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Built for the independent funeral industry

The system that understands what it is you do

DeparturePilot is purpose-built for independent funeral providers — not a generic CRM bolted on. Every funeral is managed as a Flow, from first call through to registration and closure, with a family portal, digital documents, and compliance paperwork built in from the start.

Active Flows 3 in progress
DP-2606-007 In Care
Margaret Joan Whitfield
Collected 2 Jun Service 9 Jun
✓ ATR signed ✓ Details received Booklet pending
DP-2606-008 At Need
Robert Francis Daly
First call today
ATR outstanding Awaiting details
Family Portal
Whitfield family — 2 tasks remaining
Active
7
Status stages
1
Link per family
Paper forms replaced
0
Logins for families
AU
Built here, for here
Why we're building this

Running an independent funeral service in Queensland, the gap in the market became clear pretty quickly. Accounting software is well covered. Everything else — the paperwork, the family communication, the regulatory requirements, the sheer human weight of it — was patched together from tools that weren't built for any of it. And as we added this and that, costs started to increase.

So we built our own. DeparturePilot started as an internal system designed to keep our business lean, efficient, and focused on families rather than administration. By reducing the hours spent on repetitive tasks, paperwork, and double-handling of information, we can continue providing the personalised service we're known for while keeping our fees affordable. What began as a practical solution for our own business grew into something worth sharing. Today, every funeral flows through this single platform with family communication, digital forms, document management, and compliance paperwork specific to Australian requirements built right in.

Before opening it up more widely, we want to make sure it actually fits how independent operators work — not just how we do. If you're running your own practice, we'd love to hear from you.

Ulls Founder, DeparturePilot  ·  REST FUNERALS
What's inside

Everything a Flow needs,
nothing it doesn't

Dashboard from first call to closed

A kanban-style board tracks every Flow through its full lifecycle. Status, storage, collection, disposal — all in one view, with a complete audit trail behind each move.

A private portal for every family

One link gives families access to submit personal details, sign authority documents, upload photos, make decisions, and track the Flow — no login, no app, no friction.

Compliance documents, digitally

Authority to Release, permission to cremate, BDM personal details, even pre plan contracts — generated as PDFs with digital signature capture. No printing, no scanning, no chasing.

Scheduling and bookings

Log collection times, burial and cremation bookings, service details, and cemetery or crematorium records — all attached to the Flow they belong to.

Task management

Assign tasks to staff, set deadlines, and track what's done across every open Flow. Custom tasks sit alongside built-in workflow steps so nothing slips through.

Multi-tenant, built for independence

Each funeral provider gets its own isolated environment, its own Flow references, its own staff accounts. Built from the ground up for operators who run their own show.

Email threads that stay organised

Every email sent and every reply stays attached to the Flow in a single chronological thread. See the full conversation history at a glance, without searching through inboxes.

SMS notifications that matter

Flow uses SMS sparingly, but purposefully. Receive an instant on-call alert for new online death notifications, and send one-click reminders after important emails to help families see them sooner.

Your way at your fingertips

Every member of the team has access to DeparturePilot user guide, while Admins can build an unlimited library of procedures, manuals, and policies. Organise content your way and control who can see what.

The flow

From first contact to registration

1

First call logged

Open a new case in seconds — name, status, notes. A unique Flow reference is generated automatically for your practice.

2

Family portal sent

One link goes to the family. They complete personal details, upload photos, and sign authority documents — at their pace, from any device.

3

Documents generated

ATR and compliance paperwork is created as a signed PDF as soon as the family completes their part. No printing, no chasing.

4

Case closed & filed

Mark the Flow closed with a full audit trail intact — every action, every document, every status change, timestamped.

NATIVE INTEGRATION

Built to work with Xero and Zoho Books... from the start!

Most software treats accounting as an afterthought...

Unlike add-on modules and third-party connectors, DeparturePilot's accounting integrations are built into the platform from the ground up. Whether you use Xero or Zoho Books, contacts, invoices and financial data flow seamlessly between systems without duplicate data entry, manual exports or fragile workarounds. The result is less administration, fewer errors, and more time spent supporting families.

Xero Zoho Books
Early access

Be one of the first to use it

DeparturePilot is in active development, built on real funeral workflows. We're opening access to a small number of independent operators before a wider release. If you're interested, get in touch and we'll be in contact.

No sales pitch. No lock-in. Just a conversation about whether it fits how you work.

Express interest

Leave your details and we'll reach out when we're ready to bring on new funeral providers.

Thanks — we'll be in touch.

In the mean time, feel free to complete this survey and have your say in how DeparturePilot develops.