The backbone of the system is data architecture. Cool Life can integrate with almost any other system. The system is built with an open API and an integration system that simply connects the apps that you use. Whether you are connecting marketing automation, social media, or other business platforms, you will be amazed at how quickly and easily you can integrate and work on one platform.
Cool Life integrates automated meeting requests. This process allows your Zoom meetings to be automatically scheduled and integrated into your current system.
Because we integrate utilizing Quickworks, Cool Life can integrate with almost any app you want. Our team can easily create any sophisticated, multi-platform marketing automation you need.
Whether you need to acquire streaming or proprietary third-party data, Cool Life’s open API provides a secure connection to populate the CRM.
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.
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.
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.
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.
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.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.
FINRA Compliant Listed Service
+1 (800) 988 8850
sales@coollifecrm.com
Corporate Office
Apex, NC
Mailing & Accounting
3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332
FINRA Compliant Listed Service
Copyright © 2022 Cool Life CRM | All rights reserved
