Use Cases

Cool Life CRM can be used in any industry and for any size firm.

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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Enterprise

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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Education

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.

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Valuation

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.

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Publishing

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.

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Health Care

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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Law Firms

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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Non-Profits

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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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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »

HIPAA compliant platform helps you grow your practice and messaging. Touchless patient intake forms automate your patient processing and reduce waiting room traffic.

Read More »

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.

Read More »

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.

Read More »

We’re Happy to Help

We’d love to answer your questions and share with you how we save you 25-35%?

"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."

Why Choose Cool Life CRM?

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Simple Pricing

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.

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All-in-One System

Un-complicate and simplify. All of our modules are included and can be used across all of your business units. Simplification saves time and money.

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Rapid On-boarding

Your system can be live in 30 days. We can also stand up a system that runs side by side. You avoid interruptions as you decommission your legacy system.

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Integrations

Open API allows for real-time data feeds. LinkedIn connection and Hoovers connections. Connect to unlimted other applicatations.

Ready to Get Started?

We’d love to answer your questions or learn more about your project. Let us know how we can help.

"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."

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