Built for funeral home growth teams
Watch a quick walkthrough
Two resources no other CRM gives funeral home teams out of the box.
Every hospice facility in your state, including names, addresses, phone numbers, and county data. Stop building lists from scratch.
Templates, outreach scripts, training guides, and patient family materials. Everything your team needs to start immediately.
Visual Kanban board showing which relationships are frequent, regular, occasional, or slipping, so your team knows exactly where to focus.
Track totals, trends, and top sources. See what is producing results and where your team should spend time next.
Complete history for each relationship (contacts, referrals, notes, and service data) all in one view before every interaction.
Assign action items with due dates and ownership. Notes become next steps so nothing gets missed between meetings.
Bring all hospice accounts and contacts into one shared system your entire team can access.
Log outreach, update relationship rank, and assign follow-ups with clear ownership and due dates.
Use dashboard trends and rankings to focus effort on relationships most likely to drive referrals.
HRM wasn't designed in a vacuum. It was shaped by people who understand the funeral home business from the inside.
Co-Founder
Years of hands-on experience in the hospice industry, building relationships, understanding referral dynamics, and solving the real challenges care teams face every day.
Co-Founder
Deep roots in the funeral home industry, understanding the daily operations, outreach workflows, and growth challenges that directors and their teams navigate.
One plan. Every feature. No surprises.
billed annually
Not ready to commit? Try the sandbox first
Spreadsheets store data. HRM drives action. You get ownership, due dates, relationship ranking, and performance visibility in one workflow, so nothing slips through the cracks.
The platform is built around daily outreach work: accounts, contacts, follow-up tasks, and simple priority views. There is no steep learning curve or feature bloat.
Setup is straightforward. Your team can onboard, import initial data, and begin tracking outreach in a single session. We handle setup with you at no extra cost.
Yes. Dashboards and analytics show where growth is coming from and where attention is needed, so weekly meetings are driven by data instead of guesswork.
HRM supports configurable workflows and team-based execution, so your process can evolve without losing structure or historical data.
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Practical guidance on hospice partnerships, outreach systems, and market intelligence.
Partnership Strategies Medicare hospice data names every provider in your service area, but it doesn't tell you which ones to invest in. Here's how to turn the directory into a working partnership plan.
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Hospice Partnerships Hospice partnerships are not one-sided. Funeral homes can help hospices grow referrals, improve family experience, and build community trust.
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Partnership Strategies Charity Care Certificates can help funeral homes support families in need while building trust with hospice social workers and care teams.
Lacy Robinson Give your team a repeatable growth engine for hospice relationships.
Stop managing growth from memory. Start managing it with a system.
