--- title: "Cool Life CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cool Life CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/100794/Cool-Life-CRM/" page_type: "product" language: "en" --- # Cool Life CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Cool Life CRM ## What is 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" ## What is Cool Life CRM used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $195 Per Feature, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cool Life CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.coollifecrm.com&name=Cool Life CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cool Life CRM 4.4 (17) VS. [4.4 (18,807)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $195 Per Feature, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (17) Ease Of Use 4.0 (18,142) Value For Money 4.3 (17) Value For Money 4.0 (12,828) Customer Service 4.1 (17) Customer Service 4.1 (14,060) ## Cool Life CRM alternatives [4.2 (1,328)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.6 (6,108)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Cool Life CRM Overview ### Which roles and teams benefit most from Cool Life CRM? Cool Life CRM benefits business owners, executives, and general managers who need visibility into customer relationships, sales activity, and team performance. Business development and fundraising professionals use it to track outreach and opportunities, while administrative, IT, and support roles help manage contact records, system organization, and day-to-day workflow coordination. Answer based on 14 reviews Overview ### What company size and specific industries is Cool Life CRM built for? Cool Life CRM is designed for small to mid-sized organizations in Financial Services, sales organizations, and associations. Its configurable layout, reporting, and website options make it suitable for businesses that need a CRM adapted to industry-specific workflows, including firms that require FINRA-approved support. Features and Usability ### What are the key features of Cool Life CRM? Cool Life CRM offers CRM tools for contact management, lead management, sales pipeline management, and customer segmentation. It also includes marketing automation, email marketing, campaign management, and reporting & statistics, plus calendar management, task management, workflow management, document storage, access controls/permissions, and billing & invoicing. Integrations ### Which third-party tools and platforms does Cool Life CRM integrate with? Cool Life CRM integrates with LinkedIn for Business and authorize.net. These integrations connect the CRM with professional networking and payment processing tools, giving teams options for contact management and transaction handling within a single system. Getting Started and Support ### What training and onboarding options does Cool Life CRM offer? Cool Life CRM provides in person training, live online sessions, webinars, and documentation. In person training supports direct instruction, live online sessions allow remote guided setup, webinars cover topics in a group format, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does Cool Life CRM offer? Cool Life CRM provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available on support quality, response times, or common issues, so the user experience with support cannot be assessed from review data. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Cool Life CRM supports all three features that reviewers rate highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and close sales with greater consistency. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Billing & Invoicing Create, manage, and send invoices or bills to customers Calendar Management Track and manage schedules and meetings via an integrated calendar Cool Life CRM 48 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Inventory Management: Track and manage inventory levels to maintain proper supply - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Product Catalog: Present a catalog of inventory that customers can view - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Pipeline Management: Pipeline view and tracking lead status - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (17) 4.2 Based on 17 reviews ## Pricing Value for money 4.3 (17) Free Version Basic $195.00 Per Feature,Per Month Value for money 4.3 (17) 4.3 Based on 17 reviews ## Integrations [ LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/)[ authorize.net](https://www.capterra.com/p/221412/authorizenet/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (17) 4.1 Based on 17 reviews ## User reviews Overall rating 4.4 Based on 17 reviews Filter by rating 5(11) 4(3) 3(1) 2(2) 1(0) Mentioned topic Sorted by most recent BJ Brian J. Director of Fundraising Non-Profit Organization Management ### "We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2018 Time management is essential when you work with limited resources and this application helps reduce my administrative time so I may increase my fundraising activities. Pros The single view of a contact record containing all communications, agreements and relationships has made our organization substantially more focused. Our website, newsletters, residents records, donors and vendors are accessible to all the right people from any ipad or laptop. Our board is able to assist effectively with our fundraising and streamline donations from the website they provide with the ability to remit donations online. Cons We are hard pressed to find anything negative. The team at Cool Life has always been responsive and what may have been thought of as a problem is merely a learning process to overcome. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 9, 2018 Thank you for your review and please feel free to request our new mobile app Michael Y. Investment Banking | Business Development ### "Best CRM tool I have used!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 27, 2018 Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too! Pros Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life. Could not run our business without Cool Life. Team has built the best product out there (I have used Salesforece, Pipedrive, Zoho, etc.) Cons There are no cons. The tool and CLS' team will tailor the product to your specific needs if you can't do it yourself (it's pretty simple!). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 1, 2018 Thank you for your review and we are proud to be your provider AS Andrew S. president Investment Banking ### "By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 25, 2018 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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 CR Caleb R. Volunteer Non-Profit Organization Management ### "Professional CRM system and very helpful customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 24, 2018 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 26, 2018 We enjoy helping such a worthy organization. Thank you for your review. WM Walker M. General Manager Textiles ### "We have been able to improve our effectiveness and become more organized in our communication." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 24, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 25, 2018 Thank you for your review. SS Scott S. IT Director ### "Very clean and efficient CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2018 Ease of use 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 25, 2018 Thank you for your review! Great relationships are built on strong communication. JO Jason O. Administrative assistant Religious Institutions ### "Everything we have done switching our website and email over has worked out great. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2017 Pros Functionality is great. There are a lot of options in getting our website looking more professional. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 24, 2018 Thank you for your review JH joe H. owner/operator Food & Beverages ### "easy to use and havent had any problems with server" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2017 easy access to my customers. i can explain to them what we have to them through email that they receive on their smart phones 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 24, 2018 Thank you for the review JK John K. Investment Banker Banking ### "I've used CLS before and find it to be very straight forward." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 May 4, 2017 Easy to organize and mass email campaigns. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 24, 2018 Investment Banking is our sweet spot. Thank you for the review BA Brandi A. Graphic designer Restaurants ### "Customer Service has been good and quick to respond" 4.0 Overall Rating 4.0 4.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 1, 2017 Showing the public all that we have to offer 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 24, 2018 I hope the training has helped you with the challenges that you were experiencing. [View all Reviews](https://www.capterra.com/p/100794/Cool-Life-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.