Axcessa vs Precoa Mobile

Our mobile app provides the operational reporting you love in an easy-to-view format. Get a quick analysis of where your money is, whether it is cash, asset, or expense. This app provides you with key insights you need to make accurate business decisions. Featuring information from everything from the New Car Aged Inventory to Unbooked Deals to Profit Summary Month-to-Date, the Axcessa mobile app is the reporting tool you didn’t know you needed. Easily share reports via text message or email using Axcessa's share screenshot functionality. Axcessa Mobile allows you to set up daily or weekly push notifications for each individual alert type so that you can receive critical updates on the information you care about, when you want it.

Location-Aware Sales Engine Our new lead mapping technology pinpoints sales-ready leads in the same neighborhoods as your existing appointments. Additional appointment opportunities are always one tap of a button away. Action Driven Design We’ve designed Precoa Mobile to emphasize actionable insights, so your preneed team can make the most of every moment in their day. Every preneed sales driver, including today’s appointments, follow-ups, resulting, and home visits nearby, are all available at their fingertips. Every Touchpoint With Every Family Any time contact is made with a family, we have a record of it. With Precoa Mobile, every touchpoint is easily accessible before each appointment, ensuring advance planners understand every step in a family’s journey to preneed. Instant Notifications When the Funeral Planning Center® sets an appointment, our system immediately sends a push notification to your phone, making appointment setting an even more seamless experience. It’s a fully-integrated system.