Cool Life CRM Features

Cool Life CRM

360° marketing & relationship lifecycle management

4.35/5 (17 reviews)

Cool Life CRM Feature Summary

  • 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

Competitor Feature Comparison

API
Absence Management
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Attendance Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Calendar Management
Campaign Management
Client Management
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
Custom Fields
Customer Segmentation
Customizable Templates
Data Migration
Data Replication
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Employee Management
Event Calendar
Event Management
Expense Tracking
Financial Management
Forecasting
Gantt Charts
Inventory Management
Invoice Management
Jobs Board Integration
Knowledge Base Management
Lead Management
Lead Scoring
Mailing List Management
Meeting Management
Mobile Integration
Order Management
Permission Management
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
Quote Management
Real Time Notifications
Real Time Updates
Receiving
Records Management
Referral Tracking
Reporting & Statistics
Social Media Integration
Strategic Planning
Survey Management
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
To-Do List
Vendor Management
Website Management
Workflow Management
eCommerce Management
Learn moreCompare App
API
Absence Management
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Attendance Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Calendar Management
Campaign Management
Client Management
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
Custom Fields
Customer Segmentation
Customizable Templates
Data Migration
Data Replication
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Employee Management
Event Calendar
Event Management
Expense Tracking
Financial Management
Forecasting
Gantt Charts
Inventory Management
Invoice Management
Jobs Board Integration
Knowledge Base Management
Lead Management
Lead Scoring
Mailing List Management
Meeting Management
Mobile Integration
Order Management
Permission Management
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
Quote Management
Real Time Notifications
Real Time Updates
Receiving
Records Management
Referral Tracking
Reporting & Statistics
Social Media Integration
Strategic Planning
Survey Management
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
To-Do List
Vendor Management
Website Management
Workflow Management
eCommerce Management
Visit WebsiteCompare App
API
Absence Management
Access Control
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Attendance Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Calendar Management
Campaign Management
Client Management
Collaboration Tools
Communication Management
Configurable Workflow
Contact Management
Custom Fields
Customer Segmentation
Customizable Templates
Data Migration
Data Replication
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Drip Marketing
Email Integration
Email Marketing Management
Email Templates
Employee Management
Event Calendar
Event Management
Expense Tracking
Financial Management
Forecasting
Gantt Charts
Inventory Management
Invoice Management
Jobs Board Integration
Knowledge Base Management
Lead Management
Lead Scoring
Mailing List Management
Meeting Management
Mobile Integration
Order Management
Permission Management
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Projections
Quote Management
Real Time Notifications
Real Time Updates
Receiving
Records Management
Referral Tracking
Reporting & Statistics
Social Media Integration
Strategic Planning
Survey Management
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
To-Do List
Vendor Management
Website Management
Workflow Management
eCommerce Management
Visit WebsiteCompare App

Cool Life CRM Feature Reviews

15 reviewers had the following to say about Cool Life CRM's features:

Brian Scully

Great Service and easy to use

2017-04-20

From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Cool Life CRM

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.

Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


Thank you for your kind words and thank you for your busiuness

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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.

2018-05-04

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


Thank you for your review and please feel free to request our new mobile app

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Caleb Rosa

Professional CRM system and very helpful customer service

2018-04-24

Allows me to direct donors, volunteers and board members to an easily navigated interface and gather all relevant data.

Pros

The ability to organize our contacts, sell our events and manage our volunteers.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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John Kaye

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

2017-05-04

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Walker Morgan

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

2018-04-24

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


Thank you for your review.

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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

2018-04-25

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

Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Brandi Andriello

Customer Service has been good and quick to respond

2017-05-01

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Scott Soderstrom

Very clean and efficient CRM

2018-04-23

Ease of use

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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joe hughes

easy to use and havent had any problems with server

2017-05-04

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


Thank you for the review

Read more
Emily Ramage

Average compared to other CRM systems I have used.

2017-05-01

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Michael Yardley

Best CRM tool I have used!

2018-04-27

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

Pros

Easily customized and super responsive team at Cool Life.

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!).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


Thank you for your review and we are proud to be your provider

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Stewart Smith

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

2017-05-01

Streamlined deal origination

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Michael Norton

I've had worse...

2017-04-27

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Erik Brace

The system has been easy to use with no problems.

2017-05-01

I can send my patients the paperwork early.

Pros

It is dependable and there is no interruption of services. I don't have to worry about the system not working ever.

Cons

I would like there to be a point when I no longer have to pay/reduce the payments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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Holly Myers

My Review of Cool Life CRM

2017-04-27

Program was pretty easy to setup.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Cool Life CRM


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

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