Cloud Based

View Real-Time Data, anywhere, on any device

Your system updates occur in real-time and deploy without disrupting your workflow. Cool Life utilizes redundant server farms to protect clients from downtime. By maintaining your data securely in the cloud, we provide the best option to guarantee uptime and prevent disruptions.

In the cloud

Eliminate the need for certified administrators to run servers and oversee users. Cool Life’s user-friendly design allows us to run upgrades behind the scenes, ensuring your team never has to download and install new software or upgrades.
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Real-Time

Every module across the entire Cool Life platform is available in real-time. You can confidently work with pipeline data knowing the information is current, up to the minute. Notes added to prospects can be pulled into reports that offer real-time views of daily activity.

Automated Updates

Because Cool Life is a SaaS platform, clients never have to download software upgrades or suffer bloated cost increases. Our team manages the entire process, behind the scenes, and your team gets all the credit!

Safe & Secure

At Cool Life, we perform routine risk assessments to safeguard network security and shield client data from threats and intrusions. Our high level, triple-redundant, security measures guarantee your system is up and secure at all times.

Available on any device

Work from anywhere on any device you like. Cool Life renders correctly on any device. Our platform provides the flexibility on-the-go executives need to keep pace with competitors. Air travelers can work during flights and the CRM will automatically update information once the device re-connects to Wi-Fi.

In-house AI expertise and platform

Everyone’s heard of AI and machine learning but most people don’t understand how it works, let alone how it can help their business processes. Let Cool Life walk you through a discovery call to explain AI and how it can be applied to your company creating improved efficiencies and automation.
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Fast

Discover relationship intelligence. LinkedIN and Hoovers connections.

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Intuitive

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

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Secure

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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Enterprise

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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