Funeral Data Manager by Funeral Data Management is an all-in-one platform that helps funeral homes, cemeteries, and crematories manage cases, services, paperwork, and finances from first call through aftercare. It centralizes decedent and family information, streamlines daily tasks, and reduces duplicate data entry so your team can focus on serving families.
Key capabilities include:
- Case management: Track at-need and preneed cases, service details, and family preferences in one secure record.
- Scheduling and calendars: Coordinate arrangements, view facility and staff availability, and avoid conflicts.
- Document automation: Generate required forms, contracts, and price disclosures with e-signature support.
- Goods, services, and pricing: Build customizable price lists and packages to help support compliance with the FTC Funeral Rule.
- Financials: Create estimates and statements, record payments, and produce export-ready reports for your accounting system.
- Cremation and cemetery workflows: Manage chain-of-custody, authorizations, and disposition details with clear audit trails.
- Obituaries and memorial content: Produce obituaries, programs, and stationery from the same data you already have on file.
- Reporting and insights: Monitor case volumes, revenue, and task completion across locations.
- User permissions and security: Control access by role with modern security and backup practices.
- Multi-location support and data migration: Standardize processes while preserving each location’s unique needs.
Funeral Data Manager brings your operations, communication, and compliance tasks together, helping your team work faster, minimize errors, and deliver consistent, compassionate care.
Funeral Data Manager is developed by Funeral Data Management. The most popular version of this product among our users is 5.0. The names of program executable files are Funeral Data Manager.exe, NEEDMGR Solution.EXE and unvise.exe.
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