Easy to Administer

Administration of Cool Life does not require certifications and special training.

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.

Intuitive for Administrators and users

The Cool Life User and System Admin tools are straightforward and intuitive to use. Many CRM’s require a certified admin to manage the system for you. This is not a benefit to you! Because our data is structured so that you are not sharing data with other clients, the administration is easily accomplished by even the most inexperienced user.

sales team

Eliminate expensive and unnecessary admin certifications

Because of our data and user permissioning structure, the platform is simple to administer and does not require a certified admin to manage it. Cool Life CRM will train and develop internal administrators or we will provide the services for you.

Customizable Screen Manager

Users have different responsibilities, permissions, and requirements, making it difficult to all function effectively with the same view and access to data. Properly constructed screen views are essential. Your users have the ability – based on the configuration of data permissions – to access individual user screen adjustments or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.

Just one platform to manage

Cool Life eliminates the need for many different systems making your systems admin’s life simpler and bringing focus. Having all of the business systems in one place with one set of user rules creates efficiency and streamlines business operations. Single sign-on reduces the “lost password” busywork and improves security by reducinging the number of properties that your company can be attacked.

Unlimited Customizable Fields

Want to rename fields to match up with your company’s vocabulary? Simple. Need a new field for marketing attribution or to improve some other aspect of KPI tracking? No problem. With a few clicks, your new fields are created and propagated in real-time.

Unlimited Customizable Tables

Our clients enjoy unique instances of a database. Many CRM providers use a unified database with the data being segmented with a client ID number. Cool Life CRM permits one-to-many or many-to-many relationships. The data in one table may reference similar data in other tables which maintains the integrity of the links among them. This feature enables clean data management by not requiring duplicate data to fill relationships in traditional relational database systems.



User management and permissioning is done with simple toggles switches



Administration does not require advanced IT credentialling. Designed for efficient admin.



No complicated, compromised shared databases. Triple Redundancies.

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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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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