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.
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.
-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
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.
Thank you for your kind words and thank you for your busiuness
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.
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.
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.
Thank you for your review and please feel free to request our new mobile app
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.
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.
Thank you for your review.
We have customized for the of our business and it is the base of our Sales Prospecting and Client Management. We measure our firm's key sales metrics and have increased our revenues significantly as it is a tool to hold business development people accountable.
There is no function in the CRM for a global keyword search of Notes. Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.
Thank you for your review. We can look what your bandwidth vs internet interference is. The mobile app is currently in Beta testing. We look forward to it release before summer
Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too!
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.)
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!).
Thank you for your review and we are proud to be your provider
Contact Cool Life CRM for pricing information.
• 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.
Below are some frequently asked questions for Cool Life CRM.
Cool Life CRM offers the following pricing plans:
Starting from: $195/month
Pricing model: Free, Subscription
Free Trial: Not Available
Contact Cool Life CRM for pricing information.
Cool Life CRM offers the following features:
Cool Life CRM has the following typical customers:
Mid Size Business, Small Business
Cool Life CRM supports the following languages:
Cool Life CRM has the following pricing plans:
We do not have any information about what devices Cool Life CRM supports
Cool Life CRM integrates with the following applications:
Cool Life CRM offers the following support options:
Online Support, Phone Support