Sales & Marketing

Sales transparency that grows revenue and improves marketing results.

The Sales and Marketing Platform that you’ve been waiting for.

The Sales & Marketing modules create sales process transparency for executives, are easy to use for the sales team, and help your marketing department generate and qualify more leads. Within a few clicks, sales management can move from a firmwide view down to an individual producer to a specific deal. Pipeline reports can be set to run automatically with all the detail that you want to look at. Populate your contacts with LinkedIn data and stay be up-to-date.

Are you looking for a sales enablement platform that your team will want to use?

Sales Pipelines &
Opportunity Tracking

Quickly see an at-a-glance view of pipeline and opportunity data. Easily track and report on even the most complex, multinational sales organization. Your new leads are loaded directly into your CRM and pipelines from your landing pages. This allows you to immediately see prospects as soon as they respond to your campaign. Eliminate latency from your sales and marketing organization. 

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

Schedule communication to be released at the most effective intervals. Whether you are using it for prospect nurturing, clients success, or up-sell, drip campaigns are the cornerstone of effective, timely communication.

Email Marketing Suite

Create gorgeous looking HTML emails and generate interest and click-through. Utilize your entire video and image library right from the composition tool. Use our spam tester to test for spam and inbox acceptance prior to release to get your best results.

List Segmentation

Dynamic list segmentation gives you the edge by ensuring that your prospects are always getting the right message. If a prospect responds, they are automatically moved to a different segment. List segmentation is a powerful marketing differentiator.

Attribution Tracking

Use attribution tracking on any of your pages but, additionally, add to a CRM field. Data mining is only effective if you have data! 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 of the modules are included and can be used across all of your business units. The system 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 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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