See how Sales & Deal Tracking works.
Review Sales Pipeline
Use the pipeline dashboard to track leads, budget, and estimated close date.
By opening up the cemetery sales dashboard, you can easily track deals and prospects through the entire sales cycle.  You quickly see the owner, the lead source, the estimated close date, and the forecasted sale amount.
- EverArk Cemetery Software navigation:  Cemetery > Sales
Manage Salespersons
Drill-down and sort deals by lead owner and track activity.
By drilling into the deals from the Cemetery > Sales view, you can quickly sort your pipeline by each salesperson.  You quickly get insight to their activity and engagement level for each prospect.
​- EverArk Cemetery Software navigation:  Cemetery > Sales > Deals tab
Track Deal Stages
Easily manage prospects through all stages of the sales pipeline.
By using the cemetery sales dashboard, you track the progress and status of all deals and prospects.  From lead to opportunity to account won, you can drill into the stages to track forecast and accountability.
​- EverArk Cemetery Software navigation:  Cemetery > Sales
Schedule Activities
Work with prospects and schedule meetings and follow-up tasks.
By using our cemetery software contact center, you can schedule and track tasks and meetings.  You can log notes and activities for each deal.  Best of all, you get notifications and alerts, so you never miss another task or meeting.
- EverArk Cemetery Software navigation:  Cemetery > Customers > Edit > Activity tab  | Action Menu > New Task, New Meeting, etc.
Send Quotes
Send online quotes to your prospects for them to approve and pay.
By using our cemetery quoting feature, you can send a quote to any prospect.  They can approve or decline the quote.  Once they have approved the quote, you can invoice them so they can make an online payment.
- EverArk Cemetery Software navigation:  Action Menu > New Quote
View Sales Reports
Review your sales, track your pipeline, and report commissions.
By using the Sales report view, you can build custom reports to print or export to Excel for further analysis.  You can also select from our pre-defined set of template reports.  If we are missing the sales report that you want, contact us and we'll develop what you need.
- EverArk Cemetery Software navigation:  Reports > Sales