PRODUCT
A CRM Solution for the Financial Industry


a solution for your type of financial business

Cool Life CRM allows any firm to be as dynamic as the industries and markets they serve. Clients need accurate answers, assurance, and clarification to their urgent requirements. Investment Banking CRM solution  from Cool Life CRM makes providing those answers possible and fast.

Investment banking, capital markets, private equity, family offices, valuation, or an broker-dealers use our Cool Life CRM solution  that integrates a broad set of comprehensive functionality  enabling quick, accurate responses driven from real-time data..

Utilizing cloud technology, Cool Life CRM securely delivers solutions on-demand, all the time, wherever your users work. Investment banks, private equity firms, valuation professionals will all gain a 360° view of all transactions and staff productivity, improving management control of all end-to-end processes including sales and reporting. With Cool Life CRM, client firms improve business performance by standardizing then automating complex workflows, streamlining operations and improving rates of return across single or multiple lines of business.

Return on Investment

Immediate R.O.I. through increased productivity

Information Technology

Reduced IT expenses

Communication

Improved internal and external communications

Management

Enhanced overall firm management control

In the cloud and on your phone, in real-time. 

Cool Life CRM improves your operation, mobility, and vital information accessibility.  

As a SaaS product, you do not have to worry about hosting or inconvenient version updates.

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Image of responsive design of CRM

  Outlook Integration

With Outlook integrated, Cool Life simplifies and streamlines your life. Your contacts, calendar, email, and tasks flow back and forth seamlessly between Cool Life and Outlook.

  Real-Time Answers

Reporting and transparency are instantaneous and robust. Whether you are looking for a single producer, a division, or an entire firm, you have access to the data in real-time.

  Always on the Latest Version

You will never again worry about the cost of upgrades and constant version changes. The cost of ownership is low because Cool LIfe is easy to administer and we run the maintenance.

Deal Acquisition

Search and match qualified potential assets to complete transactions. Associate your prospects in the transaction interface and report the status of the clients' engagement efficiently.

Communication

Complete integration with all email types - Outlook, Gmail, etc. store seamlessly on contact.

Manage prospect to sale and ongoing relationships and transactions, including project management.

FINRA Compliance

Email communications, documents, and notes attached with the client(s) record completing compliance.

 
Andy Smith
Andy Smith
President
Houlihan Capital
"Our company makes money with the use of Cool Life."
 
Satisfied Loyal Client's
This announcment appears as a matter of record only
Houlihan Capital
This announcment appears as a matter of record only
Angle Advisors
This announcment appears as a matter of record only
CoreValue Software
This announcment appears as a matter of record only
Dowling Hales
This announcment appears as a matter of record only
IIBV
This announcment appears as a matter of record only
Madison Street Capital
This announcment appears as a matter of record only
Sumit Business Brokers
This announcment appears as a matter of record only
Advent Value

 

SIMPLIFIED ADMIN

Instead of convoluted licensing, your IT department will appreciate the user-based Admin and flexibility to easily add fields and tables.

 

PRODUCT

Bring all your business operations from prospecting to fulfillment into one platform for real-time KPI reporting.

 

AI

Cool Life's data architecture lends itself to utilizing AI and machine learning to improve your business operations and profitability. 

 

REDUCE EXPENSE

Cool Life saves you 25-35% on your monthly expense, and more on implementation. Simplified licensing for transparency.

Cool Life CRM

Investment Banking System

Our Commitment Is To Exceed Your Expectations

So how will this work?

Complete the Sign-Up form, including the method of payment. You will receive an email which will include a receipt, a copy of your service agreement and a username and password to our client management screen. Here you will be able to manage your relationship with Cool Life CRM Pro.

How long will it take to establish my service?

You will receive a telephone call from one of our team members to review some basic decisions with you. Typically, we have you completely set-up in one business day. We will make some requests for various items, so please submit all requested information as timely as possible. We may need your domain or a time to have a telephone conversation to discuss the domain concepts you may find suitable for your business. We will discuss your logo, contacts, content and other items.

How do updates work?

After your system has been implemented, a team member will establish a time and day to review your website and identify future needs. We are here to help you.

   -Thank you for selecting our Cool Life CRM Pro.


The credit card you provide will be billed for the initial set-up and then monthly, recurring. You will be provided a client account interface for managing your ongoing services. Our service team, billing department and marketing are all available should you desire our assistance so you can focus on your business. We accept: American Express, MasterCard and Visa.

Step 1: Your System Configuration

Term of Contract:
 
Base Setup Fee:
 
Base Monthly Fee:
 
# of User Seats:
 
Additional User Fee:
 
Total Setup Fee:
 
Total Monthly Fee:
 
Grand Total Today:
 
 

Step 2: Client Information

minimum 4 characters (must have at least 1 letter and 1 number)
used to log into our client portal where you can manage your information, review your billing history and much more.

ACKNOWLEDGEMENT: The Client acknowledges that this agreement begins immediately upon execution of this agreement. This contract is subject to NC State Law, in the County of Lee. If any part of this contract for services, is found to be legally unenforceable, or non-compliant with State Law, said section shall be omitted and the balance shall remain in full and enforceable effect. 

Your digital signature below indicates that you have read the entire agreement and that you will receive a copy by email. This constitutes the entire agreement between the Client and the Company. By the digital signature below, the individual signing this document represents and warrants that he/she is duly authorized to execute this binding contract for services and incorporated schedules on behalf of the Buyer or Client.  The individual signing this document hereby personally guarantees all the terms and conditions in the contract for services and incorporated schedules on behalf of the Buyer or Client, including payment of any accelerated fees and invoices due.

Your digital Signature provided when accepting the terms of service is digitally recorded.

COOL LIFE CRM TERMS AND CONDITIONS

ATTENTION: THIS AGREEMENT GOVERNS THE SERVICES PROVIDED TO YOU BY COOL LIFE CRM. THIS AGREEMENT CONTAINS LIMITATIONS ON WARRANTIES AND/OR REMEDIES.

This Agreement is made between Cool Life CRM, Inc., ("we", "us", “our”, “COOL LIFE CRM”, or “Company”) and you, (“Client”, “You”, “Your”, or “Buyer”). PLEASE READ IT CAREFULLY BEFORE ACCEPTING OR USING PRODUCTS FROM COOL LIFE CRM.  BY CONTRACTING COOL LIFE CRM, YOU ARE AGREEING TO BE LEGALLY BOUND BY THE TERMS OF THIS AGREEMENT.  IF YOU DO NOT AGREE TO THESE TERMS, DO NOT PROCEED WITH THIS SERVICE.

  1. Cool Life CRM Services:  COOL LIFE CRM is a web based management system, which is Software-as-a-Service (SaaS) platform. You are not buying any part of Cool Life CRM or COOL LIFE CRM, but rather services provided by Cool Life CRM. You are purchasing use and service of Cool Life CRM tools and services, on a monthly basis to better manage and market your company/organization. This is a management, marketing tool, CRM, with many automated options, website content manager tools, public website, and a database which we will provide options for automated scripting for marketing campaigns and various other features.

2.     WE ARE NOT RESPONSIBLE for the functionality of, nor defects in any third party software or any of your hardware.

3.     Client Responsibilities:  Client acknowledges his/her responsibility to:  (a) Notify Company of any change in Clients ownership and or financial responsibility, (b) Provide the Company with graphics, logo, images, existing web administration and access, (as necessary), (c) Provide timely payment for services via preauthorize payment with approval contained herein, and (d) Client is solely responsible for the accuracy of the information you enter into Cool Life CRM or your software with which Cool Life CRM interfaces. You are responsible for compliance with all local laws applicable to email and data collection.

4.     EMAIL COMPLIANCE: Cool Life CRM will not willingly violate or abuse any email address contained in your database and will take corrective measures when the Company deems necessary and/or appropriate.

5.     TAXES:  If we are required to pay or collect any federal, state, local, or any other tax on fees charged under this Agreement, or any other similar taxes or duties levied by any governmental authority, excluding taxes levied on our net income, then such taxes and/or duties will be billed to and paid by Client immediately upon receipt of our invoice and supporting documentation for the taxes or duties charged. Taxes collected are paid in accordance with the jurisdiction of the applicable Tax Code.   

6.     Access Rights and Control:  During the term of this Agreement, you have a limited, revocable, non-transferable and non-exclusive license to use Cool Life CRM tools and services.

7.     Security and Proper Use:  You are responsible to ensure that each of your system users: (a) are responsible for the security of their user name & password, (b) will not disclose log-in identifier to any person or entity, (c) will not permit any other person or entity to use the user name & password, (d) use the software consistent with your rules, and (e) use the software in accordance with the terms and conditions of this Agreement.

  1. PRIVACY: COOL LIFE CRM guarantees to maintain Client confidentiality and not sell, share, distribute, or compromise Clients customer file, financial records, or any other information to any third party for any reason.
  2. ASSIGNMENT: COOL LIFE CRM reserves the right to assign the service of this agreement at its sole discretion.

10.    WEBSITE HOSTING & STORAGE:  COOL LIFE CRM will host our client website (if applicable) and database including security, disaster recovery, and redundant back-up services, bandwidth.

11.    TRAINING & EDUCATION:  COOL LIFE CRM will provide personalized training for up to (2) ninety minute web-based sessions with our staff trainer,  video tutorials, FAQ guides, How to Guides and offer client support during full time business hours. COOL LIFE CRM also offers additional services to perform services for client as per terms outlined in service agreement.

  1. CANCELLATION:  After the initial 24 month term of this agreement, at any time with 90 day’s written notice delivered US Certified Mail, you may cancel the monthly services. Upon such cancellation, provided all billed fees are paid in full, the Company will provide all content, domain ownership, Client provided graphics, and data, to the Client. The website template and functionality tools remain the property of the Company.

13.    Suspension of Service:  We reserve the right to deny, suspend or revoke access to our server in whole or in part, for non-payment, returned payment, ort if we believe there is a material breach of this agreement.  In the event of material breach, we will make reasonable efforts to notify you of said breach and we will provide reasonable time to resolve said breach.  You agree to make best efforts to resolve said breach to the satisfaction of COOL LIFE CRM.  If said breach is not rectified to COOL LIFE CRM’s satisfaction, we reserve the right to pursue all remedies available to COOL LIFE CRM both within this contract and under the law. 

  1. Right to Continue Service:  All payments are due on the first day of the month, in advance of service for the month. All payments are due by credit card or ACH draft. If your credit card or ACH draft declines, the Company reserves the right to suspend your service if not corrected within three business days after notice of such failure, until payment is made. By accepting this agreement and providing credit payment information, you authorize us to charge it for the services obligated. This includes monthly fees, additional services or purchases made on your behalf by the Company. Default will accelerate the term of all fees due under the agreement.
  2. DEFAULT:  If Buyer or Client defaults on any payment due under the contract for services and incorporated schedules, time being of the essence hereof, any deposit shall be deemed forfeited and non-refundable.  Additionally, if Buyer or Client defaults on any payment due under the contract for services and incorporated schedules, time being of the essence hereof, without notice or demand COOL LIFE CRM may declare the entire principal sum accelerated to its fullest term,  immediately due and payable.

16.    Availability:  We shall use commercially reasonable efforts to keep the servers and Cool Life CRM software available on a 24 hour a day, 7 day a week basis, subject to call black-out periods as posted, scheduled downtime for maintenance purposes, unscheduled maintenance and CRM outages.  Our liability to you is limited further by the capitalized paragraphs below, please read them carefully.

17.    Non-Waiver:  The failure of Cool Life CRM to require performance of any provision of this agreement shall not affect our right to require performance at any time thereafter, nor shall a waiver of any breach or default of this Contract constitute a waiver of any subsequent breach or default or a waiver of the provision itself.

18.    Disclaimer of Warranties:  EXCEPT AS EXPRESSLY SET FORTH ABOVE, WE MAKE NO REPRESENTATIONS OR WARRANTIES, WHETHER EXPRESS OR IMPLIED, REGARDING OR RELATING TO COOL LIFE CRM AND ANY OF ITS SERVICES AND/OR ACCESS TO OR USE OF OUR SERVER UNDER THIS AGREEMENT.  WE SPECIFICALLY DISCLAIM All IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.  WE ALSO DO NOT GUARANTEE THAT YOUR ACCESS TO THE SERVER, COOL LIFE CRM OR OTHER SERVICES PROVIDED UNDER THIS AGREEMENT WILL BE UNINTERRUPTED OR ERROR FREE.  WE DO NOT WARRANT THE ACCURACY, RELIABILITY, COMPLETENESS OR TIMELINESS OF THE CONTENT OF INTERNET WEBSITES OR OTHER DATA RECEIVED BY YOU VIA THE INTERNET. YOU ARE FULLY RESPONSIBLE FOR COMPLIANCE WITH ALL LAWS & REGULATIONS AFFECTING YOUR BUSINESS, INCLUDING HIPAA & FINRA.

  1. LIMITS OF LIABILITY:  Client agrees that the maximum liability which COOL LIFE CRM can be responsible is equal or less than the most recent 90 days in paid billing by Client.

    Service and notice address Cool Life CRM 3096 S Horner aBlvd, Suite 280 Sanford, NC 27332

Step 3: Payment Information