Complete Product Documentation
FuneralPro
The all-in-one cloud platform built for funeral homes — combining compassionate service with powerful business management.
500+ Funeral Homes
50,000+ Families Served
99.9% Uptime
24/7 Support
What is FuneralPro?
Compassion Meets Technology
A complete, modern SaaS platform for funeral home operations — from first contact to final invoice.
Simplify Operations
Automate administrative tasks — payment tracking, document filing, invoicing, client records — so your team spends time serving families, not managing spreadsheets.
Secure & Compliant
Enterprise-grade security with Supabase's Row-Level Security policies, encrypted document storage, and automated cloud backups built in from day one.
Always Accessible
Fully cloud-based. Access your entire operation from any device with an internet connection — whether at the office, home, or in the field.
Dashboard
Your Business at a Glance
The main dashboard is your command centre. It displays real-time KPIs, revenue charts, upcoming and overdue payments, client growth trends, and recent activity — all updated live, covering the last 6 months by default.
- 6 KPI Cards — Total Clients, Monthly Revenue, Total Revenue (6 months), Average Revenue per Client, Collection Rate, and Overdue count with outstanding amount.
- Revenue Chart — Month-by-month bar/line chart showing revenue trends over the selected period.
- Collection Overview — Visual donut showing how much of the expected monthly revenue has been collected vs. outstanding.
- Client Growth Chart — Track cumulative and new client additions over time.
- Top Clients by Revenue — Ranked table showing your highest-value clients for the period.
- Unallocated Payments Widget — Instant alert if payments exist that haven't been matched to a client.
- Upcoming Payments Widget — Preview of premiums falling due in the next 7 days.
- Recent Activity Feed — A live log of the last 5 actions taken in the system.
- Onboarding Checklist — Step-by-step guide shown until all setup tasks are complete.
- Trial Banner — Displays remaining trial days for new subscribers.
Total Clients
284
+12.4% vs last period
This Month Revenue
R84,200
+8.1% vs last month
Collection Rate
91%
On track
Overdue
7
R3,400 outstanding
Thabo Nkosi — R600 due 5 Jun
Due Soon
New client: Nomsa Dlamini added
New
3 unallocated bank payments
Action Needed
Client Management
Comprehensive Client Profiles
Every policyholder's full life cycle — from enrolment to policy claim — managed in one place.
Clients Module
Full-Featured Client Directory
The Clients module is the heart of FuneralPro. Each client record is a complete profile containing personal information, policy details, beneficiaries, payment history, documents, communication logs, and custom form submissions.
- Client Directory — Searchable, paginated table (20 per page) filterable by name, policy number, email, phone, or date added.
- Add / Edit Clients — Full intake form capturing name, ID number, policy number, address, phone, email, WhatsApp number, DOB, occupation, and custom fields.
- Beneficiary Tracking — Record multiple beneficiaries per client with name, relationship, and contact info.
- Payment History — Full chronological list of all payments made by that client, with amount, date, type, and reference.
- Document Storage per Client — Upload and manage ID copies, contracts, photos, and any supporting documents directly on the client profile.
- Bulk Selection & Messaging — Select multiple clients and send bulk SMS or WhatsApp notifications in one action.
- Smart Client Import — Upload a CSV to bulk-import existing client data with intelligent field mapping.
- Policy Status — Track whether a client's policy is active, lapsed, or suspended.
- WhatsApp & SMS Opt-in Flags — Per-client consent tracking for communications.
- Safe Delete — Confirmation dialog with warning before permanently removing a client and all associated records.
Nomsa Dlamini — POL-00124
Active
Jacob Mokoena — POL-00089
Active
Thandiwe Zulu — POL-00201
Lapsed
Sipho Khumalo — POL-00156
Active
3 selected
💬 Send Message 📥 Import CSV + Add Client
Payment Management
Streamlined Financial Management
Track every rand. From manual entries to bank imports, FuneralPro gives you complete financial visibility and control.
Record Payments
Manually log payments by client, amount, date, type (cash, bank transfer, card, 1Voucher, Pay by Bank, or other), description, and reference number.
Bank Statement Import
Upload a bank statement CSV and FuneralPro's smart matching engine automatically links transactions to clients. Ambiguous matches are flagged for manual review.
Unallocated Payments
A dedicated view shows all imported payments that couldn't be automatically matched. Staff can search, review, and manually allocate each one to the correct client.
Upcoming Payments
See a full list of premiums falling due in the next 7–30 days. Send payment reminders via SMS or WhatsApp directly from the upcoming payments view.
Missed Payments
A dedicated overdue tracker listing every client with outstanding payments, amounts owed, and how many months behind they are — with bulk reminder sending.
Payment Calendar
Visual monthly calendar view mapping out all expected premium collection dates — making it easy to plan cash-flow and anticipate collection workloads.
Reconciliation
Month-end reconciliation view comparing total expected income vs. received, with a breakdown of matched, unmatched, and overdue items.
Invoice Generator
Generate and download a professional PDF invoice for any payment record directly from the payments table — branded with your funeral home's details.
Allocation Stats
Dashboard stats showing Total, Auto-Matched, Manually Entered, and Needs-Review payment counts at a glance above the payments table.
| Payment Type | Method | Tracking | Notes |
|---|---|---|---|
| Cash | Manual entry | Ref number, date, amount | Immediate allocation |
| Bank Transfer | Manual or imported | Bank reference, auto-match | Most common import type |
| Card Payment | Manual entry | Card type, ref number | POS terminal receipts |
| 1Voucher | Manual entry | Voucher reference | Supported SA payment method |
| Pay by Bank | Manual or imported | Bank auth code | EFT-linked payments |
| Other | Manual entry | Free-text description | Flexible catch-all category |
Document Management
Secure Digital Filing System
Say goodbye to filing cabinets. Store, organise, and retrieve every document digitally and securely.
Encrypted Cloud Storage
All documents are stored encrypted in the cloud via Supabase Storage. Only authenticated users with the correct permissions can access files.
Instant Retrieval
Search and retrieve any document in seconds. Documents are organised by client, type, and upload date with filters for quick access.
Per-Client Documents
Upload ID copies, death certificates, burial orders, policy contracts, and medical records directly onto each client's profile for instant access during service delivery.
General Document Store
A central document library for company-level files such as templates, supplier agreements, regulatory documents, and internal policies.
Secure Sharing
Share specific documents via secure links without exposing the rest of the system. Links can be time-limited and permission-scoped.
Automated Organisation
Files are automatically categorised and tagged when uploaded, removing the need for manual folder management and ensuring nothing gets lost.
Reports & Analytics
Data-Driven Decisions
Full-featured analytics suite with exportable reports, custom date ranges, and 7 distinct visual modules.
Analytics Engine
7 Deep Analytics Modules
The Reports page is a comprehensive analytics dashboard covering every financial and operational dimension of your funeral home. All charts are interactive and support custom date ranges from 1 month to all time.
- Metric Cards (6 KPIs) — Total Clients, Total Revenue, Total Payments, Avg Revenue/Client, Collection Rate, and Overdue with period-over-period trend indicators.
- Month-over-Month Comparison — Side-by-side comparison of current vs. previous month for revenue, payments, and client count.
- Revenue Chart — Multi-month bar chart with revenue and payment count overlaid.
- Payment Type Breakdown — Donut chart showing revenue split by payment method (Cash, Bank Transfer, Card, 1Voucher, etc.).
- Client Growth Chart — Line chart showing cumulative client portfolio growth and new client additions month by month.
- Collection Overview — Visual indicator of collection efficiency vs. target for the selected period.
- Top Clients Table — Ranked list of clients by revenue contribution, with share percentage and payment count.
- Payment Heatmap — Calendar heatmap showing payment frequency and volume per day across the year.
- Reconciliation Summary — Tabular summary of expected vs. received vs. outstanding per month.
- Export to CSV — Full data export including all metrics, monthly breakdowns, payment types, top clients, and growth data.
- Export to PDF — Formatted PDF report generated client-side using jsPDF with all key sections included.
- Date Range Picker — Custom from/to date selection with preset ranges (last 3 months, 6 months, 1 year, all time).
Total Revenue
R512K
+18.2% vs prev
Total Payments
1,284
+11.5% vs prev
Payment Types
Bank Transfer 45%
Cash 28%
1Voucher 15%
Card 12%
📅 Custom Date Range ⬇ Export CSV 📄 Export PDF
Societies & Group Schemes
Manage Burial Societies
Track group-level policies, member counts, monthly premiums, and revenue from burial societies and employer group schemes.
Society Profiles
Create society records with name, registration number, contact person, address, and status (active, inactive, suspended).
Member Tracking
Track member count per society and see aggregate totals across all societies at a glance.
Premium Management
Set monthly premium amounts per society and automatically calculate expected monthly revenue based on active member counts.
Society Analytics
4 stat cards showing Total Societies, Total Members, Expected Monthly Revenue, and Active Society percentage — updated in real time.
Search & Filter
Search societies by name, registration number, or contact person name. Status badges (active/inactive/suspended) for instant visual identification.
Society Detail View
Drill into any society to see all members, payment history, documents, and a full audit log of changes made to the record.
Funeral Packages
Package & Product Catalogue
Define your service packages — coffin tiers, burial plans, cremation packages — and attach them to clients and policies for consistent pricing.
Package Builder
Create named service packages with descriptions, pricing tiers, and coverage details. Packages can be standard or premium, linked to specific policy types.
Client Assignment
Assign a package to each client at enrolment. Package details are stored on the client profile and reflected in payment expectations and invoicing.
Enterprise Shared Packages
On Enterprise plans, packages can be defined once at the organisation level and shared across all branches — ensuring consistent pricing and service standards.
Custom Forms & e-Signatures
Build, Share & Collect
A full drag-and-drop form builder for creating custom intake forms, consent documents, indemnity forms, and more — all digitally signed and submitted.
Drag-and-Drop Form Builder
Build custom forms visually with a rich set of field types: text, email, phone, date, dropdown, checkbox, radio, textarea, file upload, and signature fields.
Starter Templates
Jump-start form creation with pre-built funeral industry templates — New Client Intake, Indemnity Forms, Beneficiary Declarations, and more.
Public Share Links
Publish any form and share a unique public link (e.g. /f/token). Clients can fill and submit forms online without needing an account.
e-Signatures
Signature fields allow clients to draw their digital signature on submitted forms — creating legally valid electronic signature capture for consent and authorisation documents.
Submission Management
View all submissions per form in a dedicated Submissions dashboard. Drill into any individual submission to see all field responses, the signature, and metadata.
Version Control
Forms are versioned automatically. Each time you publish an update, the version number increments — ensuring you can track when changes were made.
Notifications & Communications
Stay Informed & Connected
Built-in notification centre plus direct client communication via SMS and WhatsApp.
In-App Notification Centre
Real-time in-app notifications for important events — payment received, client added, overdue alerts, document uploads, and system messages. Notifications are categorised as success, warning, error, or info.
Mark Read / Delete
Mark individual notifications as read, or mark all unread at once. Delete unwanted notifications. Unread count badge displayed in the navigation sidebar.
Notification Preferences
Configure which event types trigger notifications — e.g. opt out of payment reminders or turn off society updates — stored per user account.
WhatsApp Messaging
Send WhatsApp messages directly to individual clients or bulk-selected groups from within the platform. Clients must have WhatsApp opt-in enabled on their profile.
SMS Notifications
Send SMS payment reminders, overdue alerts, and custom messages to clients. Bulk SMS from the Clients or Missed Payments page to multiple recipients simultaneously.
Notification History
A complete historical log of all notifications ever sent or received — searchable and filterable by type and date, perfect for audit and compliance purposes.
Enterprise Features
Manage Multiple Branches
Run a funeral home group? Enterprise mode lets you oversee all branches, shared packages, performance goals, and branding from one central organisation dashboard.
Enterprise Dashboard
Multi-Branch Command Centre
Enterprise mode activates when you subscribe to Enterprise Lite or Enterprise Pro. The organisation owner gains access to a separate Enterprise Dashboard that aggregates data from all registered branches.
- Enterprise Dashboard — Overview of total branches, active branches, total clients, total revenue, revenue change MoM, client change MoM, top performer branch, total overdue, and total collection rate.
- Branch Management — Create, activate/deactivate, and configure individual branch accounts. Each branch operates as an independent FuneralPro account under your organisation.
- Branch Detail View — Drill into any branch to see its specific client list, payments, staff, and performance metrics.
- Branch Revenue Breakdown — Visual progress bars showing each branch's revenue share as a percentage of total group revenue — with top performer crowned.
- Cross-Branch Client Search — Search for a client across all branches simultaneously from the enterprise dashboard.
- Shared Packages — Define funeral service packages at the organisation level and push them to all branches, ensuring pricing consistency.
- Goals & Leaderboard — Set monthly or quarterly revenue targets per branch and track performance on a real-time leaderboard with ranking.
- Branch Analytics — Cross-branch analytics comparing revenue trends, client growth, collection rates, and overdue levels side by side.
- Organisation Settings — Configure organisation-level preferences, billing details, and user access policies.
- White-Label Branding (Enterprise Pro only) — Replace FuneralPro branding with your own company logo, brand colours, and company name. Remove all "Powered by FuneralPro" attribution.
Branch Revenue Breakdown
👑 Johannesburg HQ R284,000 · 42%
Cape Town Branch R198,000 · 29%
Durban Branch R134,000 · 20%
Pretoria Branch R62,000 · 9%
Cross-branch client search active
Enterprise
Field Agent Module
Empower Your Sales Force
A fully separate agent experience for field staff and brokers — with their own dashboard, commission tracking, recruit management, and performance reporting.
Agent Dashboard
Each field agent logs in and sees their own personalised dashboard showing their KPIs — number of recruits, active clients, commissions earned, and current month performance vs. target.
Recruit Management
Agents manage their own list of recruited clients. They can view recruit profiles, track payment status, and see which recruits have lapsed or gone inactive.
Commission Tracking
Agents see a full breakdown of commissions earned per recruit and per period. Commissions are calculated based on payment receipts linked to their recruited clients.
Performance Reports
Agents access their own performance report showing month-by-month recruit growth, payment collection from their book, and commission history.
Leads Management
Agents can log and track prospective leads — recording contact details, follow-up dates, and conversion status as leads move from prospect to active recruit.
Agent Profile
Each agent maintains a profile with personal details, bank account info for commission payouts, and notification preferences — all editable by the agent themselves.
Admin: Field Agent Oversight
Admins and business owners access a dedicated Field Agents management page to oversee all agents registered in the system.
→View all registered field agents and their status
→Drill into individual agent performance reports
→See how many clients each agent has recruited
→Track commission payouts owed per agent
→Monitor agent collection performance vs. targets
→Access user-level business reports for each agent account
User Roles & Permissions
Three Distinct User Experiences
FuneralPro enforces role-based access control so every user sees only what is relevant to them.
Business Owner / Staff
The primary user role for funeral home operators. Full access to all business management features within their subscription tier.
Full client management (CRUD)
Complete payment tracking & imports
Document management
Reports & analytics
Societies & packages
Forms & notifications
Settings & subscription management
Enterprise features (if subscribed)
Field Agent
A restricted role for commissioned sales agents who operate in the field recruiting new clients.
Agent-only dashboard (separate from business)
Own recruit list & client profiles
Commission visibility for their book
Lead tracking & pipeline
Personal profile & bank details
Performance reports (own data only)
❌ Blocked from client/payment/admin pages
System Administrator
A superuser role for FuneralPro platform administrators managing the SaaS platform itself.
Full access to all user accounts
View all businesses & subscriptions
Support ticket management
User business reports for any account
Agent performance oversight (all agents)
Platform integrations management
Override subscription restrictions
Settings & Account Management
Full Account Control
Manage your organisation's profile, subscription, billing, and platform settings all in one place.
Business Settings
Update your funeral home's name, logo, contact information, banking details, and operational preferences. These details appear on invoices and client communications.
Subscription Management
View current plan, subscription status, billing cycle, and remaining trial days. Upgrade from Pro to Enterprise Lite or Enterprise Pro with one click. Manage payment method and billing history.
Authentication
Secure email/password authentication powered by Supabase Auth. Supports email verification, password reset flows, and session management across devices.
White-Label (Enterprise Pro)
Upload a custom logo, set primary and accent brand colours, and enter your company name to fully replace FuneralPro branding with your own — delivered via the WhiteLabelContext across the entire UI.
Integrations
Admin-managed integration settings for connecting FuneralPro with third-party services such as payment gateways, SMS providers, WhatsApp Business API, and accounting tools.
Onboarding System
First-time users are guided through a step-by-step onboarding checklist and interactive tour that highlights key features. Progress is tracked until all setup steps are complete.
Technology & Security
Built on Enterprise-Grade Infrastructure
A modern, secure, and scalable stack designed to keep your data safe and the platform fast.
🖥️ Frontend Stack
⚛️ React 18 ⚡ Vite 🔷 TypeScript 🎨 TailwindCSS 🧩 shadcn/ui 🔄 React Query 🗺️ React Router v6 📊 Recharts 📄 jsPDF 📅 date-fns
🗄️ Backend & Infrastructure
🟢 Supabase 🐘 PostgreSQL 🔐 Row-Level Security 🔑 Supabase Auth 📦 Supabase Storage ⚡ Supabase Realtime 🌐 Edge Functions 🔒 SSL/TLS
Row-Level Security
All database tables are protected with Supabase RLS policies. Users can only read and write data belonging to their own account.
Auth & Sessions
JWT-based authentication with automatic token refresh, email verification, secure password reset, and multi-device session management.
Data Encryption
Data is encrypted at rest and in transit. All file uploads use encrypted Supabase Storage buckets with access controlled by RLS policies.
Automated Backups
Supabase provides daily automated database backups with point-in-time recovery, ensuring your client and financial data is never at risk of permanent loss.
Pricing
Simple, Transparent Pricing
Choose the plan that fits your funeral home's size and ambition.
⭐ Most Popular
Pro
R750 /month
Perfect for single-location funeral homes — unlimited clients, unlimited users, all core features.
- Unlimited users
- Unlimited clients
- Single location
- Full client management
- Payment tracking & imports
- Document storage
- Reports & analytics
- Custom forms & e-signatures
- Societies & packages
- Notifications (SMS + WhatsApp)
- Field agent module
- 14-day free trial
Enterprise Lite
R750 /month + R250/branch
Ideal for multi-location funeral homes operating under one brand. Base price covers the main branch.
- Everything in Pro
- Multi-branch management
- R250/month per additional branch
- Enterprise dashboard
- Branch analytics & comparison
- Shared packages across branches
- Goals & leaderboard
- Cross-branch client search
- Priority support
👑 Premium
Enterprise Pro
R1,149 /month
Full enterprise suite with white-label branding for groups who want a fully branded platform experience.
- Everything in Enterprise Lite
- Unlimited branches included
- White-label branding
- Custom logo & brand colours
- Remove "Powered by FuneralPro"
- Advanced enterprise analytics
- Dedicated account manager
- Priority & escalated support
Support & Resources
Help When You Need It
FuneralPro provides multiple support channels and self-service resources to ensure your team is always up and running.
Help Centre
A searchable knowledge base with step-by-step guides, how-to articles, video tutorials, and answers to frequently asked questions accessible at /help.
Training & Documentation
Dedicated training resources and product documentation available at /training to get your team onboarded quickly and ensure effective usage of all features.
Contact & Support Tickets
Raise support requests directly via the in-app Support page or Contact form. Tickets are routed to the admin support dashboard for resolution.
FAQ
A comprehensive FAQ page covering billing, account management, data security, payment processing, and feature usage — updated regularly with common questions.
Complete Feature Index
Every Feature, Every Module
A comprehensive table of all FuneralPro features, organised by module.
| Module | Feature | Description | Available On |
|---|---|---|---|
| Dashboard | 6 KPI Cards | Real-time metrics with MoM trend indicators | All plans |
| Dashboard | Revenue Chart | Monthly revenue bar chart for last 6 months | All plans |
| Dashboard | Collection Overview | Visual donut of collected vs. outstanding | All plans |
| Dashboard | Client Growth Chart | Cumulative + new clients per month | All plans |
| Dashboard | Top Clients Table | Ranked list by revenue for the period | All plans |
| Dashboard | Upcoming Payments Widget | Premiums due in next 7 days | All plans |
| Dashboard | Unallocated Payments Widget | Alert for unmatched imported payments | All plans |
| Dashboard | Recent Activity Feed | Last 5 actions taken in the system | All plans |
| Clients | Client Directory | Searchable, paginated table with filters | All plans |
| Clients | Client Profiles | Full intake including ID, policy, contacts | All plans |
| Clients | Beneficiary Management | Multiple beneficiaries per client | All plans |
| Clients | Smart CSV Import | Bulk import with intelligent field mapping | All plans |
| Clients | Bulk Messaging | Select multiple clients and send SMS/WhatsApp | All plans |
| Payments | Payment Recording | Manual entry with type, date, reference | All plans |
| Payments | Bank Statement Import | CSV upload with auto-matching engine | All plans |
| Payments | Unallocated Payments View | Review and manually assign unmatched payments | All plans |
| Payments | Upcoming Payments View | Premiums due in next 7–30 days | All plans |
| Payments | Missed Payments View | Overdue list with bulk reminder capability | All plans |
| Payments | Payment Calendar | Visual monthly premium calendar | All plans |
| Payments | Reconciliation | Month-end expected vs. received summary | All plans |
| Payments | Invoice Generator | PDF invoice per payment, downloadable | All plans |
| Documents | Encrypted Storage | Cloud-stored, RLS-protected file storage | All plans |
| Documents | Per-Client Documents | Upload files directly to client profiles | All plans |
| Documents | General Document Library | Company-level document store | All plans |
| Reports | 7 Analytics Modules | Full analytics suite with date-range picker | All plans |
| Reports | CSV Export | Download full report data as CSV | All plans |
| Reports | PDF Export | Generate formatted PDF analytics report | All plans |
| Societies | Society Profiles | Group burial scheme management | All plans |
| Societies | Member Tracking | Per-society member count and revenue | All plans |
| Packages | Package Builder | Define funeral service packages with pricing | All plans |
| Packages | Shared Packages | Organisation-level packages for all branches | Enterprise |
| Forms | Form Builder | Drag-and-drop custom form creation | All plans |
| Forms | Starter Templates | Pre-built funeral industry form templates | All plans |
| Forms | Public Share Links | Shareable links for client-facing forms | All plans |
| Forms | e-Signatures | Digital signature capture on form submissions | All plans |
| Forms | Submission Management | View all form responses and signatures | All plans |
| Notifications | In-App Notification Centre | Real-time alerts with read/delete management | All plans |
| Notifications | SMS Messaging | Send SMS to individual or bulk clients | All plans |
| Notifications | WhatsApp Messaging | Send WhatsApp to opted-in clients | All plans |
| Agents | Agent Dashboard | Separate agent-specific KPI dashboard | All plans |
| Agents | Commission Tracking | Per-agent commission calculation and history | All plans |
| Agents | Leads Management | Pipeline tracking for prospective clients | All plans |
| Enterprise | Multi-Branch Management | Create and manage multiple branch accounts | Enterprise |
| Enterprise | Cross-Branch Analytics | Compare performance across all branches | Enterprise |
| Enterprise | Goals & Leaderboard | Set targets and track branch rankings | Enterprise |
| Enterprise | Cross-Branch Client Search | Find clients across all branches at once | Enterprise |
| Enterprise | White-Label Branding | Custom logo, colours, remove attribution | Enterprise Pro |
| Settings | Business Profile | Logo, name, contact, banking details | All plans |
| Settings | Subscription Management | Plan upgrades, billing, trial tracking | All plans |
| Settings | Integrations | Third-party service connections (admin) | All plans |