What’s Under the Hood?

End-To-End Relationship - CRM

All of your relationships have one frictionless interface. Create, track, and grow your connections, always knowing where they are in your process.

Project Management

Maintain real-time, at-a-glance oversight of project tasks and milestones. Completely administer access to all data, communications, and documents. Email project reports with just a click.

Sales & Marketing

Create, automate, and track complex marketing and sales initiatives without the complexity, and stay connected to your customers.

Data & Reporting

Always know where your business stands with customized access to all your information at the click of a button.

Virtual Data Room (VDR)

Add “Chain of Custody” to your most critical information with top-of-the-line data storage, security, and tracking.

Incisive Vision

Building business data management, toolsets, and processes with state-of-the-art industry demands.

Why Choose Cool Life ?

Simple Pricing

Manage sensitive information seamlessly with simple pricing—comprehensive, affordable licensing covers the entire platform.

All-in-One System

All modules are included and can be used across your business units. Cool Life streamlines your business processes.

Faster On-boarding

Your system can be live in 30 days. Your implementation specialist will convert your business processes and workflows.

Integrations

Integrates with Outlook, email, LinkedIn, social media, and many other platforms. Open APIs allow for real-time data feeds.