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.
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.