Cool Life CRM

All-In-One Cloud-Based Business Solution

Simple Pricing • No Third-Party Programming • Lightning-Fast Implementation

Builds the Engine That Drives Your Business Forward

Fast • Intuitive • Secure

360° CRM

Discover Relationships
Integrate with Outlook
Unlimited Fields and Contacts


Sales & Marketing

Sales Pipelines
Marketing Automation
Email & CMS


Data & Reporting

Sophisticated Analytics
Standard and Custom Reports

"Cool LIfe is always available, whenever we need them. Their ability to scale, makes Cool Life a perfect fit for any company."

Why Choose Cool Life CRM?


Simple Pricing

One licensing fee includes the entire platform. There are no additional charges for data usage or contacts.


All-in-One System

All of the modules are included and can be used across all of your business units. The system streamlines your business processes.


Faster On-boarding

Your system can be live in 30 days. Your implementation specialist will convert your businesses process and workflows.



Integrates with Outlook, email, LinkedIn, social media, and many other platforms. Open APIs allow for real-time data feeds.

Ready to Get Started?

We’d love to answer your questions or learn more about your project. Let us know how we can help.

Explore Use Cases

Cool Life CRM can be used in any industry and sized company.

Investment Banking

Specialized business processes. A-I connects contacts that are related but not in your system. Easily match your buy-side or sell-side counter-parties as well as funding sources. One and two-click reporting create times savings and make reporting to LPs and clients efficient and secure.

Read More »

Sales & Marketing

Manage your website, blog, landing pages, and marketing automation from one platform. SEO is built-in so there is no need for additional plugins. The system creates segmented lists and can launch auto-responders and nurture campaigns.

Read More »


Unlimted business units and divisions and roll-up reporting for all levels. Outlook integration allows your company to work in the processes you already use. Easy adoption and straightforward pricing give enterprise clients a strategic advantage over their competitors who use CRM products that are not well-adopted.

Read More »

Host your website and use marketing automation tools to generate interest, share your work, and cultivate donors. Take donations and automated donations. The CRM segments your donor lists so that each segment gets the right message at the right time for giving. Blogging, Articles, Newsletters, and Email marketing keep your donors up to date and your clients properly informed.

Read More »

Secure client portals make sharing documents with clients instant. Integration with Microsoft and G-Suite however, Cool Life creates a communication history so the frustrating process of searching for email goes away. Outlook allows you to keep its benefits while leveraging the power of Coool Life’s platform including tracking hourly billing and invoicing clients.

Read More »

HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.

Read More »

"Cool LIfe is always available, whenever we need them. Their ability to scale, makes Cool Life a perfect fit for any company."

Recommended Resources

Resources to help you work better, faster, and more creatively.

Blog Header
Blog Post

Security threats are everywhere!

Security concerns vary based on individual responsibilities. Cybersecurity Experts shield data from intrusions and attack. Compliance Officers ensure data use conforms with State and Federal

Read More »
header image
Resource Library

Outlook Integration

Outlook Integration The problem that most organizations run into is that they spend a lot of money to implement a big-name CRM just to find

Read More »
marketing automation
Blog Post

Marketing Automation

Cool Life CRM delivers automated marketing, accelerated sales processes, and organizational alignment all at the same time. Cool Life CRM is a real-time business enablement

Read More »

Let's Talk

We're committed to your privacy. Cool Life CRM uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.