Introduction
CRM is the building block of almost every growing business these days, and the kind of service that your CRM software provides plays a great role in determining the success rate of your business. In a world that has almost rejected manual work and where everybody believes in doing smart work, you must also adopt smart choices for your business. Finding the right CRM becomes quite a difficult task sometimes. If you, too, are looking for one of the best CRM services that would cater to all your business needs, then your one-step solution is CoolLife. These people at CoolLife have a team with a dynamic history and experience in software development, making them one of a kind.
Overview
With a team of people who are experts at software development, CoolLife provides top-notch service and is one of the best CRM solutions among its counterparts. This CRM service will adapt accordingly and deliver the best solutions to your business issues, no matter what business you have or what the environment is like.
The client satisfaction provided by CoolLife is excellent, and they maintain a constant line of communication, and not a single ticketed request goes unresolved for more than 24 hours.
All your data can be filtered based on several fields providing the users with quality data that can be used to make wise decisions any time on the go.
While many other different CRM solutions combine client data and then retrieve it using specified identifiers, causing a lot of confusion, Coollife, on the other hand, never shares data and resides it on an exclusive and secure database. This ensures that your data is always safe, secure, and compliant. This whole system makes your business management much easier and provides valuable insights.
Apart from all this, since CoolLife is a configurable platform, it eliminates third-party programming costs.
CoolLife has a faster, less expensive, and superior approach that would greatly benefit your business's growth.
Features
- 360 Degree CRM to help you manage your contacts
- Manage all your contacts, from companies and people to vendors, in a single easy-to-access location wherein you can easily communicate with all your contacts. This CRM system even facilitates email marketing and makes it even easier.
- It facilitates you to access data anytime on the go and makes access to documents, online forms, and credentials easier by storing them as permanent files.
- Coolife facilitates customer management so effectively that all the communications with current, future, and past customers are MANAGED with a single enhanced set of data rather than duplicating the data, which is done by most of its counterparts.
- As you become familiar with this CRM solution, it will also help turn your leads into opportunities by highlighting all the potential contacts.
- Its email marketing feature allows you to filter any combination of data to produce custom reports you can send to customers, your team members, and potential leads.
- Efficient Project Management
2.1 The project management service offered by Cool Life can serve several purposes in many ways. But the major purpose remains to facilitate the.
Planning and tracking of resources, components, and the activities of stakeholders.
Project planning allows you to define a project schedule and set assignments of tasks, status reports, and even deadlines.
2.2 Cool Life also offers various Project Templates to ensure that your team members get all the tasks done on time, and these templates also make sure that no step is missed, even during delays. These project templates can be customized to facilitate new client engagements and projects in just a few minutes.
2.3 Easy import and export of files, images, and videos that can be shared across the team members to ensure everyone has the desired matter to complete their part of the project.
2.4 This feature of cool Life also makes Team Management and user interaction easy by keeping them updated through regular emails about various campaigns and project statuses.
- Integration to fulfil your business needs
- The two-way seamless integration provided by CoolLife allows the team to work from outlook while ensuring that the system captures the data you need.
- So no matter where you are and the time, this CRM solution will always make you take advantage of every opportunity that can be transformed from a casual interaction to a potential future client.
- Cool Life even integrates G-suite and Office 365 into your dashboard to ensure you never miss a deadline and are always up to date.
- Regulatory Compliance
- If your company is subject to dealing with oversight agencies, you must be familiar with the high cost of maintaining compliance. Cool Life helps you cut these costs by providing effective solutions to maintain compliance at no extra cost.
- With Cool Life, data is never shared, and the data belonging to each client sits on an exclusive and secure database. This ensures that your sensitive data always remains in safe hands.
- Cool Life CRM solution is a FINRA COMPLIANCE VENDOR DIRECTORY CRM system, and as a Proofpoint reseller, they securely backup all your communication data. This is done to meet all and any kinds of federal or state data.
- Cool Life also offers clients and prospects a safe portal that enables them to share, submit and track documents and communications securely. They even get permission to grant others permission to participate. But even though it enables easy sharing, it delivers effective solutions to protect your sensitive data.
- Cloud Based system so that you never miss a file or document
- Ensure the safety of your data even when you are busy with the workflow with Cool Life. Cool Life provides the best safety by securely storing your data in the cloud.
- It doesn't cause a single issue for your clients, Cool life team manages all the work for you, and you get the credit for it.
PROS
- Real people for support and effective consultancy
- Real phone calls to get better insights into customers' queries.
- Reals answers from real experts for quality services and customer satisfaction.
- Assured solutions on time
- Simple and budget-friendly pricing.
- All-in-one system
- Training facility for your team
- Online help center
- Privacy assured with no selling or claim over your data
- Support and consultancy costs included in the overall price
- Goal oriented actions
- No. 1 rated in customer satisfaction and usability.
- Easy and free-of-cost migration from other CRMs to VipeCloud.
- Real-time suggestions to customers whenever needed.
- Data consolidation to reduce your exposure to data breaches.
CONS
- Better suited for larger businesses.
- Not advisable for small-scale businesses.
- Conclusion
- All these excellent features make Coolluife one of the best CRM solutions that you can include in your business
Conclusion
All these features make CoolLife one of the best CRM solutions that you can include in your business to touch the heights of growth. Try it today