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HelloPhone

CALL RECORDING & TRANSCRIPTION

Every call. Recorded in full. Never truncated.

Generic VoIP systems cap recordings or cut them off mid-conversation. HelloPhone records every call from first ring to final goodbye — and transcribes them automatically so your team can search, review, and learn from every conversation without listening to each one.

  • Complete recordings—never cut off
  • Automatic transcriptions
  • Accessible anywhere, on any device

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CALL TRACKING & ATTRIBUTION

Know exactly which marketing is driving your calls.

Every call your firm receives can be traced back to its source — which ad, which keyword, which direct mail piece, which campaign. HelloPhone assigns unique tracking numbers to every channel so attribution is automatic, not guesswork.

  • Multi-channel attribution — Google, Facebook, direct mail, organic search
  • Dynamic number insertion for website visitors
  • Keyword-level tracking for PPC campaigns
  • Cost-per-call reporting by channel

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AI CALL TAGGING & SCORING

Spot patterns across hundreds of calls without listening to each one.

AI call tagging automatically categorizes every call by type, outcome, and topic — so instead of manually reviewing recordings, you get a searchable, filterable library of call intelligence. Spot trends, identify training gaps, and understand your call volume at a glance.

  • Automatic call categorization — at-need, pre-need, price inquiry, etc.
  • AI-generated call summaries so you know what happened without listening
  • Filter your entire call library by tag, outcome, or keyword
  • Available as a $49/mo add-on to any HelloPhone plan

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INTEGRATIONS

Call data flows into your CRM automatically.

HelloPhone connects directly with other platforms used in deathcare — so every call, text, and interaction is logged without manual entry. No lost follow-ups. No gap between your phone data and your client records.

  • Integrations built specifically for deathcare
  • Automatic call and text logging — no manual data entry
  • Call recordings linked directly to client records
  • Additional CRM and marketing integrations available

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Alternatively, when you select a text box a settings menu will appear.

Everything else you need to run your phones right.

White glove supportSetup help from people who understand your profession
Most phone companies hand you a manual and a ticket number. We don't. Our team of deathcare professionals walks you through setup from day one — number porting, call routing, all of it — and stays available when questions come up. You shouldn't need a tech background to run a great phone system.
Smart routing & IVRThe right call always reaches the right person
When a grieving family calls, every second they spend in a menu or hitting a voicemail is a second they're considering calling somewhere else. Smart routing ensures at-need calls reach a live person immediately — no matter what time it is or who's in the building.
Multi-location managementRun all your locations from one place
Managing phones across multiple locations usually means multiple bills, multiple logins, and no easy way to compare performance. HelloPhone puts everything under one platform so you can see what's happening at every location without piecing together reports from five different systems.
Whisper messages & caller historyKnow who's calling — and what you know about them — before you say hello
The first word of a call sets the tone for everything that follows. Whisper messages tell your staff who's calling and why before they pick up. And if it's a returning caller, HelloPhone surfaces their history automatically — when they last called, what was discussed, and where they are in their journey — so your team walks into every conversation ready.
Dead Ringers evaluationTurn every call into a coaching opportunity
You can't improve what you can't see. When your calls are scored against Dead Ringers' customer experience system, you find out exactly where families are being served well — and where they're not. Not assumptions. Data from actual calls at your firm.Learn more about Growth Plans →
Text messaging & follow-upReach families the way they want to be reached
Most families today — especially those planning ahead — won't pick up an unknown number, but they will read a text. HelloPhone lets your team send follow-ups and check-ins by text so no inquiry goes cold simply because someone didn't answer the phone.
Works anywhereYour team doesn't work from a desk. Your phone system shouldn't either.
Funeral directors take calls from arrangement rooms, parking lots, and graveside. HelloPhone works on any device — smartphone, laptop, or desktop — so your staff handles calls professionally wherever the job takes them, without forwarding to a personal cell number.
Automatic notificationsNever miss a call. Always know how you're performing.
When an at-need family can't reach you, every missed call is potentially a family that called someone else. HelloPhone automatically alerts your team the moment a call goes unanswered — and delivers scheduled performance reports directly to ownership so nobody has to log in to know how the phones are doing.
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You don't need every feature. You need the right features—with the right support.

Every firm is different — different team sizes, different call volumes, different gaps. Our team knows the deathcare profession from the inside, and when you book a demo, that's what you get: an honest conversation about what HelloPhone should actually look like for your firm and your people.


We're looking forward to meeting you.

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