Secure Data Architecture and Practices

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.

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.

sales team

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.



Your office administrator and office staff will love digital onboarding forms!



Intake form data is loaded directly into the CRM, no more clipboards and paper.



HIPAA and FINRA compliant. ProofPoint Certified for FIRNA archiving.

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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