Reporting

Efficiently create KPI reports with 1-2 clicks

Cool Life’s design philosophy is simple, generate results in two clicks. Users can filter on any data field to run custom reports in real time that can be emailed to team, partners, or LPs with just a click. Retrieve your most important KPIs easily and without frustration. No matter the size or scope of your business, you will be amazed at the simplicity and elegance we bring to your reporting.

Templates

Custom templates automatically schedule reports to run for regular review. Let automation work for you and save valuable time by creating efficiency and consistency.
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Dashboards

Any combination of fields can be pulled into a report. Users can filter any data they require. Cool Life would never presume to know what you think is important! With unlimited fields to choose from, you can generate customized reports that drive data-driven decisions.

Dashboards & Reporting
in 2-Clicks

Our report-creating philosophy for both the dashboard views and the report writing tools has been to facilitate the creation of valuable, insightful reporting with 1 or 2 clicks. You will find the simplicity refreshing. You can create reports ad-hoc or schedule them to run. Your dashboards are customizable by user so you can see the information that matters to you.

Send via Email

Create KPI reports in seconds and email to your teams, partners, or clients with a click. Reports are professionally delivered in HTML format with no irritating steps, avoiding unnecessary email attachments.

Create Transparency

Cool Life gives any client the ability to generate reports with unparalleled ease. From global corporations to professional offices the process for generating reports is quick and efficient. In just a couple of clicks, you can have all of your consolidated KPI reporting complete and emailed. No more nights and weekends spent hunting for data!
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Fast

Discover relationship intelligence. LinkedIN and Hoovers connections.

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Intuitive

Spend time working not figuring out how to use your CRM!

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Secure

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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Enterprise

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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Contact Us

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