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.
Cool Life CRM
All-In-One, Cloud-Based Business Solution
Simple Pricing. No Third-Party Programming. Lightning-Fast Implementation.
One Simple Licensing Fee. Robust Features.
Straightforward pricing with $0 data or hosting fees. All modules are included. Cool Life is generally 25-35% less than Salesforce or Dynamics.
Integrate with Outlook
Unlimited Fields and Contacts
Sales & Marketing
Email & CMS
Data & Reporting
Standard and Custom Reports
"Cool Life CRM & team are attentive and responsive to our requirements and concerns. More importantly, Cool Life CRM is dynamic in its ability to fit every company."
Why Choose Cool Life CRM?
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Explore Use Cases
Cool Life CRM can be used in any industry and sized company.
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.
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.
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.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.