Switching is the easy part.
We do it for you.
Whatever you run your funeral home on today, we migrate your data for free, connect your accounting software and train your team. Fully live in two weeks, with a 60-day money-back guarantee.
Works with the tools you already use
QuickBooks
Xero
Google Calendar
OutlookQuickBooksXeroGoogle CalendarOutlookPick your current system
A straight comparison for each switch.
Every guide has a ten-point head-to-head scorecard, exactly what we migrate, how we get the data out, and the two-week timeline.
Switch from Obit
Cloud-based and used across Ireland and the UK. No eSignatures, no online payments, no Xero. See the scorecard and how we take the export without downtime.
Read the guide Seker eFD→EverlyProSwitch from Seker eFD
eFD Lite, Premium or Enterprise. Same process either way: export, map, verify, go live. Signatures and AI built in on the other side.
Read the guide Eulogica→EverlyProSwitch from Eulogica
Installed on an office PC or on Eulogica Cloud. We help you take a full export and bring decades of records into the browser.
Read the guide FuneralManager→EverlyProSwitch from FuneralManager
Thirty years of records are common. We migrate all of it and connect Xero, QuickBooks or Sage so accounting never skips a beat.
Read the guide Paper and Excel→EverlyProSwitch from Spreadsheets and Paper
Excel, Google Sheets, Word templates and paper files. Send them as they are and we do the clean-up and mapping.
Read the guide Something else→EverlyProAnother system, or a mix
We have migrated funeral homes from bespoke databases, older desktop systems and combinations of all of the above. Tell us what you run today.
Talk to usSee it, not just read it
Pre-filled. Sent. Signed. Two minutes.
The arrangement form populates from the case. You press send. The family opens a link on their phone and signs. You watch it land in real time, and the signed PDF files itself against the case.
- Every document pre-filled from the case, no re-typing
- Sign in person on a tablet or remotely on any phone
- Legally valid eSignatures across the UK and Ireland
- Signed copies filed automatically. Nothing to scan
Two weeks, start to finish
We handle everything. You just show up.
There is never a day when your team has nowhere to work. Your old system stays readable until you say otherwise.
We migrate everything for you.
- Full export taken from your current system
- Data mapped and loaded into EverlyPro
- Accounting software connected
- Whole team trained
Your team is up and running.
- Cases tracked from first call to final invoice
- Documents generated and signed digitally
- Scheduling coordinated across your staff
Ask how you ever did it the old way.
- Payments, reporting and AI fully active
- Families signing documents remotely
- Your team focused on families, not forms
FAQ
Switching, answered.
Yes. Data migration, onboarding and training are included on every plan. There is no setup fee and no charge based on how many records you have.
Most funeral homes are fully live within two weeks. On day one we import your data and connect your accounting software. By the end of week one your team is tracking cases. By week two payments, documents and AI are all active.
No. Active cases, archived funerals, contacts and financial history all come across, and you verify the import before you go live. Your data stays yours: you can export everything from EverlyPro at any time.
Yes, and we recommend it. Keep read access to your old system while you check the migration. New cases go into EverlyPro from your agreed go-live date, so there is never a day when your team has nowhere to work.
Whatever your current system can give you. CSV, Excel, PDF reports or a database export all work. We handle the mapping and clean-up. You do not need to reformat anything first.
Talk to us. Many funeral homes start onboarding a few weeks before their existing term ends so that day one on EverlyPro is a clean switch. EverlyPro itself is month to month with no minimum term and a 60-day money-back guarantee.
Yes. Data is transferred over encrypted connections, stored in EU data centres and encrypted at rest and in transit using 256-bit encryption. EverlyPro is fully GDPR compliant. Case data is never sold, and it 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.
Ready to make the move?
We'll do the heavy lifting.
Book a 15-minute demo. Tell us what you run today and we will show you exactly how the migration works for your funeral home.