Cool Life CRM Pricing, Features, Reviews & Comparison of Alternatives

Cool Life CRM

360° marketing & relationship lifecycle management

4.35/5 (17 reviews)

Cool Life CRM overview

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.


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Business size



United States

Supported languages

Cool Life CRM screenshotWhat is Cool Life CRMCool Life CRM screenshotCool Life CRM screenshotCool Life CRM screenshotCool Life CRM screenshot

Cool Life CRM reviews

Value for money
Ease of use
Customer support
Brian Scully

Great Service and easy to use

Used daily for 2+ years
Reviewed 2017-04-20
Review Source: Capterra

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.-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

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Brian James

We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals.

Used daily for 2+ years
Reviewed 2018-05-04
Review Source: Capterra

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. 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.

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Walker Morgan

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

Used daily for 2+ years
Reviewed 2018-04-24
Review Source: Capterra

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.

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Andrew Smith

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

Used daily for 2+ years
Reviewed 2018-04-25
Review Source: Capterra

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.

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Michael Yardley

Best CRM tool I have used!

Used daily for 2+ years
Reviewed 2018-04-27
Review Source: Capterra

Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too!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.)

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Cool Life CRM pricing

Starting from
Pricing options
View Pricing Plans

Contact Cool Life CRM for pricing information.

Cool Life CRM features

Activity Dashboard
Activity Tracking
Calendar Management
Email Integration
Reporting & Statistics
Social Media Integration

Automatic Notifications (171 other apps)
Automatic Reminders (163 other apps)
CRM Integration (118 other apps)
Contact Database (113 other apps)
Custom Fields (130 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Mobile Integration (121 other apps)
Third Party Integration (175 other apps)

Additional information for Cool Life CRM

Key features of Cool Life CRM

  • Automated responses
  • Blog publishing
  • Calendar management
  • Collaboration
  • Communication records
  • Contract management
  • Customer portal
  • Dashboard
  • Document sharing
  • Email integration
  • Email templates
  • Permissions management
  • Project management
  • Project planning
  • Record & action tagging
  • Standard & ad hoc reporting
  • Task management
  • Website builder
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• 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.