We are solving the value proposition of time. The less time we spend at the desk and doing repetitive tasks, the more time we spend with our client families and focusing on our businesses.

The user interface and web-based software allow our team to easily manage our client families both inside and out of the funeral home. We can now spend more time with our own families and still manage work remotely from anywhere. This software has improved our Customer Relationship Management and cut down on the time we spend printing documents, programs, and other custom forms. Having personal contact with programmers, customer service, and administration is something you won't find with the big software houses. We get detailed support and can influence the direction of the software by having close working relationships with the owners, developers, and designers.

Being a small shop sometimes means that new iterations come a little slower than the big software firms, but the flexibility and influence on the technical direction are still worth the wait. This is the best software on the market today -- period.

The ease of using the software is great, and all the tools are there that we use daily.

Nothing that we can find everything seems to be running smoothly and at ease.

I would recommend doing research and asking for a more through understanding of the program. I found the staff to be frustrated with me during the training sessions.

It seemed like a very helpful program. However once I signed up I was sorry to see the customer service was really dissapointing.

Customer Service was quick to respond. however I was having trouble with adaption to the software and I felt frustration by the administration. I ended up canceling my subscription and was told that the $500 was not refundable.

Excellent, would suggest to other managers in the business and will continue using

Body tracking, customer support, forms list and customizable options.

Sometimes the communication about fees incurred is a vague.

Overall, it has been a nice experience. The capabilities that Halcyon provides gives us room to be more efficient, saving administrative time and producing our most important documents in the way that is needed in order to reflect the quality of our operation. Saving documents and being organized digitally is becoming more important every day. Halcyon provides a great solution for modern day problems in the death care industry.

The general case management and printed contracts were our biggest improvement operationally. The ability to get our entire staff consistent with our statements of goods and services and clean up the details of those was our biggest goal when moving to Halcyon. The integrations with ASD and Matthews-Aurora was nice features that made things easy and effective. Both of those organizations were already partners of ours, so it just made things easier for all of us. Our credit card processing is run through Halcyon's integrated partner. It has been a nice transition from an old terminal, and all transactions automatically post to the account, which saves time on data entry on purchases and payments.

Wrapping your head around the sophistication of this software is the hardest part when onboarding. It can be overwhelming to think of all of the features to utilize and what it would do to your organization. The best advise would be to prioritize your goals when onboarding, and compartmentalize a few of the highest priority goals to focus on. You can always expand to other features over time.

Halcyon overall has been a game changer for my business. I am able to easily access information from anywhere in the world on any device at the touch of a button or swipe of a finger. The platform exceeds our expectations and the constant (weekly/monthly) updates only make it better.

The ease of use and implementation is huge for my team. We were able to get the process running quickly with only a few hiccups that were technical in nature. [SENSITIVE CONTENT] and his team were fair and responsive to our requests for help and continue to be. Quite simply, Halcyon does what it says it's going to do without a lot of extra frills and that is huge in my book. Having come from another cloud based solution, I could not imagine not using Halcyon at this point for my business.

There are a few things that would be nice. As mentioned earlier in this survey the ability to enter pre-need payments without having an account number would be huge for my business. The ability to manually edit some pre-filled information in some forms would be beneficial to me as well (CFF in particular). It would be helpful to me if the charitable donations would become a list so that we don't have to keep entering the same charity over and over. Social Security numbers could auto format. I would like to see integrations with aftercare.com and Ring Ring Marketing for their review tool.

As one of the most prominent and longest operating pet crematories in North America, Cal Pet has had the privilege of assisting thousands of pet parents with their beloved companions' aftercare services. For nearly 80 years, we have prided ourselves on connecting with clients and providing superior service with integrity and efficiency. When we needed to take our operations to the next level, we went with Halcyon, and are so glad we did. Our industry has become increasingly competitive and Halcyon’s software allowed us to fully embrace programming that, up until not that long ago, was only available to human mortuaries. We are eternally grateful to the Halcyon team for seamlessly integrating an extensive amount of data from our antiquated software. They welcomed feedback and generously provided customization of the software that made it much more applicable to our business and more user-friendly for our staff. In addition to the ample amount of standard features and capabilities, Halcyon engineers continuously announce new updates and features. If you’re an aftercare provider looking for software that can handle all of your business needs (and more), Halcyon is the perfect solution. Their software is constantly updating and adding new features, is intuitive and reliable, and is cost-effective. We at Cal Pet are thrilled to work with Halcyon, which is helping us assist our clients through a very difficult time in a more efficient and compassionate manner.

In addition to the ample amount of standard features and capabilities, Halcyon engineers continuously announce new updates and features.

We are eternally grateful to the Halcyon team for seamlessly integrating an extensive amount of data from our antiquated software. They welcomed feedback and generously provided customization of the software that made it much more applicable to our business and more user-friendly for our staff.

All of the information that we need, whether it is funeral or financial related, is easy for even the novice, computer savvy employee to navigate. When we enter information into one location it populates to all of the forms and/or reports that it applies too. We are able to have forms, that are specific to our company, uploaded into Halcyon to have them populate as well. Halcyon technical support, has been open to suggestions, when it comes the improving, changing, or modifying most things, to accommodate our needs.

We have a few of our locations that are producing all of the necessary forms for funeral arrangements, out of Halcyon. There are only a couple of small issues, regarding information for these forms, being in different areas. So, until our Funeral Directors and/or office staff become comfortable with the system, the families may have to wait a little longer for them to be printed for their signatures.

Halcyon is NOW a Great Solution. I has used it briefly back in 2009 and it was a real turd, so I tried multiple industry software solutions and never found one that was easy to use and did things “MY WAY”, so for the past 10 years we have used a multitude of spreadsheets to manage of 2 funeral homes. I was hesitant to try it again but after taking a second look, it’s an entirely different product.

The simplicity of screen layout and data organization is Great. The ability to create custom forms that automatically %%Include%% data from the case record makes our operation appear very professional. Having everything Cloud based makes instant access from my iPhone or iPad simple, anywhere in the world I am.

I can’t really think of anything that could be done better, simply because as we run across a “bug” or feature that could work better for us, a simple Help ticket to Support and Halcyon is on it and fixes it within days.

It is easy to navigate. It is professional looking. It creates professional looking forms, it is easy to train new employees with Halcyon.

We have to be careful to update often because it will kick you out. When leaving the computer to go to the selection room, upon returning, depending on the family and the time needed to select, updating will loose all the info already keyed from last update. Death certificate total no longer exists when one key in a number selected. We want that feature back.

Over all the program is very helpful with having all the clients and financial information in one place at your fingertips.

As a funeral home, we handle about 300 families a year. The feature of having each deceased with their own computer file is very helpful. The file shows all family background, contract and payment information. Very helpful by having all the information at your fingertips. As office manger, the Financial section is very user friendly as well as the software is also very helpful with gathering report figures.

As a funeral home that has two locations, we have two separate client numbering systems, but one Halcyon platform. There is a problem with the program and the client numbering system. No matter which location you select the next contract number that appears is always based off of the last contract entered. It does not change the numbering for each location, we manually have to keep track and change the contract number ourselves. Another issue is with the Financial section. When I am entering a check to be written from a client account, (ie: cash advances) it takes forever to populate the client name and the cash advances to choose from with which I am paying. The final concern is with sending out statements to our families. A statement and an Contract Summary are two different items. If a family had "add-ons", those add-ons do not get added to the balance if you are sending out a late statement. With a statement you must print off every financial item for that family. Where as an contract summary will show everything. You must really be on your game to make sure you are sending out an accurate balance due to the families

It truly was a great experience and I love working with all the staff at Halcyon. They are very friendly and easy to work with.

How user friendly it is and how we have the ability to do a lot of customization on our end. The set up and transition process was very easy and Halcyon's support was amazing through the process. Their support is great, they respond within a day and are great at figuring out ways to customize the software to meet ours and our clinic needs. The partner portal is great, I love that we can tailor some things per clinic need. The tracking system is also great and Halcyon did an awesome job working with us to get it customized to our process.

Merchandising set up, I wish that there was a drop down menu rather than list format. Price groups, it is not easy to change things with the price groups. Urn selection, it would be nice if a standardized urn could auto-populate for each clinic. Printing of the tracking/tag form, would like it if this was more streamlined.

Easy to use. You can customize for your business needs. Reports to complete monthly tasks are great.

Since you transferred to Firefox, minor issues went away. Can't change check numbers, if someone is using a check for purchases you need to wait for their return to pay bills, etc. I understand this is a security issue and helps you not forget to log in check amount. I will add check with estimate amount to continue working.

This has been a great experience! Their support team is incredibly patient and very helpful. We are more than pleased with the program and the company. They are great. We are honored to recommend them for your consideration.

Definitely the case tracking features. Through Halcyon, we provide the highest level of security for the cremation services we provide. By assigning QR Codes to each case and each step/location in the cremation process, we are able to confirm where each case is located and maintain total control over each cremation until safely released to the family or partnering funeral home. Also the invoicing ability, financial accounting, and document archival features are tremendous assets.

With any new technology or software program, there is a learning curve. So, we did invest time and energy into understanding the best way for Halcyon to support our business. They have an excellent support team who were invaluable to us are we learned the system. Halcyon is a complete death-care management system. When we discovered Halcyon, we were looking for an effective way to streamline our cremation intake and processing while raising the level of security in the services we provide. It has exceeded our expectation at every level. The time spent to learn the program has been a great investment.

So far, so good

Ease of Navigation, Reporting, Accounting

Inability to customize "Cases" page. We would like to choose different columns on the cases page. i.e., Total Funeral Cost and Balance Due.

Amazing

I love how intuitive the software is and it’s affordability!

I have found none at this time and it’s been over 1year.

They integrated directly with our website, casket distributor and was the most reasonably priced of all 7 companies we were in talks with. All our forms can be uploaded to pre populate names, dates, etc. Ofcourse there’s always bumps in the road when trying new things but the customer service has always been quick to respond and always has been helpful.

I wish it could integrate with google calendar and have an app that is for the Funeral end and not so much the cremation end but those are just tiny things compared to how great this program works.

Easier to do accounting and accounts receivable, Forms are easier to submit, Records are easily accessible.

Web-based design that can be accessed from anywhere is a very helpful tool. The MIP export is also very useful.

Not the easiest to use for multiple locations, it would be nice to have a better way to display multiple location information on paperwork and choose different locations for funerals. It would also be helpful to have separate sections for each of the pallbearers that could be exported directly into MIP.

Our experience has truly been great! They are easily contacted with anything we need and the turn around time is very quick. Like I said earlier, the few things that needed attention, were handled quickly and professionally. Overall I am very pleased.

There are a lot of things I like about this software, but I really love how easily it can be navigated. It is very user friendly and accommodates so many different aspects of the way we need to use it.

We are new to this software and have just opened our crematory, so with anything new, there are some quirks that need to be adjusted and tweaked. The monthly billing was not set up in the way we wanted to send statements, and we needed to be able to print a few reports that were not customized or able to be generated by us. But the customer service has been so amazing! As soon as we explain what we need, they are more than willing to go above and beyond to create anything we need and make it happen. The staffs are amazing to work with and help to make an already great software program better to suit our needs.

cut down my computer time.

Web based, easy to learn, affordable, provides lots of information in easy to read charts and graphs. Flow through information is very helpful.

you have to email tech support, but they are quick to respond and address the issue with little down time

Excellent customer support. I appreciate the fact that I'm able to talk to a live person without going through many many exchanges. Punctual response and a willingness to see you through any challenges.

Ease of use, functionality and quick customer response time! Our funeral home is very pleased with the pricing program as well.

Would like a few more features applicable to our particular usage but they are working on that for us.

I am happy to say that we are completely satisfied with the transition and support that we require.

Finally an all inclusive way to economically manage our at need, pre need and crematory cases. We switched from a local software to a cloud based software and can now look up and manage our cases remotely as well as track our crematory cases online.

Transitioning is never easy and the migration of data from another vendor was difficult but Halcyon was able to pull it off. Still working out a few bugs but for the most part they handled it professionally and in a timely manner.

Easy to use, prefilled forms, great customer service, affordable, has pretty much all the features we use on a daily basis.

Not much I can think of, just not as fully featured as an enterprise solution, obviously. But it does have the ones we need the most.

We are please with all aspects of Halcyon. The forms, contracts, updates tutorials and customer support and much more. I would highly recommend Halcyon.