Cool Life CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Cool Life CRM

4.4

(17)

Pricing

Starting at $195.00 per month

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 reporting module that enables users to keep track of their organizations' performance.

Pricing is per month. Support is available via phone and email.

Cool Life CRM Screenshots

Cool Life CRM Pricing and Plans

Starting price: $195.00 per month

Free Trial

Free Version

Basic

$195.00

per feature, per month

No plan information available

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Cool Life CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Cool Life CRM
Access Controls/Permissions
Activity Dashboard
Activity Tracking
API
Billing & Invoicing
Calendar/Reminder System
Campaign Management
Collaboration Tools
Communication Management
Contact Management
CRM
Dashboard
Data Security
Document Management
Document Storage
Email Marketing
Email Templates
Employee Management
Expense Tracking
Financial Management
Forecasting
For Insurance Industry
Interaction Tracking
Internal Chat Integration
Inventory Management
Lead Management
Lead Qualification
Marketing Automation
Order Management
Point of Sale (POS)
Product Catalog
Project Management
Purchasing & Receiving
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Social Media Integration
Team Assignments
Time & Expense Tracking
Vendor Management

Cool Life CRM Integrations

authorize.net

LinkedIn for Business

Cool Life CRM User Reviews

Overall Rating

4.4

Ratings Breakdown

65%

18%

12%

Secondary Ratings

Ease of Use

4.1

Value for money

4.3

Customer support

4.1

Functionality

4.2

Michael Y.

Verified reviewer

11-50 employees

Used daily for more than 2 years

Review source

Reviewed 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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!).

Vendor Response

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

Replied May 2018

Brian J.

Non-Profit Organization Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied May 2018

Emily R.

Used daily for less than 12 months

Review source

Reviewed May 2017

Average compared to other CRM systems I have used.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied April 2018

Walker M.

Textiles

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

Thank you for your review.

Replied April 2018

Brian S.

Non-Profit Organization Management

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied April 2017

Andrew S.

Investment Banking

11-50 employees

Used daily for more than 2 years

Reviewed April 2018

By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have customized for the of our business and it is the base of our Sales Prospecting and Client Management. We measure our firm's key sales metrics and have increased our revenues significantly as it is a tool to hold business development people accountable.

Cons:

There is no function in the CRM for a global keyword search of Notes. Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.

Vendor Response

Thank you for your review. We can look what your bandwidth vs internet interference is. The mobile app is currently in Beta testing. We look forward to it release before summer

Replied April 2018

joe h.

Food & Beverages

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

easy to use and havent had any problems with server

easy access to my customers. i can explain to them what we have to them through email that they receive on their smart phones

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

dependability, easy to use, and problem free. every day i write my specials to be sent to over 1000 email addresses daily without incident

Cons:

for me i would like to talk to a person when i have an issue rather than by email. i don't sit in front of the computer so i think a phone call is easier for me being that i am not the best at computer technology

Vendor Response

Thank you for the review

Replied April 2018

Stewart S.

Investment Banking

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

To have a "tool" such as Cool Life in the Investment Banking world is a God send.

Streamlined deal origination

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cuts down on duplication of efforts when deal origination is concerned. The last thing that you want to do is continually call the same prospect, getting the same answer, tarnishing the Brand.

Cons:

Very complex. after 5 years, I still have not figured it all out. Occasionally I will still have to ask our Admin for a walk through on certain aspects

Vendor Response

We have enjoyed serving your firm and look forward to your team utilizing the mobile app.

Replied April 2018

Caleb R.

Non-Profit Organization Management

11-50 employees

Used weekly for more than 2 years

Reviewed April 2018

Professional CRM system and very helpful customer service

Allows me to direct donors, volunteers and board members to an easily navigated interface and gather all relevant data. Without this I would be having to use email, cut & paste and other services to run events.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to organize our contacts, sell our events and manage our volunteers. It is also very easy to manage our website keeping the public well informed.

Cons:

I am challenged to find any faults. I wish my company would use it instead of Salesforce which we all find challenging.

Vendor Response

We enjoy helping such a worthy organization. Thank you for your review.

Replied April 2018

Brandi A.

Restaurants

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed May 2017

Customer Service has been good and quick to respond

Showing the public all that we have to offer

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Some Things on the site were a little easier to figure out, even when we went to a mobile friendly site

Cons:

The mobile site design set up lacks a little. Altjou i have mentioned customer service being good, there had been one question i dont think has ever been replied about

Vendor Response

I hope the training has helped you with the challenges that you were experiencing.

Replied April 2018

Showing 1 - 10 of 17 Reviews

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