800-988-8850

SaaS

Enjoy a Fast, Secure and Intuitive experience, and we will take care of the back-up and DR plan.

APIs

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.

Real-Time Database

All activity, notes, actions and deals are available for real-time updates visible to your permissioned team members.

Mobile Friendly

On the go, access & update your data and reports on your tablet, PC and Mobile Device.

Near Rocket Science

Our cutting edge technology provides a user interface which is clean and simple. Broad user adoption of our systems is a breeze.

Security

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.

Complete Marketing

If targeting leads and creating opportunities is your approach, then create segmented lists so you can deliver razor-sharp messaging, then deploy proper messaging.

Private Cloud

Capabilities beyond your expectations that provide strong, secure client relationships.

Accurate Reporting

Avoid delays in the details- dynamic real-time reporting, the way you need it.

Who needs apps...

        when you have options

#WhenResultsCount
3 Steps to Bridging Your Gap
CRM

(CUSTOMER RELATIONSHIP MANAGER)
Some Highlights & Features 

  • Contact management
  • Create, execute & manage marketing campaigns
  • Data analytics
  • Flexibility & customization at your fingertips
  • Improve your customer service
  • Integrate your business process
  • List & data management
  • Manage engagements & projects
  • Manage appointments
  • Optimize workflow
  • Seamless email integration
  • Simplify your events
  • Increase Opportunities
RWD

(RESPONSIVE WEBSITE DESIGN)
Embedded Tools & Functionality

  • Database driven 
  • Responsive Website Design (RWD)
  • Blog & Article modules
  • Social Media plug ins
  • Dynamic page development
  • Flexible web menu management
  • Dynamic online form tools
  • Custom graphics implemented
  • Online payment module
  • Tombstone module
  • Content Management System (CMS)
  • Complete CRM integration 

 

CCM Extra-Net

(CLIENT CONNECTION MANAGEMENT)
Improving Client Relationships

  • Content Management System (CMS)
  • Profile update and bio module
  • Edit company profile
  • Designed in a "Responsive"  format
  • File upload
  • Billing & payment interface
  • Dynamic page development
  • Flexible web menu management
  • Dynamic online forms 
  • Complete CRM integration
  • Manage employee access (Client side)
  • Billing history
 
INTEGRATED TO INCREASE YOUR EFFICENCY
Working with tools you already use
 
 
 
 
 
 
 
 

 

Diversity in Devices

Accessibility is paramount

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.

Schedule Free Demo Today!

TESTIMONIALS
Check what our clients saying about us.
  • Cool Life Systems has made doing business in these times that much easier.

    William Quackenbush
    Founder
    Advent Valuations
  • Our company makes money with the use of Cool Life Systems.

    Andy Smith
    President
    Houlihan Capital
  • 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.

    Jamie Georgeson
    President
    e-Procurement Services
  • 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.

    George Sandmann
    VP Sales
    Core Value Software
  • As a customer of Cool Life Systems, I can honestly say that the level of support service provided by CLS is excellent.

    Dennis Gano
    President/CEO
    CAE
  • 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.

    Harry Toromanides
    Owner
    Main Line
  • 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.

    Steve Williams
    Owner
    Phunkey, Inc.
  • 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.

    John Galloway
    CEO
    Kelleher International
  • 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.

    Michael J. Yardley
    Marketing Director
    Dowling Hales
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