---
description: Detaillierte Informationen über Cool Life CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
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title: Cool Life CRM Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Cool Life CRM](/software/100794/cool-life-crm)

# Cool Life CRM

Canonical: https://www.capterra.ch/software/100794/cool-life-crm

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Weiter: [Nächste Seite](https://www.capterra.ch/software/100794/cool-life-crm?page=2)

> Cool Life CRM ermöglicht eine 360-Grad-Marketinglösung in Verbindung mit einem vollständigen Lebenszyklusprozess der Kundenbeziehung,&#10;der wertvolle Einblicke bietet.
> 
> Bewertung: **4.4/5** von 17 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet Cool Life CRM?

Vollständige Funktionalität, Layoutkonfiguration, Berichte und Website zur Steigerung der Marktdurchdringung verschiedener Unternehmenstypen, z. B. Finanzdienstleistungen, Vertriebsorganisationen und Verbände. „FINRA-genehmigt“.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.4/5** | 17 Nutzerbewertungen |
| Bedienkomfort | 4.1/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.3/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 100% | (10/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Cool Life CRM
- **Region**: Sanford, USA
- **Gegründet**: 2017

## Gewerblicher Kontext

- **Startpreis**: $ 195.00
- **Preismodell**:  (Kostenlose Version verfügbar)
- **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (On-Premise), Linux (On-Premise)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Vereinigte Staaten

## Funktionen

- Abrechnung & Rechnungsstellung
- Aktivitäts-Dashboard
- Angebote / Schätzungen
- Aufgabenmanagement
- Berichterstattung und Statistik
- Dokumentenmanagement
- Dokumentenspeicher
- E-Mail-Management
- Für Versicherungsbranche
- Inventarverwaltung
- Kalender-/Erinnerungssystem
- Kampagnenmanagement
- Kontaktmanagement
- Lead-Qualifizierung
- Leadmanagement
- Lieferanten-Management
- Marketing-Automatisierung
- Projektmanagement
- Sales-Pipeline-Management
- Segmentierung
- Verfolgung von Interaktionen
- Werkzeuge zur Zusammenarbeit
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zugriffskontrollen / Berechtigungen

## Integrationen (2 insgesamt)

- LinkedIn for Business
- authorize.net

## Optionen für Kundensupport

- E-Mail/Helpdesk
- Telefon-Support
- 24/7 Live-Support
- Chat

## Category

- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)

## Ähnliche Kategorien

- [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software)
- [CRM Software für Banken & Finanzdienstleister](https://www.capterra.ch/directory/30562/financial-crm/software)
- [Unternehmensführung Software](https://www.capterra.ch/directory/30532/business-management/software)
- [Sales Tracking Software](https://www.capterra.ch/directory/32744/sales-tracking/software)
- [CRM Software für Versicherungen](https://www.capterra.ch/directory/32554/insurance-crm/software)

## Alternativen

1. [Bitrix24](https://www.capterra.ch/software/113540/bitrix24) — 4.2/5 (984 reviews)
2. [monday.com](https://www.capterra.ch/software/147657/monday-com) — 4.6/5 (5726 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18768 reviews)
4. [Odoo](https://www.capterra.ch/software/135618/odoo) — 4.2/5 (1294 reviews)
5. [Flowlu](https://www.capterra.ch/software/166656/flowlu) — 4.8/5 (387 reviews)

## Nutzerbewertungen

### "Best CRM tool I have used\!" — 5.0/5

> **Michael** | *27. April 2018* | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: Full adoption by senior bankers at our firm. Easily customized and super responsive team at Cool Life.  Could not run our business without Cool Life. Team has built the best product out there (I have used Salesforece, Pipedrive, Zoho, etc.)
> 
> **Nachteile**: There are no cons. The tool and CLS' team will tailor the product to your specific needs if you can't do it yourself (it's pretty simple\!).
> 
> Keeps us organized, provides transparency to our leadership on the sales team, drives revenue, great depository for all of our data too\!

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### "We were lost in a data cluster until we started using Cool Life CRM - Now I can focus on our goals." — 5.0/5

> **Brian** | *4. Mai 2018* | Non-Profit-Organisation Management | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: The single view of a contact record containing all communications, agreements and relationships has made our organization substantially more focused.  Our website, newsletters, residents records, donors and vendors are accessible to all the right people from any ipad or laptop. Our board is able to assist effectively with our fundraising and streamline donations from the website they provide with the ability to remit donations online.
> 
> **Nachteile**: We are hard pressed to find anything negative.  The team at Cool Life has always been responsive and what may have been thought of as a problem is merely a learning process to overcome.
> 
> Time management is essential when you work with limited resources and this application helps reduce my administrative time so I may increase my fundraising activities.

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### "Average compared to other CRM systems I have used." — 3.0/5

> **Emily** | *1. Mai 2017*
> 
> **Vorteile**: The layout is nice, and I like that I am able to sending email updates to my colleagues when I write a new note.
> 
> **Nachteile**: There is no mobile application and the searching features are limited. There are also issue with loading.

-----

### "We have been able to improve our effectiveness and become more organized in our communication." — 5.0/5

> **Walker** | *24. April 2018* | Textilien | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: The software is 100% customizable.  If you think it should do something, with a little help, it can.  We have been able to develop reports and functions that have helped us uncover more opportunities than we have had before.  Simply put, if you feel the software is missing something, you have not asked for the assistance to customize it for you.   &#13;&#10;&#13;&#10;From an administrative point of view, the controls and abilities to make simple changes are quick and easy.  Common actions are at your finger tips on top of the dashboard.  It is software made for those with a lot on their plates.
> 
> **Nachteile**: The lack of an app on an iPhone is what would be most needed.  Other than that, if we have said we don't like something, we have had it changed to satisfaction.

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### "Great Service and easy to use" — 5.0/5

> **Brian** | *20. April 2017* | Non-Profit-Organisation Management | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: -Simple to navigate all areas of the CRM&#13;&#10;-My emails are all recorded on the record in the CRM&#13;&#10;-Our marketing is delivered professionally with easy to use tools&#13;&#10;-The billing to our clients and donors is straight forward and our reporting is real-time&#13;&#10;-I can do almost everything on my phone and iPad
> 
> **Nachteile**: This is a difficult question to identify something I see as a con, so if I had one thing I want, it would be to have a check register included.
> 
> Allows us to focus on our operations with effective marketing and data all in one location. From our login we can manage our clients billing, historical information, website and its content and send out our newsletters and fundraising activity.

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## Links

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