Efficiently create KPI reports with 1-2 clicks.

Reporting (ad-hoc) and pre-configured,  allows an array of imperative accountability. Reporting is available throughout the entire platform from CRM, Project Management, eMarketing, Data and so on. With efficient data input and users interacting for all activity, the users will experience simple, intuitive use while all data will be reported in real-time. Our reporting features are second to none, built to report all actions and activity.

1-2 Click Report Creation

The report-creating philosophy of Cool Life has been to give you the tools to create valuable, insightful reporting in 1 or 2 clicks. You will find the simplicity refreshing. You can create reports ad-hoc or schedule them to run.

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Filter on any field

All fields can be pulled into a report. This gives you the ability to filter any data that you need. We do not define what you think is important! With unlimited fields, you can really make the CRM do exactly what you want and get the reports that help you make data-driven decisions.

Fully customizable

You will get the reports that you want. The reporting tools are completely customizable and will return whatever result you want to query.


Create templates for reports that you want to review regularly. Schedule them to run on any time frame and let automation work for you! Save time while creating efficiency and consistency.


Create KPI reports in seconds and email to your team, management, clients, or partners with just a click. The reports are sent in an elegant HTML format. No more fussing around with saving, then converting to a PDF, then creating the email and attaching the file! Take all those step out of your process. You just click.

View single user or entire multi-business Unit enterprise

If you are a multi-unit international conglomerate, the process is just as easy as if you are running a small business. In just a few clicks, you can have all of your consolidated KPI reporting finished and emailed. 

Why Choose Cool Life CRM?

Straightforward pricing with $0 data or hosting fees. All modules are included. Cool Life is generally 25-35% less than Salesforce or Dynamics.


Dashboard + Report

We don’t sell complicated data and licensing plans. One price covers the entire platform. AND, we average 25-35% less than Salesforce and Dynamics.


Rapid Implementations

Depending on the complexity of your company, your system can be live in 30 days. We can also stand up a system that runs side by side as you decommission your legacy system so that you avoid any business interruptions.


AI & Data

Your system will give you reports as broad as firmwide or down to a single producer. Your data will be formatted to be used in web 3.0 AI. Your data is secure and not co-mingled as with our competitors.

Explore Use Cases

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