Advisor - Simplify Your Life

Integrated Forms and Printing

Simplify Your Life

Advisor simplifies the creation and printing of forms and reports. The Arrangement Advisor and Business Advisor version include dozens of forms, including burial and cremation authorization forms, state death certificates, Veteran's forms, funeral record, checklist, clergy record, stationery templates and more.

Advisor simplifies creation of forms
Advisor simplifies the creation and printing of forms, including stationery templates.

As the first customer service system for funeral homes, Advisor helps you manage information from pre-need, first-call, through the arrangement process, to the delivery of services and aftercare. What's more, by utilizing cloud-based technologies, your staff has access to information when and where they need it.

Advisor also includes customizable reports so managers and owners can track sales results and service details -- by location, by arranger, by product type. No need to wait until the end of the month. These reports are available in real-time when and where you need them.