Sales: (800) 988-8850

Exclusive for CVBBA Members

STARTER PLAN

Includes as a member benefit

The CVBBA Monthly Benefit Plan includes the following:


  • 15 Rooms (per account)
  • Unlimited Administrators
  • Unlimited Users
  • Unlimited Storage
  • Support Portal
  • System Guide
  • Email Support Hours M-F 9:00 am-5:00 pm EST
 

Available Options – CVBBA Discounted Cost

  • Block of 15 Additional Rooms – $500 Annually
  • White Label Firm’s Logo User log-in – $100 Annually
  • CRM: $45 per User Seat (Normally $95)
      Includes –
    1. Customer Relationship Manager (CRM)
    1. Contracts and Opportunities (But-Side Sell-Side)
    1. Pipeline Management
    1. Reporting
  • Additional CRM add-ons
  • Marketing – $20 per month
  • Project Manager $20 per month

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.