Enjoy a Fast, Secure and Intuitive experience, and we will take care of the back-up and DR plan.
We are connected directly with some of the best names in the industry allowing you to continue enjoying the benefits, only now Integrated with your active database.
All activity, notes, actions and deals are available for real-time updates visible to your permissioned team members.
On the go, access & update your data and reports on your tablet, PC and Mobile Device.
Our cutting edge technology provides a user interface which is clean and simple. Broad user adoption of our systems is a breeze.
We meet and exceed all FINRA compliance and your data is safely stored on SAS 70 compliant servers, backed–up and well-planned for the worst possible scenario.
If targeting leads and creating opportunities is your approach, then create segmented lists so you can deliver razor-sharp messaging, then deploy proper messaging.
Capabilities beyond your expectations that provide strong, secure client relationships.
Avoid delays in the details- dynamic real-time reporting, the way you need it.
(CUSTOMER RELATIONSHIP MANAGER)
Some Highlights & Features
(RESPONSIVE WEBSITE DESIGN)
Embedded Tools & Functionality
(CLIENT CONNECTION MANAGEMENT)
Improving Client Relationships
With mobile and tablets taking more and more of the marketplace online, diversity in acceptable devices is more important than ever. The CLS CRM Platform provides responsive device friendly interface accessible from ALL devices.
Cool Life Systems has made doing business in these times that much easier.
Our company makes money with the use of Cool Life Systems.
CLS is the company standard for all communication (both internal and external). Having everyone on the same page and speaking the same language is an advantage in and of itself, especially with no more random or rogue spreadsheets.
We rely on CLS' power to drive our market success. By aggregating CRM, Marketing, and post-sale Product Support, delivered with superb customer service, CLS' has elevated their role from vendor to critical strategic partner.
As a customer of Cool Life Systems, I can honestly say that the level of support service provided by CLS is excellent.
As a business owner in a struggling economy every dollar spent has to produce results. I can tell you unequivocally that the team at Cool Life Systems makes my hard earned money go farther than any other marketing. Cool life systems have taken my restaurant's website out of the dark ages and have turned into into an easy to navigate and update profit center for my business.
Cool Life continues to produce web-based CRM and Database solutions that are significantly smarter in design than any other on the market. They customized needs, and integrate them into their web-based software tool-set. Their results easily outperformed Salesforce and Salesboom whom we previously worked with.
After a great deal of research and evaluation, Kelleher International elected to partner with Cool Life Systems. Their mission was to design, build, implement and support our custom system which had many complex and specific requirements.Cool Life Systems not only exceeded our expectations but implemented our system on time and under budget.
Cool Life Systems is a fantastic CRM tool that is easy to use and perfectly suited to our needs as a boutique investment bank. We use it to manage all aspects of our marketing, sales and deal support functions. Everyone in the firm uses it, from our president on down. David and his staff are very responsive and helpful and exceed our expectations on every project.