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M&A Source Members - Monthly Starter Plan

The M&A Source Monthly Starter Plan includes the following:

  • Unlimited data rooms
  • 1 Administrator
  • 1 GB of Storage
  • Unlimited Users
  • US Business Hour Email Support


After you have signed up, if you wish to purchase additional admins, users or storage, or features, please contact billing@coollifecrm.com

Name(Required)
(You must use the same email as your association portal email)
Address(Required)

Card Information

Credit cards are collected for verification purposes, you will not be charged at this time. You will be charged if you incur additional services or your use exceeds your member benefits.
Card Number
Expiration Date
Security Code
Cardholder Name
(* Only Visa, Mastercard, and American Express accepted.)
Billing Address(Required)

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.