Cool Life CRM

Cool Life CRM

by Cool Life CRM

Who Uses Cool Life CRM?

Fluid functionality, configuration of the layout, reports, and website to increase penetration for several types, such as Financial Services, Sales organizations and Associations "FINRA Approved"

What Is Cool Life CRM?

Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool"

Cool Life CRM Details

Cool Life CRM

https://www.coollifecrm.com

Founded 2017

Cool Life CRM Pricing Overview

Cool Life CRM has a free version and does not offer a free trial. Cool Life CRM paid version starts at US$195.00/month.

Starting Price

US$195.00/month

Pricing Details

Cool Life CRM - suitable for individuals, niche business and for enterprise

Free Version

Yes

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Cool Life CRM Features

Business Management Software
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Cool Life CRM Reviews

Showing 5 of 17 reviews

Overall
4.4/5
Ease of Use
4.1/5
Customer Service
4.1/5
Features
4.2/5
Value for Money
4.3/5
Michael Y.
Investment Banking | Business Development
13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 27/4/2018

"Best CRM tool I have used!"

Comments: 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!).

Vendor Response

by Cool Life CRM on 1/5/2018

Thank you for your review and we are proud to be your provider

  • Reviewer Source 
  • Reviewed on 27/4/2018
Brian S.
Business Manager
Nonprofit Organisation Management
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/4/2017

"Great Service and easy to use"

Comments: 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.

Vendor Response

by Cool Life CRM on 20/4/2017

Thank you for your kind words and thank you for your busiuness

  • Reviewer Source 
  • Reviewed on 20/4/2017
Emily R.
Business Development Associate
Used the Software for: 6-12 months
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    2/5
  • Customer Support
    3/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 1/5/2017

"Average compared to other CRM systems I have used."

Pros: The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note.

Cons: There is no mobile application and the searching features are limited. There are also issue with loading.

Vendor Response

by Cool Life CRM on 24/4/2018

Your firms administrator will be able to enable permissions that you may need for additional tool access.

  • Reviewer Source 
  • Reviewed on 1/5/2017
Brian J.
Director of Fundraising
Nonprofit Organisation Management, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 4/5/2018

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

Comments: 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.

Vendor Response

by Cool Life CRM on 9/5/2018

Thank you for your review and please feel free to request our new mobile app

  • Reviewer Source 
  • Reviewed on 4/5/2018
Walker M.
General Manager
Textiles, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/4/2018

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

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.

Vendor Response

by Cool Life CRM on 25/4/2018

Thank you for your review.

  • Reviewer Source 
  • Reviewed on 24/4/2018