Data and AI

Organize your data. Discover relationships. Leverage that asset.

It’s all data. Cool Life can handle any type of data you need to track or manage including data feeds from your supply chain or sales network. Your data can also have artificial intelligence and machine learning applied so that you are able to find and create exponential savings and growth. Many companies now have terabytes of structured and unstructured data, yet lack the ability to use it for insights and automation. Turn that valuable asset into business results.

Find Insights

Whether it is your CRM, marketing, or supply chain, Cool Life’s data architecture is designed to help you find the kind of insights that will deliver business results.

sales team

Create Automations

Your data will be usable and valuable. It will lead you to game-changing business insights. Find the insight, template a process, create the automation. Your team will save time and produce repeatable, dependable results. You will quickly be able to identify any point of failure.


If you are gathering data or sending data, Cool Life makes it easy. Our API allows you to connect data sources to your CRM and be able to structure that data in a useful way.  Bring in live, proprietary data that is available to you in real-time. 

Structured Data

Firms have siloed data all over the organization. It is being held in spreadsheets, on sticky notes, and in many other places. A CRM structures that data leading to better results. Structured data is now ready to be probed and prepared for algorithms and machine learning.


When you become a client of Cool Life, we quickly and painlessly map your data and processes to the system relieving your team of that burden. Depending on the size and scope of the organization, we have specialized teams who are skilled at finding silos and moving unstructured data into Cool Life.



Real-time data is always ready to support your business requirements.



Cool Life is designed to help your business grow and leverage your data.



Your data is in a secure, individual database, not a shared database.

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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Let's Talk

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