Data & AI

Organize your data, Discover relationships, Leverage powerful assets

It’s all data. Cool Life can handle any type of data you need to track or manage, including data feeds from supply chains or sales networks. We can apply artificial intelligence and machine learning to data creating exponential savings and growth. Many companies collect terabytes of structured and unstructured data yet lack the ability to use it. Our automation processes convert those valuable, unused assets into results.

Find Insights

Whether it is your CRM, marketing, or supply chain, Cool Life’s data architecture is designed to help you discover insights that deliver beneficial results.

sales team

Create Automations

Data is valuable and should be useful.  Your data can spark game-changing business insights. Template a process, create the automation, and discover useful insights. Teams that apply automations to processes save time and produce repeatable, dependable results. You will quickly be able to identify any point of failure.


Whether you are importing or exporting data, Cool Life makes it easy. Our API allows you to connect data sources to the CRM with the ability to structure it in useful ways.  You can acquire live, proprietary data in real-time.

Structured Data

Companies have siloed data everywhere. It resides in spreadsheets, on sticky notes, and many other locations. Cool Life structures that data, driving better results. Our platform allows structured data to be probed and prepared for algorithms and machine learning.


Once you become a Cool Life client, we work carefully with your team, completely mapping your data and processes to the system. No matter what the size and scope of your business is, our highly experienced onboarding team will uncover silos and migrate unstructured data into Cool Life.


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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Contact Us

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