Cool Life CRM

Cool Life CRM

360° marketing & relationship lifecycle management

4.4/5 (17 avis)

Cool Life CRM - Présentation

Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts and customers in a single place, and provides tools for marketing, project management, and more.

Cool Life CRM integrates multiple functions such as timely reminders, document storage, internal chat, a task manager, quotes/proposals, account alerts, billing and invoicing, email marketing, newsletters, a blog tool, and much more. It connects to the entire business process and provides a 360-degree understanding of all relationships.

Cool Life CRM shows all the referral history, business insights, relationships, and notes in a single record view. It helps businesses with large workforces to streamline their workflow by tracking time and billing to ensure on-time and accurate production, marketing, and delivery.
The software connects the company’s merchant account with a virtual gateway to complete the lifecycle of the business process.

Prix

À partir de
195,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Cool Life CRM - Avis

Note globale
4.4/5
82% d'avis positifs
11
Excellent
3
Très bien
1
Moyen
2
Médiocre
0
Mauvais
Brian S.
Traduire avec Google Translate

Great Service and easy to use

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/04/2017
Provenance de l'avis : Capterra

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.

Avantages

-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

Inconvénients

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.

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Réponse de Cool Life CRM

Thank you for your kind words and thank you for your busiuness

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Brian J.
Traduire avec Google Translate

We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/05/2018
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

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Réponse de Cool Life CRM

Thank you for your review and please feel free to request our new mobile app

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Walker M.
Traduire avec Google Translate

We have been able to improve our effectiveness and become more organized in our communication.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 24/04/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

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Réponse de Cool Life CRM

Thank you for your review.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Andrew S.
Traduire avec Google Translate

By far the best CRM value in the market. Ease of use and customization makes it perfect for our firm

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 25/04/2018
Provenance de l'avis : Capterra

Avantages

We have customized for the of our business and it is the base of our Sales Prospecting and Client Management. We measure our firm's key sales metrics and have increased our revenues significantly as it is a tool to hold business development people accountable.

Inconvénients

There is no function in the CRM for a global keyword search of Notes. Also, the mobile app is lacking functionality and there is insufficient bandwith most of the time.

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Réponse de Cool Life CRM

Thank you for your review. We can look what your bandwidth vs internet interference is. The mobile app is currently in Beta testing. We look forward to it release before summer

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Michael Y.
Traduire avec Google Translate

Best CRM tool I have used!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/04/2018
Provenance de l'avis : Capterra

Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too!

Avantages

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.)

Inconvénients

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!).

Traduire avec Google Translate

Réponse de Cool Life CRM

Thank you for your review and we are proud to be your provider

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Cool Life CRM - Prix

À partir de
195,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Contact Cool Life CRM for pricing information.

Cool Life CRM - Fonctionnalités

  • API
  • Gestion des calendriers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Rapports et statistiques
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels
  • Rapports personnalisables
  • Stratégie de marque personnalisable

Plus d'informations sur Cool Life CRM

Cool Life CRM - Principales fonctionnalités

  • Billing & Invoicing
  • Calendar Management
  • Contact Management
  • Data Migration
  • Data Replication
  • Data Security
  • Database Conversion
  • Document Storage
  • Email Integration
  • Email Marketing
  • Employee Management
  • Event Management
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Inventory Management
  • Jobs Board
  • Key Performance Indicators
  • Knowledge Base
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Online Payment Processing
  • Order Management
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Strategic Planning
  • Survey Management
  • Task Management
  • Territory Management
  • Time & Expense Tracking
  • Vendor Management
  • Website Management
  • Workflow Management
  • eCommerce
  • eCommerce Management

Avantages

• 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.

• 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.

• 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.

• Cool Life CRM offers a mail client which allows users to send and receive emails from within the CRM while still making all emails accessible from users’ existing email accounts, including Gmail and Outlook.

Cool Life CRM - FAQ

Voici quelques-unes des questions fréquentes sur Cool Life CRM.

Q. Quels sont les types de licence disponibles pour Cool Life CRM ?

Types de licences disponibles pour Cool Life CRM :

À partir de: 195,00 $US/mois

Type de licence: Gratuit, Abonnement

version d'essai gratuite: Non disponible

Contact Cool Life CRM for pricing information.

Q. Quelles sont les principales fonctionnalités du logiciel Cool Life CRM ?

Fonctionnalités du logiciel Cool Life CRM :

  • Billing & Invoicing
  • Calendar Management
  • Contact Management
  • Data Migration
  • Data Replication
  • Data Security
  • Database Conversion
  • Document Storage
  • Email Integration
  • Email Marketing
  • Employee Management
  • Event Management
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Inventory Management
  • Jobs Board
  • Key Performance Indicators
  • Knowledge Base
  • Lead Management
  • Lead Scoring
  • Marketing Management
  • Online Payment Processing
  • Order Management
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Strategic Planning
  • Survey Management
  • Task Management
  • Territory Management
  • Time & Expense Tracking
  • Vendor Management
  • Website Management
  • Workflow Management
  • eCommerce
  • eCommerce Management

Q. Qui utilise Cool Life CRM ?

Utilisateurs habituels du logiciel Cool Life CRM :

Entreprises de taille moyenne, PME

Q. Dans quelles langues Cool Life CRM est-il disponible ?

Langues dans lesquelles Cool Life CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Cool Life CRM ?

Types de licences disponibles pour Cool Life CRM:

Gratuit, Abonnement

Q. Cool Life CRM prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Cool Life CRM.

Q. Avec quelles applications Cool Life CRM peut-il s'intégrer ?

Applications s'intégrant à Cool Life CRM :

Authorize.net, LinkedIn

Q. Quelles sont les ressources d'aide disponibles pour Cool Life CRM ?

Ressources d'aide disponibles pour Cool Life CRM :

Support en ligne, Support téléphonique