Integrated case management
Every case in one place. Your whole team works from the same up-to-date record, with nothing depending on memory or a sticky note.
First call Arrangement Service Aftercare
Rated 4.7 out of 5 on Capterra
Funeral home software that finally keeps up with your day.
From the first call to the final memorial, PlotBox runs cases, custody, payments and your website in one place. So your team can stay focused on the family in front of them.
Trusted by funeral professionals across North America
PlotBox is built for how funeral homes actually run.
Eva™ AI
Your AI deathcare assistant drafts obituaries and handles the everyday admin. Nothing is published until your team approves it.
-1.png?width=7055&height=7055&name=eva%20AI%20Logo%20RGB%20(Colour)-1.png)
Obituary & condolence tools
Publish obituaries to your website and collect condolences on the memorial page.
QR chain of custody
A timestamped, auditable record, scanned from any phone.
Contracts & eSignatures
Contracts generated from the case and signed online, with no printing or scanning.
Payments and trust accounting
Pay in person, by link or in the family portal, reconciled to your ledger.
EverAfter Connect: Your website and family tools, connected to every case.
Families plan, pay and remember online. What they do lands on the case in PlotBox, so your team isn’t retyping it.
A funeral home website your families will love
Your own website, with obituaries, service details and online payments built in.
Online arrangements
Families start planning from home, before they sit down with you.
Obituaries and memorial pages
Eva AI drafts the obituary from the case. Publish it once your team has approved it.
Family portal and payments
Families view contracts, check balances and pay online with PlotBox Pay.
Flowers and tributes
Friends and family send flowers straight from the memorial page.
Connected to your back office
What families add online shows up on the case, so nothing gets missed.
-
Rated 4.7 out of 5 on Capterra
-
ISO 27001 and 9001 certified
Operators stay once they switch
“For us, PlotBox took us from the Dark Ages to the 21st Century.”
Michael MayerTroost Cemeteries
Read the Troost customer story
99%
of customers stay with PlotBox
Customer story
EverAfter Connect
Decedent tracking
%20(4).png)
PlotBox Pay
Take payments in person, by link, or through the family portal. Financials are logged and reconciled in your central dashboard automatically.
Reconciled to your GL
Remote, immediate reconciliation straight through to the general ledger - no re-keying into a second system.
Contracts & e-signatures
Families review contracts, check balances and sign securely from home via integrated DocuSign e-signature.
-1.png)
One family record
Data entered once across funeral, cemetery and crematory services. No re-keying, no conflicting versions.
Seamless coordination
Shared scheduling, unified payments and real-time updates eliminate manual handoffs between teams.
Digital mapping
Check real-time inventory and availability, optimize space and manage risk across your grounds.
Walk-to-grave
Families locate their loved ones with confidence; staff verify availability instantly.
Your history comes with you
Full historical record migration, validated with your team before go-live.
Training that fits your week
Role-based onboarding, video library and a sandbox to practise in.
Support you can phone
Talk to a person who knows funeral service — not a ticket queue.
ISO 27001 & ISO 9001
Independently certified information security and quality management.
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
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.
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
.png)
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.
“I feel PlotBox is the tool that will allow us to have the seamless service that we provide to our families, from the time they enter our funeral homes to the time they're placed in our care and beyond.”
Sandra WalkerChief Operating Officer, Fairmount Memorial Association