Rated 4.7 out of 5 on Capterra
The All-in-One Management Platform for Modern Funeral Homes
PlotBox is the only purpose-built platform that connects your case management, financials, family collaboration, and website into one seamless workflow.
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Customizable first-calls
Tailor your intake forms to capture specific state requirements, permissions, and details instantly.
Intelligent scheduling
Manage visitations, services, vehicle bookings, and staff assignments from one screen, with built-in safeguards to prevent double-booking.
Automated workflows
Trigger custom work orders and task assignments the moment a new case is created, keeping your entire team synchronized.
Real-time handoffs
Ensure seamless transitions between transfer staff, arrangers, and directors with instant mobile notifications and clear digital records.
The Family Portal
Allow families to securely upload documents, fill out pre-arrangement questionnaires, and collaborate on details from the comfort of their homes.
PlotBox Pay
Process online payments seamlessly. Financials are automatically logged and reconciled in your central dashboard.
Native website sync
Publish obituaries and service details directly to your EverAfter Connect website with a single click - no secondary platforms required.
eSignature integration
Expedite necessary paperwork with secure, integrated document signing via DocuSign.
End to end case management
with integration to your cemetery and crematory operations
Full body tracking
using QR codes and scanners
Custom statuses for cases
and ability to set up workflows and set up reassignment of case
Full AI Obituary generation
and live sync to your PlotBox website (no double entry)
QR body code scanning
Scan and update locations instantly from any mobile device, ensuring an unbroken, timestamped chain of custody.
Mobile ready transfers
Access case files, route assignments, and transfer protocols directly from a phone or tablet in the field.
eSignatures and document uploads
Capture critical signatures on glass at the point of transfer and securely upload physical documents directly to the case file.
QR body code scanning
Mobile ready transfers
Dignatures and document uploads
Capture critical signatures on glass at the point of transfer and securely upload physical documents directly to the case file.
An intuitive and user-friendly interface
Streamlined processes and smart workflows
Advanced tools with integrated AI obituary assistant
A better, more transparent experience for families
First calls
Deceased tracking
QR codes
Case Management
Scheduling
Contract management
Powerful funeral home software features
A single source of truth
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Double data entry increases mistakes, and families managing multiple locations and systems face unnecessary delays.
PlotBox centralizes all your data in one place, capturing information once, updating it in real time, and making it accessible to everyone. This streamlined process boosts efficiency and eliminates unnecessary delays.
Stay in sync
Imagine your entire team operating with complete clarity and confidence. Our software brings everyone together, providing a single, shared view of all upcoming services, appointments, and arrangements.
When a family's plans evolve or a new service is booked, the schedule updates instantly for everyone - from the funeral director to the grounds crew.
Scale with confidence
Larger operators need scalable platforms that unify both sides of their business.
Standardize processes across your locations and departments, and reduce compliance risks by centralizing tasks, documentation, and reporting.
Double data entry increases mistakes, and families managing multiple locations and systems face unnecessary delays.
PlotBox centralizes all your data in one place, capturing information once, updating it in real time, and making it accessible to everyone. This streamlined process boosts efficiency and eliminates unnecessary delays.
Imagine your entire team operating with complete clarity and confidence. Our software brings everyone together, providing a single, shared view of all upcoming services, appointments, and arrangements.
When a family's plans evolve or a new service is booked, the schedule updates instantly for everyone - from the funeral director to the grounds crew.
Larger operators need scalable platforms that unify both sides of their business.
Standardize processes across your locations and departments, and reduce compliance risks by centralizing tasks, documentation, and reporting.