Common questions

EverlyPro is funeral management software for independent funeral directors in the UK and Ireland. It runs the whole case from any device: arrangement and documents, eSignatures, invoicing and payments, scheduling, chain of custody, compliance records and accounting sync. Free migration, live in two weeks, 60-day money-back guarantee.

Independent funeral directors in Ireland, England, Scotland and Wales, from a single-branch family firm to a group with several locations. It is not a corporate system cut down to size: it is designed around the way family-run funeral homes actually work.

EverlyPro is a monthly subscription with no minimum term and no setup, migration or training fees. Book a 15-minute demo and we'll give you a price for your firm.

No. Migration, onboarding and training are all free. We take the export from your current system, move your data across, connect your accounting software and train your team at no charge.

Yes, and it costs nothing. We've migrated funeral homes from Obit, Seker eFD, Eulogica, FuneralManager and spreadsheets. Cases, contacts, documents and financial history all come across, and there is never a day without a system to work in.

Most funeral homes are fully live within two weeks. Day one, we import your data and connect your accounting software. Week one, your team is tracking cases. Week two, payments, documents and custody records are all active.

Yes, two ways. Every document fills itself from the case. At the arrangement the family can sign on your tablet in the app, or you send a secure link by email and they sign in their browser on any device, no app, no account. Either way the signed PDF files itself against the case.

Send the invoice with a secure payment link and families pay by card, Apple Pay or Google Pay. Payments taken in person are logged with a tap, and every balance flows straight to your accounting software.

Yes. EverlyPro works on any phone, tablet or computer, so documents can be signed at the arrangement, payments taken on the spot and custody recorded wherever the work happens.

Xero, QuickBooks and Sage for accounting, with invoices, payments and transactions syncing automatically. Stripe, Apple Pay and Google Pay for payments. Google Calendar and Outlook for scheduling, and Excel for exports.

Yes. Manage every location from a single account, with separate reporting, permissions and caseloads per branch.

Yes. Invoice in EUR or GBP, use local terminology and document sets, and stay aligned with the IAFD, NAFD and SAIF codes and the Scottish Code of Practice.

Yes, for first drafts: obituaries, emails and case notes. Nothing goes to a family without you reviewing and approving it, and case data is only processed under GDPR-compliant agreements.

The Scottish Funeral Director Code of Practice, the CMA's price transparency rules and the IAFD's standards are built into how cases are recorded. Care documentation, audit trails, standardised price lists and client account records are produced as you work. As statutory regulation arrives in England and Wales, your records will already be in the shape an inspector expects.

Yes. Every transfer, location and handover of the person in your care is logged with who did it and when, from the moment they come into your care to the moment they leave it. A full custody report for any case can be produced in seconds.

Yes. All data is encrypted at rest and in transit with 256-bit encryption and hosted in EU data centres. Case data is never sold and is only processed by the providers we need to run the service, such as hosting and payments, under GDPR-compliant agreements. Our Privacy Policy lists them.

It stays yours. You can export everything from EverlyPro whenever you like, and there is no minimum term holding you in.

No. EverlyPro is month to month and you can cancel at any time. There's also a 60-day money-back guarantee, so there's no risk in trying it.

Every system handles the basics of case management. EverlyPro's difference is that documents are signed at the arrangement, payments and custody are recorded in the same case, and compliance records are produced as you work, all from a phone. Our switching guides cover what changes when you move from each one.

Full onboarding, team training and ongoing support are included on every plan. You'll hear back from a person who knows the product, not a call centre.