CRM Done Right

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

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Cool Life CRM Enters The Life and P&C Industries

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What Is Cool Life CRM

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Add an Image to Website Content

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Add an Image to a Deployment

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How do I change a contact's associated company?

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

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Subscription Management

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Managing Payment Methods

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Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.


User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze


Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards

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




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