Clear data boundaries
Access is scoped by funeral home, case, role and, when needed, arrangement section.
For independent funeral homes
Arrangements families can complete together — from their phones.
Keepsake gives every family a private portal for life story, photos, obituary, music and approvals. Your team sees exactly what's still needed — without chasing emails and phone calls.
Designed to sit alongside your existing case software · No data migration required
Not another management system. Keepsake works alongside the case software you already use — it's the part families see.
How it works
1
Open a case
Add the essentials in a minute. Your default arrangement sections are ready automatically.
2
Invite the family
Each relative gets a personal link by email. You choose who can edit, who can view and who approves.
3
Review & approve
Watch information, photos and the obituary come together, then collect sign-off on the final version.
For your staff
One attention center
Overdue tasks, waiting approvals and new uploads, ranked for you.
Fewer phone calls
Families see what's needed and when — you stop chasing details.
Clean approvals
Every sign-off is tied to the exact version you'll print.
Clear history
See who added, changed and approved important items.
For families
Easy on any phone
Large, clear steps. No app, no password, saves as you go.
Everyone can help
Siblings across the country can share stories and photos.
Write it together
Draft the obituary as a family, with every version kept.
Gentle and calm
A quiet, respectful space — at their own pace.
Explore the experience
Two views. One shared plan.
See how staff stay ahead while each family gets a calm, focused place to help.
Thursday, October 8
Attention center
8
Active cases
3
This week
4
Approvals
2
Overdue
Needs your attention
6 items- Confirm organist availabilityOverdue · Margaret Bennett
- Obituary version 3Ready for approval
- 8 new family photosAdded since yesterday
Margaret Bennett
Service in 9 days
Needs attention63%
Next: Send service details for approval
A quiet walkthrough
See a family move from open questions to approval.
This short walkthrough uses the same fictional sample as the playground. No customer or family information appears.
Try it yourselfPrivate by design, not by promise.
Separate for every home
Database access rules scope every staff member and family to the correct funeral home and case.
Personal sign-in links
No shared links or PINs. Every action is tied to a named person.
Private files
Photos and documents are never public and open only through short-lived links.
Permanent record
Approvals and activity can't be edited or deleted after the fact.
Built for a supporting role
Keep the software you already trust.
Keepsake sits alongside your existing systems. It gives families a dedicated place to contribute and gives staff a clear view of what is still needed—without presenting itself as funeral-home management software.
Exact-version approvals
Named approvers review a specific version, with activity recorded as new history.
No charge for families
The funeral home pays. Billing and final plan pricing are not currently live.
Founding homes
Pilot pricing is coming soon.
We are shaping simple plans for solo directors, independent homes and multi-location groups. Families are never charged.
- A plan shaped around your team
- Your logo, colors and welcome message
- Guided setup for your first cases
- Commercial terms agreed before billing
- Apply for the pilot
- Compare plans