360° CRM

Organize your contacts and discover relationships

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.

Discover relationships

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.

sales team

Track Prospect Status

Our sales pipeline provides executives and managers with the ability to review prospect status at any level. At-a-glance, your custom dashboard presents a quick overview and with a click or two you can see as much detail as you want. The transparency Cool Life offers help businesses create and maintain a successful sales environment.

Communication & Email Marketing history

Everything’s in one place. View all email marketing and email history in the contact record. No more wasted time fumbling between platforms or running extraneous reports to try to gain insight. Having data reside in one location creates efficiency and expedites deal closures.

Powerful & robust filtering & reporting

Our philosophy is simple, “generate results in two clicks”. Users can filter on any combination of data fields to run custom reports in real time that can be emailed to your team, partners, or LPs with just a click. Retrieve your most important KPIs easily and without frustration. No matter the size or scope of your business, you will be amazed at the simplicity and elegance of your reporting.

Eliminate Email Searches

Emails are connected directly to the contact record. No more aggravating searches through stacks of email chains to find a vital communication needed for reference. Save time and frustration with a click and directly retrieve the records you need.

Unlimited Customizable Fields

Regardless of industry, no two businesses are the same. Because we recognize that, Cool Life offers unlimited, customizable fields and tables. A key component of the onboarding process is matching client vocabulary to how they use strategic and proprietary data. Our unique approach is designed to improve, not disrupt, how you do business.


Discover relationship intelligence. LinkedIN and Hoovers connections.



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



Secure databases, triple redundancies, and secure client portals.

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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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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