THE FOLLOW-UP PROBLEM
A prospect who doesn't hear back from you will plan with someone else — or not at all.
A prospect calls after seeing your direct mail piece, you have a conversation, they say they'll think about it. If that follow-up doesn't happen quickly and consistently — by phone and by text — that conversation goes cold. They move on. Or they decide they'll deal with it later, and later never comes.
Most pre-need counselors are managing that entire follow-up process on a generic phone system that can't tell them which campaign drove the inquiry, can't automatically send a text after a missed call, and can't record conversations for review or compliance. The tools don't match the job.
HelloPhone gives pre-need sales counselors the infrastructure to manage both sides of the equation: outbound prospecting and inbound inquiry handling, with the tracking, texting, and recording tools the job actually requires.
BUILT FOR DEATHCARE PROFESSIONALS — BY DEATHCARE PROFESSIONALS
Every feature built around how pre-need counselors actually work.
Inbound call tracking & attribution
Know exactly which direct mail piece, ad, or campaign drove each inbound pre-need inquiry. Every call attributed to its source so you know what's actually generating prospects.
Text messaging & automated follow-up
Send follow-up texts after calls, after missed calls, or as part of a nurture sequence. Meet prospects where they are — most people respond to a text faster than they return a phone call.
Full call recording
Every conversation recorded and transcribed in full. Review counselor calls for coaching, meet compliance requirements, and never lose track of what was discussed with a prospect.
Smart routing & lead capture
Route inbound pre-need inquiries to the right counselor — by territory, availability, or specialty. No prospect lands in a voicemail box that nobody checks.
CRM integrations
Every call and text automatically logged in your CRM. Pre-need prospect activity tracked without manual entry — so counselors spend their time selling, not updating records.
Mobile-friendly — work from anywhere
Pre-need counselors aren't always at a desk. HelloPhone works on any device — desktop, laptop, or smartphone — so your team can make and receive calls from wherever the job takes them.
THE DEAD RINGERS DIFFERENCE
Score your counselors' calls. Coach to what you actually hear.
HelloPhone connects directly to Dead Ringers' customer experience evaluation system — so your pre-need counselors' calls can be scored against a professional rubric and reviewed with specific, evidence-based feedback. It turns call recordings from a compliance requirement into a genuine coaching tool.
