Powerful integrations make Cool Life CRM the engine at the center of your firm

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.


Two-way, seamless integration provides the flexibility of working from Outlook while ensuring that your CRM is capturing the data you need. Whether you’re on the road, playing golf, or attending a social event, you’ll never miss the opportunity to transform a casual introduction into a client. Outlook integration eliminates the frustration of needing a workaround.
sales team


Using iMap, Cool Life integrates with your email system, simplifying your work process. All mail, calendar, to-dos, tasks, etc., appear on your custom Cool Life dashboard. Your project management assignments will also calendar, automatically.

Office 365 & G-Suite

Cool Life seamlessly integrates Office 365 and G-Suite onto your custom dashboard, ensuring important information is always up-to-date and flowing two ways.

Accounting Packages

Cool Life is capable of integrating a wide variety of accounting packages, providing seamless and accurate tracking of billable hours, customer invoices, and recognized revenue. Our comprehensive billing module will also simplify your e-commerce transactions.

Appointment Setting & Middleware

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.

Open API

Whether you need to acquire streaming or proprietary third-party data, Cool Life’s open API provides a secure connection to populate the CRM.



Discover relationship intelligence. LinkedIN and Hoovers connections.



Spend time working not figuring out how to use your CRM!



Secure databases, triple redundancies, and secure client portals.

Explore Use Cases

Cool Life CRM can be used in any industry, by any size 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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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.

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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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