360° CRM
All of your relationships, one frictionless interface. Create, track and grow your connections, always knowing where they are in your process.
Project Management
Maintain real time, at a glance, oversight of project tasks and milestones. Completely administer access to all data, communications, and documents. Email project reports with just a click.
Sales & Marketing
Create, automate and track complex marketing and sales initiatives without the complexity, and stay connected to your customers.
Data & Reporting
Always know where your business stands with customized access to all your information, at the click of a button.
Storage & Security
Add “Chain of Custody” to your most critical information with top-of-the-line data storage, security and tracking.
Incisive Vision
Lead the CRM industry with breakthrough data management, toolsets, and AI/Machine Learning.
Stop Chasing Documents
Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.
Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.
Collect, Organize and Review documents on auto pilot!
Simple Pricing
One licensing fee includes the entire platform. There are no additional charges for data usage or contacts.
All-in-One System
All modules are included and can be used across all of your business units. Cool Life streamlines your business processes.
Faster On-boarding
Your system can be live in 30 days. Your implementation specialist will convert your businesses process and workflows.
Integrations
Integrates with Outlook, email, LinkedIn, social media, and many other platforms. Open APIs allow for real-time data feeds.
