How do I create a client portal account?
If a member of your team needs access to the client portal, they can create a new account here: https://www.coollifecrm.com/clients/account/create
Fast.
Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.
Intuitive.
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
Secure.
Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards