Ensures Fast Launch of New Engagements
Valuation Firms love our templated projects. They build out their ideal projects allowing them to deploy engagements instantly while creating transparency and accountability at the same time. Client reporting is in real-time and can be automated to run at whatever interval your client wants. Email a secure copy with one click on the report.
Automate Responses and Nurture Campaigns
Marketing automation improves effectiveness and ensures continuity of timeliness and messaging. Automations can create segmented lists as well as change a prospect’s opportunity stage or kick off a nurture campaign. Automation generates an improved ROI for your marketing budget.
Professional Email Marketing Tools
Optimize your response from email marketing and track the effectiveness of your campaigns. Save time and confusiton by centralizing your email marketing inside Cool Life with our professional email marketing suite. Work alongside your CRM, landing pages, and attribution tools on one platform.
Content Management Tools
Maintain your website and landing pages, whitepapers, blogs, and other web assets.
Send the Right Message at the Right Time
Design your drip campaign to nurture prospects and cultivate existing clients.
"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
One licensing fee includes the entire platform. There are no additional charges for data usage or contacts.
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.
AI & Data
Open API allows for real-time data feeds. LinkedIn connection and Hoovers connections. Connect to unlimted other applicatations.
Resources that help you work efficiently, effectively, and with greater creativity
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
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.
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.
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.