Secure Portals for Trusted Advisors
Project management gives leadership a transparent view of the entire firm, reduces errors, and streamlines workflow. Improve billable hours with documentable project and billing reports that tie together.
Automate Responses and Nurture Campaigns
Marketing automation improves effectiveness and ensures continuity of timeliness and messaging. Automations can create segmented lists as well as change a prospect’s opportunity stage or kick off a nurture campaign. Automation generates an improved ROI for your marketing budget.
Professional Email Marketing Tools
Optimize your response from email marketing and track the effectiveness of your campaigns. Save time and confusiton by centralizing your email marketing inside Cool Life with our professional email marketing suite. Work alongside your CRM, landing pages, and attribution tools on one platform.
Content management tools
Maintain your website and landing pages, whitepapers, blogs, and other web assets.
Send the right message at the right time
Design your drip campaign to nurture prospects and cultivate existing clients.
"Cool Life CRM & team are attentive and responsive to our requirements and concerns. More importantly, Cool Life CRM is dynamic in its ability to fit every company."
How Cool Life Works for You
Straightforward pricing with $0 data or hosting fees. All modules are included. Cool Life is generally 25-35% less than Salesforce or Dynamics.
One price covers the entire platform. There are no complicated data usage or per contact fees. Cool Life averages 25-35% less than Salesforce and Dynamics.
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
Open API allows for real-time data feeds. LinkedIn connection and Hoovers connections. Connect to unlimted other applicatations.
Resources to help you work better, faster, and more creatively.
Ready to Get Started?
We’d love to answer your questions or learn more about your project. Let us know how we can help.
Explore Use Cases
Cool Life CRM can be used in any industry and sized company.
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.
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.
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.
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.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.