Lead Automation for Funeral & Preneed Operations

Funeral Leads In. Clean Data Into Your CRM.

Connect SRS, Halcyon, Passare, Tribute Technology, Frazer, direct mail, and online arrangements directly to GoHighLevel, HubSpot, Salesforce, Pipedrive, or FuneralDecisions. We normalize and route the data automatically—no spreadsheets, no re-typing.

Your Leads Are Scattered

Funeral homes and preneed teams rely on a patchwork of systems that were never designed to talk to each other.

  • !
    Case management data trapped in SRS, Halcyon, Passare, Tribute Tech
  • !
    Preneed direct mail responses keyed in by hand
  • !
    Online arrangement forms living outside the CRM
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    Inconsistent data breaking automations and follow-up workflows
  • !
    Warm preneed interest going cold before anyone calls

We Clean It. We Route It. Automatically.

The Bridge connects your funeral and preneed lead sources to the CRM your team already uses. Data comes in messy. We standardize names, phone numbers, addresses, and household records, then push clean contacts into your CRM in seconds.

  • Case management data synced automatically
  • Direct mail responses captured in real time
  • Clean, consistent CRM records
  • Works with GoHighLevel, HubSpot, Salesforce, Pipedrive & FuneralDecisions
$5MM+
Preneed Opportunities Identified
50+
Funeral Homes & Agencies Served
<5s
Average Sync Time
0
Manual Data Entry

How It Works

Funeral leads in. Clean CRM data out.

1

Connect Your Lead Sources

Link SRS, Halcyon, Passare, direct mail systems, and online forms using our integrations or secure webhooks.

2

We Clean & Normalize

The Bridge standardizes contact data so it matches what your CRM expects—every time.

3

Data Flows to Your CRM

Leads appear instantly in GoHighLevel, HubSpot, Salesforce, Pipedrive, or FuneralDecisions, ready for follow-up.

Everything You Need

Built for funeral home lead automation.

Case Management Sync

Automatically sync contacts and family data from SRS, Halcyon, Passare, and more.

Automatic Data Cleaning

Standardized phone numbers, addresses, households, and name formats.

Multi-CRM Support

Use the CRM your team already knows.

Custom Field Mapping

Full control over how funeral and preneed data flows into your CRM.

Multi-Location Routing

Automatically assign leads to the correct funeral home or market.

Direct Mail Tracking

Capture preneed mail responses without manual entry.

Built for Everyone in Preneed Marketing

Whether you're a single funeral home or an agency managing dozens, The Bridge scales with you.

For Funeral Homes

Capture service attendee interest and turn families into preneed opportunities.

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For Marketing Agencies

One platform for all your funeral home clients. Scale without chaos.

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Stop the Manual Data Entry

See how The Bridge connects your funeral and preneed lead sources to your CRM—automatically.

Book Your Demo