Cool Life CRM

360° marketing & relationship lifecycle management

About Cool Life CRM

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts and customers in a single place, and provides tools for marketing, project management, and more.

Cool Life CRM integrates multiple functions such as timely reminders, document storage, internal chat, a task manager, quotes/proposals, account alerts, billing and invoicing, email marketing, newsletters, a blog tool, and much more. It connects to the entire business process and provides a 360-degree understanding of all relationships.

Cool Life CRM shows all the referral history, business insights, relationships, and notes in a single record view. It helps businesses with large workforces to streamline their workflow by tracking time and billing to ensure on-time and accurate production, marketing, and delivery.
The software connects the company’s merchant account with a virtual gateway to complete the lifecycle of the business process.

Pricing starting from:

US$195,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Cool Life CRM

• Cool Life CRM’s secure portal allows customers and prospects to submit documents, track communications, and manage their data.

• Contracts can be associated with individual or company records, with support for one-to-many relationships.

• The eMarketing Suite allows users to create segmented marketing lists, create email templates and automated responses, and schedule campaigns, with support for automated drip marketing campaigns.

• Tasks and calendar events can be managed side-by-side, with direct links in the dashboard to contact records related to the activities being triggered.

• Cool Life CRM offers a mail client which allows users to send and receive emails from within the CRM while still making all emails accessible from users’ existing email accounts, including Gmail and Outlook.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$195,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

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Features

Total features of Cool Life CRM: 69

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Backup and Recovery
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Customer Segmentation
  • Data Migration
  • Data Replication
  • Data Storage Management
  • Database Conversion
  • Document Management
  • Document Storage
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Event Calendar
  • Event Management
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Jobs Board
  • Knowledge Base Management
  • Lead Management
  • Lead Qualification
  • Mailing List Management
  • Marketing Automation
  • Meeting Management
  • Order Management
  • Point of Sale (POS)
  • Product Catalog
  • Project Management
  • Project Planning
  • Projections
  • Purchasing & Receiving
  • Quotes/Estimates
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Strategic Planning
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Territory Management
  • Time & Expense Tracking
  • To-Do List
  • Vendor Management
  • Website Management
  • Workflow Management
  • eCommerce Management

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Odoo

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#3 Alternative to Cool Life CRM
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

HarmonyPSA

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#4 Alternative to Cool Life CRM
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Reviews

Overall rating

4,4 /5
(17)
Value for Money
4,3/5
Features
4,2/5
Ease of Use
4,1/5
Customer Support
4,1/5

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Showing 5 reviews of 17
Michael Y.
Overall rating
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM tool I have used!

Reviewed on 2018/04/27

Keeps us organized, provides transparency to our leadership on the sales team, drives revenue,...

Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too!

Pros

Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life. Could not run our business without Cool Life. Team has built the best product out there (I have used Salesforece, Pipedrive, Zoho, etc.)

Cons

There are no cons. The tool and CLS' team will tailor the product to your specific needs if you can't do it yourself (it's pretty simple!).

Response from Cool Life CRM

Thank you for your review and we are proud to be your provider

Brian S.
Overall rating
  • Industry: Nonprofit Organization Management
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Service and easy to use

Reviewed on 2017/04/20

Allows us to focus on our operations with effective marketing and data all in one location. From...

Allows us to focus on our operations with effective marketing and data all in one location. From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity.

Pros

-Simple to navigate all areas of the CRM
-My emails are all recorded on the record in the CRM
-Our marketing is delivered professionally with easy to use tools
-The billing to our clients and donors is straight forward and our reporting is real-time
-I can do almost everything on my phone and iPad

Cons

This is a difficult question to identify something I see as a con, so if I had one thing I want, it would be to have a check register included.

Response from Cool Life CRM

Thank you for your kind words and thank you for your busiuness

Emily R.
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Average compared to other CRM systems I have used.

Reviewed on 2017/05/01

Pros

The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note.

Cons

There is no mobile application and the searching features are limited. There are also issue with loading.

Response from Cool Life CRM

Your firms administrator will be able to enable permissions that you may need for additional tool access.

Brian J.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our...

Reviewed on 2018/05/04

Time management is essential when you work with limited resources and this application helps reduce...

Time management is essential when you work with limited resources and this application helps reduce my administrative time so I may increase my fundraising activities.

Pros

The single view of a contact record containing all communications, agreements and relationships has made our organization substantially more focused. Our website, newsletters, residents records, donors and vendors are accessible to all the right people from any ipad or laptop. Our board is able to assist effectively with our fundraising and streamline donations from the website they provide with the ability to remit donations online.

Cons

We are hard pressed to find anything negative. The team at Cool Life has always been responsive and what may have been thought of as a problem is merely a learning process to overcome.

Response from Cool Life CRM

Thank you for your review and please feel free to request our new mobile app

Walker M.
Overall rating
  • Industry: Textiles
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

We have been able to improve our effectiveness and become more organized in our communication.

Reviewed on 2018/04/24

Pros

The software is 100% customizable. If you think it should do something, with a little help, it can. We have been able to develop reports and functions that have helped us uncover more opportunities than we have had before. Simply put, if you feel the software is missing something, you have not asked for the assistance to customize it for you.

From an administrative point of view, the controls and abilities to make simple changes are quick and easy. Common actions are at your finger tips on top of the dashboard. It is software made for those with a lot on their plates.

Cons

The lack of an app on an iPhone is what would be most needed. Other than that, if we have said we don't like something, we have had it changed to satisfaction.

Response from Cool Life CRM

Thank you for your review.

Showing 5 reviews of 17 Read all reviews

Cool Life CRM FAQs

Below are some frequently asked questions for Cool Life CRM.

Cool Life CRM offers the following pricing plans:

  • Starting from: US$195,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Not Available

Contact Cool Life CRM for pricing information.

We do not have any information about Cool Life CRM features

Cool Life CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000

Cool Life CRM supports the following languages:

English

Cool Life CRM supports the following devices:

Cool Life CRM integrates with the following applications:

Authorize.Net, LinkedIn for Business

Cool Life CRM offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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