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 apps that you are using. Whether you are connecting marketing automation, social media, or other business platforms, you will be surprised at how quickly and easily you can integrate and work in one platform.
Two-way, seamless integration with Outlook gives you the freedom to work from Outlook while ensuring that your CRM is capturing all the data you need. Whether you are on the road or meet a new prospect playing golf, you will never lose the opportunity to turn that person into a client. Your frustration of needing a workaround is eliminated.
Using imap, Cool Life can integrate with your email system to simplify your workprocess. All of your mail, calendar, To-Dos, Tasks, etc, will be on your customized Cool Life dashboard. Your project management assignments will calendar automatically.
Integrate Office 365 and G-Suite into your Cool Life dashboard to ensure that your information is up-to-date and flowing two ways.
Cool Life can integrate a number of different accounting packages into the platform helping you to seamlessly track billable hours, bill clients, and recognized revenue. Cool Life's billing module can handle invoicing and e-commerce.
Are you using automated meeting requests? These are integrated into Cool Life so your appointment and Zoom meetings are automatically scheduled and integrated into the systems you are already using.
Cool Life integrates with the middleware, QuickWorks. As a result, Cool Life can integrate with almost any app you might be using. Need to create a sophisticated multi-platform marketing automation? No Problem.
Do you need to bring in streaming, proprietary third-party data? Using the Cool Life Open API, you can create a secure connection to populate the CRM.
Straightforward pricing with $0 data or hosting fees. All modules are included. Cool Life is generally 25-35% less than Salesforce or Dynamics.
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.
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.
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.
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sales@coollifecrm.com
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Apex, NC
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Sanford, NC 27332
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