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What’s Under the Hood?
End-To-End Relationship - CRM
All of your relationships have one frictionless interface. Create, track, and grow your connections, always knowing where they are in your process.
Project Management
Maintain real-time, at-a-glance oversight of project tasks and milestones. Completely administer access to all data, communications, and documents. Email project reports with just a click.
Sales & Marketing
Create, automate, and track complex marketing and sales initiatives without the complexity, and stay connected to your customers.
Data & Reporting
Always know where your business stands with customized access to all your information at the click of a button.
Storage & Security
Add “Chain of Custody”
to your most critical information worldwide with
top-of-the-line data storage, security, and tracking.
Incisive Vision
Building business data management, toolsets, and processes with state-of-the-art industry demands.
Customer Relationship Management (CRM) systems are critical for organizing customer data, streamlining communications, managing projects, and driving business growth. Like Cool Life, a high-quality CRM delivers powerful features such as real-time data access, customizable workflows, role-based user permissions, marketing automation, and full client engagement tracking. Businesses that invest in a modern CRM gain a competitive advantage—they can respond faster, personalize customer experiences, close more deals, and scale operations efficiently. As customer interactions, project management, and marketing increasingly move online, choosing the right CRM is crucial for maintaining speed, security, and sustainable growth. Read more about how our CRM will build your business with a single platform integration. Read More.
Get Started Today
Virtual Data Rooms (VDRs) are essential for securely managing confidential documents during major financial transactions like M&A, fundraising, audits, and compliance reviews. A high-quality VDR like Venue offers critical features such as 256-bit encryption, detailed user permissions, full audit trails, and real-time reporting. Ready businesses gain a competitive edge by using VDRs to move quickly, protect sensitive data, and close deals efficiently. As transactions move increasingly online, choosing the right VDR is crucial for maintaining security, speed, and success. Read more
The Cool Life Advantage
Simple Pricing
Manage sensitive information seamlessly with simple pricing—comprehensive, affordable licensing covers the entire platform.
All-in-One System
All modules are included and can be used across your business units. Cool Life streamlines your business processes.
Faster On-boarding
Your system can be live in 30 days. Your implementation specialist will convert your business processes and workflows.
Integrations
Integrates with Outlook, email, LinkedIn, social media, and many other platforms. Open APIs allow for real-time data feeds.
