CoolLife.io 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.

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Pricing

Pricing Starts At:
$195.00/month
Free Version:
Yes
Free Trial:
Yes

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Cool Life
Year Founded:
2003
Headquarters:
United States
Website:
www.coollifecrm.com

Media

Cool Life CRM Admin

Cool Life CRM Admin

Cool Life CRM Admin Cool Life CRM - Customer Relationship Management Feature Cool Life CRM - Content Cool Life CRM - Time Tracking Cool Life CRM - Companies View Editor
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours
Live Rep (24/7)

CoolLife.io Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CoolLife.io User Reviews

Write a Review
  • Name: Seth K.
    Job Title: Managing Partner
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Built my business with this tool

    Date: Oct 17 2019

    Summary: 18 users all inputting activity and now we are on the same page as a team

    Positive: Easy to use and very reliable. We created a process that worked for our firm

    Negative: Was originally challenged with the user guide, but the company improved this based on feedback

    Read More...
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