FINRA & HIPAA Complaint

Your Data is Safe and Secure. It is NEVER in a Shared Database.

Keep track of contacts including companies, people, and vendors in one easily accessible place. Easily and quickly communicate with them directly from the system including email marketing. Retrieve your documentation, credentialing, online completed documents allowing you to print and retrieve, then placed into your permanent files. CRM is an approach to managing a company’s data with all data on a person, company, contact, and communications information, seamlessly. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as CRM’s typically do.

Secure Data Architecture and Practices

Unlike our competitors, your data is in its own database, not shared amongst other clients.

FINRA Compliant

Our database meets the requirements for FINRA Compliance. As a Proofpoint Reseller, we are able to securely back-up all of your communications to meet all of your FINRA requirements.

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HIPAA Compliant

Users have different responsibilities, permissions and requirements, making it difficult to all function effectively with the same view and access to data. Properly constructed screen views is essential, so users will have the ability - based on the configuration of data permissions - to access individual user screen adjustments, or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.

Secure Client Portals

Imagine the time saved and the professional perception of your firm when you ask your clients, or prospects, to log-into a secure portal which will enable the submission and tracking of documentation, communications and permitting your contact to grant other individual permission to participate, such as their other trusted advisors or employees. Our powerful portal also services as an interface for your subscribers to newsletters, emails and or prospecting data to self-manage. The limits are boundless and you can determine the data fields available in your portal using the database administration tool.

Secure Reporting

Reporting (ad-hoc) and pre-configured, allows an array of imperative accountability. Reporting is available throughout the entire platform from CRM, Project Management, eMarketing, Data and so on. With efficient data input and users interacting for all activities, the users will experience simple, intuitive use while all data will be reported in real-time. Our reporting features are second to none, built to report all actions and activities. With one click, reports can be emailed in a secure, non-editable format.

Secure Database

Our clients enjoy unique instances of a database as many CRM providers use a unified database with the data being segmented with a 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 enable clean data management by not requiring duplicate data to fill relationships in traditional relational database systems.  Cool Life CRM will train and develop internal administrators or we will provide the services for you.

User Security

User access can be individually determined down to the field level giving your complete control over who sees what data and fields. And, users can easily be configured as groups so people in the same jobs can see the same data.

Why Choose Cool Life CRM?

Straightforward pricing with $0 data or hosting fees. All modules are included. Cool Life is generally 25-35% less than Salesforce or Dynamics.


Dashboard + Report

We don’t sell complicated data and licensing plans. One price covers the entire platform. AND, we average 25-35% less than Salesforce and Dynamics.


Rapid Implementations

Depending on the complexity of your company, your system can be live in 30 days. We can also stand up a system that runs side by side as you decommission your legacy system so that you avoid any business interruptions.


AI & Data

Your system will give you reports as broad as firmwide or down to a single producer. Your data will be formatted to be used in web 3.0 AI. Your data is secure and not co-mingled as with our competitors.

Explore Use Cases

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