Sales: (800) 988-8850

Exclusive for CVBBA Members

STARTER PLAN

Includes as a member benefit

Features:

Upgrades:

Additional data rooms available in groups of 15 rooms at prorated cost of $500/year.

For customer service please email sales@coollifecrm.com

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

When dropping your files in a box just won’t cut it. You need comprehensive file storage & management, you need Vault Rooms.