Project Management

Native project management ensures that teams accomplish their goals and that progress is transparent

Project management software can be used in many ways. Its main purpose should be to facilitate the planning and tracking of project components, resources, and stakeholders. Our module is fully integrated and includes the following primary functions:
  • Project planning includes defining a project schedule, using preconfigured or newly created assignments of tasks, deadlines, and status reports.
  • Functionality includes document sharing and collaboration, calendar automation, and contact sharing.
  • Project timelines include scheduled meetings, activity dates, and contacts that automatically update across all PM and stakeholder calendars.
  • Time tracking allows users to report time expended throughout all tasks and maintain time vs profitability correlated with the associated transaction or record.

Project Templates

Project templates ensure that your team gets it done, on time, every time. Templates also guarantee steps are not being missed and in the event of a delay, that step is flagged, not forgotten. Our custom templates facilitate launching new client projects and engagements in minutes.
sales team

Integrates with Outlook & Calendar

Cool Life delivers two-way seamless integration with Outlook. Assigned tasks, checklist, etc. appear on the CRM calendar using Outlooks, Office 365, G-Suite, and other tools.

Shared Files

Put all required assets into the project. Files, videos, or images can be shared across the team ensuring everyone has the necessary tools to successfully complete their part of the project.

Milestones, Tasks, Checklists, Notes & Files

Create critical milestones to keep the task on track. Milestones are comprised of tasks, ensuring the continuity of project planning and workflow. Delineate acceptance criteria for tasks, estimate completion percentages, and outline checklists for accomplishment. Billable tasks can be tracked upwards for the entire project.

User & Team Management

Putting together a team is just a click away and user access can be managed at every level. Managers and team leaders can be added to update emails ensuring they receive essential, up-to-date, project status. Documents and files can be uploaded to projects and shared amongst the team.


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.

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 »


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.

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 »

Contact Us

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.