Houlihan Capital LLC has upgraded to the next-generation of the Cool Life Systems’ Financial Services CRM

Houlihan Capital LLC, a solutions-driven valuation, financial advisory and boutique investment banking firm, has upgraded to the next-generation of the Cool Life Systems’ Financial Services CRM.  Cool Life Systems will continue to provide Houlihan Capital the robust Financial Services CRM to manage all of Houlihan’s clients, contracts, invoices and opportunities.  The Financial Services CRM provides the Houlihan team the tools to manage email campaigns within the same user interface.

Houlihan Capital’s headquarters is based out of Chicago, with offices in New York City and Los Angeles, and provides investment banking and valuation and financial advisory services.  “After being a Cool Life Systems client for several years, we were excited about migrating to the newest version of the CRM.  The previous version was great, but the newest version exceeds our expectations.  The ability to have a holistic view of our clients and their contracts is priceless.  Our whole team is actively using the system, while our marketing department is executing email marketing campaigns with the same system,” said William Butrym, CEO Houlihan Capital.

Cool Life Systems is a comprehensive Software-as-a-Service (SaaS) solution that provides investment banking firms’ tools to communicate with their clients and manage deals within the proprietary CRM.  Features of the system include a reporting dashboard that displays user and database activity, email marketing and a CRM to manage clients, contracts, invoices and opportunities.

“The newest version of the Financial CRM is a great achievement for Cool Life Systems and was recognized by Compare Business Products by being included as a Top CRM Solution.  Financial service firms manage complex and multi-tiered relationships, all while demanding accurate information in real-time aggregating multiple sources of information from transactional inputs. The Financial CRM allows firms to manage, monitor, and ensure consistent communication with clients and their prospects,” said David Cummings, CEO of Cool Life Systems.

Demonstrations of Cool Life Systems’ features and capabilities can be scheduled Monday through Friday, (800) 988-8850 or complete the contact us form.

About Cool Life Systems
Based in Montgomery NY, Cool Life Systems provides cloud based computing solutions that deliver real-time results to several industries that no other firm can match. CLS powers scalable on-demand database solutions that are customized to a company’s unique processes, policies and philosophies for the effective management of customers/clients and staff. CLS is recognized as the benchmark provider of systems, to Professional Service Firms, Financial Services, the Food & Beverage Industry, and Digital Media Platforms that are seeking a single consolidated customer view while being able to execute highly targeted marketing campaigns.

Summit Business Brokers Selects Cool Life Systems

Summit Business Brokers, Inc., a leading provider of financial services, has selected Cool Life Systems, Inc., a supplier of cloud based computing solutions to power their new website and eMarketing campaigns.  Cool Life Systems will provide Summit Biz Brokers a new website (www.summitbizbrokers.com) that is optimized for both desktop computers and smartphones.  The website exemplifies the Summit Business Brokers, Inc. brand and enables two way communication with their current and potential clients via the Social Media Suite and newsletter tool that is powered by the Cool Life Systems’ Customer Relationship Manager (CRM).  The revamped website is going to focus on providing educational resources for today’s baby boomers, who are the largest segment of business owners coming to the stage of their careers that selling is a serious consideration.

Summit Business Brokers, based in Los Angles, California, serves the greater LA region and suburban markets.  “Our clients are owners of their businesses, and rely on us to help guide their decisions.  As technology advances, the baby boomers advance with it, thus requiring the new website to communicate with today’s social media networks,” said John Schmid, Summit Business Brokers.

Cool Life Systems is a comprehensive Software-as-a-Service (SaaS) solution that provides clients tools to communicate with their customers that are stored within the proprietary CRM.  Features of the system include a traditional and mobile website, educational resource library, email marketing, event manager and complete access to the Cool Life Systems’ Social Media Suite.

“At Cool Life Systems we pride ourselves on offering a flexible SaaS solution that is built around real time communication with our CRM.  Summit Business Brokers will be able to utilize our Social Media Suite to build awareness and promote the educational library.  The new website looks great and positions Summit Business Brokers to be an educational resource as well as the perfect professional advocate for their client companies” said David Cummings, CEO of Cool Life Systems.

Cool Life Systems’ features and capabilities are listed on our website (www.coollifesystems.com), online demos  can be scheduled Monday through Friday via toll-free (800) 988-8850 EST or complete the contact us form.

About Cool Life Systems
Based in Montgomery NY, Cool Life Systems provides cloud based computing solutions that deliver real-time results to several industries that no other firm can match. CLS powers scalable on-demand database solutions that are customized to a company’s unique processes, policies and philosophies for the effective management of customers/clients and staff. CLS is recognized as the benchmark provider of systems, to Professional Service Firms, the Food & Beverage Industry, and Digital Media Platforms that are seeking a single consolidated customer view.