Web-Based Management

Sophisticated, Yet Simple

Market Anaylsis
Our innovative Web Portal is the preneed activity hub where counselors manage their calendars, track results, polish their skills, and much more, making them more engaged, effective, and successful.

See why it’s Uniquely Precoa

Overview
Recruiting
CRM
FPC
Lead Generation
Web Portal
Market Analysis
Sales Management
Reporting

Cutting-edge Online Tools

Our innovative counselor Web Portal is a centralized site where counselors can manage their calendars, track sales tasks, submit leads, and report on in-home appointments.

The Portal allows for the quick dissemination of training materials and other communications that help make your counselors more engaged, effective, and successful.

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