SaaS Platform

Phoenix Funeral
Management System

The complete digital operations platform built specifically for South African funeral parlours. Manage your entire business — clients, policies, payments, staff, and communications — from one unified system.

3 Apps Included Desktop, Mobile, Web Portal
24/7 Automated Payment reminders & status updates
100% Data Isolated Multi-tenant row-level security
SA Built For South African funeral industry

Everything You Need to Run Your Parlour

Client & Policy Management

Maintain comprehensive client profiles with contact details, physical addresses, plan information, coverage amounts, and payment schedules. Track dependants with age-based alerts. Attach documents (ID copies, contracts, death certificates) directly to each profile.

  • Full client profiles with dependants
  • Policy tracking with coverage amounts
  • Document storage (PDF, images)
  • Client status lifecycle (active → suspended → cancelled)
  • Search by name, phone, or reference number

Automated Payment System

Accept payments via multiple channels — cash, EFT, card (PayFast), and debit orders (Netcash). The system automatically reconciles bank statements, matches payments to clients, generates receipts, and updates client status based on payment activity.

  • Cash, EFT, card, and debit order support
  • Bank statement import (FNB, Standard Bank, Absa, Nedbank, Capitec)
  • Automatic receipt generation
  • Client status auto-update on payment
  • Outstanding balance tracking

SMS & Communication

Automated SMS payment reminders sent 7 days before due date. Failed message retry system. Complete communication log per client. Send payment links directly to clients' phones.

  • Automatic payment reminders (7 days before due)
  • Payment link SMS with secure checkout URL
  • Failed SMS auto-retry (up to 3 attempts)
  • Full communication history per client
  • BulkSMS integration

Reporting & Data Export

Generate payment summaries, outstanding balance reports, client status overviews, and collection performance metrics. Export all data to CSV for your accountant or external systems.

  • Payment summary by date range
  • Outstanding balances report
  • Client status distribution
  • Skipped payment detection
  • CSV export for all data types

Security & Multi-Tenancy

Each funeral parlour operates in complete isolation. Row-level security ensures no data leakage between tenants. Role-based access control separates admin and staff permissions. Full audit trail of every action.

  • Tenant data isolation (PostgreSQL RLS)
  • Role-based access (Admin / Staff)
  • Account lockout on failed login attempts
  • Complete audit logging
  • Subscription-gated features

Available Everywhere Your Team Works

Windows Desktop

Full-featured Electron app for office staff. Auto-updates, offline-capable, fast and reliable.

Android Mobile

Flutter app for field agents. Record payments on the go, view client info, capture documents.

Web Admin Portal

Vendor management dashboard. Provision tenants, manage subscriptions, view system health.

Ready to modernise your funeral parlour?

Try Phoenix Funeral Management free for a full month — no card required. Register your interest now and activate your trial the moment we launch.