The NextSteps Companion App:
Keeps everyone informed in a single and private space
Simplifies choices with trusted vendor options and transparent costs
Reduces stress by turning confusion into a clear plan
Preserves memories with tributes, photos, and service details
The NextSteps Companion App:
Keeps everyone informed in a single and private space
Simplifies choices with trusted vendor options and transparent costs
Reduces stress by turning confusion into a clear plan
Preserves memories with tributes, photos, and service details
Replace scattered calls, texts, and spreadsheets with one shared plan — so your team works faster, makes fewer errors, and families feel cared for and connected.
Chasing details → Collect facts, photos, and approvals in a secure Family Portal with guided checklists.
“Who’s doing what?” → Assign roles and due dates; automatic reminders keep tasks moving and create an audit trail.
Tight timelines & vendors → Use templates to build services and confirm florists, transport, livestream, and printing from one hub.
Budget drift & awkward follow-ups → Keep a transparent budget and contributions tracker with approvals captured.
Training & handoffs → Reusable SOPs/checklists and a Director Dashboard give clear progress and accountability.
Status confusion → A live case timeline shows the next step for staff and family at a glance.
Track all cases, assign tasks, and see progress at a glance.
One secure place for tributes, media, event details, and updates.
Track budgets, contributions and payments in one place
Assign tasks, set reminders, and monitor progress in real time.
Connect with trusted florists, transport, catering, and memorial products.
Reduce admin time and focus on compassionate care.
1. Get App
Begin your journey with NextSteps Companion — download the app to your phone or desktop and experience how simple coordination can be.
2. Try App - 14 days free
Experience the app risk-free for 14 days. Load a sample case to explore every feature — no real data required or credit card needed.
3. Invite a colleague
Bring others on board — invite a staff member or family contact to share, update, and coordinate together in real time.
4. Book a 15-min walkthrough
It only takes a few steps to activate and go live. Should you need any help, our team is happy to walk you through — just book a quick call.
5. Customise the App for you
We’ll make the App look and feel like an extension of your brand — personalised with your logo, colours, and preferences.
6. Go live
Begin guiding real families through their journeys — onboard their cases and manage every detail with care.
Start with a pilot, grow with your caseload. Cancel anytime..
1–50 cases / year
Email support
51–200 cases / year
Everything in starter
Priority support
Over 200 cases / year
Everything in growth
Premium onboarding and full customisation
Most teams can be up and running within minutes. Simply download the app, load a demo case, and invite your colleagues. Our team can also guide you through a quick onboarding call if needed.
Yes. We’ll customise your version with your logo, colours, and contact details so it feels like part of your business.
Absolutely. All data is encrypted, and access is limited to authorised team members and invited family contacts. We comply with UK data protection and GDPR standards.
You’ll have the option to continue with a paid plan. There’s no automatic charge and no credit card is required during the trial.
We ask for 24-hour notice for any cancellation. Missed or late-cancelled sessions may be charged depending on your plan.
It brings everyone together in one shared space — helping you track tasks, contributions, and updates so nothing is missed during an emotional time.
Not necessarily. You can join through a simple invitation link sent by the funeral home or family member and access the case from your phone or desktop.
Yes. The funeral home or family member can invite as many family and friends as needed to view progress, share information, or approve details.
Vendors receive invitations to specific cases, where they can view service details, delivery times, and upload confirmations — reducing back-and-forth calls and errors.
No. Vendors participate at no additional cost — they simply receive secure access through the invitation link provided by the funeral home.
Yes. The funeral home or family member can invite as many vendors as needed to view progress, share information, or approve details.
While originally developed for funeral homes and families in the UK and US, NextSteps Companion is designed for global use and can be accessed from any country in the world.
We provide onboarding assistance, training videos, and optional live walkthroughs. Our support team is always ready to help you go live confidently.