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


Improved internal and external communications


Enhanced overall firm management control


Implement process & create profits 

Cool Life CRM will improve your knowledge of your process, giving insight into areas that need improvement and impact profitability.
Communicate with your clients using accurate reporting and clarification to their urgent requirements.


Image of responsive design of CRM

  Find Prospects

Reach your audience directly with a properly optimized website, Hoovers & LinkedIn connection, and a convertible call to action to use on whitepapers and published articles.

  Improve Process

Streamline your workflow, utilizing project management and enabling accurate & profitable deliverables, while tracking time and billing embedded with intuitive functionality.


All of your relationships, referral history, communications, and notes show up in a single record view, which allows you to discover new opportunities.

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 effeciantly.


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

Client Fulfillment

Manage prospect to sale and ongoing relationship and transactions including project management.

FINRA Compliance

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

Andy Smith
Andy Smith
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
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



It’s important to create an "enabling" environment for your employees to ensure they can perform at their best for your company as people are a key element of a successful business.



Characteristics, including pricing, packaging, sizing, market need, and targeting is a crucial blend of considerations when developing your product. 



The final element is a company’s process, ensuring the production, marketing and delivery that will bring satisfied customers and any necessary follow up customer service. 



If your company seems stuck and can't get to the level you'd like, take a look at the people, product and processes in place at your business. If all ingredients are well placed then the outcome should be a measurable profit.


Cool Life CRM


Cool Life CRM enables a 360° marketing solution coupled with a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

Client Support

Strategic Partners

Google Partner



IOS Compatible

 Skip Max Background Check Pair Networks



Online Payment Processing


© 2016 Cool Life CRM, Inc. All Rights Reserved

We're Online to
Answer Questions
Chat Now