Features & Functionality 


Keep track of information in one easily accessible place and communicate with them directly from the system. Retrieve your documentation, credentialing,  online completed documents allowing you to print and retrieve, then placed into your permanent files. CRM is an approach to managing a company's data with all data on a person, company, contact, and communications information, seamlessly. Interactions with current and future customers are created with a single progressively enhanced set of data, rather than duplicate data as CRM’s typically do. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support as well as provide a single view of all client interactions throughout the company. Keep track of customer information in one easily accessible place and communicate with them directly from the system.

Events & Calendaring

Our extensive events management and scheduling tools allow you to easily organize events, provide RSVP opportunities, manage & track attendance and publicly display your events while also managing your scheduling, sign up and attendance tracking tools. Remove the paperwork with internal management tools, extensive reporting and time tracking management so that you are always on top of your events and teaching opportunities. Expand your outreach with responsive event tools and educate your organization members with effective and intuitive event calendar


Developing reports that will support your business is simple from our report generator. You can immediately utilize reports already configured for billing of customers, managing your sales pipeline and marketing results, with pre-configured reports providing imperative accountability. Reporting is available throughout the entire platform from CRM and eMarketing. Our reporting features are second to none, built to report all actions and activity.

Screen Manager

Users have different responsibilities, permissions and requirements, making it difficult to all function effectively with the same view and access to data. Properly constructed screen views is essential, so users will have the ability - based on the configuration of data permissions - to access individual user screen adjustment’s, or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.

E-Mail Marketing

Communicate your message, specific to segmented contacts that were sorted into marketing lists within your tools. Develop templates, automated responses to actions and scheduled deployments. Record all messages, both individual and mass emails, directly to the CRM record. Maintaining a professional email reputation with our best practices process, keeping your campaigns delivered to your recipients' inbox and avoiding the spam folder. Deployments may be associated with opportunities and sales activities helping to increase deal probability and profitability.

Responsive Website

Responsive web design (RWD) is a web design approach aimed at designing sites to provide an optimal viewing experience for your audience —easy reading and navigation with a minimum of resizing, panning, and scrolling—across a wide range of devices (from mobile phones to desktop computer monitors). Our clients prefer responsive web design because content that lives on one website and one URL is much easier interact with, rather than needing to manage content that lives on a separate mobile site. Fee for custom website additional

Search Engine Optimization

Better known as "SEO" - It is vital to get keyword optimization right. But optimizing keywords isn't something you do ONLY at the outset of a search marketing campaign. Ongoing keyword optimization is necessary to keep uncovering new keyword opportunities and to expand your reach into various keyword verticals. This means that keyword optimization isn't a set it and forget it process. By continuously performing keyword analysis and expanding your database of keywords, your site traffic, leads and sales will continue to grow. Cool Life CRM has a plain text form to encourage easy to use updating. Our algorithms will submit to all major search engines.

E-Mail Integration

The days of “Copy and Paste” to bring your email communications into your CRM are over. With Cool Life CRM, in keeping with the management on retaining all sales related information, all customers are stored at the record level within the CRM. Cool Life has developed a full service “Mail Client”, using the same technology as your smart phone; you are able to send and receive your email using your iPhone, tablet etc., and still see all messages in your Outlook, Gmail or other provider. When you log into the secure CRM, you associate all email communications performed in the day to day of your business in a single click, still leaving it in your existing email tool. When any associate views a client record, all marketing, email communications, actions, notes and more are all visible on the record.

Website Content Editing

A content management system (CMS) is the wizywig editor permitting Online HTML Editing, adding and enhancing digital content. CMS applications are typically used for enterprise content management (ECM) and web content management (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities while providing end users with role-based access to the organization's digital assets. Cool Life CRM functionality will serve the small business and scale up to a large enterprise website.

Database Manager

Our clients do not share a common database as many CRM providers, but rather each has a unique secure database in which your data is organized as logically independent tables. And if you understand the value, Cool Life permits many-to-many relationships. The data in one table may reference similar data in other tables which maintains the integrity of the links among them. Your organization will have the ability to create, associate and manage your underlying database with our intuitive, easy to learn interface. Alternatively the Cool Life support team will gladly manage this for you.

Secure Portal

Imagine the time saved and the professional perception your members or donors will experience when they log-into a secure portal which will enable the self-management of donation forms of payment, contact and family information, talents and volunteer participation. Our powerful secure portal also serves as an interface for your subscribers to newsletters, emails and or prospecting data to self-manage. The limits are boundless, and you can determine the data fields available in your portal using the database administration tool.

Articles & Blog

Share articles or your own blog posts directly on your website. Customers can (optionally) post comments by signing into their facebook, or post to your LinkedIn profile. Grow your own audience with this tool.






We strive to create an "enabling" environment for you to ensure that you will succeed in connecting you with your prospect and customer.



Characteristics, including pricing, packaging, sizing, market need, and targeting is an essential blend of considerations when developing your product for sales. We've done this all for you. 



The final element is a company’s process, ensuring the production, marketing, and delivery that will bring satisfied customers and any necessary follow up customer service. Leave this to us. 



The more you sell, the more you make. It's as easy as that! Increase your revenue