Funeral Homes

Handle funeral plan enquiries with care and keep the paperwork compliant

Funeral planning is personal. The process needs to feel calm and straightforward for customers, yet still capture the right details, documents and authorisations. FLG helps funeral homes guide families through a sensitive journey while keeping records accurate, secure and FCA-ready.

FLG acts as a funeral plan CRM, giving you one organised, compliant and flexible platform to support every plan you arrange.

A funeral home’s reality

Funeral plans require a steady, compassionate approach. But behind the scenes, teams still need accurate information, secure document handling, consistent communication and a clear audit trail.

Without a structured system, details get lost, work is duplicated and compliance risk increases. Even worse, families may be asked the same questions twice at a difficult time.

FLG provides a joined-up process from first enquiry to plan setup, keeping everything structured, secure and easy to follow so your team can focus on people, not admin.

Collect the right information with care

A good funeral plan conversation should never feel like paperwork. But it does need structure so nothing important is missed.

Guide conversations naturally

Create step-by-step fact finds that support calm, natural discussions
Capture essential details consistently across your team
Record wishes such as music, service preferences and special instructions
Easy for any team member to use, whether in the office or visiting families

Stay organised and easy to update

Store all information against one customer record
Use progress stages so your team always knows what comes next
Avoid repeated questions by capturing details once
Update wishes easily as circumstances change
See a clear timeline of decisions and updates

Keep sensitive documents secure and reduce paperwork chasing

Funeral plans often involve sensitive documents such as ID, proof of address and certificates. These shouldn’t be shared over email or left sitting in inboxes. FLG provides:

Secure upload links designed for sensitive paperwork
Staged prompts such as “before we progress, please upload X”
Automated reminders so you’re not chasing on the phone
Clear organisation of documents against the correct customer
Less admin time spent downloading, renaming and storing files
A cleaner record for internal checks and FCA requirements

Meet FCA expectations with a full audit trail

When you’re FCA regulated, you need to clearly show what was discussed, what was agreed, what was sent and when it happened.

FLG keeps your process transparent and accountable.

Full audit trail and communications to meet FCA standards
Use templates to confirm wishes and plan details clearly
Send secure links for meetings and paperwork
Manage authorisation forms so nothing progresses without approval
Record milestones, conversations and approvals in one timeline

How FLG makes a difference for funeral homes

Clear, guided fact finds

Capture wishes and essential details without missing anything.

Safer paperwork handling

Secure uploads instead of email attachments.

Regulated process support

Full audit trail for FCA compliance and internal assurance.

Customer-friendly communication

Clear summaries, confirmations and reminders.

Organised appointments

Book and track meetings with fewer reschedules.

Structured authorisations

Ensure approvals are captured and stored properly.

One clear customer timeline

Every decision, document and interaction in one place.

Funeral planning software that feels natural

One joined-up journey rather than scattered tools.

Ready to support families with a clearer, more secure funeral plan journey?

If you want a structured, compliant and compassionate way to manage funeral plan enquiries, you can get started in minutes.

Or talk to us on 01282 798 545