SRS

SRS Computing case management integration

SRS Computing is a leading funeral home management platform. The Bridge captures family and contact data from SRS, routing it directly to your CRM for preneed follow-up.

How It Works

A step-by-step look at how data flows from source to CRM.

1

Connect SRS via webhook or data export

2

Family and contact data flows to The Bridge

3

We normalize names, phones, and addresses

4

Clean contacts sync to your CRM automatically

5

Relationships preserved for preneed follow-up

Data Captured

  • Case and service information
  • Family contact details
  • Related contacts and relationships
  • Service preferences and history
  • Location information

Setup Steps

  1. 1Configure SRS data export or webhook
  2. 2Set up secure connection to The Bridge
  3. 3Map SRS fields to your CRM fields
  4. 4Test with sample case data
  5. 5Enable automated sync

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