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!).

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.

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.

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.

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.