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 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.

sales team


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.

Office 365 and G-Suite

Integrate Office 365 and G-Suite into your Cool Life dashboard to ensure that your information is up-to-date and flowing two ways.

Accounting Packages

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.

Appointment Setting and Middleware

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.

Open API

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.



Our integrations keep you moving because you have all the information.



Integrations are easy to use and configure. Just a few clicks and it's done.



Secure API integrations with Quickworks give you confidence in your security.

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.

Read More »

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.

Read More »


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.

Read More »

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.

Read More »

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.

Read More »

HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.

Read More »

Let's Talk

We're committed to your privacy. Cool Life CRM uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.