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Cool Life CRM Software

Name: Cool Life CRM Software
Rating: 4.5 (2 reviews)

By Cool Life CRM, Inc

835 Interested

Highlights : About Cool Life CRM Software

Screen Manager

eMarketing Suite

eMail Integration

Project Management

Advanced DBM

Reporting Tool & Standard Reports

About Cool Life CRM Software

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Cool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. Additionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Customer Management

Expense Tracking

Project Management

Territory Management

Social Media Integration

Lead Scoring

Purchasing

Email Marketing

Segmentation

Quotes/Proposals

Relationship Tracking

Team Assignments

Email Integration

Financial Management

Time & Expense Tracking

Billing & Invoicing

Marketing Management

Reporting/Analytics

Financial Reporting

Influence Tracking

Benefits

Cool Life CRM’s secure portal allows customers and prospects to submit documents, track communications, and manage their data.

Contracts can be associated with individual or company records, with support for one-to-many relationships.

Tasks and calendar events can be managed side-by-side, with direct links in the dashboard to contact records related to the activities being triggered.

eMarketing Suite

The eMarketing Suite allows users to create segmented marketing lists, create email templates and automated responses, and schedule campaigns, with support for automated drip marketing campaigns.

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