Easy to Administer

Cool Life CRM does not require Admin Certifications or special training

Intuitive administration of Cool Life and your users contributes to our lower overall cost of ownership. Because your data is not in a shared database, your team doesn’t need specialized training and certifications to administer Cool Life.
  • Intuitive for Administrators and users
  • Eliminate expensive and unnecessary admin certifications
  • Customizable Screen Manager
  • Just one platform to manage
  • Unlimited Customizable Fields
  • Unlimited Customizable Tables

Intuitive for Administrators & Users

Cool Life’s User and System Admin tools are straightforward and intuitive. With our platform, there is no need for a certified administrator to manage the system. Because every client’s data resides in a unique database, administration is easily overseen without requiring an IT department.
sales team

Eliminates Unnecessary Expense

Because the data and user permission structure of our platform is simple to administer, it does not require certified administrative management. Cool Life will train and develop internal administrators, or we can provide the services for you.

Custom Screen Management

Users all have different responsibilities, permissions, and requirements. Properly formatted views are essential and by customizing the way individuals view data you strengthen their ability to focus on projects and tasks with greater efficiently. Managers benefit immeasurably by having an at-a-glance view of any piece of information that allows them to quickly identify and address urgent business matters.

Only One Platform to Manage

Cool Life eliminates multiple business systems. Operating a single system boosts clarity and dramatically reduces administration. A single platform, with one set of rules, is much more efficient and streamlines business operations.

Unlimited Custom Fields

Wouldn’t you prefer to name fields that match your company’s vocabulary? No Problem! Do you need a 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. Done!

Unlimited Custom Tables

Cool Life clients benefit from a unique instance of database. Other CRMs offer a unified database with data segmented by 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 without requiring duplicate data to fill relationships as required by frequently used relational database systems.


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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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Contact Us

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