By the Cliont product team
burial services lead intake software for teams

Qualify more burial services leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their event, collects inspiration photos, and hands you a scored, qualified lead.

Video greetingGuided intakePhoto uploadInstant lead scoring
Live previewQuestion 1 of 6
Is this arrangement for an immediate need or for future planning?
Immediate need
Advance planning

Information you need before every burial services event

  • This Arrangement Immediate Or
  • Mausoleum Crypt Already Been
  • Mausoleum Entombment Arranging
  • Legally Authorized Make These
  • Death Certificate Or Required
  • Services Still Help Arranging
  • This Plot Needed Immediate
  • Family Already Own Cemetery
  • Have Specific Cemetery Or
  • Burial Space Interested In

How burial services lead scoring works

Value signals

  • Mausoleum Crypt Already Been: yes
  • Legally Authorized Make These: yes
  • Advance planning
  • Authorized Make This Burial: yes
  • Already Own Or Have: yes
  • Person Authorized Make Burial: yes

Urgency signals

  • Immediate need
  • Immediate need, death has occurred
  • Planning in advance, no immediate need

Your visitor has a real event. A contact form can’t hear it.

Hosts and planners arrive ready to explain the event. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No event details or scope
  • No inspiration photos or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full event scope in their own words
  • Inspiration photos and details attached
  • Every lead scored by value
  • High-intent leads flagged for you

From first click to qualified lead

Follow hosts and planners through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the event

Smart questions adapt to their event and capture the full scope.

They add inspiration

Inspiration photos and event details come attached, so you can quote fast.

You get a ready lead

Scored and qualified — waiting for you to win it.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and event template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Burial Services lead-intake FAQs

What does a burial services intake collect?

Each burial services template asks job-specific questions drawn from the selected service, then captures contact details and relevant inspiration photos. The resulting submission gives the team more context than a name-and-email contact form.

How are burial services leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger burial services opportunities without manually reviewing every raw submission first.

Can visitors try a burial services intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified burial services leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • Unlimited intake forms
  • Custom video greetings
  • AI-powered voice bot
  • English + Spanish support
  • Automatic lead scoring
  • Digital estimates & e-signatures
  • Photo, video & file upload
  • Advanced analytics dashboard
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • Unlimited intake forms
  • Custom video greetings
  • AI-powered voice bot
  • English + Spanish support
  • Automatic lead scoring
  • Digital estimates & e-signatures
  • Photo, video & file upload
  • Charged only for submitted leads
Get started

Browse every funeral and memorial intake template

View all funeral and memorial intake templates →

While they’re still using contact forms, you’re booking events

Give every website visitor a guided, bilingual, qualifying intake — and turn your burial services traffic into signed work.