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.
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.
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.
Student management systems as well as automated billing. The money goes right into your account instead of being collected by an intermediary and released to you. Secure student portals. Student cultivation and prospecting tools help you keep track of all of your applicants and prospects.
Templated projects make it easy to roll out valuation engagements and achieve key milestones, track hourly billing, and invoice clients. Secure client portals allow trusted advisors to view and share documents.
Run many online publications inside the same platform including paid subscriptions and and subscribers. Digital marketing module includes automation and segmentation. Run unlimited niche newsletters for better ROI and higher fees.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.
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.
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.
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.
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.
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.
Student management systems as well as automated billing. The money goes right into your account instead of being collected by an intermediary and released to you. Secure student portals. Student cultivation and prospecting tools help you keep track of all of your applicants and prospects.
Templated projects make it easy to roll out valuation engagements and achieve key milestones, track hourly billing, and invoice clients. Secure client portals allow trusted advisors to view and share documents.
Run many online publications inside the same platform including paid subscriptions and and subscribers. Digital marketing module includes automation and segmentation. Run unlimited niche newsletters for better ROI and higher fees.
HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.
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.
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.
One licensing fee includes the entire platform. There are no additional charges for data usage or contacts.
All modules are included and can be used across all of your business units. Cool Life streamlines your business processes.
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.
Security concerns vary based on individual responsibilities. Cybersecurity Experts shield data from intrusions and attacks. Compliance Officers ensure data use conforms with State and Federal
One of the most common problems businesses face with their CRM is pushback from employees. We frequently encounter situations where clients are choosing Cool Life
Cool Life CRM delivers automated marketing, accelerated sales processes, and organizational alignment all at the same time.
FINRA Compliant Listed Service
+1 (800) 988 8850
sales@coollifecrm.com
Corporate Office
Apex, NC
Mailing & Accounting
3096 S. Horner Blvd.
Suite 280
Sanford, NC 27332
FINRA Compliant Listed Service
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