Project Management

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

Project management software is used in a variety of ways. Its main purpose is to facilitate the planning and tracking of project components, stakeholders, and resources. Our module is fully integrated and includes the following primary functions: Project planning includes defining a project schedule, using preconfigured or new creation and assignment 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 should automatically update across all PM and stakeholder calendars notifying and updating for stakeholders. Time tracking allows all users to provide all time expended throughout all tasks and maintain time vs profitability associated with the associated transaction or record.

Project Templates

Project templates ensure that your team gets it done, on time every time. Creating a project template brings peace of mind that steps are not being missed and that, if a step is late, that step is being flagged not forgotten. Launch new clients and engagements in minutes.

sales team

Integrates with Outlook and Calendar

Cool Life has a two-way seamlessly integration with Outlook. Task, checklist, etc that are assigned will show up on the calendar using Outlooks, Office 365, G-Suite, and other tools.

Shared Files

Put all of the required assets into the project. Files, videos, or images can be shared across the team so that everyone has the tools they need to accomplish their part of the project.

Milestones, Tasks, Checklists, Notes, Files

Create critical milestones to keep the task on track. Milestones are comprised of tasks to ensure continuity of project planning and workflow. Delineate acceptance criteria for tasks, estimate percent complete, and outline checklists for accomplishment. Tasks can be billable and tracked upwards for the entire project.

User and Team Management

Creating teams is just a click away and user permissions can be managed down to the field level. Supervisors and leaders can be added to update emails so they can receive crucial, timely project updates. Documents and files can be uploaded to projects and shared amongst the team.



Meet your project and engagement deadlines every time.



Build project templates for work that is done repeatedly. Help the team get more done.



Secure client portals enable timely communication and shared data.

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.

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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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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.

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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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