How MorTrack Can Enhance Your Current Funeral Home or Mortuary Software

admin • November 18, 2024

In the funeral service industry, choosing the right software to streamline operations is critical. Many funeral home management platforms, such as Passare and Osiris, offer excellent tools for case management, client relations, and scheduling. However, logistical management, particularly decedent removals and dispatching, often needs further specialization. This is where MorTrack comes in. MorTrack can work side by side with your existing software or, when available, integrate directly through API connections to optimize both back-office management and on-the-ground operations. Here’s how MorTrack can complement some of the most popular funeral home software systems.

Passare

Passare is a cloud-based platform designed to simplify case management and collaboration between funeral directors and families.

How Mortrack Fits In

MorTrack can work alongside Passare, providing real-time removal tracking, dispatch coordination, and body transport logistics. With API integrations available, the two systems can work together seamlessly, keeping all data unified for easier management.

 

Cases started in MorTrack can be pushed over to Passare so case details and documents can be viewed in either platform. A new feature coming soon is when a case is moved internally in MorTrack the internal location is also updated in Passare. This helps your team focus on their role and streamlines their workflow.

SRS Computing

SRS Computing offers a full suite of tools for managing accounting, CRM, and case management needs in funeral homes.

How Mortrack Fits In

MorTrack can be utilized as a streamlined tool for removal techs – ensuring the brand promise is upheld while accounting for consumables used, in the field and on the go. SRS computing users can import case details into the CRM – Depending on your SRS configuration an integration can be customized to fit your company's needs for invoicing and extended client data sharing.

Funeral Director's Management System (FDMS)

FDMS provides comprehensive tools for scheduling, contracts, and reporting for funeral and cremation services.

How Mortrack Fits In

Collect signatures sooner with MorTrack and streamline your chain of custody by having your facilities prepared to receive a decedent from the moment the first call is received. FDMS can import case details and signed documents from MorTrack at any time.


MorTrack manages the operational side of body removals and dispatch while FDMS takes care of the administrative tasks. With possible API integrations, MorTrack can feed real-time logistics data directly into FDMS for a more complete service management experience.

FrontRunner Professional

FrontRunner specializes in website management and client-facing services for funeral homes.

How Mortrack Fits In

MorTrack can run parallel to FrontRunner as case details can be exported from MorTrack and imported to FrontRunner. By continuing the chain of custody process in MorTrack, Front Runner users get the best website management and front of house tools, while the back of house teams can stay on track with their operations as all case information can be accessed with the click of a button.

Funeral365

Funeral365 offers all-in-one management solutions for funeral homes and crematoriums, focusing on online client arrangements, digital obituaries, and streamlined communications with families. Their platform allows funeral homes to create client-facing services, including memorial websites and client portals, which support families throughout the arrangement process.

How Mortrack Fits In

MorTrack complements Funeral365 by handling the back-end logistical operations, from removal dispatching to real-time case updates. While Funeral365 excels at creating a connected experience for clients, MorTrack optimizes the internal processes that allow funeral homes to handle cases efficiently and accurately. Together, these tools create a seamless experience for both clients and staff:

  • Operational Efficiency: MorTrack’s automation tools for dispatches and tracking integrate smoothly with Funeral365’s client-focused services, ensuring that all internal and client-facing processes align.
  • Improved Case Management: While Funeral365 focuses on the client experience, MorTrack tracks every stage of case handling, helping funeral homes provide timely, accurate updates to families through Funeral365’s portal.
  • Unified Experience: MorTrack and Funeral365 working together streamline both client engagement and internal logistics, making funeral homes more responsive, efficient, and client-centered

By combining the strengths of both platforms, funeral homes can ensure a high standard of care both behind the scenes and in client-facing interactions.

Osiris (by Halcyon)

Osiris offers complete cemetery and crematory management, focusing on records, plots, and inventory.

How Mortrack Fits In

Cases started in MorTrack can be pushed over to Osiris so case details and documents can be viewed. When a case is moved internally in MorTrack, the internal location is also updated in Osiris, streamlining your business operations.

Memorial Business Solutions

Memorial Business Systems offers software for funeral home accounting, memorial printing, and records management.

How Mortrack Fits In

MorTrack offers a streamlined tool specifically designed for removal technicians, ensuring that your brand promise is upheld at every step. It allows for on-the-go tracking of consumables used, making inventory management easier and more accurate. For Memorial Business System (MBS) users, MorTrack also enables seamless importing of case details directly into the CRM. Depending on your MBS configuration, a customized integration can be set up to support invoicing needs and enhanced client data sharing, creating a unified experience tailored to your business.

Tukios

Tukios provides funeral homes with video creation and memorial streaming services.

How Mortrack Fits In

Although Tukios focuses on media and memorial services, MorTrack ensures that the logistical aspects, such as body removal and transport, align with service timelines. With API connections, MorTrack can help keep the schedule for Tukios services coordinated with physical operations.

Plotbox

PlotBox is a cemetery management system focusing on plot records, mapping, and compliance.

How Mortrack Fits In

PlotBox serves as the logical endpoint in the chain of custody for case information, with final interment as the final link. MorTrack’s case data can be imported directly into PlotBox, reducing the need for manual data entry and ensuring that all case details remain accurate and consistent throughout the process.

 CRäKN

CRäKN offers workflow and team management solutions, helping funeral homes streamline their operations.

How Mortrack Fits In

CRäKN handles case and workflow management, and MorTrack enhances this by adding real-time logistics and dispatch updates. An API integration can ensure that all removal-related data is synced for better service coordination.

Halcyon Death Care Management Solutions

Halcyon provides cloud-based software for funeral homes, specializing in operations and case management.

How Mortrack Fits In

MorTrack enhances Halcyon Death Care Management by supporting removal logistics and case tracking, which provides a strong operational foundation alongside Halcyon’s comprehensive death care management tools. While Halcyon manages core aspects like client records and service coordination, MorTrack optimizes real-time tracking of transport and logistics, keeping processes efficient and organized. By pairing the two, funeral homes can achieve a cohesive workflow that ensures both operational accuracy and smooth client service, reducing manual work and keeping all details synchronized across functions.

Tribute Technology

Tribute Technology focuses on client-facing digital solutions such as memorial websites and video services.

How Mortrack Fits In

MorTrack operates behind the scenes, managing body removals and transport while Tribute focuses on digital tributes. API integrations allow both services to work in harmony, keeping operations smooth and timelines coordinated.

Mortware

Mortware provides case management, record-keeping, and invoicing solutions for funeral homes.

How Mortrack Fits In

MorTrack complements Mortware by focusing on the logistical side of funeral home operations, streamlining removal dispatches and tracking case statuses in real time. While Mortware handles broader business management, using MorTrack alongside it enhances operational efficiency, making it easy to manage and coordinate backend tasks accurately. This dual approach keeps data organized and accessible, helping funeral homes deliver consistent service without adding to administrative workloads.

Continental

Continental Computers offers inventory and service management solutions for funeral homes.

How Mortrack Fits In

MorTrack complements Continental Computers by managing decedent transportation and removal logistics, which can then be smoothly transferred to Continental’s systems for scheduling and inventory management. With MorTrack, funeral homes can streamline the logistics side, ensuring that all necessary data is organized and ready to integrate with Continental’s service schedules and resources. This coordination allows for accurate, efficient workflows, helping funeral homes maintain consistent records and optimize service planning across both platforms.

FuneralTech

FuneralTech offers website management, memorial services, and record-keeping software for funeral homes.

How Mortrack Fits In

MorTrack can enhance FuneralTech by handling the operational logistics for funeral homes, such as removal dispatches and real-time case tracking. While FuneralTech manages client arrangements, MorTrack keeps internal processes efficient and organized, ensuring seamless coordination between client-facing and operational tasks. By using both systems together, funeral homes benefit from streamlined workflows, allowing them to maintain focus on high-quality client service while automating back-end operations.

TerraPro

TerraPro offers cemetery management software focused on plot assignments and records.

How Mortrack Fits In

MorTrack complements Terra Pro by focusing on logistics and case tracking, streamlining the operational side of funeral home management. While Terra Pro handles broader cemetery and funeral planning functions, MorTrack manages real-time updates for removals and case statuses, ensuring accuracy and consistency throughout the process. Using both systems together, funeral homes and cemeteries can maintain up-to-date case information, reduce manual entry, and create a smoother, more coordinated workflow for both staff and clients.

Parting Pro

Parting Pro helps funeral homes manage online arrangements, lead generation, and payments.

How Mortrack Fits In

Parting Pro serves as the logical endpoint for managing case information in the chain of custody, with final interment marking the last step. MorTrack’s case data can be imported into PlotBox, saving data entry time and ensuring accuracy and consistency in case details. We are currently in discussions to establish this integration, enhancing seamless data flow between platforms and supporting more efficient, reliable records management.

CemSites

CemSites provides cemetery management software that helps with digitizing records and managing plot assignments.

How Mortrack Fits In

MorTrack complements CemSites by handling the logistical aspects of case management, such as tracking removals and case statuses, which allows cemetery staff to stay organized and responsive. While CemSites manages cemetery-specific operations, including mapping and plot management, MorTrack ensures accurate, real-time updates for cases that move through the funeral home and into cemetery processes. By using both systems together, cemeteries can streamline workflows, reduce manual data entry, and ensure consistent, up-to-date case information across both platforms, creating a seamless experience from funeral home to cemetery.

Director's Assistant

Director's Assistant offers funeral home management tools for scheduling, contracts, and records.

How Mortrack Fits In

MorTrack can run in parallel to Director's Assistant as case details can be exported from MorTrack and imported to Director's Assistant. By continuing the chain of custody process in MorTrack, Director's Assistant users can get the best website management and front of house tools while the back of house teams can focus on their tasks and still give the other teams the information they need at the touch of a button.

Conclusion

While each of these software platforms offers essential tools for managing various aspects of funeral services, MorTrack provides a unique advantage in logistical management. Whether used alongside your current software or integrated through APIs, MorTrack adds value by automating and optimizing removal and dispatch operations. This integration ensures that every part of the funeral service—from case management to body transport—is coordinated, improving efficiency and service delivery.

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Over the years tracking inventory for clients, I have seen many companies rise and fall. Some from external issues, some from change management failures, and some from holding on to their problems like they are a company asset. However, the largest example of where companies first show decline is from their inventory. Regardless of the industry, things go south when inventory management gets sloppy. Usually by the time sloppy inventory management practices show up on an accounting ledger, it is no longer a problem; it’s a crisis. We have worked for Fortune 100 companies who love their inefficiencies and know that, even though they manufacture a product, it's their IT team that drives their overall ability to be efficient. This didn’t become clear to them until COVID disrupted the supply chain last year (the microchip shortage around the globe is an accurate analogy). Imagine if they would have known even 30 days earlier that they were in for a raw material shortage. Now imagine 60-120 days in advance. Invoices and purchase orders can only go so far to tell an organization "how" inventory on hand is used. One company's blind reliance on the IT department to author reports based on financials alone has left them in a place where they are spending more than ever to have employees sit idle waiting for materials. These material shortages come from the supply chain disruptions that created a gap in raw material acquisitions. Based on financial data, the manufacturer said they had enough materials to bridge the supply gap. However, that turned out to not be the case. Why would this happen? It starts small at first. One senior manufacturing floor employee had a bad experience with a product they were proud of not passing the testing conducted by a third party QA process. This widget failed because of a design flaw, but even though the design was updated to fix the shortcoming, that employee felt personally responsible for ensuring that the product never failed a QA test again. As a senior associate, they ran the line and added just 3% more material than what was called for on new builds. Seems benign right? Wrong! By allowing employees to continually "alter" manufacturing specs without oversight, even if they believe they are providing value to the customer and ensuring the company looks good, these employees' changes can snowball into major issues. This small change was then altered without knowledge of design to all of the other products that were manufactured by that plant. Over time, that senior associate was involved in cross-training other plants. And, as we all learn from Good Manufacturing practices, it is good to share "best practices." However, that increase of 3% has spread to hundreds of products and plants. This is all without design, purchasing, and the C-level departments knowing the change ever happened. To bring this back full circle, if a product is being made that used to cost a dollar and now costs $1.03 by itself, it is not an alarm. However, this company makes 500+ million units on an annual basis. Another example is smaller but just as relevant. Say you have a VAR company that purchases products, adds some customizations to that product, then sells an experience (electrician, plumber, security company, AV installer, etc.). When a product is specified and that product is replaced in the field for any reason, are there more costs involved than just the delta of the new item's cost? Sure there are. It is the same issue as above. Even small changes gone unverified or explained foster a business environment of sloppy inventory management. These small changes all add up to take from the bottom line, first in ways that are hard to detect, then they start to build as time goes on and those habits become ingrained and are oh so hard to break. "I just didn’t want to have to go back to the truck for this specific part. So I used what I had within reach." - Said by everyone, at least once. One of the complaints we hear all of the time is "I don't want to micromanage my employees, they are a good group of people." In those instances, the real issue is usually a leadership or cultural issue. Besides, it's not micromanaging if you have a process that is well defined and ensures organization success. Asking employees to be accountable for their material usage is not micromanaging either; it's being smart with your resources regardless of the scale. Inventory management systems don't have to be evasive but they do need to think differently than your accounting platform. Your inventory under the eyes of "best practices" should be tracked to a point where acceptable loss is a known acceptable value. Moral of the story, if you have high dollar inventory or your revenue per item is high, then a single line on a P&L simply isn't going to explain "how" your business is running. The whole picture of how a business is functioning is simply not viewable from a P&L or a balance sheet. It requires another tool designed to offer incoming and outgoing inventory information from a non-financial point of view. Or in other words - trust but verify. From process improvement to change management. KPI's are important. Do you have KPI's or access to easy to access data that highlights your progress? If not, Cairnstack Software can help. Hello, Thanks for your time to read this post. I have a quick question for you. Did this post resonates with any company you have worked for or with? We would love to hear your story. If YES, send us an email at: Sales@cairnstack.com If I am way off base or have been naïve, please send us an email with your comments at: failedblog@cairnstack.com So we can understand what we are missing. One of our goals it to provide the best information possible. Sometimes that starts with a tough conversation but we can handle it. We sincerely appreciate your input and perspective.