Case management software

Software to run cases, paperwork, billing and records.

Buyer's guide

Case management software holds your case records, forms, billing and often your price list. For a small home without IT staff, the most important questions are practical: is it web-based so there is no server to look after, can you leave without losing your records, and is the price predictable?

Questions to ask any vendor: Can I export all my case records and documents if I leave? Is there a setup or activation fee? Is there a contract, and how long? Who do I call at night or on a weekend if it stops working? Does it print the price lists and forms required in my state or province?

Of the tools we list, 1Director publishes a starting price ($175/month) and Afterword publishes an entry plan ($79/month on its own site). Halcyon is month-to-month with an activation fee, but its amounts are not published. Osiris Software states no long-term contracts, prices by at-need call volume and offers a 30-day free trial.

Related guides

Tools in this category

Case management software
1Director
All-in-one software: case management, arrangements, billing, payments, websites, memorials, an AI obituary writer, memorial videos and flower…
Starting at $175/month, with everything included (vendor's wording)Checked
Case management software
Afterword
Describes itself as an "AI assistant designed for funeral service": Grace AI, an online planner for families, case management and body tracking.
Essential plan $79/month on Afterword's own site. A Tukios partner page lists $99/month or $999/year, so confirm the current price with Afterword.Checked
Case management software
Batesville
A funeral products and services provider. Details of its technology products were not confirmed on our last check.
Pricing on requestPartly checked
Case management software
FDMS
FDMS Pro, web-based funeral home management software.
Pricing on requestPartly checked
Case management software
Gather
Cloud funeral home software covering case management, KeepTrack QR body tracking, funeral home websites and livestreaming. The vendor says it…
Pricing on requestPartly checked
Case management software
Halcyon
Management software for funeral homes, crematories and pet crematories. Has added an AI obituary writer and AI charity suggestions; obituary…
Pricing on requestPartly checked
Case management software
Osiris Software
Cloud software for funeral homes, cemeteries and crematories: scheduling, case and cremation tracking, document storage, e-signatures, family…
Pricing on requestPartly checked
Online arrangements
Parting Pro
Online cremation arrangements and digital case management.
Priced by annual case volume, with a 12-month commitment billed monthly. A "$469/month" figure appears only on third-party review sites, not from the vendor.Checked
Case management software
Passare
Cloud-based funeral home software, with family collaboration described on its homepage.
Pricing on requestPartly checked
Websites and marketing
Tribute Technology
Websites, marketing and management software for funeral, cremation and cemetery businesses (from the vendor's site description).
Pricing on requestPartly checked