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Cool Life CRM Logo

360° marketing & relationship lifecycle management

Table of Contents

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Cool Life CRM - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Cool Life CRM overview

What is Cool Life CRM?

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts and customers in a single place, and provides tools for marketing, project management, and more.

Cool Life CRM integrates multiple functions such as timely reminders, document storage, internal chat, a task manager, quotes/proposals, account alerts, billing and invoicing, email marketing, newsletters, a blog tool, and much more. It connects to the entire business process and provides a 360-degree understanding of all relationships.

Cool Life CRM shows all the referral history, business insights, relationships, and notes in a single record view. It helps businesses with large workforces to streamline their workflow by tracking time and billing to ensure on-time and accurate production, marketing, and delivery.

The software connects the company’s merchant account with a virtual gateway to complete the lifecycle of the business process.

Key benefits of using Cool Life CRM

• Cool Life CRM’s secure portal allows customers and prospects to submit documents, track communications, and manage their data.

• Contracts can be associated with individual or company records, with support for one-to-many relationships.

• The eMarketing Suite allows users to create segmented marketing lists, create email templates and automated responses, and schedule campaigns, with support for automated drip marketing campaigns.

• Tasks and calendar events can be managed side-by-side, with direct links in the dashboard to contact records related to the activities being triggered.

• Cool Life CRM offers a mail client which allows users to send and receive emails from within the CRM while still making all emails accessible from users’ existing email accounts, including Gmail and Outlook.

Starting price

195per feature /
per month

Alternatives

with better value for money

Cool Life CRM’s user interface

Ease of use rating:

Cool Life CRM reviews

Overall rating

4.4

/5

17

Positive reviews

82

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.54/10
Rating distribution

5

4

3

2

1

11

3

1

2

0

Pros
“We have been able to improve our effectiveness and become more organized in our communication.”
WM

Walker M.

General Manager

“Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life.”
Verified reviewer profile picture

Michael Y.

Investment Banking | Business Development

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

Emily R.

Business Development Associate

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.”
AS

Andrew S.

president

“There is no mobile application and the searching features are limited. There are also issue with loading.”
ER

Emily R.

Business Development Associate

“Excuses are made instead of admission to a problem within the CRM itself.”
MB

Monica B.

Who uses Cool Life CRM?

Based on 17 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Nonprofit Organization Management
Investment Banking
Banking
Food & Beverages
Others

Use cases

- Not enough reviews
-
-
-
-
-

Cool Life CRM's features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
API
Billing & invoicing
Calendar management
Calendar/Reminder system
Campaign management
Collaboration tools
Communication management
Contact management
CRM
Dashboard
Data security
Document management
Document storage
Email management
Email marketing
Email templates
Employee management
Expense tracking
Financial management
For insurance industry
Forecasting
Interaction tracking
Internal chat integration
Inventory management
Lead management
Lead qualification
Marketing automation
Order management
Point of sale (pos)
Product catalog
Project management
Purchasing & receiving
Quotes/Estimates
Referral tracking
Relationship Tracking
Reminders
Reporting & statistics
Sales pipeline management
Segmentation
Social media integration
Task management
Team Assignments
Territory management
Time & expense tracking
Vendor management
Workflow management

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Cool Life CRM pricing

Value for money rating:

Starting from

195

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Cool Life CRM price and value

Value for money rating:

To see what individual users think of Cool Life CRM's price and value, check out the review snippets below.

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

Walker M.

General Manager

“Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life.”
Verified reviewer profile picture

Michael Y.

Investment Banking | Business Development

Cool Life CRM integrations (2)

Cool Life CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
24/7 (Live rep)

Training options

Live Online
Webinars
In Person
Documentation

Cool Life CRM FAQs

Q. What type of pricing plans does Cool Life CRM offer?

Cool Life CRM has the following pricing plans:
Starting from: $195.00/month
Pricing model: Free, Subscription

These products have better value for money


Q. Who are the typical users of Cool Life CRM?

Cool Life CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does Cool Life CRM support?

Cool Life CRM supports the following languages:
English


Q. Does Cool Life CRM offer an API?

Yes, Cool Life CRM has an API available for use.


Q. What other apps does Cool Life CRM integrate with?

Cool Life CRM integrates with the following applications:
authorize.net, LinkedIn for Business


Q. What level of support does Cool Life CRM offer?

Cool Life CRM offers the following support options:
Phone Support, Email/Help Desk, Chat, 24/7 (Live rep)

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