PlotBox was founded by husband and wife team Sean and Leona McAllister, who now lead a team of over 40 employees. The majority of our customers are based in the US and we support them from our headquarters in Northern Ireland, and our three US offices in Boston, Austin and San Francisco.
Our team come from a multitude of backgrounds and we pull in leading and diverse expertise from a range of industries that include world leading financial services, IT, software, retail, ecommerce, survey mapping, project management and of course cemeteries.
The team are in turn supported by Investors and a Board with a wealth of international business experience. We believe that by listening to our customers, and with this diverse pool of talent, PlotBox will revolutionise the way cemeteries both operate and grow, and will change cemetery management forever.
Key Modules
Records Management
Bring all deceased records together into a quickly searchable database that includes images of headstones & paper records, and is linked to locations.
CRM (Customer Relationship Management)
Accelerate sales by managing leads, logging sales activity and assigning tasks to specific counsellors. Managers can see visibility of the pipeline and easily generate reports on sales performance and more.
Contract Management
Generate pre-need and at-need contracts with ease, faster than ever! Easily manage your price list and payment plans to make the entire contract process more streamlined.
Scheduling
Maintain customised diaries and schedule appointments and services right from a Contract. Burial orders, labels and other ‘paperwork’ are auto generated from the system to avoid duplication.
Verified Mapping
High resolution drone imagery to creates a truly digital map for access on any device to show real-time inventory status. The verified mapping process is a forensic audit of your inventory and often identifies extra available inventory.
Public Facing Website
Everafter is the advanced public interface that both generates leads and revenue for cemeteries and improves service levels with tools like Walk to Grave and online ordering.
Accounting
PlotBox holds a huge amount of financial data so we want to make it easy for you to interpret, without having to pull together a ton of Excel spreadsheets. Our main accounting reports are:
General Ledger (G/L)
This chronological accounting record allows you to track and categorize transactions, and summarize them into general ledger accounts.
You can run the report for specific periods of time, account for cancellations, refunds and adjustments and more. Furthermore, we integrate with any external finance package such as Sage or QuickBooks.
Sales
Managers can run reports detailing sales for any given period of time and apply filters such as ‘facility’, ‘contract type’ or ‘category’ for example sales reports can be viewed at contract level or broken down further to view by each line item.
Counselor Comparison
Sales managers can have a real-time view of sales activity and performance at their fingertips with the ability to pull reports on Counselor sales with flexible filters such as, per facility, item type, contract type etc. PlotBox enables sales managers the visibility on the sales pipeline as well as the ability to compare performance and enable growth.
Liabilities
PlotBox allows you to record the current cost of each fee item in your system. As you sell items pre-need they will be added to your liability report up until the point those items are fulfilled by the family. Users can run a report on total liability in real time as well as manage transfers from Long to Short term liability when items are paid in full.
Inventory
Enjoy visibility (with interactive map view) on current plot inventory status and measure how that has increased or decreased over a period of time in detailed or summary format. Users can also link price lists to inventory to view total value of the inventory and report on cost versus potential.
Trust Funding
Manage multiple funds linked to pre-need fee items in the system and view reports at summary or item level. Users have the ability to attach a fund percentage amount to each fee, recognize items that have now been paid in full for the fund report and mark off items that have been ‘funded’ to close off periods.
Contract cancellations/adjustments
Easily manage partial and complete cancellations and apply relevant cancellations fees.
Release plots back into inventory or keep on hold, administer refunds or apply credit to a new contract.
Commissions Management
PlotBox offers a customized commissions structure allowing the creation of rules based on individual line items, overall categories or subcategories as well as differentiating between rates for pre-need and at-need sales.
This configuration includes bonus rules, reserves in the event of cancellations, rules around team structure and more.
Commissions reports by Counselor or time frame can be produced in a clean and easy to read report - all of which can be exported to Excel or pdf.
Work Orders
Users can easily generate of work orders from customized drop down lists and quickly assign tasks to staff. Tasks can linked to locations on a map to show exactly where the work needs to be done and track the status of each jobs progress - not yet started, in progress or complete.
Document Management (old documents)
Wouldn’t it be great if ALL your documents could be safely stored in the ONE place? Now it can - even the really old stuff! PlotBox can host images of old maps, lot cards, book registers and more, all linked to your electronic records.
Integrations
We know your business is complex so we work hard to make your processes as streamlined as possible by integrating with the tools you need.
Quickbooks and Sage
Export your sales data, GL and payments received to any financial package including Quickbooks and Sage.
FrontRunner
FrontRunner Professional offers cutting edge funeral home software and management tools and now integrates seamlessly with PlotBox.
