--- description: Review of Cool Life CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Cool Life CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Banking CRM Software](/directory/336/banking-crm/software) > [Cool Life CRM](/software/9722/cool-life-crm) # Cool Life CRM Canonical: https://www.softwareadvice.co.nz/software/9722/cool-life-crm Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/9722/cool-life-crm?page=2) > 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. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities. 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. Pricing is per month. Support is available via phone and email. > > Verdict: Rated **4.4/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 17 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Cool Life CRM - **Location**: Sanford, US - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$195.00 - **Pricing model**: Per Feature (Free version available) - **Pricing Details**: Contact Cool Life CRM for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Billing & Invoicing - CRM - Calendar Management - Calendar/Reminder System - Campaign Management - Collaboration Tools - Communication Management - Contact Management - Dashboard - Data Security - Document Management - Document Storage - Email Management - Email Marketing - Email Templates - Employee Management ## Integrations (2 total) - LinkedIn for Business - authorize.net ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) ## Related Categories - [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software) - [Insurance CRM Software](https://www.softwareadvice.co.nz/directory/342/insurance-crm/software) - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software) - [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1294 reviews) 4. [Flowlu](https://www.softwareadvice.co.nz/software/109770/flowlu) — 4.8/5 (387 reviews) 5. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (5726 reviews) ## Reviews ### "Best CRM tool I have used\!" — 5.0/5 > **Michael** | *27 April 2018* | Recommendation rating: 10.0/10 > > **Pros**: Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life. Could not run our business without Cool Life. Team has built the best product out there (I have used Salesforece, Pipedrive, Zoho, etc.) > > **Cons**: There are no cons. The tool and CLS' team will tailor the product to your specific needs if you can't do it yourself (it's pretty simple\!). > > Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too\! ----- ### "We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals." — 5.0/5 > **Brian** | *4 May 2018* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: The single view of a contact record containing all communications, agreements and relationships has made our organization substantially more focused. Our website, newsletters, residents records, donors and vendors are accessible to all the right people from any ipad or laptop. Our board is able to assist effectively with our fundraising and streamline donations from the website they provide with the ability to remit donations online. > > **Cons**: We are hard pressed to find anything negative. The team at Cool Life has always been responsive and what may have been thought of as a problem is merely a learning process to overcome. > > Time management is essential when you work with limited resources and this application helps reduce my administrative time so I may increase my fundraising activities. ----- ### "Average compared to other CRM systems I have used." — 3.0/5 > **Emily** | *1 May 2017* > > **Pros**: The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note. > > **Cons**: There is no mobile application and the searching features are limited. There are also issue with loading. ----- ### "We have been able to improve our effectiveness and become more organized in our communication." — 5.0/5 > **Walker** | *24 April 2018* | Textiles | Recommendation rating: 9.0/10 > > **Pros**: The software is 100% customizable. If you think it should do something, with a little help, it can. We have been able to develop reports and functions that have helped us uncover more opportunities than we have had before. Simply put, if you feel the software is missing something, you have not asked for the assistance to customize it for you. From an administrative point of view, the controls and abilities to make simple changes are quick and easy. Common actions are at your finger tips on top of the dashboard. It is software made for those with a lot on their plates. > > **Cons**: The lack of an app on an iPhone is what would be most needed. Other than that, if we have said we don't like something, we have had it changed to satisfaction. ----- ### "Great Service and easy to use" — 5.0/5 > **Brian** | *20 April 2017* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: -Simple to navigate all areas of the CRM -My emails are all recorded on the record in the CRM -Our marketing is delivered professionally with easy to use tools -The billing to our clients and donors is straight forward and our reporting is real-time -I can do almost everything on my phone and iPad > > **Cons**: This is a difficult question to identify something I see as a con, so if I had one thing I want, it would be to have a check register included. > > Allows us to focus on our operations with effective marketing and data all in one location. From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/9722/cool-life-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/9722/cool-life-crm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data