Why Your Cemetery Should Invest in a CRM: 5 Key Benefits
Learn why a CRM like PlotBox is essential for managing leads, tracking sales, and improving customer satisfaction.
Build and maintain better relationships with families, open new areas for growth and profitability and enhance your customer service.
Rated best ease of use.
Our sector-specific CRM is embedded in PlotBox. Quickly and easily search for and utilise existing data to inform your comms and engagement strategies. See who’s purchased plots and when, view expiring memorials, search who has family members buried where.
Track contact history and improve the accuracy of customer records, creating a living connection with your deed and memorial data.
Build and filter lists based on interests and history create segmented audiences and tailor your messages. Log activities, record customer details, send bulk emails, assign tasks and follow-ups. All from a single solution.
Book an appointment, select the facility, the appointment type, and view in your schedule module. Track complaints, and create linked Work Orders for grounds staff.
Open to offering new services such as grave cleaning, or expanding your memorialisation programme? Create follow-up tasks post burial or cremation, send communications after services and create memorial quotes with ease.
Schedule a discovery call, learn more, or simply start a conversation with us. We’re excited to understand your cemetery’s unique needs.
Learn why a CRM like PlotBox is essential for managing leads, tracking sales, and improving customer satisfaction.
Learn how a CRM system can help cemetery management software gain and retain families, improve efficiency and enhance staff productivity.
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PlotBox's cemetery CRM software is a comprehensive solution that allows cemetery operators to track and analyse 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 centralised platform to track and monitor sales processes. It enables operators to manage leads, assign tasks, track sales performance, and analyse sales data. By utilizing this software, operators can optimise 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 organise customer data, track communication history, manage leads, plan marketing campaigns, and analyse sales activity. The cemetery CRM system serves as a centralised platform to enhance customer relationship management, increase lead generation, and improve overall operational efficiency in the cemetery industry