Investment Banking & Capital Markets

Cool LIfe is listed in the FINRA Compliance Vendor Directory

We understand capital markets

A CRM that advances your engagements

360° CRM Streamlines communication and simplifies IT.

This is not your father's CRM...

Cool Life improves your relational intelligence, provides powerful marketing automation, and culls valuable firm-wide insights.

Project Management

Your teams will accomplish more, be more aligned, and better informed. Your leadership team will have better insights and financial management with billable hours tracking and client invoicing. Project Templates enable you to launch fully deployed engagements with a few clicks. 

Digital Assets

Simplify the complexities of digital asset management by using one robust platform.

Elimate Confusion and Frustration

Cool Life accelerates engagements while eliminating confusion. 

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

How Cool Life Works for You

Straightforward per-user pricing with $0 data or hosting fees; all modules are included

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Simplified Pricing

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

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Rapid Implementation

Your system can be live in 30 days. We can also stand up a system that runs side by side as you decommission your legacy system so that you avoid any business interruptions.

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AI & Data

Open API allows for real-time data feeds. LinkedIn connection and Hoovers connections. Connect to unlimted other applicatations.

Recommended Resources

Resources that help you work efficiently, effectively, and with greater creativity

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Blog Post

Security threats are everywhere!

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

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Resource Library

Outlook Integration

One of the most common problems businesses face with their CRM is pushback from employees. We frequently encounter situations where clients are choosing Cool Life

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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, by any size 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.

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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.

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Enterprise

Unlimited 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.

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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.

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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.

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

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Contact Us

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