If your business is subject to oversight from regulatory agencies, you most likely know, from experience, maintaining compliance can be expensive. Cool Life offers effective solutions that maintain compliance at no additional charge. Our underlying database structure was intentionally developed with these requirements in mind.
Other platforms co-mingle client data and retrieve it using specified identifiers. With Cool Life, data is never shared. Each individual client’s data resides on an exclusive and secure database. Maintaining data in an exclusive environment guarantees that any client subject to regulatory oversight is always safe, secure, and compliant.
Our database security protocols exceed the requirements financial service organizations must maintain to ensure compliance with banking regulators. Cool Life CRM is listed in the FINRA Compliance Vendor Directory. As a Proofpoint Reseller, we are able to securely back-up all of your communications to meet any State or Federal regulations.
Users have different responsibilities, permissions and requirements, making it difficult to all function effectively with the same view and access to data. Properly constructed screen views is essential, so users will have the ability – based on the configuration of data permissions – to access individual user screen adjustments, or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.
With Cool Life, businesses can invite their clients, or prospects, to log-into a secure portal that enables the safe submission, sharing, and tracking of documents and communications. Contacts have the ability to grant others permission to participate as well. If transactional document sharing is required, Vault Rooms, Inc., a division of Cool Life, can provide a safe and secure digital vault where confidential document access is tracked and strictly controlled. Regardless of your file sharing needs, Cool Life delivers effective solutions that protect critical information.
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.
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.
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.
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.
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.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.
FINRA Compliant Listed Service
+1 (800) 988 8850
sales@coollifecrm.com
Corporate Office
Apex, NC
Mailing & Accounting
3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332
FINRA Compliant Listed Service
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