The call you miss is the call that goes to the firm down the street.
After hours. During a service. In the middle of an arrangement conference. An AI agent answers in your firm's name, by voice and by chat, around the clock, and hands the conversation to your director on call when a person is needed.
The demo is live on a working cremation website. The chat and voice options sit in the bottom right corner of that site.
Families call three firms and choose the one that answers.
Price shoppers do not leave voicemails. They call the next name on the list.
After-hours calls go to an answering service that cannot answer a single question about your firm - not your packages, not your crematory, not whether you serve their cemetery.
Every one of those calls was already yours. It just needed someone to pick up.
It answers, it knows your firm, and it writes everything down.
Answers 24/7, voice and chat
On your website and on your own phone number, at two in the morning and on the day of a funeral.
Knows your information
A knowledge base built on your firm's own services, pricing and policies. Not general answers about funerals.
Captures first-call details
Names, numbers, location of the deceased, relationship to the family - recorded and sent to your staff.
Books to your calendar
Arrangement conferences, preneed appointments, urn pick-ups and aftercare, synced to Google or Outlook.
Sends and receives texts
Families reply by text and the conversation keeps going in one thread your staff can read.
Warm-transfers to your director
When the situation calls for a person, the agent hands the caller to the director on call.
The limits matter more than the features.
It does not make arrangements.
Arrangements happen with your family and your director. The agent takes the call and gets it to the right person.
It does not replace a licensed funeral director.
Nothing in this system is licensed to do your job, and it is not configured to pretend otherwise.
It does not guess.
When it does not know something, it says so plainly and offers to connect the caller to a person.
Callers are told what they are speaking to.
The agent identifies itself as a virtual assistant at the start of every call.
Greeting and recording disclosure wording are set with each firm during onboarding to match your state or province.
The voice itself can be selected to suit your firm.
Three tiers, monthly. Each one includes everything below it.
No setup fee quoted here that we cannot honor. We walk through your firm's situation before you commit to a tier.
- -AI chat and messaging agent on your website
- -Browser-based voice agent on your website
- -Call recordings delivered by email
- -Transcripts delivered by email
- -Inbound AI voice agent on your own phone number
- -SMS notifications to staff
- -One inbox for every channel inside the Funeral Clients CRM: email, SMS, Facebook and Instagram
- -Appointment booking synced to Google or Outlook calendars, for preneed appointments, arrangement conferences, urn pick-ups and aftercare
- -Full access to the Funeral Clients CRM
- -13 done-for-you follow-up automations
- -Two family journey pipelines
Every automation is listed below, by division, with its touchpoints and duration.
Talk about Gold| Included | Bronze | Silver | Gold |
|---|---|---|---|
| AI chat and messaging agent on your website | ✓ | ✓ | ✓ |
| Browser-based voice agent on your website | ✓ | ✓ | ✓ |
| Call recordings delivered by email | ✓ | ✓ | ✓ |
| Transcripts delivered by email | ✓ | ✓ | ✓ |
| Inbound AI voice agent on your own phone number | - | ✓ | ✓ |
| SMS notifications to staff | - | ✓ | ✓ |
| One inbox for email, SMS, Facebook and Instagram | - | ✓ | ✓ |
| Appointment booking synced to Google or Outlook | - | ✓ | ✓ |
| Full access to the Funeral Clients CRM | - | ✓ | ✓ |
| 13 done-for-you follow-up automations | - | - | ✓ |
| Two family journey pipelines | - | - | ✓ |
- SMS requires government A2P registration, which we handle during setup.
- Facebook and Instagram connect through Meta integration.
- Email requires two DNS records added to your domain, which we walk you through.
- Usage allowances apply and are outlined during setup.
Thirteen follow-up automations, built and running for you.
Grouped by division, with the touchpoints and the timeframe each one runs over.
Preneed
4 automationsAt-need
5 automationsAftercare
3 automationsGeneral
1 automationTwo family journey pipelines
Every family sits at a stage, and nobody falls between them.
Five steps, and we do the work.
You give us your information once. We build, test, and show you the agent before a single family talks to it.
Client Onboarding
One call to collect your services, pricing, policies and after-hours procedure.
Implementation and Testing
We build the knowledge base, the greeting, the escalation rules and the workflows.
QA (Internal)
Our team calls and chats the agent until it handles the hard questions correctly.
QA External
You and your staff test it yourselves and tell us what to change.
Workflow is Live
The agent goes on duty, and we keep tuning it as your firm changes.
Proven plumbing. Configuration that is ours alone.
The system is built on the GoHighLevel platform, the same infrastructure behind the major agency CRMs. We say that openly because it is the reason you are not being asked to be a test case for the plumbing.
What we have built on top of it is a version configured exclusively for funeral homes and cremation providers. The workflows, the language, the escalation rules and the knowledge base are built for at-need and preneed conversations, not adapted from a generic sales tool.
Because the platform is proven, nothing is experimental. Because the configuration is ours, nothing about it is generic.
Built by someone who still works the arrangement room.
Funeral AI Agent is built by Robin Heppell, CFSP, a fourth-generation funeral professional with more than 35 years in the profession and 25 years in funeral marketing. Rob began at McCall Brothers Funeral Directors in Victoria, British Columbia, and has spent his career since helping independently owned funeral homes compete. He founded Funeral Futurist in 2004, Funeral Gurus in 2006, and Funeral Boardroom in 2012. In 2017 he founded Funeral Results Marketing, which he sold to Johnson Consulting Group in 2020, and in 2024 he relaunched Funeral Futurist as a full digital marketing agency. He has spoken at more than 50 industry events and still manages the pre-arrangement department at a funeral home, which is where every one of these tools gets tested first.
A team of five full-time people builds and supports the websites, digital marketing, and CRM behind this system.
Call it before you decide anything.
The demo runs on a working cremation website. Chat and voice are in the bottom right corner.