Who Uses This Software?
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"
Average Ratings17 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
- 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
Cloud, SaaS, Web
24/7 (Live Rep)
- Cool Life CRM
- Founded 2003
About 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 Features
- Billing & Invoicing
- Employee Management
- Financial Management
- Inventory Management
- Marketing Management
- Order Management
- Performance Metrics
- Project Management
- Time & Expense Tracking
- Training Management
- Vendor Management
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Internal Chat Integration
- Lead Scoring
- Marketing Automation Integration
- Mobile Access
- 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 Most Helpful Reviews
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.
-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.
by Cool Life CRM on 20/4/2017
Thank you for your kind words and thank you for your busiuness
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.
by Cool Life CRM on 9/5/2018
Thank you for your review and please feel free to request our new mobile app
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.
by Cool Life CRM on 25/4/2018
Thank you for your review.
Reviewed on 25/4/2018
By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm
Pros: We have customized for the of our business and it is the base of our Sales Prospecting and Client Management. We measure our firm's key sales metrics and have increased our revenues significantly as it is a tool to hold business development people accountable.
Cons: There is no function in the CRM for a global keyword search of Notes. Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.
by Cool Life CRM on 26/4/2018
Thank you for your review. We can look what your bandwidth vs internet interference is. The mobile app is currently in Beta testing. We look forward to it release before summer
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!).
by Cool Life CRM on 1/5/2018
Thank you for your review and we are proud to be your provider