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Capture what happened
After a call, meeting, email, seminar, or client update, speak or type a short note in plain language.
- No rigid intake forms.
- No extra system to maintain.
Pre-release pre-need software for funeral home agents
Turn more pre-need leads into funded plans
Speak or type what happened. Preneed Pilot organizes the lead and creates the next step. Start each day knowing what to do to move more plans toward funding.
Preneed Pilot is software for pre-need agents and funeral homes. No forms to fill out. No rigid fields to maintain. Capture the update naturally on your phone or computer, then work from clear daily direction. One additional funded pre-need plan per month can more than justify the cost.
Used in seconds, at the moments already in your day.
- Speak or type naturally
- No forms to manage
- Clear next steps
- More funded plans
Lead update captured
Next action created
Today’s next move
1
additional funded pre-need plan per month can more than justify the cost of the system.
The problem
Pre-need does not break down because of effort.
It breaks down when the next step is not obvious.
Calls, meetings, emails, and lead updates are not tracked clearly. Details live in memory. The next action gets buried.
Every one of those problems can lead to lost revenue. A lead that needed one more call can go cold. A delayed response can cost the sale.
- No more reconstructing calls, meetings, and client notes from memory.
- No more open leads sitting without a clear next action.
- No more revenue left behind because a real opportunity went quiet.
How pre-need lead management works
From first lead to funded plan.
The workflow stays simple: capture what happened, let the system organize it, and start each day with the next action already visible.
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The system organizes it
Preneed Pilot keeps lead history, concerns, family roles, and status clear so the opportunity does not depend on memory.
- Lead details stay together.
- The next step stays visible.
03
Know what to do today
When you start the day, you can see which leads need attention and what action will move them toward funding.
- Reconnect before interest cools.
- Move more leads toward funded plans.
Sales and income
This is not just about organization. It is about closing more pre-need business.
Better timing leads to more funded plans. Better preparation leads to better calls and meetings. Recovering even a few missed opportunities can create real income.
Move more leads from interest to funded plans by keeping the next action visible and timely.
Bring stale or neglected opportunities back into view before they become permanently lost.
Increase income by protecting the pipeline you already worked to create.
Built for pre-need
Real families rarely fit a generic sales record.
Pre-need sales often involve several people, different decision makers, and a plan that is not always for the person paying.
Track who the plan is for, who is deciding, and who needs contact next.
Preneed Pilot is designed around that reality.
Children planning for parents
Track the decision maker, the parent the plan is for, and who needs contact next.
Spouses planning together or separately
Keep each person’s plan, concerns, and funding status clear.
One person funding while another decides
Separate who is paying, who is deciding, and who needs the next touchpoint.
Guardianship programs handling arrangements
Track the plan, responsible contacts, assigned agent, and next required action.
Supporting capabilities
The workflow stays useful beyond the agent's desk.
Once leads and clients are organized, Preneed Pilot can also support communication and staff handoffs.
Learn how Preneed Pilot works.
Need to talk about your funeral home or team? Contact us.
Communication support
Generate (but do not send) call scripts, emails, and letters from client history, concerns, timing, family roles, and prior messages.
Generated drafts can include:
- Call scripts
- Emails
- Letters
The app does not send emails or texts. It only drafts the content, so the agent stays in control of what is said, when it is sent, and how the family is contacted.
Prepared without starting over
Before a call, you can review the client, see the last interaction, understand the concern, and use a practical draft that fits the next step.
Team and staff support
Staff can answer calls, take messages, check lead status, and help families reach the right person.
- Look up a lead or client.
- See what is happening.
- Identify the assigned agent.
- Leave a message or request a callback.
- Help make sure no information gets lost.
“Robert called. He has questions about direct billing and would like a call back this afternoon.”
Preneed Pilot attaches the message to the client and creates the right next action.
Daily visibility
See what needs attention before leads go cold.
Ask practical questions, check pipeline health, and move faster without digging through records.
Natural-language questions
- Who needs attention today?
- Do I have any unfunded clients I have not contacted in six months?
- What is going on with Betty Collins?
Pipeline and analytics
Lead tracking for funeral homes, without complicated reports.
See pipeline health without building reports from scratch.
Funded versus unfunded
Understand which clients have funded and which still need attention.
Aging leads
Spot opportunities that have been open too long without movement.
Communication gaps
Find leads that have gone quiet before they become lost revenue.
Lead source performance
See which sources are creating real pre-need opportunities.
Comparison
Built for the pre-need workflow, not adapted after the fact.
Traditional CRMs, notes apps, and generic AI tools can help with pieces of the work. Preneed Pilot connects the pieces into one system for moving leads forward, communication, and daily direction.
| Capability | Preneed Pilot | Traditional CRM | Notes App | Generic AI Tools |
|---|---|---|---|---|
| Plain-language input | Yes | Limited | Yes | Yes |
| Automatic next-step tracking | Yes | Often requires setup | No | No |
| Designed for pre-need workflows | Yes | No | No | No |
| Tracks real family relationships | Yes | Limited | Manual | Only inside a prompt |
| Personalized communication drafts | Yes | Limited | No | Not tied to current client history |
| Works without constant data entry | Yes | No | No | Limited |
| Staff can assist with calls and notes | Yes | Possible with configuration | Manual | No |
| Shows what to do next | Yes | If maintained carefully | No | No |
| Helps fund more plans | Yes | Indirectly | Depends on the agent | Indirectly |
Built by a pre-need agent who grew an annual program from $350,000 to $850,000 in one year.
Pricing
A practical investment in moving leads forward and funding more plans.
Pricing is structured for individual agents, growing teams, and professional pre-need operations. One additional funded pre-need plan per month can more than justify the cost.
The point is not another system to manage. The point is fewer missed opportunities and more funded plans.
Questions before joining the waitlist? Contact us.
Most individual agents start here
Agent
$89 / month
For individual pre-need agents (with staff support)
- 1 full agent account
- Up to 3 staff users with limited access
- AI note capture by text or voice
- Automatic next-step and task creation
- Daily action dashboard
- Lead and client tracking
- AI-generated call scripts, emails, and letters
- Basic pipeline insights
Built for agents who want simple capture and clearer daily action.
Team
$279 / month
Up to 5 agents plus staff
- Everything in Agent
- Shared workspace
- Lead ownership and assignment
- Team visibility
- Prevention of duplicate outreach
For teams that need shared visibility without creating confusion.
Professional
$449 / month
For higher-volume pre-need operations
- Everything in Team
- Advanced pipeline insights
- Enhanced next-action intelligence
- Priority processing
- Custom sales workflow tuning
- Priority support
For operations that want tighter process and deeper visibility.
FAQ
Common questions about Preneed Pilot.
Short answers for pre-need agents, funeral homes, and teams comparing pre-need software, pre-need CRM tools, and funeral home lead tracking.
What is Preneed Pilot?
Preneed Pilot is pre-need software for funeral home agents and teams. It helps capture notes by voice or text, organize leads and clients, and show what needs to be done today.
How do agents use it during the day?
After a call, meeting, email, seminar, inbound inquiry, or client update, the agent speaks or types what happened. Preneed Pilot organizes it and lays out the next step.
Can I use it on my phone or computer?
Yes. Preneed Pilot is designed for phone or computer use, so agents can capture updates wherever they are working.
How does it help sell more pre-need?
It shows which leads need attention, which opportunities have gone quiet, and what action should happen next, helping agents turn more leads into funded pre-need plans.
Does it send emails and texts?
No. Preneed Pilot can draft call scripts, emails, and letters, but the agent stays in control of what is sent and when.
Who is Preneed Pilot for?
It is for individual pre-need agents, funeral homes, sales managers, and teams that need clearer lead tracking and daily action.
Early access
Be first to turn more leads into funded plans
Join the list for early access, launch announcements, and product updates. Get notified when Preneed Pilot is ready for pre-need agents and funeral home teams.
Need to ask about fit first? Contact us.