About

Cool Life CRM is a comprehensive solution that aims to streamline business operations by harnessing the power of automation. With a 360-degree view of your business relationships, our tools help you manage lead generation, customer relationships, marketing automation, project management, secure document sharing, and compliance such as FINRA listing, HIPPA and FDA. With Vault Rooms, all your important documents are organized and easily accessible, just a few clicks away, allowing for transactions to have optimal outcomes. Whether you're managing complex mergers or simply need a safe place to store documents, we've got you covered.

Our Philosophy
Simple Pricing, No Third-Party Programming, Lightning-Fast Implementation. Our unique approach to your data eliminates forced duplicates, allowing data to be mined in unlimited ways, for untold insights!

At the first level, data can be filtered on all fields to create real-time reporting, giving users decision quality data, on any device, anywhere, at any time! Other platforms co-mingle client data and retrieve it using specified identifiers. With Cool Life, data is never shared. Each individual client’s data resides on an exclusive and secure database. Maintaining data in an exclusive environment guarantees that any client subject to regulatory oversight is always safe, secure, and in compliance.

Because our platform is configurable, Cool Life eliminates 3rd party programing costs. By comparison, this allows us to have our clients up and running in a fraction of the time than the competition. Our onboarding process includes training tailored specifically to client needs as well as the implementation of process automation tools and unlimited APIs. Our approach is faster, less expensive, and delivers a superior product, bottom line!

You can explore the impressive features of Cool Life CRM by visiting our website at coollife.io. Whether you want to unlock efficiency, seamlessly manage compliance, transform your business relationships, or ensure secure and efficient business automation, Cool Life has you covered.