Cool Life CRM

Cool Life CRM

5 / 5 1 review

Who Uses This Software?

Fluid functionality, configuration of the layout, reports, and website that increase penetration for many customer types, such as Financial Services, Sales organizations and Associations

Average Ratings

1 Review
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Cool Life CRM - suitable for individuals, niche business and for enterprise
  • Free Version
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Cool Life CRM
  • Founded 2003
  • United States

About This Software

Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool"


Features Checklist

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

Product Reviews

Great Service and easy to use

Apr 20, 2017
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not

Pros: -Simple to navigate all areas of the CRM
-My emails are all recorded on the record in the CRM
-Our marketing is delivered professionally with easy to use tools
-The billing to our clients and donors is straight forward and our reporting is real-time
-I can do almost everything on my phone and iPad

Cons: This is a difficult question to identify something I see as a con, so if I had one thing I want, it would be to have a check register included.

Overall: Allows us to focus on our operations with effective marketing and data all in one location. From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity.

Recommendations to other buyers: When we discussed using Cool Life, there was nothing on our list that I was not assured was possible. With that said, it was true. Our not-for-profit would never have become so easy to grow if it was not for the system Cool Life put in place. We describe our goals and the support team shows us how to accomplish it, and no extra costs were necessary.

Vendor Response

by Cool Life CRM on April 20, 2017

Thank you for your kind words and thank you for your busiuness