CRM Done Right

Over the years, managers plowed millions of dollars into information systems meant to track and strengthen customer relationships. These customer relationship management (CRM) systems promised to allow companies to respond efficiently thereby bolstering revenues and retention while reducing marketing costs.

Filed under crm, asset, valuable, important, customers, asset, revenue, retention, marketing

Customer Relationship Management Is Now Considered A Necessity In Modern Financial Services

Today, many businesses and service providers in the financial sector realize the importance of Customer Relationship Management (CRM) and its potential to help them acquire new customers, retain existing ones and maximize their lifetime value.

Filed under customer relationship management, crm, banks, financial services, business, banking, investment, new customers, retain

Cool Life CRM Enters The Life and P&C Industries

Cool Life CRM is excited to announce a strategic partnership with Honorable Battles Company, LLC to provide corporate sales teams, C-suite insurance executives, and local insurance agencies consumer market insights to enter new markets, expand product offerings, and write ground-breaking new policies that are in tune with the rapid changing economic landscape.

Filed under life, P&E, crm, Honorable Battles, pipeline, projections, sales

What Is Cool Life CRM

Check out our brand new Cool Life Explainer. Learn all about how Cool Life CRM can take your business to the next level.

Filed under video, explainer, cool life crm

Add an Image to Website Content

Images can be added to the HTML content of any website page.

Add an Image to a Deployment

Images can be added to the HTML body of your deployment.

How do I change a contact's associated company?

How can I establish a subscription with a down payment and different recurring payment thereafter?

Subscription Management

Subscriptions can be managed from the client record within the Recurring Payments Module. Basic settings, fees, and history can be viewed and adjusted here

Managing Payment Methods

Payment Methods can be managed for your clients within the Transactions Module on the client record.