Audience

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

About CoolLife.io

Cool Life is an all-in-one business management platform that combines CRM, project management, marketing automation, and secure document storage. It provides a unified interface for managing customer relationships, tracking interactions, and guiding contacts through business workflows. The platform includes project management tools that allow teams to oversee tasks, milestones, communications, and documents in real time. Sales and marketing features help businesses create and automate campaigns while staying connected with prospects and customers. Cool Life also offers customizable data dashboards and reporting tools to provide instant insights into business performance. Its secure storage system includes virtual data room (VDR) capabilities with advanced security, encryption, and document tracking. By integrating multiple business functions into one platform, Cool Life helps organizations improve efficiency, scalability, and operational control.

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Pricing

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

Integrations

See 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
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

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
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Product Details

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

CoolLife.io Frequently Asked Questions

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

CoolLife.io 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

CoolLife.io 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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