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.
Act!
Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless.
Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.
Learn more
Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
Learn more
Maximizer CRM
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use!
Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.
Learn more
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code.
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more.
Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.
Learn more
Pricing
Starting Price:
$195.00/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Cool Life CRM
Founded: 2003
United States
www.coollifecrm.com
Videos and Screen Captures
Cool Life CRM Admin
You Might Also Like
Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.
Product Details
Platforms Supported
SaaS
Training
Documentation
Webinars
Live Online
In Person
Support
Online
Phone Support
24/7 Live Support
Cool Life CRM Frequently Asked Questions
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 Reviews
Write a Review-
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...
- Previous
- You're on page 1
- Next