GHL CRM Setup and Automation
Pipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreFamilies judge a funeral home by how it treats them on the worst day of their lives and in the months after. We build GoHighLevel so every at-need call reaches a person, pre-need inquiries are followed up with patience, and aftercare happens for every family instead of only when staff have time.
Funeral homes that want pre-need inquiries followed up and aftercare families opted into, while every at-need call is still answered by a person.
Inside: a 6-stage pipeline and 6 workflows (Pre-need response, At-need call routing, Planning meeting reminders, Pre-need follow-up, Aftercare, Seminar invites), plus forms, a booking calendar and a review request.
From $297. Install it yourself, have us install it, or have us tailor it with a website.
See the snapshot and optionsPipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreTwo-way syncs, webhooks, n8n flows and Supabase middleware between GHL and the systems you already run.
Learn moreMove from Zenoti, HubSpot, Mindbody, Keap or spreadsheets into GHL without losing data or history.
Learn moreNot if it is designed for the right moments. At-need calls always reach a person. Automation is used where people usually fall short through no fault of their own: remembering every aftercare date, following up pre-need inquiries and sending event reminders. Every message is written with your staff and sent in your name.
We do not recommend it and we do not build it. First calls go to your on-call director or your answering service. GoHighLevel can log the call and create the task, but a family in those first hours speaks with a person.
A family who requests a planning guide gets it right away, then a small number of gentle check-ins offering a planning meeting. Pre-need sales are licensed in many states, so the conversation itself stays with your licensed counselor.
Yes, and they should. Aftercare is opt-in, families can stop at any time with one reply, and remembrance dates are only used when the family has agreed.
Price questions go to your staff, who give the pricing information your obligations require. GoHighLevel does not quote prices on its own; it makes sure the question reaches someone quickly.
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.