1.Reliable Case Management

Securely enter and maintain your clients data, contacts, services, purchases and more.

2.Organizational Tools

Document your process via configurable task lists for at need, preneed, inquiry, quote, trade cases and add-on purchases. Record notes, assign tasks as needed or automatically, and store documents all in one place.

3.Secure File Storage

Upload case documents and files into our secure web-based storage, and sign documents electronically.

4.Quick Reports

Quickly and easily create reports and interactive charts and graphs for financials, inventory, sales, clients, and services. Our tabular reports are flexible to fit your business and can be exported to PDF or Excel.

5.Live Inventory Tracking

Use our Product Catalog feature to maintain your list of available products and pricing. Our inventory control feature allows you to enter and track any product you maintain in inventory.

6.Organized Bookkeeping

Generate contracts, invoices and statements with the click of your mouse. Keep track of funding and payments.

7.Pre-Populated Forms

Access to our huge system library of forms is included. Pick the forms you need from the system library and add or remove them to your custom form menu at any time. All of our forms pre-fill with the data you have previously entered and are created with just a couple clicks.

8.Simplified HR Tools

Our employee maintenance features allows you to keep a directory of all your direct and contract employees. Our timesheet entry feature allows for flexible pay periods. Completed timesheets can be emailed to your payroll processor.

9.Customizable Settings

Each funeral home and crematory is unique. Halcyon is built with customization in mind. Areas include data entry fields, forms and reporting output, contract structure, and individualized user access.