Precoa Mobile vs Passare Mobile

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.

Why run back to the funeral home every time you need to manage cases? Designed for your on-the-go tasks, Passare Mobile equips you with the tools you need to manage cases, communicate with your team, and maintain meaningful connections with families, no matter where you are. When you add Passare Mobile into your daily work, you’ll benefit from: Business tools to help you tackle any task - Enter vitals and create a new case from wherever you are - Make edits and review case information at a glance - Pin cases you are working on to keep them front and center - Monitor the progress of all tasks, not just case-related ones - Use barcode tracking to keep up with items and decedents in your care Ultimate collaboration with your team and your families - Leave notes on cases to keep details in front of everyone - Tag coworkers on a case when you have questions, requests, or new information - Get instant notifications when you have a new message or update in the app - Reply to questions from families straight from the app with Planning Center messages Real-time data syncs to Passare Pro - Enter information into the mobile app, and it will sync to Passare Pro (no double data entry required!) - Conversations, notes, and comments all transfer from mobile in Passare Pro and Passare’s Planning Center Secure sign-in options to protect your account - Add an extra layer of security to your mobile log-in with two-factor authentication - Make signing in a breeze with facial recognition or mobile passcode (especially on shared devices!) Next time you step away from the funeral home, take Passare Mobile with you and effortlessly manage and update cases while knocking out your tasks. Passare Mobile is free for all Passare users.