Switching guide · FuneralManager to EverlyPro

Same cases.
Half the admin.

Funeral Manager produces the paperwork. EverlyPro gets it signed on the family's phone, drafts the obituary and syncs with whichever accounts package you use. We migrate you for free and you are live in two weeks.

Free data migration Fully live in two weeks 60-day money-back guarantee

Works with the tools you already use

£0Migration, onboarding and training
2weeksFrom first export to fully live
3+hrsSaved on every case
60daysMoney-back guarantee

Before you start

A fair look at FuneralManager.

Funeral Manager is one of the longest-running funeral director systems in the UK, first developed in the early 1990s and rebuilt as a cloud platform in 2020. It generates paperwork, takes payments through Apple Pay, Google Pay and Open Banking, integrates with Xero, and is priced per funeral with monthly billing. It is a well-regarded system. It does not list eSignatures or AI, and it names only one accounts package. This page shows you, factually, where EverlyPro goes further and exactly what moving involves.

Head to head

EverlyPro vs FuneralManager

10 things that decide how much admin your team carries every week.

EverlyProAll 10 included
10 included
FuneralManager
3 included3 in part4 not referenced
Feature EverlyPro FuneralManager
eSignatures in person or by email and SMSSign on a tablet in the arrangement room or remotely from any phone. No app, no add-on. Included Not referencedNot listed. Paperwork is generated for printing.
AI-written obituaries and death noticesDrafted from the case details in seconds. You approve. Included Not referencedNot listed. Funeral Manager publishes notices; it does not write them.
Accounting sync with QuickBooks, Xero and SageInvoices and payments post automatically. No re-keying. Included In partXero only. No QuickBooks or Sage.
Email and calendar integrationWorks with Outlook and Google. AI drafts the family emails. Included Not referencedNot listed.
Automated Google review requestsAsk families for a review at the right moment, without remembering to. Included Not referencedNot listed.
Designed for mobile, not just accessible on itFirst call, arrangements and signatures from a phone, on the road. Included In partWorks on any internet-connected device. A mobile-designed workflow is not listed.
Free migration, live in two weeks, no lock-inOnboarding and training included. Month to month with a 60-day money-back guarantee. Included In partMonthly billing with no long contract, migration assistance and personalised training are listed. Whether migration is free, and a money-back guarantee, are not.
Chain of custody trackingEvery movement of the deceased logged, timestamped and attributed. Included IncludedDigital mortuary with QR-coded wristbands is listed.
Documents pre-filled from the caseArrangement forms, estimates and authorisations populate themselves. Included Included'Any paperwork at the click of a mouse.'
Online payments with Apple Pay and Google PayPayment links families tap on their phone. Included IncludedApple Pay, Google Pay and Open Banking are listed.

How to read this: "Included" means Funeral Manager lists the feature on its public website. "Via integration" means it is delivered through a separate product or add-on, which may carry its own cost and login. "In part" means a limited version is listed, described in the note. "Not referenced" means the vendor does not mention the feature on its website or in independent software directories as of September 2026. "Not offered" means the vendor confirms it is unavailable. No overall score is calculated. Spotted something out of date? Email info@everlypro.com and we will correct it.

A Tuesday afternoon

Your week on FuneralManager. Your week on EverlyPro.

The same funeral, the same family, a very different afternoon for your team.

With FuneralManager
With EverlyPro
Print the paperwork, sign it, scan it, file it
The family signs on their phone in two minutes
Write each obituary from a blank page
AI drafts it from the case in seconds. You approve it
Re-key invoices if you are on QuickBooks or Sage
QuickBooks, Xero and Sage all sync automatically
Type up family emails and updates by hand
AI drafts family emails from the case. You approve and send

Where EverlyPro stands out

Built by funeral directors. Built to save you hours.

Three differences you will feel in the first month.

01

Signed in the browser, not printed and scanned.

Arrangement forms, estimates and authorisations are pre-filled from the case and sent for eSignature in one click. Families sign on any device. You watch each signature land in real time.

02

The obituary writes itself. You approve it.

Death notices, obituaries and family emails drafted from the case details in seconds, in the phrasing families in the UK and Ireland expect. Then published wherever you publish today.

03

Free migration, whichever accounts package you use.

We move decades of records at no cost and connect QuickBooks, Xero or Sage. EverlyPro is month to month with a 60-day money-back guarantee, so switching carries no risk.

See 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
EverlyPro arrangement form being signed on a tablet, with signed documents filed against the case
Document signed
✉ Sent to family

Included at no cost

Everything comes with you.

You send us the export. We map it, load it and check it with you before anything goes live. Nothing is left behind on the old system unless you want it left there.

  • Your full archive of funerals, however far back
  • Deceased and next-of-kin details
  • Estimates, invoices and payment history
  • Cremation forms and statutory paperwork on file
  • Documents and templates
  • Supplier and contact lists
  • Price lists and service items
  • Users and branch structure

How we get the data out of FuneralManager

Long-standing Funeral Manager customers often have many years of records. We migrate all of it, not just open cases, and the archive stays searchable in EverlyPro. We work from Funeral Manager's export or from reports you can run yourself.

FreeCSVExcelPDF reportsDatabase exportWhatever you have

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.

Today01

We migrate everything for you.

  • Full export taken from Funeral Manager
  • Data mapped and loaded into EverlyPro
  • Xero, QuickBooks or Sage connected
  • Whole team trained
Week 102

Your team is up and running.

  • Cases tracked from first call to final invoice
  • Documents generated and signed digitally
  • Scheduling coordinated across your staff
Week 203

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 from FuneralManager, 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.

Yes. Historical funerals, contacts and financial history are imported alongside your open cases. The archive is searchable in EverlyPro exactly as it was, and you can export it again at any time.

Yes. During onboarding we connect EverlyPro to your existing Xero organisation. Invoices and payments raised in EverlyPro post to Xero automatically. QuickBooks and Sage are supported in the same way.

Whatever Funeral Manager 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 move from FuneralManager?
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.

Free data migration Fully live in two weeks 60-day money-back guarantee

FuneralManager is a trademark of its respective owner. EverlyPro is not affiliated with or endorsed by Funeral Manager. Third-party feature information is based on public sources as of September 2026 and may change.