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Description
Cool Life is a comprehensive business operations platform designed to streamline workflows and centralize key business functions. It combines customer relationship management, project tracking, marketing automation, and secure document management into a single integrated system. The CRM component enables companies to organize contacts, track client relationships, and manage interactions throughout the entire customer lifecycle. Built-in project management tools allow teams to monitor tasks, milestones, communications, and document sharing from one dashboard. Marketing and sales automation features help businesses launch campaigns, track engagement, and nurture leads efficiently. The platform also provides powerful reporting tools that give users quick access to real-time business data and performance metrics. Cool Life includes secure virtual data room capabilities for managing sensitive documents during transactions such as fundraising, audits, or mergers. Advanced security measures, including encryption and role-based permissions, ensure confidential data remains protected. Integrations with tools like Outlook, email platforms, and social media allow businesses to connect existing workflows easily. By consolidating multiple operational systems into one platform, Cool Life improves productivity and reduces time spent managing scattered information.
Description
Pelris is a customizable brokerage software solution that integrates a client trading terminal with staff customer relationship management tools, specifically designed for forex and CFD brokerages. This platform allows brokers to personalize it with their own brand name, domain, and database, ensuring a unique identity. Traders can access the system through both browser and mobile applications to monitor multi-asset pricing, analyze charts and indicators, execute various types of orders such as market, limit, and stop, and oversee their positions, account balances, and trading history. The terminal is equipped with features for margin monitoring and risk management. Additionally, the platform offers comprehensive tools for staff to handle lead management, maintain client records, log calls, conduct KYC document reviews, and streamline deposit and withdrawal processes, all while providing role-based access and maintaining an audit trail. Furthermore, Pelris supports introducing-broker management, allows for copy trading, and includes automated strategies along with backtesting capabilities, although the availability of these features may differ based on the subscription plan chosen. While Pelris provides the software to brokerages, it is the brokers who oversee the management of client relationships and fund handling. It is important to note that licensed live market data might incur additional charges. Overall, Pelris stands out in the marketplace by offering a robust and adaptable platform tailored to the needs of brokers and their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
LinkedIn
No
Quickwork
No
Pricing Details
$195.00/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$1,250/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cool Life
Founded
2003
Country
United States
Website
www.coollifecrm.com
Vendor Details
Company Name
Pelris Technologies LLC
Founded
2026
Country
United States
Website
pelris.com
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
Yes
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
