Audience

Targets financial services, sales organizations, professional associations, and software and services companies.

About Cool Life CRM

Get actionable information delivered in real-time with Cool Life Customer Relationship Manager (CRM). Designed with complex customer management environments in mind, Cool Life CRM provides a 360 marketing solution coupled with a full relationship lifecycle process that delivers valuable insights for business leaders. Fast, secure, and intuitive, Cool Life CRM helps address the unique market needs of specialty firms such as professional associations, financial services, software and services companies, and more.

Pricing

Starting Price:
$195.00/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Company Information

Cool Life CRM
Founded: 2003
United States
www.coollifecrm.com

Videos and Screen Captures

Cool Life CRM Admin

Cool Life CRM Admin

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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Live Online
In Person
Support
Online
Phone Support
24/7 Live Support

Cool Life CRM Frequently Asked Questions

Q: What kinds of users and organization types does Cool Life CRM work with?
Q: What languages does Cool Life CRM support in their product?
Q: What kind of support options does Cool Life CRM offer?
Q: What other applications or services does Cool Life CRM integrate with?
Q: What type of training does Cool Life CRM provide?
Q: Does Cool Life CRM offer a free trial?
Q: How much does Cool Life CRM cost?

Cool Life CRM Product Features

Business Management

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

CRM

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

Financial CRM

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

Cool Life CRM Verified User Reviews

Write a Review
  • Seth K.
    Managing Partner
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Built my business with this tool" Posted 2019-10-17

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

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

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

    Read More...
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