PlotBox

Map-based cemetery, crematoria and funeral home management

About PlotBox

PlotBox is a cloud-based operations management solution built specifically for deployment by cemeteries, crematoria and funeral homes. Priced across scalable packages that comprise a suite of variable feature sets, PlotBox caters to SMB's and Enterprises alike with system access for three to an unlimited quantity of users. From here, PlotBox claims to uniquely integrate the previously separate functions of software and mapping to link plot records with the facility's physical, geographic sites. Users can intuitively ascertain inventory status, availability, plot stock and capacity at-a-glance, while customized reporting tools allow for filtered chart visualizations of deceased record data, sales and more. Other key main system modules include document and contract management, booking scheduling for arranging memorials, work order management, sales CRM and also public portal support. Cemeteries are able to make records available to PlotBox's public-facing website for the purposes of genealogy search and family history tracing services etc.

In addition, PlotBox App for iOS and iPad devices provides native tablet access to five feature modules. These include deceased records and plot searches for finding grave locations or deed owners, link plotting for mapping data to cemetery locations, plus the creation of wholly new plots. An additional risk assessment module also supports the inspection of cemetery headstones and surveying areas of conditional concern. When Wi-Fi connection is compromised, these app modules can be made to function "offline" by caching the required information and syncing back to PlotBox once online.

Pricing starting from:

N/A

  • Free Trial
  • Subscription

Key benefits of PlotBox

  • PlotBox is cloud-based death care management software that provides cemetery sites and crematoriums with a solution that tightly integrates burial plot record keeping with verified geographical location mapping, claiming a unique mapping technology boasting speed and accuracy.

  • Records, deeds, plot and contracts management features place emphasis on the centralized adding, editing, deleting and viewing of data and those associated as related, while those records can be interactively linked more accurately to actual geological cemetery maps.

  • Scalable monthly pricing packages for Small, Pro and Enterprise operations are tiered by amount of system users (3, 10-unlimited) with an additional option for real time integration of an existing record management software with PlotBox's mapping capabilities only.

  • Standard features include bookings scheduling and a public portal for services access to clients or partners, while advanced modules, available as bolt-ons, add work orders, CRM for sales and documents.

  • Run customizable reports on mapped cemetery data inventory status, availability, plot stock and capacity, with PlotBox able to produce chart visualizations and comparisons for stock control and financials such as sales figures etc that can be filtered, printed and downloaded for sharing.
  • Devices

    Business size

    S M L

    Markets

    United States, Canada

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Trial
    • Subscription

    Images

    PlotBox displays deceased records plotted within the cemetery map view detailing designated burial plots
    Records can also be displayed within a list view, organized by family name and searchable across multiple sites and facilities
    Users can view financial summaries and agenda lists for the day's events, plus those requiring completion before being confirmed
    PlotBox on an iMac, detailing deceased records plotted on the actual cemetery geography
    Cloud-based for 24/7 access, the software is also supported by the PlotBox App for native deployment on iPad tablet devices
    Centralized records management is mapped to allow users view with one click who owns the selected plot and who is buried in the plot, plus any other related records
    Cemetery mapping technology allows records to be interactively linked and plotted to geographical cemetery site maps
    Contract management module showing the five various stages for defining the contract, providing a summary with options for saving as draft or saving as an approved contract
    PlotBox accounting features include the ability to accept online payment of invoices via credit card
    Customized reporting capabilities allows for the creation of data visualizations such as pie charts, bar graphs or line graphs for deceased records etc
    View 11 more
    PlotBox video
    PlotBox video
    PlotBox screenshot: PlotBox displays deceased records plotted within the cemetery map view detailing designated burial plots PlotBox screenshot: Records can also be displayed within a list view, organized by family name and searchable across multiple sites and facilities PlotBox screenshot: Users can view financial summaries and agenda lists for the day's events, plus those requiring completion before being confirmed PlotBox screenshot: PlotBox on an iMac, detailing deceased records plotted on the actual cemetery geography PlotBox screenshot: Cloud-based for 24/7 access, the software is also supported by the PlotBox App for native deployment on iPad tablet devices PlotBox screenshot: Centralized records management is mapped to allow users view with one click who owns the selected plot and who is buried in the plot, plus any other related records PlotBox screenshot: Cemetery mapping technology allows records to be interactively linked and plotted to geographical cemetery site maps PlotBox screenshot: Contract management module showing the five various stages for defining the contract, providing a summary with options for saving as draft or saving as an approved contract PlotBox screenshot: PlotBox accounting features include the ability to accept online payment of invoices via credit card PlotBox screenshot: Customized reporting capabilities allows for the creation of data visualizations such as pie charts, bar graphs or line graphs for deceased records etc

    Features

    Total features of PlotBox: 29

    • Accounting Integration
    • Availability Indicator
    • Billing & Invoicing
    • Booking Management
    • CRM Integration
    • Charting
    • Commission Calculations
    • Commission Management
    • Contract Management
    • Customizable Reporting
    • Data Migration
    • Data Visualization
    • Electronic Payments
    • Electronic Signature Capture
    • Financial Analysis
    • Geographic Maps
    • Inventory Management
    • Mobile Integration
    • Multi-Location
    • Offline Access
    • Profit / Loss Statement
    • Profitability Analysis
    • QuickBooks Integration
    • Receipt Management
    • Records Management
    • Risk Assessment
    • Sales Reporting
    • Search Functionality
    • Self Service Portal

    Alternatives

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    TerraPro

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    OpusXi

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    Osiris

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    Reviews

    Overall rating

    4,7 /5
    (22)
    Value for Money
    4,7/5
    Features
    4,7/5
    Ease of Use
    4,7/5
    Customer Support
    5/5

    Already have PlotBox?

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    Write a Review!
    Showing 5 reviews of 22
    David M.
    Overall rating
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    It's incredible what this team has put together on one, cloud based, cemetery software...

    Reviewed on 2017/06/23

    Incredible time saver! Less time meeting with families, recording records, researching historical...

    Incredible time saver! Less time meeting with families, recording records, researching historical information. In short... makes our job so much easier... and saves money.

    Pros

    *Mapping: Unlike any other mapping on the market. Uses your REAL aerial photo to use for mapping. Makes it so much easier for customers to find graves.

    *Document retention: Scan/attached relevant current and historical documentation to any transaction, burial, deed, or transfer record. Never go looking for it again. It's always attached for a quick review or question.

    *Cloud Based: PlotBox team handles all updates, backups, and IT. I'm a cemetery professional not an IT professional. Also, I can jump on PlotBox from home and assist staff that is in the office working with a family should they need my assistance.

    *Deed History: When plot transfers happen, PlotBox tracks all previous transactions and links them all together for a full view of the history of each plot (with all documentation) at your finger tips.

    *Permits: I can track all work being done in my cemetery from our own work, to all work done by outside contractors, and outside memorial companies. If a question arrises later, we have all documents, authorizations, and memorial spec drawings, all in one place for review at any time in the future.

    *Images: PlotBox allows you to attach images to plot records, interment records, etc., so you have a complete view of what is out on the grave, crypt, or niche, without leaving the office!

    *Aggregation of information: Bringing it all together.. Open up a decedent record and - BOOM there is everything related to that burial - linked and accessible!

    Cons

    Some minor features are still being cleaned up; however, the PlotBox team is constantly improving and upgrading the product. They take feedback well and institute fixes in a timely manner when a glitch is uncovered, which is rare.

    Response from Plotbox

    Dave, thank you for your review. It has been an absolute pleasure to be your technology partner for Park View Cemetery. We love the ideas - keep them coming!

    Ryan N.
    Overall rating
    • Industry: Individual & Family Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Highly Recommended

    Reviewed on 2020/02/06

    Pros

    What I enjoy most about Plotbox is the amount of time that it saves our staff. Our previous system was bare bones 1980's software that would only allow us to look up basic info like name, date of burial and location so for us it was like upgrading from a flip phone to an iPhone. The amount of data that you can upload is so helpful, vital deceased info, biographical info, photos, monument photos, notes etc. Having the locations linked on the cemetery map is a big plus when it comes to giving directions to a grave or trying to find it yourself. After implementing Plotbox we make less trips to our file room because most of the info we need to answer simple questions can be accessed through the software. It has streamlined every aspect of our operation from contracts to booking burials to completing burials to bookkeeping in one easy to use system. We have been using Plotbox for about 3-4 years at this point and still aren't even using all of the features that it has which I think is a testament to how much it can do and has to offer.

    Cons

    There are bugs that occasionally arise but with the built in chat function you can bring it to their attention immediately and they are quick to respond. They are very thorough with their follow up and don't rest until the issue is fixed and you are satisfied.

    Juan carlos O.
    Overall rating
    • Industry: Government Administration
    • Company size: 1 001-5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    PlotBox Cemetery Management software review

    Reviewed on 2019/12/24

    Overall this is system is a major improvement from our previous software in its functionality and...

    Overall this is system is a major improvement from our previous software in its functionality and ease of use. We are still early in our use of the system and working out some kinks but the Plotbox team is responsive to our requests and actively working to fix issues. We have had to change some of our processes but overall it hasn’t created unmanageable change in our operations. We are looking forward to further integrating the software into operations.

    Pros

    • Plotbox has allowed us to digitize many of our previously handwritten processes, reducing the need for multiple points of data entry and reducing the chance for error.
    • The modules are fairly easy to use to quickly find information about a plot or burial. Information is easy to update and add to.
    • The creation of contracts and deeds by the software is quick and simple.
    • Cloud based software allows cemetery coordinators to complete sales at our remote cemeteries.
    • The mapping module is robust and easy to use. It provides a good overview of the cemeteries.

    Cons

    • Some of the processes can be confusing and cumbersome. Having a central point to enter all relevant burial or plot sale information would be ideal, rather than having to enter different pieces of information in multiple modules.
    • Our previous system was able to capture just the year, month or day, because Plotbox doesn’t allow this we lost a lot of important digital information that will have to be recreated and altered.
    • There are a lot of unused fields, making it easy to miss necessary fields we use in the clutter. A streamlined version would be ideal.

    Sylvia R.
    Overall rating
    • Industry: Religious Institutions
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Making it Easier

    Reviewed on 2020/03/11

    I love being able to pull up a preneed contract immediately when you type in the owner name. In ...

    I love being able to pull up a preneed contract immediately when you type in the owner name. In software we used before, we had to go to the vault to find index cards to locate information. I also enjoy being able to review the reports at the end of the month. Easier to manage the items that are being sold, review the sales agent contributions and overall sales reports in general. Much easier to review!
    Our cemetery is 300 acres and Plotbox's mapping makes it easier to find a grave before you leave the office! You already have an idea where you need to go. Overall we made a great switch over to Plotbox.

    Pros

    The use of this software makes easier to meet with a customer in an office and literally select a location for the map, start the paperwork for signing and contract for purchase all in your office. Our employees enjoy being able to expedite the process. The software we used before was very dated and this change make a huge difference for them. The help desk is very friendly and very patient when you need help.

    Cons

    Like any software transition, it does requires patience to get through the training and the changes. Not knowing where to find the information you need. The concerns always start at the beginning but eventually soar into becoming second nature once using the program.

    Tracey J.
    Overall rating
    • Industry: Environmental Services
    • Company size: 201-500 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Burial administration for the 21st century

    Reviewed on 2019/12/18

    Overall we have found the experience with Plotbox to be exceptional, from the set up to the go live...

    Overall we have found the experience with Plotbox to be exceptional, from the set up to the go live system that we now have in place. As an organisation we are amazed at how the system has transformed the way we work and the service we can now provide to our customers, we cannot fault Plotbox and would recommend it to anyone thinking of either starting a new burial admin system or to someone switching from a current system.

    Pros

    Burial records, pictures and locations of graves at your fingertips, even when you are not in the office environment. A product that can be shared with our cemetery users, such as customers for mapping and funeral directors for diary access. A great online support package from Plotbox means queries are answered instantly. The support provided during the set up process was excellent. The efficiency of the system has meant the time we used to take to complete a process as been halved and therefore we are able to provide a more streamline service to our customers.

    Cons

    We have had no problems with the software at all. You of course get teething problems with any new system but these are always rectified as soon as they can be by Plotbox. Most of the teething problems were with data that we supplied so not a Plotbox issue.

    Showing 5 reviews of 22 Read all reviews

    PlotBox FAQs

    Below are some frequently asked questions for PlotBox.

    PlotBox offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    BASIC (3+ Users) – Request quote via website PRO (3-10 Users) – Request quote via website ENTERPRISE (Unlimited Users) – Request quote via website MAPPING ONLY (6+ Users) – Request quote via website

    PlotBox offers the following features:

    • Accounting integration
    • Availability indicator
    • Billing & invoicing
    • Booking management
    • Booking schedule
    • CRM integration
    • Charting
    • Commission calculations
    • Commission management
    • Contract management
    • Cremation management
    • Customizable reporting
    • Data migration
    • Data visualization
    • Deeds management
    • Electronic payments
    • Electronic signature capture
    • Financial analysis
    • Funeral ledger
    • Geographic maps
    • Grave search
    • Image storage
    • Inventory management
    • Lot management
    • Lot mapping
    • Mapping module
    • Memorials management
    • Merchandising
    • Mobile integration
    • Multi-location
    • Offline access
    • Plot management
    • Pre-need management
    • Profit / loss statement
    • Profitability analysis
    • QuickBooks integration
    • Receipt management
    • Records management
    • Risk assessment
    • Sales reporting
    • Search functionality
    • Self service portal
    • Supports views

    PlotBox has the following typical customers:

    Small Business, Public Administrations, Mid Size Business

    PlotBox supports the following languages:

    English

    PlotBox supports the following devices:

    iPad

    PlotBox integrates with the following applications:

    QuickBooks Online Advanced

    PlotBox offers the following support options:

    Phone Support, Online Support

    Related categories

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