Keep track of information in one easily accessible place and communicate with them directly from the system. Retrieve your documentation, credentialing, online completed documents allowing you to print and retrieve, then placed into your permanent files. CRM is an approach to managing a company's data with all data on a person, company, contact, and communications information, seamlessly. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as CRM’s typically do.


Manage your To Do’s alongside your calendar events in the same methodology, all while recording to your CRM with a single key stroke. Your To-Do’s may range from sending an engagement letter to generating your next marketing campaign. When triggering any activity from the dashboard, you will find a direct link to the related records, establishing a single click of entering notes and next steps. With the use of “tagging” all actions and notes in the CRM, you will be able to search and sort based on a type of action, as well as being able to search by date, record type, name or any other field you select as searchable.

Screen Manager

Users have different responsibilities, permissions and requirements, making it difficult to all function effectively with the same view and access to data. Properly constructed screen views is essential, so users will have the ability - based on the configuration of data permissions - to access individual user screen adjustment’s, or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.

eMarketing Suite

Communicate your message, specific to segmented contacts that were sorted into marketing lists within your tools. Develop templates, automated responses to actions and scheduled deployments. Record all messages, both individual and mass emails, directly to the CRM record. Maintaining a professional email reputation with our best practices process, keeping your campaigns delivered to your recipients' inbox and avoiding the spam folder. Deployments may be associated with opportunities and sales activities helping to increase deal probability and profitability.

eMail Integration

The days of “Copy and Paste” to bring your email communications into your CRM are over. With Cool Life CRM, in keeping with the management on retaining all sales related information, all customers are stored at the record level within the CRM. Cool Life has developed a full service “Mail Client”, using the same technology as your smart phone; you are able to send and receive your email using your iPhone, tablet etc., and still see all messages in your Outlook, Gmail or other provider. When you log into the secure CRM, you associate all email communications performed in the day to day of your business in a single click, still leaving it in your existing email tool. When any associate views a client record, all marketing, email communications, actions, notes and more are all visible on the record.

Project Management

Project management software is used is a variety of ways. Its main purpose is to facilitate the planning and tracking of project components, stakeholders and resources. Our module is fully integrated and includes the following primary functions: Project planning includes defining a project schedule, using preconfigured or new creation and assignment of tasks, deadlines and status reports. Functionality includes document sharing and collaboration, calendar automation and contact sharing. Project timelines include scheduled meetings, activity dates and contacts that should automatically update across all PM and stakeholder calendars notifying and updating for stakeholders. Time tracking allows all users to provide all time expended throughout all tasks and maintain time vs profitability associated with the associated transaction or record.

Advanced DBM

Our clients enjoy unique instances of a database as many CRM providers use a unified database with the data being segmented with a client ID number. Cool Life CRM permits one-to-many or many-to-many relationships. The data in one table may reference similar data in other tables which maintains the integrity of the links among them. This feature enable clean data management by not requiring duplicate data to fill relationships in traditional relational database systems.  Cool Life CRM will train and develop internal administrators or we will provide the services for you.




Newsletters may be of greater value than your original impression may have been. Think of providing valuable information to build your recipient’s desire to read your emails and your professional relationship creditability. This is a method to remain current in your referral and prospect’s minds when a need for your type of service crosses their desk. You read industry articles, published tax code, other relative information; you then publish a commentary on the article and distribute based on specifically segmented CRM lists. General attributes of newsletters include news and upcoming events of related companies or organizations, as well as contact information. Valued information becomes your continued bridge to relationship building.

Contract Module

Cool Life CRM provides the association of a contract record to a company or individual, in or out of that company; One-to-many relationships. Initial proposal moving to engagement (contract) you progress the record and add associations, without the duplication of records. Attach your executed agreement, secure payment, track time and expenses, deploy a project and manage time and resources fluidly.


Imagine the time saved and the professional perception of your firm when you ask your clients, or prospects, to log-into a secure portal which will enable the submission and tracking of documentation, communications and permitting your contact to grant other individual permission to participate, such as their other trusted advisors or employees. Our powerful extra-net portal also services as an interface for your subscribers to newsletters, emails and or prospecting data to self-manage. The limits are boundless and you can determine the data fields available in your portal using the database administration tool.

Blog Tool

Publish your articles directly on your website with our website blog module. This allows you to push any of your articles into a fully Search Engine Optimized (SEO) format to allow maximum exposure and search engine results. Add comments to your blogs or articles by connecting to your company’s Facebook account. Connect your blogs to your eMarketing suite and publish newsletters in a matter of minutes with a few clicks.


Offering many uses throughout the Cool Life CRM, you may connect your companies merchant account with a virtual gateway. Items commonly used are the collection of fees for service and product, subscription and events performed online, time & billing, and contracts to name a few. Our use of Authorize.net does not mean we are your merchant, we simply perform the mechanics that allows you to establish seamless access to your merchant services.

Events & Calendaring

Keep customers coming back. Allow site visitors to see what’s going on with your business by posting events to your calendar. These can be sales, featured music, dinner specials, and so much more.

Reporting Tool & Standard Reports

Reporting (ad-hoc) and pre-configured,  allows an array of imperative accountability. Reporting is available throughout the entire platform from CRM, Project Management, eMarketing, Data and so on. With efficient data input and users interacting for all activity, the users will experience simple, intuitive use while all data will be reported in real-time. Our reporting features are second to none, built to report all actions and activity.




Drip Campaigns Marketing

Drip campaigns are automated processes that send a set of messages or content to sales leads at the right moment to move them through the sales cycle. Drip campaigns allow you to consistently “touch” leads with relevant information based on time intervals, actions taken by prospects on your website, or other parameters, freeing up valuable marketing and sales resources without neglecting your prospects.

Website Builder

Website builders are a perfect solution to start a website with or without hiring a developer. The problem is finding the best website builder with intuitive tools for ongoing maintenance. With so many website builders out there, how do you know which is the right solution for you? Cool Life CRM has incorporated all the necessary functionality within the dashboard to allow your seamless integration directly into your pipeline and database. Hosting elsewhere? Insert the contact us pages from your dashboard. Wish to have a professional website constructed for you, hire a professional or contract with Cool Life CRM and enjoy many other benefits to enhance your public facing digital presence.

Search Engine Optimization

It is vital to get keyword optimization right. But optimizing keywords isn't something you do ONLY at the outset of a search marketing campaign. Ongoing keyword optimization is necessary to keep uncovering new keyword opportunities and to expand your reach into various keyword verticals. This means that keyword optimization isn't a set it and forget it process. By continuously performing keyword analysis and expanding your database of keywords, your site traffic, leads and sales will continue to grow. Cool Life CRM has a plain text form to encourage easy to use updating. Our algorithms will submit to all major search engines.

Articles / Press Releases

Publishing demonstrates knowledge, authority and a presence in your prospects’ minds. Awareness is a process of building your digital reputation. Due to higher site authority, there’s a good possibility that your article, which you may then link on LinkedIn, Medium, or other sites could outrank the original piece on your website in search results. As we know, about 92% of search inquiry clicks go to the first page, and 33% goes to the very first result, so every spot matters. Unlike writing your publication on third party sites, these links, published on your domain, will bring your readers directly to your website.

Custom Responsive Website

Responsive web design (RWD) is a web design approach aimed at designing sites to provide an optimal viewing experience for your audience —easy reading and navigation with a minimum of resizing, panning, and scrolling—across a wide range of devices (from mobile phones to desktop computer monitors). Our clients prefer responsive web design because content that lives on one website and one URL is much easier interact with, rather than needing to manage content that lives on a separate mobile site. Fee for custom website additional