AIM vs Cool Life CRM

Starting Price

Not provided by vendor

$195.00/month

Best For

Private equity, venture capital, real estate, family offices, funds of funds, institutional investors, pension fund managers, placement agents, endowments and foundations

Fluid functionality, configuration of the layout, reports, and website to increase penetration for several types, such as Financial Services, Sales organizations and Associations "FINRA Approved"

Rating

(0)
4.5 / 5
(17)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 999

Ease of Use


4 / 5

Customer Support


4 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Product Features

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

Screenshots

View 5 screenshots 86126 thumb
View 1 screenshot 36765 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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AIM vs Cool Life CRM

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