Cool Life CRM

Cool Life CRM

360° marketing & relationship lifecycle management

(17 reviews)

Cool Life CRM Overview

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
Pricing options
Free Trial
Free
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Cool Life CRM Reviews

Overall rating
0/5
82% positive reviews
11
Excellent
3
Very good
1
Average
2
Poor
0
Terrible
Brian S.

Great Service and easy to use

Used Daily for 2+ years
Reviewed on 2017/04/20
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brian J.

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

Used Daily for 2+ years
Reviewed on 2018/05/04
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Walker M.

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

Used Daily for 2+ years
Reviewed on 2018/04/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Andrew S.

By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm

Used Daily for 2+ years
Reviewed on 2018/04/25
Review Source: Capterra

Pros

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.

Cons

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.

Response from Cool Life CRM

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael Y.

Best CRM tool I have used!

Used Daily for 2+ years
Reviewed on 2018/04/27
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Cool Life CRM Pricing

Starting from
US$195,00/month
Pricing options
Free Trial
Free
Subscription

Contact Cool Life CRM for pricing information.

Cool Life CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Calendar Management
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration

  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Third Party Integration

Additional information for Cool Life CRM

Key features of Cool Life CRM

  • Billing & Invoicing
  • Calendar Management
  • Contact Management
  • Data Migration
  • Data Replication
  • Data Security
  • Database Conversion
  • Document Storage
  • Email Integration
  • Email Marketing
  • Employee Management
  • Event Management
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Inventory Management
  • Jobs Board
  • Key Performance Indicators
  • Knowledge Base
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Online Payment Processing
  • Order Management
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Strategic Planning
  • Survey Management
  • Task Management
  • Territory Management
  • Time & Expense Tracking
  • Vendor Management
  • Website Management
  • Workflow Management
  • eCommerce
  • eCommerce Management

Benefits

• 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.

Cool Life CRM FAQs

Below are some frequently asked questions for Cool Life CRM.

Q. What type of pricing plans does Cool Life CRM offer?

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.

Q. What are the main features of Cool Life CRM?

Cool Life CRM offers the following features:

  • Billing & Invoicing
  • Calendar Management
  • Contact Management
  • Data Migration
  • Data Replication
  • Data Security
  • Database Conversion
  • Document Storage
  • Email Integration
  • Email Marketing
  • Employee Management
  • Event Management
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Inventory Management
  • Jobs Board
  • Key Performance Indicators
  • Knowledge Base
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Online Payment Processing
  • Order Management
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Strategic Planning
  • Survey Management
  • Task Management
  • Territory Management
  • Time & Expense Tracking
  • Vendor Management
  • Website Management
  • Workflow Management
  • eCommerce
  • eCommerce Management

Q. Who are the typical users of Cool Life CRM?

Cool Life CRM has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Cool Life CRM support?

Cool Life CRM supports the following languages:

English

Q. What type of pricing plans does Cool Life CRM offer?

Cool Life CRM has the following pricing plans:

Free, Subscription

Q. Does Cool Life CRM support mobile devices?

We do not have any information about what devices Cool Life CRM supports

Q. What other apps does Cool Life CRM integrate with?

Cool Life CRM integrates with the following applications:

Authorize.net, LinkedIn

Q. What level of support does Cool Life CRM offer?

Cool Life CRM offers the following support options:

Online Support, Phone Support