CEMETERY MANAGEMENT FEATURES

WE HAVE A ROBUST FEATURE FOOTPRINT TO MEET THE SOFTWARE NEEDS FOR ALL CEMETERIES.

Our software balances the in-depth functionality needed to manage a cemetery with the user-friendliness and experience you should expect.

Personal workspace

Quickly see your daily tasks and action items
Track your notifications, activities, and tasks in a simple dashboard, including a calendar and list view.  No need to forget anything.
  • Personal and company-wide alerts and warnings
  • A list view of all your activities and tasks
  • A company-wide calendar of all meetings and services
  • Shortcut links to recently viewed records

dashboards

Easily view your cemetery performance
Manage and gain insights to your cemetery using our performance dashboards.  Track cemetery, garden, and inventory performance.
  • Data and chart views of sales and attribute performance, like at-need vs pre-need sales
  • Quickly toggle between revenue and unit sales
  • Use tabs to drill-down into data for further insights

inventory management

Simple access to your digital cemetery map
Easily manage your plot inventory using our Excel-like list views complemented by our live, interactive maps.
  • Online, interactive maps of your cemetery and gardens
  • Easily view plots by their status - Available, Pending, Hold, Sold, or Unavailable
  • Manage plot details such as location, pricing, interment, owners, assignments, and properties
  • Maintain your plot records, such as sales contracts and deeds

SALES AUTOMATION

Faster insights to your sales pipeline
Use our sales dashboard to manage your deal pipeline from lead to opportunity to account
  • Track the all the deal stages of your pipeline - New Lead, Opportunity, Hold, Account (won), Closed (lost), and Disqualified
  • Navigate deals and activity by sales manager
  • Email quotes to your prospects and track their acceptance

customer management

Provide better support to your customers
Create and maintain customer profiles, roles, and details and track their activity.
  • Easily navigate between prospects and customers
  • Schedule meetings, track notes, and log activities for any contact
  • Manage customer preferences
  • Track customer growth by revenue

Order management

Collect money faster
Collect, manage, and track orders in one easy-to-use view
  • Send digital quotes for customers to approve, and convert to invoices
  • Accept and track online credit card payments - Stripe and PayPal integration
  • Manage invoices by status - Late, Draft, Sent, Paid, Declined, and Partial
  • Create subscriptions or financing invoices for pre-need purchases

work order management

Always keep your cemetery looking great
Easily organize, track, and schedule maintenance jobs, requests, and service activities.
  • Easily track scheduled work orders by status and due date - Open, On Hold, Approved, Rejected, Declined, Accepted, In Progress, Complete, Closed, Pending Inspection, Cancelled
  • See all your work orders in a calendar, or list view
  • Quickly report past due work orders, on-time completion rates, average time to close, and more
  • Manage and prioritize customer maintenance requests

record keeping

Get rid of old paper contracts and deeds
Collect, save, and access records such as pictures, sales contracts, deeds, and more.
  • Attach documents to quotes and invoices to email to customers
  • Upload cemetery, garden, and/or plot photos to appear on your online store
  • Save deeds, contracts, and other documents to the plot record
A complete Records Management module is planned for beta release in late 2022, which includes digital signatures.

Reporting

Dig into your data and learn more
Build your own custom report views for any module or use the standard dashboards.
  • Standard Sales, Customer, Invoice, and Maintenance dashboards 
  • Configure default views for all your modules
  • Build customer filters, add/delete columns, and drag 'n drop column sequence
  • Export data to Excel for custom reporting

e-commerce store

Sell your plots online
Add to your website a unique storefront experience so your customers can buy plots and services.
  • Get a unique URL with your branding to add to your website to sell plots
  • All sales automatically update inventory, customers, and sales records in EverArk 
  • Configure storefront settings, like adding pictures, setting filters, adding tiles, and setting up taxes

administration  portal

Brand the software to be your own
Personalize the experience of EverArk by adding your own logos and branding, and configuring the forms and properties. 
  • Configure forms with your branding such as invoices and work orders
  • Add custom fields, set default values, and rename labels
  • Define roles and access privileges, and assign/invite users
  • Activate Stripe or PayPal to accept online payments
  • Format and import Excel data to implement and use the software
  • Add and setup cemetery and gardens
  • Manage billing, system defaults, and company settings
  • Personalize EverArk with your own logo and branding

digital legacy Package

Earn more money by selling digital legacy
Grow revenue by selling the EverArk digital legacy experience to your customers.
  • Sell to your customers a Single or Family & Friends digital legacy package to enhance their experience
  • Administer the digital legacy account to the plot owner, or purchaser
  • Help oversee the users and their accounts to share with family & friends
A new Digital Legacy Management module/view is planned for beta release in late 2022, which includes the management of donations, charities, and memorials.