Services/Director Dashboard
Director Dashboard
Your Whole Firm, in One Calm View.
Every call, message, and meeting your team handles — gathered in one simple place. No spreadsheets, no scattered inboxes, no wondering what happened. Just a clear picture of every family you’re caring for.
Built by funeral professionals — simple enough for your whole team.
TeamTangoAI · Director Dashboard
Search families, calls…
AC
Good morning, Amanda. Here’s today.
Thursday, June 4 · 3 families need a follow-up
Everything handled overnight
Booked6
meetings scheduled
After hrs11
answered while closed
Follow-ups3
waiting on your team
The Ramirez familyAsked about cremation options & pricing
7:42 AM
Booked
James WhitfieldWebsite chat — preplanning questions
11:18 PM
Answered
The Coleman familyRequested a copy of the service program
9:05 PM
Follow up
Eleanor HayesLeft a message — needs a return call
8:51 PM
Follow up
10:00Arrangement ConferenceRamirez family · Room 2
1:30Preplanning ConsultJames Whitfield
3:00Family TourThe Coleman family
Built for your whole team
Powerful Underneath. Effortless to Use.
A dashboard your directors will actually open every morning — clear, calm, and organized around the work of caring for families, not learning software.
Everything in One Place
Calls, website chats, messages, meetings, and follow-ups — all gathered in a single view instead of scattered across tools.
Simple & Intuitive
No manuals, no training week. If your team can read an email, they can use the dashboard from day one.
No Technical Expertise
We handle setup and configuration. Your staff simply logs in and sees exactly what they need to serve families well.
Listen back to every call
Hear Exactly How Each Family Was Cared For.
Every call the AI assistant handles is recorded, transcribed, and summarized — so nothing is lost and no one has to ask “what did they say?”
Open any conversation and you’ll find everything your team needs to pick up right where the family left off:
- A clear recording you can play back anytime
- A full transcript, searchable word for word
- A short summary of what the family needs next
The Ramirez familyIncoming call · Today, 7:42 AM
Booked
Call recording · arrangement inquiry
0:00 / 2:14
AIThank you for calling. I’m so sorry for your loss. How can I help you and your family today?
FamilyWe’d like to understand our cremation options and set up a time to come in.
AIOf course. I can walk you through the options and find a time with one of our directors…
AI Summary
The Ramirez family asked about cremation pricing and booked an arrangement conference for 10:00 AM today. No urgent concerns — a warm, straightforward call.
One timeline per family
Follow Every Family’s Whole Journey.
Families rarely reach you just once. They call, then text, then email — sometimes across days, sometimes across your whole team. The dashboard stitches it all into a single timeline, so anyone who picks up the thread sees the full story.
No more re-asking the same questions. No more “I think someone already spoke with them.” Just one clear, caring record of every touchpoint.
RF
The Ramirez familyPre-need & cremation · first contact 2 days ago
Called after hours
AI answered, shared cremation options, and offered to book a meeting.
Tue · 9:18 PM
Sent a pricing summary
Follow-up email with general price ranges and next steps.
Tue · 9:21 PM
Replied by text
“Thank you — Thursday morning works for us.”
Wed · 8:04 AM
Arrangement conference booked
Thu, June 4 · 10:00 AM · Room 2, with Amanda.
Wed · 8:05 AM
Reporting & insights
See the Bigger Picture, Without the Spreadsheets.
At-a-glance numbers that help you understand how your firm is serving families — and where a little extra coverage would help.
100%
of calls answered, day or night
46%
handled after office hours
2 min
average response to a new family
Conversations handled this week
Includes calls, chats & messages
You stay in control
Set Up Around How Your Firm Works.
The dashboard is configured to match your firm — your locations, your appointment types, your team. And you decide who sees what.
Give owners the full picture, directors what they need for their families, and staff exactly the right access — no more, no less.
- Role-based permissions for every team member
- Custom views for multiple locations
- Configured by us — adjusted whenever you need
Team & access
ACAmanda ClementOwner
Full access
DMDavid MorenoFuneral Director
Director
SRSofia ReyesFuneral Director
Director
JTJordan TateFront Office
Limited
The bottom line
The Dashboard Does the Organizing. Your Team Does the Caring.
Technology should quietly hold the details — the calls, the messages, the follow-ups — so your directors can give families their full attention. That’s the whole point: less time managing information, more time being present for the people who need you most.
Book your demo
See TeamTangoAI in
Your Funeral Home.
Tell us a little about your funeral home and we’ll set up a personalized walkthrough — no pressure, no obligation.
