What is CoolLife.io?

Cool Life is a unified business management platform designed to improve efficiency, security, and scalability across organizations. It brings together CRM functionality, project management tools, marketing automation, data reporting, and secure document storage within a single ecosystem. Businesses can manage relationships, track communications, and monitor customer progress through customizable workflows in the CRM module. The project management features provide teams with real-time visibility into tasks, milestones, and collaborative communications. This allows organizations to maintain clear oversight of ongoing projects while keeping documents and discussions centralized. Sales and marketing tools help businesses automate outreach campaigns, track performance, and strengthen customer engagement. Cool Life also offers detailed reporting dashboards that provide immediate access to key business insights and operational data. One of its core capabilities is secure document management through integrated virtual data rooms. These VDRs support major financial transactions such as mergers, fundraising rounds, and compliance audits by providing secure file sharing, encryption, and detailed audit trails. Role-based permissions ensure only authorized users can access sensitive information. The platform integrates with external tools like Outlook, LinkedIn, and other communication platforms to support seamless workflows. By combining relationship management, automation, and secure data handling, Cool Life helps organizations operate more efficiently while protecting critical information.

Pricing

Price Starts At:
$195.00/month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Cool Life CRM Admin

Cool Life CRM Admin

Company Facts

Company Name:
Cool Life
Date Founded:
2003
Company Location:
United States
Company Website:
www.coollifecrm.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Support
Web-Based Support
Standard Support
24 Hour Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

CoolLife.io Categories and Features

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Software

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

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CoolLife.io Customer Reviews

Write a Review
  • Reviewer Name: Seth K.
    Position: Managing Partner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Built my business with this tool

    Date: Oct 17 2019
    Summary

    18 users all inputting activity and now we are on the same page as a team

    Positive

    Easy to use and very reliable. We created a process that worked for our firm

    Negative

    Was originally challenged with the user guide, but the company improved this based on feedback

    Read More...
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