Legacy Registry brings the guest registry, follow-up, booking, chat, aftercare, and a full CRM into one dignified system, so nothing falls through the cracks and every family is cared for.
The heart of the platform. Replace the paper book with a clean, respectful digital sign-in.
Guests scan a code, tap a card, or use an iPad at the door. Fast, simple, and dignified. No line, no clipboard.
Every registry carries your funeral home name and look. Families see your brand, not ours.
Set up each service in minutes. Every guest is tied to the right family and the right memorial.
Name, email, phone, address, and relationship captured accurately every time, ready to work for you.
The difference between a name on a page and a family who preplans is the follow-up. We automate it.
Thoughtful campaigns reach every guest on your behalf, keeping your home top of mind for the moment they need you.
New inquiries get an instant, caring reply so no family ever waits and no opportunity goes cold.
Route at-need requests to your directors and preneed questions to the right person, live agents and automated answers together.
Invite happy families to leave reviews automatically, building the reputation that earns the next family's trust.
Know exactly where every family stands, and make it effortless to say yes to preplanning.
See every opportunity from first sign-in to signed plan. Focus your energy on the families closest to ready.
24/7 self-scheduling for preneed and at-need, with automatic confirmations and reminders that cut no-shows.
When a family is ready, take payment right inside Legacy Registry. No handoffs, no friction.
Grief letters, aftercare surveys, and check-ins that continue the relationship long after the service.
Everything below is included, in one platform, owned by you.
| Feature | What it replaces | Included |
|---|---|---|
| CRM and pipeline management | Standalone CRM | Yes |
| Unlimited funnels and landing pages | Funnel builder | Yes |
| Website builder | Site host | Yes |
| Surveys and forms | Form tool | Yes |
| Email marketing | Email platform | Yes |
| Two-way SMS marketing | Texting service | Yes |
| Booking and appointments | Scheduler | Yes |
| Workflow automations | Automation tool | Yes |
| Call tracking | Call analytics | Yes |
| Reputation management | Review software | Yes |
| Reporting and analytics | Dashboards | Yes |
We will walk you through Legacy Registry and show you the preneed opportunities hiding in the families you already serve.
Request a Demo