Regulatory Compliance

Your Data is Safe, Secure and "NEVER" in a Shared Database

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.

Financial Service Regulations

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.

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HIPAA Compliant

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.

Secure Client Portals

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.

Secure Reporting

Cool Life provides secure reporting throughout the entire platform. Our confidential and safe reporting features are built to report on all actions and activities. With a single click, reports can be emailed in a safe, secure, and non-editable format. Email security gives all parties the confidence of knowing that IP and confidential documents are fully protected.

Secure Database

With Cool Life, data is never shared. Other platforms co-mingle client data, retrieving it by specified identifiers. Each individual client’s data resides in 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 aggressive security protocols effectively shield data from intrusions and attack.

User Security

User access can be effectively managed at every level. Users can be easily configured as groups so team members working on a specific project all have access to the same project related data.


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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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