Who Uses This Software?

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"


Average Ratings

15 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $195.00/month
  • Pricing Details
    Cool Life CRM - suitable for individuals, niche business and for enterprise
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Cool Life CRM
  • www.coollifecrm.com
  • Founded 2003
  • United States

About Cool Life CRM

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"


Cool Life CRM Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Cool Life CRM Reviews Recently Reviewed!


By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm

Apr 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have customized for the of our business and it is the base of our Sales Prospecting and Client Management. We measure our firm's key sales metrics and have increased our revenues significantly as it is a tool to hold business development people accountable.

Cons: There is no function in the CRM for a global keyword search of Notes. Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.

Vendor Response

by Cool Life CRM on April 26, 2018

Thank you for your review. We can look what your bandwidth vs internet interference is. The mobile app is currently in Beta testing. We look forward to it release before summer

Professional CRM system and very helpful customer service

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to organize our contacts, sell our events and manage our volunteers. It is also very easy to manage our website keeping the public well informed.

Cons: I am challenged to find any faults. I wish my company would use it instead of Salesforce which we all find challenging.

Overall: Allows me to direct donors, volunteers and board members to an easily navigated interface and gather all relevant data. Without this I would be having to use email, cut & paste and other services to run events.

Vendor Response

by Cool Life CRM on April 26, 2018

We enjoy helping such a worthy organization. Thank you for your review.

We have been able to improve our effectiveness and become more organized in our communication.

Apr 24, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is 100% customizable. If you think it should do something, with a little help, it can. We have been able to develop reports and functions that have helped us uncover more opportunities than we have had before. Simply put, if you feel the software is missing something, you have not asked for the assistance to customize it for you.

From an administrative point of view, the controls and abilities to make simple changes are quick and easy. Common actions are at your finger tips on top of the dashboard. It is software made for those with a lot on their plates.

Cons: The lack of an app on an iPhone is what would be most needed. Other than that, if we have said we don't like something, we have had it changed to satisfaction.

Vendor Response

by Cool Life CRM on April 25, 2018

Thank you for your review.

Very clean and efficient CRM

Apr 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is responsive, and offers everything I need to admin this small company. I especially like the permissions flexibility. I would recommend this software to anyone that wants a simple approach to customer management.

Cons: Nothing at this point. I think this CRM has the necessary base-level requirements any company would desire.

Overall: Ease of use

Vendor Response

by Cool Life CRM on April 25, 2018

Thank you for your review! Great relationships are built on strong communication.

Everything we have done switching our website and email over has worked out great.

May 04, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Functionality is great. There are a lot of options in getting our website looking more professional.

Vendor Response

by Cool Life CRM on April 24, 2018

Thank you for your review

easy to use and havent had any problems with server

May 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: dependability, easy to use, and problem free. every day i write my specials to be sent to over 1000 email addresses daily without incident

Cons: for me i would like to talk to a person when i have an issue rather than by email. i don't sit in front of the computer so i think a phone call is easier for me being that i am not the best at computer technology

Overall: easy access to my customers. i can explain to them what we have to them through email that they receive on their smart phones

Vendor Response

by Cool Life CRM on April 24, 2018

Thank you for the review

I've used CLS before and find it to be very straight forward.

May 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and understand - makes sense to break out companies and contacts - surprisingly - other CRM's have a tough time making this straight forward...

Cons: Sometimes it crashes and I'd like to be able to add contacts manually faster without hitting "back to company" to add new contact.

Overall: Easy to organize and mass email campaigns.

Vendor Response

by Cool Life CRM on April 24, 2018

Investment Banking is our sweet spot. Thank you for the review

Customer Service has been good and quick to respond

May 01, 2017
4/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Some Things on the site were a little easier to figure out, even when we went to a mobile friendly site

Cons: The mobile site design set up lacks a little. Altjou i have mentioned customer service being good, there had been one question i dont think has ever been replied about

Overall: Showing the public all that we have to offer

Vendor Response

by Cool Life CRM on April 24, 2018

I hope the training has helped you with the challenges that you were experiencing.

To have a "tool" such as Cool Life in the Investment Banking world is a God send.

May 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Cuts down on duplication of efforts when deal origination is concerned.
The last thing that you want to do is continually call the same prospect, getting the same answer, tarnishing the Brand.

Cons: Very complex. after 5 years, I still have not figured it all out.
Occasionally I will still have to ask our Admin for a walk through on certain aspects

Overall: Streamlined deal origination

Vendor Response

by Cool Life CRM on April 24, 2018

We have enjoyed serving your firm and look forward to your team utilizing the mobile app.

Average compared to other CRM systems I have used.

May 01, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note.

Cons: There is no mobile application and the searching features are limited. There are also issue with loading.

Vendor Response

by Cool Life CRM on April 24, 2018

Your firms administrator will be able to enable permissions that you may need for additional tool access.

The system has been easy to use with no problems.

May 01, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is dependable and there is no interruption of services. I don't have to worry about the system not working ever.

Cons: That there is no end in the cost. I would like there to be a point when I no longer have to pay/reduce the payments.

Overall: I can send my patients the paperwork early.

Vendor Response

by Cool Life CRM on April 24, 2018

Thank you for your review. We are a software as a service and that requires the subscription payment

Lacking Support.

Apr 27, 2017
2/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Comments: It takes a very long time to get sufficient answers to your submitted questions as there is not a large support staff. At times, your question is not even answered and the problem is not resolved. Excuses are made instead of admission to a problem within the CRM itself. I would not recommend.

My Review of Cool Life CRM

Apr 27, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: It's a great basic program! Support was helpful, when needed, which wasn't often. Program was pretty easy to setup. Needed more flexibility and features than the basic product allowed.

Vendor Response

by Cool Life CRM on April 27, 2017

Features and functions are permission based and can allow client administrators to grant specific access by user.

I've had worse...

Apr 27, 2017
2/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Comments: The best thing about CoolLife is the cost. Other CRMs can be absurdly expensive.

The problem is everything else.

Ease of Use: I've been using the system for going on 3 years and there are still parts that are confusing.

Mobile Application: Doesn't exist. This is 2017...seriously?

Customer Support: In a word, slow. In another word, unresponsive.

Great Service and easy to use

Apr 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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