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.


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.

sales team


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.

Dashboards and Reporting

The report-creating philosophy for both the dashboard views and the report writing tools has been to give you the ability 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. Your dashboards are customizable by user so you can see the information that matter to you.

Send by Email

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 steps out of your process. You just click.

Create Transparency

If you are a multi-unit international conglomerate, the process for generating reports 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. Many of our clients have told us that this feature gave them their nights and weekends back!



Ad-hoc and templated reports that are real-time and transparent.



Just a few clicks and your new report is ready to be read or emailed.



Secure, good looking HTML reports can be emailed at the click of a button.

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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