Cool Life CRM Description

Cool Life Customer Relationship Management (CRM) delivers actionable information in real-time. Cool Life CRM is designed to address complex customer management environments. It provides a 360 marketing solution with a complete relationship lifecycle process that provides valuable insights for business leaders. Cool Life CRM is fast, secure, intuitive, and addresses the unique market needs for specialty firms like professional associations, financial service companies, and software and services companies.

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 CRM
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
Recommended Products
Top Rated Business VoIP Provider for 2024 for as low as $20/mo*! Icon
Top Rated Business VoIP Provider for 2024 for as low as $20/mo*!

Message, video, and phone on any device. Trusted by over 400,000 businesses.

- Includes 100+ Premium Features
- Unlimited Calling, Faxing, SMS, Conferencing.
Get Quote

Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
Live Online
In Person
Customer Support
Online
Phone Support
24/7 Live Support

Cool Life CRM 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

Cool Life CRM 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...