“I’d like my daughter to be part of the planning conversation.”
Your number. Your relationships. Your next move.
Pick up.
Connect.
Keep it moving.
Your business phone and preneed CRM, finally together. Call from your own business number, keep the conversation with the lead, and know exactly who to follow up with next.
Choose a local area code for your business number, subject to availability. Your personal number stays yours.
For preneed professionals & funeral-home teams
BUILT FOR YOUR NEXT HELLO
THE PERSON BEHIND THE NUMBEREvelyn Mitchell
Interested in planning ahead.
Prefers a call in the afternoon.
Charon Care
YOUR BUSINESS LINEEM
Evelyn Mitchell
A good conversation starts here.
Explore calling Illustrative preview · no live call✓
Keep the next step close.Review questions · Tomorrow
One place for
the work that matters.
LESS SWITCHING. MORE CONNECTING.
A phone that knows
where you left off.
Go from “I should call them” to a clear next step, all in the same workspace.
Interactive example with fictional details. No calls are placed. Business calling requires number activation and available usage.
QUICK CALL
A familiar name.
A fresh conversation.
EM
Evelyn MitchellExample lead · (801) 555-0144
123456789*0#
CONVERSATION NOTES
The little details.
Right where you need them.
OUTCOME · HAD A CONVERSATION
Evelyn would like to review her planning questions with her daughter before choosing a time to meet.
We agreed I would call tomorrow afternoon.
Keep the history alongside the person, ready for your next call.
YOUR FOLLOW-UP
A promise made.
A next step remembered.
Set the action and date. Your follow-up list keeps it in view.
Find your planFACE TO FACE. EVERY DETAIL CLOSE.
Be in the conversation.
Keep the words, too.
Meet a family by video, capture the conversation with their permission, and come back to a transcript you can review. See how it comes together.
PLANNING WITH EVELYNILLUSTRATIVE PREVIEW
Evelyn · Family
Jordan · You
Share a family link. Meet in your browser.
From voice to a useful record.
- Talk naturally. Audio uploads in 30-second segments while recording.
- Watch the transcript grow. Text appears as each segment finishes processing.
- Review before you act. Check the saved transcript and summary, then choose any suggested follow-ups.
LIVE TRANSCRIPT PREVIEW
SAMPLEThe conversation, captured.
Play this short example to see transcript segments appear.
The first words are the start of a plan.
Press play to see them take shape.
“Of course. I’ll send you the options we discussed so you can look through them together.”
“Let’s speak again on Thursday afternoon after we’ve had a chance to review them.”
Sample only · no camera or microphone access.
See the summary & suggested next steps
EXAMPLE AI DRAFT · REVIEW FIRST
Evelyn wants to include her daughter in planning. You agreed to send the discussed options and reconnect Thursday afternoon.
Choose the suggestions you want to keep:
Nothing selected. Tasks are optional.
Fictional conversation shown at an accelerated pace. Actual transcription follows processing of recorded audio segments; review it for accuracy. Demo selections aren’t saved. Video and transcription require an active account and recording consent.
A LITTLE SPACE BETWEEN WORK AND LIFE
Be reachable.
Keep your number yours.
Put your Charon Care business number on your cards and share it with families. Keep your personal mobile number for the people you choose.
A business identity for every call
When you call through Charon Care, families see your business number instead of your personal number.
Use the phone you already carry
Route business calls to your existing phone. You don’t need a second handset to have a separate business number.
Keep work conversations in view
Review business call history and lead notes in your workspace, so work follow-ups don’t get lost among personal calls.
A clear course for your day
Keep the relationship.
Lose the loose ends.
Charon Care brings your preneed pipeline, contact notes, and daily follow-ups into one place. Spend less time piecing together the story before your next conversation.
Remember the person.
And the details.
Keep contact information, notes, and sales activity together. Pick up the conversation with the context you need.
Contacts & relationship history
Make the next step
easy to see.
Give each prospect a next action and a date. A dedicated follow-up queue helps you see who needs your attention.
Follow-ups & appointments
A little perspective.
A clearer pipeline.
See where conversations stand with preneed stages, recorded activity, and sales goals that keep your work in view.
Pipeline & sales activity
Personal work. Purposeful tools.
Built for the people
families turn to.
Your work starts with a conversation. Your software should help you carry it forward.
From scattered to settled
Start with one
good next step.
- 01
Make yourself at home
Create your account and confirm your profile.
- 02
Add your first prospect
Bring in the details that make a conversation personal.
- 03
Give it a next step
Set an action and a date. Come back knowing where to begin.
A SIMPLE CHOICE FOR YOUR DAY
Find your rhythm.
Choose your fit.
Two monthly plans. One dedicated business number with either choice. Choose your preferred local area code, subject to number availability, and the calling allowance that fits your day.
A few things to know
Good questions.
Clear answers.
What is Charon Care?
Charon Care is a web-based preneed CRM for funeral professionals. It brings prospects, contact details, notes, follow-ups, appointments, and sales activity into one workspace. Funeral-home workflows also support at-need cases and aftercare.
Can I keep my personal number private?
Yes. Share your Charon Care business number with families and place business calls through the workspace. Families see your business number rather than your personal number. Business calls can be routed to your existing phone, so a second handset is not required.
Who is Charon Care for?
Charon Care serves independent preneed professionals and funeral-home teams who want a clear view of their family relationships and the next step for each prospect.
How does it help with preneed follow-ups?
You can give a prospect a next action and follow-up date, record sales activity, and work from a dedicated follow-up queue. Pipeline stages help you see where each conversation stands.
Do I need to set up a business phone number?
No. You can organize contacts and follow-ups before setting up phone service. When you activate calling, you can choose a preferred local area code and select an available business number. Area codes and numbers are subject to availability; usage allowances apply.
Can funeral homes manage at-need cases and aftercare?
Yes. Funeral-home workflows include case records, an at-need board, a shared calendar, staff assignments, and aftercare plans with follow-up steps. Available workflows depend on your workspace and role.
How do I get started?
When registration is available, create an account, confirm your profile, and add your first prospect with a next action and date. Existing customers can sign in to return to their workspace.
Care that carries forward
Be there for the conversation.
We’ll help with the details.
Get started Your relationships. Your next steps. Together.