Keep track of contacts, including companies, people, and vendors in one, easy-to-access location. Instantly communicate with contacts directly from the system including email marketing. Access documents, credentials, and online forms then view, print, and place in permanent files. Cool Life seamlessly facilitates data management on a company, contact, or a communication history. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as other CRM’s typically do.
As you engage with prospects, the CRM will highlight other potential relationships which are not in your data. Add them with a single click and connect companies, individuals, and deals. Filters can be used to identify what a prospect might buy or sell. By leveraging existing data, you create the ability to identify untold relationships that could potentially expedite deals.
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.
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.
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.
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+1 (800) 988 8850
sales@coollifecrm.com
Corporate Office
Apex, NC
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3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332
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