CoolLife.ioCool Life
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About
Cool Life is an all-in-one business management platform that combines CRM, project management, marketing automation, and secure document storage. It provides a unified interface for managing customer relationships, tracking interactions, and guiding contacts through business workflows. The platform includes project management tools that allow teams to oversee tasks, milestones, communications, and documents in real time. Sales and marketing features help businesses create and automate campaigns while staying connected with prospects and customers. Cool Life also offers customizable data dashboards and reporting tools to provide instant insights into business performance. Its secure storage system includes virtual data room (VDR) capabilities with advanced security, encryption, and document tracking. By integrating multiple business functions into one platform, Cool Life helps organizations improve efficiency, scalability, and operational control.
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About
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Targets financial services, sales organizations, professional associations, and software and services companies.
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Audience
Financial advisors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$195.00/month
Free Version
Free Trial
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Pricing
$60/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCool Life
Founded: 2003
United States
www.coollifecrm.com
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Company InformationLeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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