About Cool Life CRM

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities.

Cool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. 

Additionally, Cool Life CRM features a custom rep...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

17 Reviews of Cool Life CRM

Average User Ratings

Overall

4.35 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(11)

11

4 stars

(3)

3

3 stars

(1)

1

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 17 results

April 2018

Michael from Dowling Hales

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Best CRM tool I have used!

Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too!

Pros

Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life. Could not run our business without Cool Life. Team has built the best product out there (I have used Salesforece, Pipedrive, Zoho, etc.)

Cons

There are no cons. The tool and CLS' team will tailor the product to your specific needs if you can't do it yourself (it's pretty simple!).

Response from Cool Life CRM

Replied May 2018

Thank you for your review and we are proud to be your provider

April 2017

Brian from Alive Again

Verified Reviewer

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Great Service and easy to use

Allows us to focus on our operations with effective marketing and data all in one location. From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity.

Pros

-Simple to navigate all areas of the CRM -My emails are all recorded on the record in the CRM -Our marketing is delivered professionally with easy to use tools -The billing to our clients and donors is straight forward and our reporting is real-time -I can do almost everything on my phone and iPad

Cons

This is a difficult question to identify something I see as a con, so if I had one thing I want, it would be to have a check register included.

Response from Cool Life CRM

Replied April 2017

Thank you for your kind words and thank you for your busiuness

May 2017

Emily from Houlihan Capital

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

2.0

May 2017

Average compared to other CRM systems I have used.

Pros

The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note.

Cons

There is no mobile application and the searching features are limited. There are also issue with loading.

Response from Cool Life CRM

Replied April 2018

Your firms administrator will be able to enable permissions that you may need for additional tool access.

May 2018

Brian from Alive Again Ministries

Verified Reviewer

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals.

Time management is essential when you work with limited resources and this application helps reduce my administrative time so I may increase my fundraising activities.

Pros

The single view of a contact record containing all communications, agreements and relationships has made our organization substantially more focused. Our website, newsletters, residents records, donors and vendors are accessible to all the right people from any ipad or laptop. Our board is able to assist effectively with our fundraising and streamline donations from the website they provide with the ability to remit donations online.

Cons

We are hard pressed to find anything negative. The team at Cool Life has always been responsive and what may have been thought of as a problem is merely a learning process to overcome.

Response from Cool Life CRM

Replied May 2018

Thank you for your review and please feel free to request our new mobile app

April 2018

Walker from Morgan Linen Service

Verified Reviewer

Company Size: 51-200 employees

Industry: Textiles

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

April 2018

We have been able to improve our effectiveness and become more organized in our communication.

Pros

The software is 100% customizable. If you think it should do something, with a little help, it can. We have been able to develop reports and functions that have helped us uncover more opportunities than we have had before. Simply put, if you feel the software is missing something, you have not asked for the assistance to customize it for you. From an administrative point of view, the controls and abilities to make simple changes are quick and easy. Common actions are at your finger tips on top of the dashboard. It is software made for those with a lot on their plates.

Cons

The lack of an app on an iPhone is what would be most needed. Other than that, if we have said we don't like something, we have had it changed to satisfaction.

Response from Cool Life CRM

Replied April 2018

Thank you for your review.