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

4 reasons why your CRM system is your most valuable asset!

A topic I like to discuss with managers I meet, is what they think is the most valuable asset in their business.

Filed under crm, asset, valuable, important, customers

Opportunity for Senior Developer Position (LAMP)

CRM company is conducting a search for a Full-Stack LAMP Developer In or near the Sanford, NC area. A full-time position with significant opportunity.

CRM Value Proposition & Adoption

If your company has a sales team calling on prospects, they should be utilizing some form of customer relationship software.

Responsive CRM to any browser or device

Cool Life CRM, a leading provider of Software as Service (SaaS) business CRM solution, announced today that they are effectively the only know CRM providing client companies with a CRM useable in native form on any device, browser or location.

Filed under crm, database, responsive, sales channel, investment bankers, hiring opportunity

Consolidate your silos of data

Data consolidation is critical for success as businesses technologies constantly evolve in order to realize the additional revenue opportunities that exist within your data but are not currently visible. A strategy must be focused on your current needs, future plans, and the business processes you’re accustomed to all while avoiding non-integrated applications.

Filed under data, business, processes, system, crm, consolidation, infrastructure, applications, cloud, technologies, cool life crm, systems