By the Cliont product teamUpdated September 9, 2026

cremation services lead intake software for teams

Qualify more cremation 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.

Start your free 14-day trial Try a live demo See the intakes

●Video greeting●Guided intake●Photo upload●Instant lead scoring

Live previewQuestion 1 of 5

Are you legally authorized to make funeral and cremation decisions for the deceased?

Yes

5 cremation services intakes

A custom intake for every cremation services event

Each one is a ready-to-embed smart survey tuned to the event — open any to try the exact experience your leads would complete.

5-question intake

Cremation with Memorial Service

Arrangement combining cremation with a planned memorial gathering to honor the deceased, coordinated for immediate need or advance planning.

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6-question intake

Direct Cremation

A simple cremation arranged without a funeral ceremony or viewing, providing basic transport, filing, and cremation services for the deceased.

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7-question intake

Cremation Urn Selection

Assistance choosing an appropriate cremation urn based on placement, material, capacity, and personalization preferences for a loved one's remains.

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7-question intake

Cremated Remains Transfer

Assistance transporting cremated remains between locations, such as a crematory, funeral home, family residence, or place of final disposition.

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6-question intake

Cremation with Viewing

A cremation arrangement that includes a viewing or visitation period for family and friends before cremation takes place.

Preview intake →

Qualification

Information you need before every cremation services event

Legally Authorized Make Funeral
Current Timing Status These
Would Like Memorial Service
How Many Guests Expect
Already Have Specific Funeral
Death Already Occurred, Or
Deceased Located
Have Legal Authority Make
Deceased Within This Provider'S
Want Cremated Remains Returned

Lead scoring

How cremation services lead scoring works

Value signals

Legally Authorized Make Funeral: yes
Needed within 48 hours
Needed this week
Needed within a month
Death has already occurred
Planning in advance

Urgency signals

Planning in advance, no immediate need
Immediately

The difference

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

The client journey

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.

Implementation

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.

FAQ

Cremation Services lead-intake FAQs

What does a cremation services intake collect?

Each cremation 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 cremation 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 cremation services opportunities without manually reviewing every raw submission first.

Can visitors try a cremation 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 cremation 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.

Pricing