Case Management

Halcyon

Web-based funeral, crematory, pet-crematory, trade, and multi-location/enterprise management software with scheduling, document generation, QuickBooks and DocuSign integrations

crematory and trade managementmulti-location enterpriseAI obituary writer AI-powered

What funeral homes use Halcyon for

case management across funeral home/crematory/pet-crematory/trade accounts
AI-assisted obituary drafting
AI charity-suggestion tool for memorial donations

Research notes

Part of Batesville. Confirm website and case-management fees separately, plus which AI tools are included. Review all obituary drafts.

Before you choose

Ask for a demo using your own workflow.
Confirm total costs, integrations and staff training.
Check privacy, consent and ownership of family data.
Have a person review every AI-generated message or tribute.

Official source checked 2026-10-13

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More Case Management tools

PassareCloud-based all-in-one funeral case management covering arrangements, team collaboration, barcode tracking, eSignatures, financials/payments, and a family Planning Center; 40+ third-party integrations.
GatherAll-in-one funeral platform combining case management, family collaboration, websites, payments, and an AI obituary builder pulling 50+ death-certificate data points.
Osiris SoftwareIndependently owned cloud/web-based funeral, cemetery, and crematory management software with ePay billing, document/eSignature storage, QuickBooks integration, and call-volume-based monthly pricing.
SRS ComputingLegacy desktop/cloud ('9Online') case management (Procession) plus cemetery (InStone), pet cremation (Phoenix Pet), and crematory (Phoenix) modules; e-pay, insurance assignment funding, eSignatures.
MortwareFuneral and cemetery management software (~30 years in market) sold in Core/Accounting/Premium packages with 14+ optional modules (CRM, pre-arrangement, accounts receivable, QuickBooks/Excel export).
Continental ComputersDeveloper of The Director's Assistant (TDA/TDAW), a long-standing funeral management platform with native full-ledger accounting and AI-powered obituary drafting.

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