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.

Creating a Transaction

To create a transaction within a record, go to the Transactions module of that record.

Website Modules - Social Media Icon Module

Hometeam Capital signs with Cool Life CRM

Hometeam Capital required reliable data enabling the firms’ professionals the ability to produce improved outcomes. Hometeam Capital, LLC. is based in Columbus, Ohio and focuses is financial instruments for the lodging industry for real-property.

Filed under hometeam capital, cool life crm, revenue, pipeline, reporting

Cool Life CRM vs. Microsoft Dynamics

Hear from one of our most valued customers about the difference in experience between Microsoft Dynamics and Cool Life CRM.

Filed under cool life crm, microsoft, microsoft dynamics, intuitive, fast, secure, customer service

Cool Life CRM Announces Availability of Free CRM

Helping Business Owners Focus On Increasing Revenue Streamline your data, processes, marketing & pipeline and watch your productivity rise, reliably

Filed under free crm, cool life crm, data, marketing, pipeline, increase revenue