Cloud Based

View your platform from anywhere on any device. Real-Time Data. Safe & Secure. AI and Machine Learning.

Your system will update in real-time and updates will be deployed without disrupting your business functions. Cool Life has redundant server farms so that you don’t suffer downtime. We know from clients that other services go down frequently. Keeping your data securely in the cloud, Cool Life is the best option to ensure your uptime and reduce the frustration of your team.

In the cloud

You don’t need certified administrators to run servers or administrate the users. Cool Life is designed to be user-friendly so we handle the upgrades centrally. Your team doesn’t need to ever download or install new software or upgrades. You drive your business and we’ll keep the oil changed in the engine!!

sales team


All of the modules across your entire platform are available in real-time. If you need pipeline data you will have the data that is live right up to that minute! If you want to see all the notes that have been added to prospects you can pull that report live and view exactly what’s being done that day.

Automated Updates

Your IT department never has to install another upgrade or suffer the indignity of significant cost escalation at the upgrade. Cool Life CRM manages the entire process behind the scenes. Your team just gets all the credit!

Safe & Secure

Cool Life constantly tests our systems to protect against potential intrusions. Our military-grade protection combined with triple-redundant serves protection ensures that your system is up, and secure when you need it.

Available on any device

Work wherever you have an internet connection, on any device that you want. Cool Life CRM will render correctly on any device. This is especially important as companies need flexibility for how and when employees work.

In-house AI expertise and platform

You hear about AI and machine learning. We have in-house expertise in this field. Let us walk you through a discovery call to discuss what AI is and how it can be applied to your company to create efficiency and automation.



Work from any device with an internet connection. Outlook Integration.



Eliminate servers, maintence, and cost. Let your IT people help grow the company.



Secure client portals. Redundant Security and Uptime.

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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