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Track Leads. Measure Sales. Boost Efficiency.

Our NavCare CRM system connects funeral homes to new families, creates trackable leads, and keeps funeral homes in touch with those families over time.

With NavCare, our partner funeral homes will be top of mind for families weighing preneed and pre-funding decisions.

MARKET SEGMENTATION

We have analyzed records of past preneed policies to determine what the typical person who pre-plans looks like. When you utilize this data and align your message to the market, you yield higher return rates, minimize cost, and better serve the families in your community.

LEAD TRACKING

With our system, you can track inquiries from appointment to contract and maximize the time you spend with families instead of paperwork. NavCare creates higher efficiency, allowing you to keep your relationships with families at the forefront.

AUTOMATED FOLLOW-UP

Whether or not inquiries result in a funded preneed contract, NavCare provides automated follow-up over time, from referrals to letters that continue to convey the different benefits of planning ahead. You maintain control and can decide to stop the letters at any time.

REAL-TIME REPORTING

We track and measure every move of our marketing campaigns, so we can continue to get smarter and improve. When utilizing one of our marketing systems, you will be able to track sales trends and production through data that updates in real time. By consistently measuring results of your marketing campaigns, you can establish track records that will determine your path for future success.