---
description: Review of Cool Life Business Management Platform Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Cool Life Business Management Platform | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Cool Life Business Management Platform](/software/563266/cool-life-crm)

# Cool Life Business Management Platform

Canonical: https://www.softwareadvice.co.uk/software/563266/cool-life-crm

> Cool Life is a configurable Business Management Platform for organizations that need to manage confidential information, relationships, workflows, projects, and reporting without relying on disconnected systems.

It is especially well suited for M\&A advisors, business brokers, investment bankers, professional services firms, and other teams that manage complex client relationships, confidential documents, long sales cycles, or transaction-based work.

Secure Vault Rooms provide controlled document workspaces for due diligence, client engagements, transactions, and other confidential processes. Teams can organize files, assign granular access permissions, monitor document activity, maintain audit visibility, and manage digital-signature workflows without sending sensitive files as email attachments.

Cool Life also connects the work surrounding those documents. Organizations can manage companies, contacts, opportunities, agreements, projects, communications, marketing activity, billing information, workflows, and reporting within one configurable Platform. The Deal Platform gives transaction-focused teams a clearer view of opportunity status, NDA progress, Vault Room engagement, next actions, responsibilities, and reporting.

A key benefit is flexibility. Cool Life can be configured around an organization's terminology, data structure, permissions, workflows, reports, and customer-facing processes without forcing the business into a rigid, one-size-fits-all model.

Cool Life uses a shared SaaS application with a dedicated database for each client. This lets customers benefit from a centrally maintained Platform while keeping their operational database separate from other clients' databases.

For buyers comparing software options, Cool Life is a strong fit when the goal is not simply to replace a CRM, document-sharing tool, or project-management system individually. It is designed for businesses that want those functions to work together so teams can maintain better context, accountability, and visibility from the first interaction through the ongoing client relationship.

Customers can begin with Secure Vault Rooms or a focused business workflow and expand into additional Platform capabilities as their requirements grow. Cool Life provides U.S.-based support and works directly with customers to understand their processes, configuration needs, data structure, and implementation priorities.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: CoolLife.io

## Commercial Context

- **Pricing model**: Usage Based
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Argentina, Australia, Austria, Bahrain, Belgium, Bosnia & Herzegovina, Brazil, Bulgaria, Chile, China, Colombia, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Gibraltar and 49 more

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Business Process Automation
- CRM
- Calendar/Reminder System
- Campaign Management
- Communication Management
- Contact Database
- Contact Management
- Content Management
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Segmentation
- Customer Support
- Customer Support Portal

## Integrations (14 total)

- Docusign
- Docusign CLM
- Excel Add-ins
- Gmail
- MySQL
- OAuth
- OAuth Platform
- Outlook Email Extractor
- PDFiLike
- RestApp
- RestApp
- SendGrid
- Vault Rooms
- authorize.net

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software)

## Related Categories

- [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software)
- [Database Software](https://www.softwareadvice.co.uk/directory/4512/database-management-systems/software)
- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/563266/cool-life-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/563266-cool-life-crm/> |
| en-AU | <https://www.softwareadvice.com.au/software/563266/cool-life-crm> |
| en-GB | <https://www.softwareadvice.co.uk/software/563266/cool-life-crm> |
| en-IE | <https://www.softwareadvice.ie/software/563266/cool-life-crm> |
| en-NZ | <https://www.softwareadvice.co.nz/software/563266/cool-life-crm> |

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