FAQs

We know choosing new software is a big decision, and you’ll want to be sure it’s the right fit for your business. Here you’ll find answers to the questions funeral directors most often ask about Funeral Manager.

If you can’t find the answer you’re looking for, please get in touch – we’re always happy to help.

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Can we add our own forms, prices or templates?

Yes. Funeral Manager is highly configurable. Our team will help tailor your setup, and you can make changes whenever needed.

Does the software help with donations and obituaries?

Yes. You can publish obituaries, track donations (online and offline), and generate reports – all in one place.

How does the software help with compliance?

Funeral Manager is fully aligned with the Scottish Government’s Code of Practice, helping you meet today’s standards and prepare for a likely UK-wide rollout.

Do you support integrations with other tools we use?

Yes. Funeral Manager can integrate with third-party tools and services like Xero, Gmail, Microsoft Office 365, Funeral Notices and Laurelo. We’ll work with you to explore what’s possible and set things up.

Can different staff members have different access levels?

Absolutely. You can control who sees and edits what—with flexible permissions tailored to each role.

What kind of businesses is Funeral Manager best suited for?

Whether you’re an independent funeral director, part of a multi-branch group, or somewhere in between – Funeral Manager has the flexibility to meet your unique needs.

Is there a limit to how many users we can have?

No. You can add as many users as you need, at no extra cost.

Can I customise reports for different teams or branches?

Yes. Reports are fully customisable so you can see exactly what matters to your business.

Will you continue to develop the software after I sign up?

Yes. We’re continuously improving the platform based on feedback from customers like you. You’ll automatically receive updates as they’re released.

How do updates and improvements work?

We deploy regular updates, based on customer feedback and changing needs in the sector. You’ll never need to install anything – new features just appear when ready.

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Is training included in onboarding?

Yes. Ruth, our dedicated Training Manager, will visit you in person during onboarding to get your team up and running with confidence.

Do you offer ongoing training?

Absolutely. You’ll have unlimited access to online training sessions for you and your team whenever you need a refresher or new staff join.

Do you run training events?

Yes. We regularly host webinars to keep you up to date with the latest features, share best practices and answer your questions live.

How do you make sure training meets our needs?

We regularly send surveys to gather feedback, so we can understand what’s working well and where we can improve. That way, your training always stays relevant and effective.

Do you offer phone support?

Yes. Our helpdesk is open 9am–5pm, Monday to Friday. You’ll always speak to someone who understands funerals and knows our software back to front.

Is there an online support portal?

Yes. Our Support Portal is available 24/7, packed with dozens of self-help articles, videos and step-by-step guides. You can also log support requests online at any time.

What if I need urgent help?

If you ever need help quickly during office hours, you can phone us directly and speak to our team straight away. For out-of-hours needs, our Support Portal is always there to guide you.