Overview
Pricing
Basic
$195
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Cool Life CRM?
Cool Life CRM Features
- Supported: Activity Dashboard
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Quotes/Estimates
- Supported: Sales Pipeline Management
- Supported: Segmentation
- Supported: Social Media Integration
- Supported: Task Management
- Supported: Territory Management
- Supported: Workflow Management
- Supported: Billing & Invoicing
- Supported: CRM
- Supported: Employee Management
- Supported: Financial Management
- Supported: Inventory Management
- Supported: Order Management
- Supported: Project Management
- Supported: Purchasing & Receiving
- Supported: Time & Expense Tracking
- Supported: Vendor Management
- Supported: Collaboration Tools
- Supported: Document Management
- Supported: Expense Tracking
- Supported: Relationship Tracking
- Supported: Team Assignments
- Supported: For Insurance Industry
- Supported: Email Templates
Cool Life CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Web-Based, Windows, Linux |
Comparisons
Compare with
Reviews
Community Insights
- Business Problems Solved
Users have found Cool Life CRM to be a valuable tool for streamlining their fundraising activities. By providing time management capabilities, the software helps reduce administrative time, allowing users to focus more on their fundraising efforts. Additionally, the software keeps users organized and provides transparency to the leadership on the sales team, making it easier to track progress and collaborate effectively.
Cool Life CRM serves as a centralized depository for all data, making it easy for users to access and gather relevant information about donors, volunteers, and board members. This eliminates the need to search through multiple systems or rely on manual processes. Furthermore, the software simplifies event management by eliminating the need to use email, cut and paste, and other services. This efficiency improves overall event coordination and enhances user experience.
Users appreciate how easy Cool Life CRM is to use, with its easily navigated interface that directs donors, volunteers, and board members seamlessly. It is especially convenient for delivering monthly newsletters to a large number of subscribers. Although some users hope for further development in triggered marketing campaigns and auto response notifications features, they still find value in leveraging the software's capabilities for managing client accounts such as project management and account management.
Despite some challenges with customer support response times and occasional unresolved issues, users still view Cool Life CRM as a cost-effective solution that meets their basic needs compared to other CRMs available in the market. The software's ability to provide effective marketing and data management capabilities in one location allows organizations to focus on their operations without having to juggle multiple systems. From managing client billing to updating website content and executing mass email campaigns, Cool Life CRM offers a comprehensive suite of tools that simplify various tasks for users.