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Funeral Software

System Overview

Halcyon’s Platinum Funeral Home Management features allow you to manage all aspects of one or multiple funeral homes and yet it is very simple to use.

Maximize your productivity so you can focus on serving your families. You will be benefited with innovations such as automatic obituaries, quickfill data entry and customizations to your business. You can further use optional features such as electronic form signatures (via our DocuSign® partnership) QuickBooks® integration, and answering service integration to streamline your operation.

Like all of our products, it is completely web based, which means you can access your data from anywhere you have access to the internet.

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FEATURES

  • Reliable Case Management

    Securely enter and maintain your client’s data. Document your process via configurable task list for at need, preneed, inquiry, quote, trade cases and add-on purchases.

  • Secure File Storage

    Upload case documents and files into our secure web-based storage, and sign documents electronically.

  • Quick Reports

    Quickly and easily create reports and interactive charts and graphs for financials, inventory, sales, clients, and services. Our tabular reports are flexible to fit your business and can be exported to PDF or Excel.

  • Live Inventory Tracking

    Use our Product Catalog feature to maintain your list of available products and pricing. Our inventory control feature allows you to enter and track any product you maintain in inventory.

  • Organized Bookkeeping

    Generate contracts, invoices and statements with the click of your mouse. Keep track of funding and payments.

  • Pre-Populated Forms

    Access to our huge system library of forms is included. Pick the forms you need from the system library and add or remove them to your custom form menu at any time. All of our forms pre-fill with the data you have previously entered and are created with just a couple clicks. If you need a custom form you may use our included Custom Form Creation Utility to create your own form and add it to your form menu for your exclusive use.

  • Simplified HR Tools

    Our employee maintenance features allows you to keep a directory of all your direct and contract employees. Our timesheet entry feature allows for flexible pay periods. Completed timesheets can be emailed to your payroll processor.

  • Customizable Settings

    Each funeral home and crematory is unique. Halcyon is built with customization in mind. Areas include data entry fields, forms and reporting output, contract structure, and individualized user access.

  • Chain of Custody

    Assign a QR code to each body, allowing you to scan before and after each step in your chain of custody. Upon scanning, the current GPS location, employee, date and time are captured and securely stored. You can create customized checklists for each step that must be completed before the next step in the process creating an unparalleled chain of custody details and accountability.