Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cool Life is a comprehensive business operations platform designed to streamline workflows and centralize key business functions. It combines customer relationship management, project tracking, marketing automation, and secure document management into a single integrated system. The CRM component enables companies to organize contacts, track client relationships, and manage interactions throughout the entire customer lifecycle. Built-in project management tools allow teams to monitor tasks, milestones, communications, and document sharing from one dashboard. Marketing and sales automation features help businesses launch campaigns, track engagement, and nurture leads efficiently. The platform also provides powerful reporting tools that give users quick access to real-time business data and performance metrics. Cool Life includes secure virtual data room capabilities for managing sensitive documents during transactions such as fundraising, audits, or mergers. Advanced security measures, including encryption and role-based permissions, ensure confidential data remains protected. Integrations with tools like Outlook, email platforms, and social media allow businesses to connect existing workflows easily. By consolidating multiple operational systems into one platform, Cool Life improves productivity and reduces time spent managing scattered information.

Description

Markate is the leading choice for residential and commercial service professionals, small business owners, field technicians needing an easy-to-use business management solution. Start, manage, and help grow your entire business with one intuitive app. We power service businesses to create a unique experience for customers and employees with CRM, field service management, sales and marketing automation tools. Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CompanyCam No 
Google No 
LinkedIn Yes 
NiceJob No 
QuickBooks Online No 
Quickwork Yes 
ResponsiBid No 
Zapier No 

Integrations

CompanyCam Yes 
Google Yes 
LinkedIn No 
NiceJob Yes 
QuickBooks Online Yes 
Quickwork No 
ResponsiBid Yes 
Zapier Yes 

Pricing Details

$195.00/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$39.95 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cool Life

Founded

2003

Country

United States

Website

www.coollifecrm.com

Vendor Details

Company Name

Markate

Founded

2014

Country

United States

Website

www.markate.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) Yes 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management No 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Alternatives

1CRM Reviews

1CRM

1CRM Systems Corp.

Alternatives

Chalmsy Reviews

Chalmsy

Chalmsy LLC
FinBursa 360 Reviews

FinBursa 360

FinBursa Technologies Ltd