’s purchased plots and when. View expiring memorials. Search for pre-need or at-need customers and tailor your messages to them.
Say goodbye to duplication and risk of errors. Required checks quickly confirm if a customer already exists before generating a new contract.
Total pipeline visibility for your whole team at all times means no follow-ups missed or sales lost due to absence.
Build and filter lists based on ‘interests’, ‘lead sources’, ‘lead detail’ to target segmented audiences and tailor campaign messages.
Bulk import contacts and match headers and field names. No manual cross-referencing needed.
Book an appointment, select the facility, the appointment type, and view in your schedule module.
Log sales activities, record lead source and status, send bulk emails, assign tasks and follow-ups, create quotations. All from a single solution.
Schedule a discovery call, find out more or start a conversation with us.
6 ways a CRM system can help deathcare providers to build and maintain relationships with families as well as generate leads and pre-need cemetery...
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PlotBox's cemetery CRM software is a comprehensive solution that allows cemetery operators to track and analyze every interaction with their customers throughout their lifecycle. It helps in building relationships, increasing lead generation, planning campaigns, and managing sales activity.
PlotBox's cemetery CRM software streamlines sales activity management by providing a centralized platform to track and monitor sales processes. It enables operators to manage leads, assign tasks, track sales performance, and analyze sales data. By utilizing this software, operators can optimize their sales activities, improve efficiency, and drive revenue growth.
A cemetery CRM system is a software solution specifically designed for cemetery operators to manage customer relationships, track interactions, and streamline business processes. It allows operators to store and organize customer data, track communication history, manage leads, plan marketing campaigns, and analyze sales activity. The cemetery CRM system serves as a centralized platform to enhance customer relationship management, increase lead generation, and improve overall operational efficiency in the cemetery industry