All funeral professionals could use a few extra hours in the day, and we have some ideas for turning that wishful thinking into a reality! Learn how helpful technology, robust training and smart tools can simplify your preneed sales process — saving you time and improving the client family experience.

Why streamlining preneed sales matters.

An efficient preneed process builds consistency, reduces stress for staff and creates smoother experiences for families. With a clear structure in place, funeral professionals can balance empathy and efficiency — ensuring that no family feels rushed and no opportunity slips through the cracks.

Helpful technology to simplify daily tasks.

Digital tools allow preneed professionals to manage leads, schedule follow-ups and track results with ease. Automating everyday tasks such as appointment reminders or policy updates reduces errors and frees up time for meaningful client engagement.

myHomesteaders® app.

Since its launch, the myHomesteaders® app has empowered funeral professionals with the ability manage your preneed program from your device. This app is connected to your myHomesteaders® business services dashboard, making it easy to search for policies, check policy details, see recent activity and much more.

The app is updated with more robust tools focused on accelerating your preneed business from anywhere you’re connected. We prioritized our most frequently requested features to ensure these updates deliver the greatest possible impact in enhancing the efficiency and effectiveness of your program.

Watch this training video, available in our Successful Sales Essentials on-demand webinars library, for information on using the app. Contact your Homesteaders account executive for more details about this resource and download it from your smartphone’s app store today.

EnGauge CRM.

EnGauge CRM is a customer relationship management (CRM) system, powered by Salesforce, that’s built to help you manage and monitor your preneed business.

Preneed agents experienced an average 60% increase in preneed production* after they began using the EnGauge system.

In one integrated solution, EnGauge empowers you to manage and grow your business through best-in-class solutions.

Learn more on our website and connect with one of our team members to start implementing the EnGauge CRM.

*Based on aggregate production dollar amounts from internal EnGauge pilot user data compiled in September 2024, comparing production for the six months prior to becoming an EnGauge system user to the six months after becoming a user.

Automating communication touchpoints.

Consistency is key to maintaining trust with families in your community. Automated emails and follow-up sequences ensure no family is forgotten and that your outreach feels personal even when you operate at a large scale. These systems also help track which families may be ready for a check-in or additional information about preplanning.

Text-based aftercare.

Elevia is a text-based aftercare service that sends customizable, scheduled communications to your client families.

Request a free demo to integrate text-based aftercare into your offerings.

Using preneed client insights to prioritize leads.

Not every preneed lead is at the same stage of readiness, and preneed professionals can save significant time when you listen to intent signals from families — such as when a family downloads a guide, replies to an email or requests pricing. Focusing more of your attention on families who are ready to plan can save you time and help you better nurture those leads.

Homesteaders provides research and data on key motivators of families who preplan. Download the Preneed Motivators report today and stay tuned for the newest report coming in early 2026.

How to measure success and continuously improve.

The most effective teams use data to refine their processes. Tracking KPIs (key performance indicators) like lead conversion rates, appointment follow-ups and customer satisfaction reveals where efficiency gains are possible. This ensures continuous improvement and sustainable growth for your preneed program.

By implementing these tools and resources, we hope you gain a few hours back every day with more energy to continue what matters most — serving client families with care and compassion.