Osiris Software
Cloud funeral home, cemetery, and crematory management software
About Osiris Software
Osiris Software is a cloud-based case management platform built for funeral homes, cemeteries, and crematories. It handles at-need and preneed case files, FTC-compliant contract generation from your own price lists, government forms, embalming and cremation workflow tracking, document storage, eSignatures, and family collaboration in one system. Built by funeral directors under parent company Funeral Director's Resource, it integrates with QuickBooks and offers integrated card processing and invoice payments through Osiris ePay.
Pros & Cons
Pros
- Purpose-built by funeral directors, so case, cremation, and embalming workflows match how firms actually operate
- Custom-built forms service means your forms list contains only the federal, state, and local documents your firm uses
- eSignature has no per-user cost and returns signed documents straight into the case file
- Onboarding includes full GPL/CPL/OCPL price list entry and a dedicated Customer Success Manager
- Month-to-month agreement with no contract, plus a 30-day free trial
- QuickBooks integration and Osiris ePay reduce double entry between software and accounting
Cons
- Pricing is not published; you must call or text for a custom quote tied to call volume
- eSignature is only available to United States customers
- Credit card processing and eSignature are optional add-ons rather than base features
- Very narrow vertical focus, so it is useless outside deathcare businesses
- Small independent vendor with a regional US support window (weekdays 8:30am to 6:00pm CST)
Key Features
Case tracking and automatic case numbering
New case files are auto-numbered and filed into a searchable case log covering at-need, preneed, inquiry, quote, and trade cases, with notes, checklists, and color-coded task lists.
FTC-compliant contract generation
Generates contracts from your own General Price List with custom item descriptions, required disclosures, and payment terms.
Custom business forms and government forms
Osiris builds each federal, state, and local form you actually use into a short, firm-specific forms list instead of a generic library.
eSignature
Mobile-first signature requests supporting multiple signers, combined documents, and initial fields; signed documents return automatically to the case file. US customers only.
Document and media storage
Contracts, forms, photos, and uploaded files are stored alongside each case in the cloud with automatic backups.
Crematory and pet crematory management
Tracks cremation pickup and drop-off times, user-defined workflow steps, and required paperwork completion.
Embalming and care reporting
Itemized forensic file for embalming and body care data with a case report generator for records management and outside audit requests.
Osiris Family Collaboration
A communication hub where client families review and input their loved one's information directly with the funeral director.
ePay and integrated credit card processing
Send an invoice link for direct family billing with funds routed to your account, plus optional EMV terminal and phone card entry with PCI-compliant processing.
QuickBooks integration
Pushes contract and payment data into QuickBooks, with onboarding time from an accounting specialist included.
Calendar and resource scheduling
Schedule services, arrangement conferences, and meetings while confirming availability of time slots, state rooms, and staff.
Obituary generator and vendor integrations
Generates and emails obituaries and syncs silently in the background with website, memorial product, and answering service vendors.
Pricing
- 30 days of full access
- No contract or long-term obligation
- Request info form or scheduled demo
- Priced on your at-need call volume
- Month-to-month agreement, cancel anytime
- All backups, updates, and support included
- Expert setup with a dedicated Customer Success Manager
- All federal, state, and local government forms included
- Full entry of your GPL, CPL, and OCPL price lists
- QuickBooks integration and accounting specialist time
- Multi-location across states, provinces, or regions
- Unlimited annual cases and eSignature requests
- Unlimited device access keys
- Extended customization services
- Extended QuickBooks and accounting consulting
Best For
Independent funeral home case management
Run at-need and preneed cases end to end, from intake and checklists through FTC-compliant contract, signatures, and payment.
Crematory and pet cremation tracking
Log pickup and drop-off times, user-defined workflow steps, and completion of required paperwork for each cremation.
Multi-location funeral and cemetery groups
Enterprise plans cover firms operating across multiple states or regions with unlimited cases, eSignatures, and device access keys.
Family-facing arrangement collaboration
Invite client families into a shared hub to review and supply the deceased's information and sign documents remotely.
Compliance and audit recordkeeping
Keep embalming and care reports, signed contracts, and government forms attached to each case for outside audit requests.
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