360° CRM

Organize your contacts and discover relationships

Keep track of contacts including companies, people, and vendors in one easily accessible place. Easily and quickly communicate with them directly from the system including email marketing. Retrieve your documentation, credentialing, online completed documents allowing you to print and retrieve, then placed into your permanent files. CRM is an approach to managing a company’s data with all data on a person, company, contact, and communications information, seamlessly. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as CRM’s typically do.

Discover relationships

As you engage with prospects, the CRM will show you other possible relationships which are not in your data. A single click adds them. Connect companies, individuals, and deals to be able to filter by what your prospect might buy and sell. Leverage your existing data and relationships to find other relationship and expedite dealmaking.

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Track Prospect Status

With sales pipelines, you can easily see prospect status at both the firm-wide level or down to a single deal level. At-a-glance dashboards give you a quick overview while a few quick clicks gets you as much detail as you need. This transparency helps firms create healthy, accountable sales environments. Search for notes in two clicks to see all of the activity that’s been logged. It’s a sales leaders dream!

Full Communication and Email Marketing history

It’s all in one place. You can see all the email marketing and email history in the contact record. Eliminate wasted time clicking back and forth between platforms, or running extraneous reports to try to gain insight. Having all the data in one place gives you a strategic advantage when you need to apply AI and machine learning technologies to your data sets.

Powerful and robust filtering and reporting

Our design philosophy was to get you the results you need in two clicks. You can filter on any field and create custom reports that run in real time and can be emailed to your team, partners, or LPs with just one click. Find your most important KPIs easily and without frustration. Whether you are a solopreneur or an international conglomerate that needs rolled-up, multi-divisional reports, you will be stunned at the simplicity and elegance of your reporting.

Eliminate Emails Searches

Emails are connected to the contact record so you will no longer have to search through stacks of email chains to find the vital communication you need to reference. You save time and frustration by clicking directly into the records you need.

Unlimited Customizable Fields

Your business is different from other businesses, even those in the same industry. Because of that, Cool Life gives you unlimited, customizable fields and tables. We don’t presume to know your vocabulary or how you want to use your strategic and proprietary data. You will have a customized solution for an off the shelf price.

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Fast

Discover relationship intelligence. LinkedIN and Hoovers connections.

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Intuitive

Spend time working not figuring out how to use your CRM!

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Secure

Secure databases, triple redundancies, and secure client portals.

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.

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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

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.

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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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