Pricing
Plans that grow with your caseload
Start small, add automation and AI as your team is ready, and bring every location under one roof when the time comes. Every plan is sandbox-safe from day one.
Preliminary pricing — subject to change. Monthly, billed in USD. Pay-per-certificate available on Starter from $5/certificate, configurable.
Starter
For small funeral homes getting started with automated follow-up.
$49/ month
14-day free trial · no credit card
- 15 active cases
- 3 team members
- 1 location
- Manual case tracking
- Automated email follow-up (standard cadence)
- Basic turnaround reports
- Email support
Optional pay-per-certificate: from $5/certificate, configurable.
Start free trialProfessional
Advanced automation, AI assistance, and family updates.
$149/ month
14-day free trial · no credit card
- 60 active cases
- 10 team members
- 2 locations
- Manual case tracking
- Advanced follow-up policies (multi-channel, quiet hours, approval mode)
- RestDoc AI assistant (advisory)
- Escalations inbox
- Family portal & status updates
- Expanded analytics & certifier scorecards
- Document storage & secure links
- Email support
Business
Higher volume, multi-user workflows, custom automation, and priority support.
$299/ month
14-day free trial · no credit card
- 200 active cases
- 30 team members
- 5 locations
- Manual case tracking
- Advanced follow-up policies (multi-channel, quiet hours, approval mode)
- RestDoc AI assistant (advisory)
- Escalations inbox
- Family portal & status updates
- Expanded analytics & certifier scorecards
- Document storage & secure links
- Automation builder
- Integrations & manual EDRS status entry
- Detailed reports & CSV export
- Priority support
Enterprise
Multiple locations, custom integrations, centralized administration, and dedicated onboarding.
Custom
Volume pricing · 30-day pilot available
- Unlimited active cases
- Unlimited team members
- Unlimited locations
- Everything in Business
- Unlimited locations
- Custom integrations
- Centralized administration
- Advanced security controls (SSO roadmap, custom retention)
- Volume pricing
- Dedicated onboarding
- Service level agreement
Compare
What is included in each plan
| Feature | Starter $49/ month | Professional $149/ month | Business $299/ month | Enterprise Custom |
|---|---|---|---|---|
| Active cases | 15 cases | 60 cases | 200 cases | Unlimited cases |
| Team members | 3 seats | 10 seats | 30 seats | Unlimited seats |
| Locations | 1 location | 2 locations | 5 locations | Unlimited locations |
| Free trial | 14 days | 14 days | 14 days | 30 days |
| Manual case tracking & timeline | Included | Included | Included | Included |
| Automated email follow-up | Included | Included | Included | Included |
| Multi-channel policies, quiet hours, approval mode | Not included | Included | Included | Included |
| Escalations inbox | Not included | Included | Included | Included |
| RestDoc AI (advisory) | Not included | Included | Included | Included |
| Family portal | Not included | Included | Included | Included |
| Documents & secure links | Not included | Included | Included | Included |
| Reports | Basic | Expanded analytics | Detailed + CSV | Detailed + CSV |
| Automation builder | Not included | Not included | Included | Included |
| Integrations & manual EDRS entry | Not included | Not included | Included | Included |
| Centralized multi-location administration | Not included | Not included | Not included | Included |
| Dedicated onboarding & SLA | Not included | Not included | Not included | Included |
| Support | Priority | Priority |
FAQ
Pricing questions
Is there a free trial?
Yes. Starter, Professional, and Business include a 14-day free trial with no credit card. Trials run in sandbox mode: follow-ups are generated and clearly labelled as simulated so you can evaluate the workflow safely. Enterprise pilots are arranged with our team.
What counts as an active case?
Any case that is not Completed, Cancelled, or On Hold. Completed cases remain in your account and reports without counting toward the limit.
What is pay-per-certificate?
On Starter, organizations with very low or seasonal volume can opt into a configurable per-certificate rate (from $5) instead of growing into a larger plan. Contact us to enable it.
Can we change plans later?
Yes. Upgrade at any time; the change takes effect immediately. Downgrades apply at the next billing period and require your usage to fit the new limits.
How is billing handled?
Card billing is processed by a PCI-compliant payment provider; RestDoc360 never stores card numbers. Until billing is configured, accounts run in sandbox billing mode and are clearly labelled.
Do you offer discounts for multiple locations or associations?
Business and Enterprise include volume pricing. Associations and multi-location groups should request a demo to discuss centralized administration and pricing.
Not sure which plan fits?
Tell us your monthly caseload and locations and we will recommend a starting point — or just start the trial and switch later.