#1 Agency For Preneed

Sales & Funeral Homes

Built for Family Service Counselors by a Family Service Counselor

Attract and close more customers effortlessly with Mogul Clients automated business growth tools.

You are dedicated to supporting families during difficult times, leaving little room for growth and marketing operations management. The Mogul Clients FRM is a comprehensive sales and marketing platform that enables you to automate and streamline your marketing efforts to drive results, increase revenue, and focus on what matters most – families.

The Mogul Clients 3-step Process

Capture new clients using cutting edge technology, Nurture meaningful connections and Protect Families with preneed plans.

STEP 1

Capture

Don’t miss out on potential sales because you aren't capturing your leads. Capture new clients effortlessly through landing pages, QR codes, digital registry books, online forms, and more! Once captured, turn leads into customers with our nurture programs.

STEP 2

Nurture

Easily reach your customers wherever they are: social media, email, text, voicemail, chat. Follow up with new leads in under 5 minutes with automatic messaging. Engage your leads with nurture campaigns so you always stay top of mind.

STEP 3

Protect

Get the power to protect more families. You'll know exactly where each potential client is in the sales funnel, so you can focus on the ones that are closest to closing. When they are ready to buy you can collect their payment right through the FRM.

FRM Popular Features

Automated Appointments

Automated Booking System for Preneed and At-Need Services

The Automated Booking System (ABS) as a Service, specifically tailored for Preneed and At-Need services. With ABS, we offer a comprehensive solution to streamline the booking processes of business in these industries, enabling them to provide efficient and convenient booking experience for their clients.

  • 24/7 Availability: Our ABS works round the clock, allowing your clients to make appointments at any time, even outside regular business hours. This flexibility empowers your customers to book preened or at-need services whenever they need them, ensuring convenience and customer satisfaction.

  • Automated Confirmations and Reminders: ABS takes care of sending confirmation emails or SMS notifications to your clients after they make a booking. It also sends reminders before the scheduled appointment, reducing no-shows and ensuring smooth service delivery.

Have a question?

Chat Widget

Ensure website visitors are directed to the right place, whether it's at-need requests to funeral directors or advanced planning inquiries to preneed professionals. Our widget provides instant assistance, streamlining conversations through a blend of live agents and chatbots programmed with automated responses.

Maintain communication

Automated Aftercare

Integrated seamlessly into the FRM, our aftercare program ensures efficient and effective communication with families beyond the funeral. The workflows in the FRM enables you to maintain open lines of communication through: Arrangement Conference Forms, Automated SMS and Emails, Grief Letters, Postcards and Aftercare Surveys.

Unleash the full

power of Mogul Clients FRM

FEATURES

REPLACES

OTHER TOOLS

CRM and Pipeline Management

Hubspot
Active Camain

$99 / month

INCLUDED

Unlimited Sales Funnels

Unbounce
Get Response

$297 / month

INCLUDED

Website Builder

Wr
SquareSpace

$29 / month

INCLUDED

Survey and Forms

Survey Monkey

$49 / month

INCLUDED

Email Marketing

Mailchimp

$49 / month

INCLUDED

2-Way SMS Marketing

$99 / month

INCLUDED

Booking & Appointments

Calendly

$29 / month

INCLUDED

Workflow Automations

Trello

$29 / month

INCLUDED

Courses/ Products

Teachable
Kajabi

$149 / month

INCLUDED

Call Tracking

Call Rail
Ring Central

$49 / month

INCLUDED

Reputation management

Call Rail
Bird Eye

$79 / month

INCLUDED

Tracking and Analytics

Google Analytis

$49 / month

INCLUDED

$1000+ / month

$297/ month

Let’s talk about what Mogul Clients can do for your business

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