Sales & Marketing

Sales transparency that grows revenue and improves marketing results

The Sales & Marketing Platform you’ve been waiting for

Cool Life’s Sales & Marketing module provides process transparency for executives, ease of use for sales teams, and valuable insight to marketing departments for lead generation. Managers can easily view sales performance firmwide or “with a click”, drill down to sales reps and deals. Sales reports can be set to run automatically, displaying any level of detail required.

Are you searching for a proven, highly successful, sales enablement platform?

  • Sales can increase, on average, by 40%  if your team uses their CRM. Yet, most CRM providers are more concerned with selling your data vs delivering an effective, easy-to-use, system for your team.
  • Segment lists dynamically to dramatically increase response and decrease handling of data.
  • Retain attribution data in CRM fields for evaluation.

Sales Pipelines &
Opportunity Tracking

Quickly view pipeline and opportunity data. Effortless tracking and reporting dramatically benefits even the most complex, multinational sales organization. New leads are loaded directly into the CRM and pipelines from your landing pages. This generates an immediate response and eliminates latency from your sales and marketing teams.
sales team


Create automations which ensure that the right message is sent to the right prospects at the right times. Behavior based responses give automations power and effectiveness converting prospects into clients.

Drip Campaigns

Campaigns are throttled and released at the most effective intervals. Whether the objective is prospect nurturing, clients success, or up-sell, drip campaigns are the cornerstone of effective, timely communication.

Email Marketing Suite

Create professional-quality HTML emails that generate interest and achieve click-through. Promote your entire video and image library right from the composition tool. Embedded vetting tools analyze for spam and inbox acceptance prior to release, maximizing results.

List Segmentation

Dynamic list segmentation gives you the edge and guarantees your prospects are always receiving the right message. Once a prospect responds, they are automatically moved to a different segment. List segmentation is an extremely potent marketing differentiator.

Attribution Tracking

Attribution tracking provides a glimpse of a prospects journey through your website and can also acquire information, populating CRM fields. Cool Life gives you unlimited fields and tables to store attribution fields. Our powerful reporting tools make your attribution queries effective for any level of complexity.

Why Choose Cool Life CRM?


Simple Pricing

One licensing fee includes the entire platform. There are no additional charges for data usage or contacts.


All-in-One System

All modules are included and can be used across all of your business units. Cool Life streamlines your business processes.


Faster On-boarding

Your system can be live in 30 days. Your implementation specialist will convert your businesses process and workflows.



Integrates with Outlook, email, LinkedIn, social media, and many other platforms. Open APIs allow for real-time data feeds.

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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