Cemetery CRM software. 

Manage relationships. increase sales.

From your very first interaction, PlotBox’s CRM (Customer Relationship Management) tool lets you track and analyze every interaction through your customer’s lifecycle, helping you to build relationships, increase lead generation, plan campaigns and manage sales activity.

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PlotBox CRM - Tablet

Key features.

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Lead source and status

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Email and call log

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Sales pipeline

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Monitor sales team activity

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Assign tasks

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Create quotations

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Sales reports

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Role classifications

Understand your customers better.

Capture all the info you need to create a tailored journey that helps build relationships and generate more sales.

 

Streamline your data management.

Easily keep track of deceased records, deeds and contracts associated with every contact.

 

Keep your pipeline flowing.

Entire pipeline visibility for your whole team at all times means no follow-ups missed or sales lost due to absence.

Start your journey with us!

Schedule a discovery call, find out more or just start a conversation with us.

We're eager to discover and understand more about your cemetery.

"As an organization, we're amazed at how our burial administration has been transformed for the 21st century. The system has revolutionized our work and the service we offer to our customers."

Cemetery Administrator, City of Durham Brittany Fuller
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FAQ's 

What is PlotBox's Cemetery CRM Software?

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.

How can PlotBox's cemetery CRM software help in 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.

What is a cemetery CRM system?

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