CoolLife.io

What CoolLife.io does

CoolLife.io (legal name: Cool Life Fintech CRM & VDR) is a privately held U.S. SaaS provider founded in 2017, headquartered in Sanford, United States, with 11-50 employees. The company sells an integrated business platform that combines a secure Virtual Data Room (VDR), a Customer Relationship Management (CRM) system, workflow automation, project management, marketing automation, and payment processing into a single workspace. The core technology stack is a LAMP-based cloud SaaS platform with a permission-scoped REST API supporting JSON over HTTPS, native integrations with DocuSign, Authorize.net, SendGrid, Gmail, and Microsoft Outlook, and configurable workflows without coding. The platform is sold via tiered subscriptions (VDR Bronze/Silver/Gold/Enterprise at $71-$599+ per month and Marketing Basic/Silver/Gold/Platinum at $9.95-$449 per month) with add-on modules priced separately, plus a hybrid go-to-market combining demo-led enterprise sales and SMB self-serve online signup.

The company's customer base is anchored in regulated verticals, particularly U.S. financial services (with named logos including Houlihan Lokey, Dowling Hales, and Creative Planning), as well as legal and professional services, accounting and tax, pharma and research, associations, SaaS companies, and corporate governance. Differentiation rests on a FINRA-listed vendor status and a compliance portfolio covering PCI DSS, SOC 2, HIPAA, FDA 21 CFR Part 11, and GDPR, combined with the integrated CRM-plus-VDR architecture that reduces the need for separate deal-management and document-sharing systems. CoolLife.io operates with no disclosed institutional funding, no parent company, no subsidiaries, and no announced M&A activity, suggesting a bootstrapped operating model; the company maintains active website, social, and demo-request channels and describes itself as globally available with no geographic restrictions.

Name

CoolLife.io

Legal name

CoolLife.io Fintech CRM & VDR

Website

https://coollife.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

CoolLife.io is a U.S.-based, privately held SaaS provider offering an integrated Virtual Data Room, CRM, workflow automation, and marketing platform with tiered subscriptions for financial services, legal, accounting, and professional services firms.

Ownership category

akta.pro rank

Headquarters

HQ city

Sanford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. VDR Subscriptions: Tiered subscription plans for Virtual Data Rooms (Bronze, Silver, Gold, Enterprise) with annual and monthly billing options. Pricing ranges from $71/month (Bronze annual) to $599/month (Gold annual), with additional storage and user seats available as add-ons. Includes dedicated administrators, user capacity, and storage limits varying by tier.
2. CRM Subscriptions: Per-user CRM subscriptions with tiered pricing (Basic, Standard, Professional). CRM pricing is per user with minimum requirements. Additional user seats available for purchase.
3. Marketing Tools: Marketing packages with tiered pricing (CRM Basic $9.95, Silver $79.95, Gold $269.95, Platinum $449.00/month). Includes email volume tiers (10,000 to 500,000 emails/month), IP management fees ($25/month for Silver+), and overage charges per 1,000 additional emails.
4. Add-on Modules: Additional modules including DocuSign integration, Azure/Outlook integration, payment gateway setup, database tools, drip campaign tools, billing management, project manager, and custom client portal. Some add-ons have one-time setup fees plus recurring subscription fees.
5. Payment Processing Integration: Authorize.net payment gateway integration for processing customer payments, subscriptions, invoices, and event registrations. Integration connects existing merchant accounts to the platform for transaction management.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CoolLife.io sells an integrated cloud-based SaaS platform that combines secure Virtual Data Rooms (VDR) for confidential document sharing with a Customer Relationship Management (CRM) system, supplemented by workflow automation, project management, email marketing, and reporting/analytics modules. The platform is sold on a subscription basis with tiered pricing (VDR Bronze/Silver/Gold/Enterprise and Marketing Basic/Silver/Gold/Platinum) and serves regulated professional services firms in financial services, legal, accounting, healthcare, and corporate governance.

Product overview

CoolLife.io offers an integrated platform combining Virtual Data Rooms (VDR) and Customer Relationship Management (CRM) as core products, with numerous add-on modules. The platform is available in tiered pricing: VDR packages (Bronze, Silver, Gold, Enterprise) and Marketing packages (CRM Basic, Silver, Gold, Platinum). Additional add-on modules include DocuSign Integration, Azure Setting for Outlook Integration, Payment Gateway and Billing (Authorize.net), Database Control Tool and Training, Drip Campaign Tool, Billing & Subscription Management, Project Manager, and Custom Client Facing Portal. All components work together on a single integrated platform, allowing organizations to expand into additional integrated solutions as their business grows.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual Data Rooms (VDR) Secure document management platform for sharing confidential files with encrypted storage, role-based permissions, audit trails, dynamic watermarking, download tracking, and complete document and activity history. Designed for organizations conducting M&A due diligence, legal matters, corporate governance, financial transactions, and professional services engagements. Sold in tiered subscriptions (Bronze, Silver, Gold, Enterprise).
• Customer Relationship Management (CRM) Centralized CRM platform managing contacts, companies, opportunities, and communications with pipeline management, project tracking, database management, secure file sharing, reporting tools, and marketing automation capabilities. Priced per user with minimum user requirements and tiered subscription plans (Basic, Standard, Professional).
• Email Marketing Packages Email marketing automation subscription packages with tiered plans (CRM Basic, Silver, Gold, Platinum) offering 10,000 to 500,000 emails per month, advanced reporting, open/click/unsubscribe tracking, record update links, and optional IP management. Used for lead nurturing, drip campaigns, and customer communications.

Quantifiable outcome

• Accounting firms can reduce document processing time by up to 50% through automated PBC collection and compliance tracking (according to Accounting Today)

Named customers3 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core and support.

• Authorize.NetcoreTechnology or IntegrationAuthorize.Net payment gateway integration enables secure payment processing within the platform. Supports credit card processing (American Express, Mastercard, Visa, Visa/Mastercard debit) for subscriptions, invoices, event registrations, and customer payments. Requires separate merchant account setup by customers.
• DocuSigncoreTechnology or IntegrationDocuSign integration allows sending, signing, and managing documents directly within CRM. Completed documents are automatically retrieved and attached to CRM records, eliminating manual handling. Requires active DocuSign subscription.
• SendGridsupportTechnology or IntegrationSendGrid email delivery service used for platform communications, transactional emails, and marketing deployments. Ensures email deliverability and sender reputation management.
• GmailcoreTechnology or IntegrationGmail synchronization centralizes emails, calendars, and follow-ups within the CRM platform for seamless communication and transparency.
• Microsoft OutlookcoreTechnology or IntegrationOutlook integration with Azure setting enables email, calendar, and task synchronization for users preferring Microsoft ecosystem. Two-way sync maintains data consistency.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce: Enterprise CRM incumbent with the largest ecosystem of integrations and AI tools; competes for mid-market and enterprise CRM spend that CoolLife.io targets.
• HubSpot: Dominant CRM and marketing automation platform with extensive ecosystem and AI features; broad incumbent competing for the same B2B customers CoolLife.io targets.

Direct peers

• SecureDocs: Virtual data room provider focused on secure document sharing for M&A, legal, and compliance workflows; competes directly with CoolLife.io's VDR tiers.
• Ansarada: Deal room and VDR provider specialised for M&A, tenders, and capital raises; directly competes in financial services workflows with AI-powered deal analytics.
• Firmex: Direct VDR competitor serving M&A due diligence, legal, financial services, and accounting workflows with tiered subscription pricing; the closest head-to-head for CoolLife.io's VDR product.
• Pipedrive: SMB-focused CRM with pipeline management, workflow automation, and integrations; competes directly for the CRM component of CoolLife.io's offering.
• iDeals Virtual Data Room: Direct VDR competitor offering secure document sharing for due diligence, legal, and corporate transactions across SMB and enterprise tiers.
• Intralinks (Datasite): Category-leading VDR platform for M&A, capital markets, and financial transactions; competes directly for the same investment banking and private equity customers CoolLife.io targets.
• Bitrix24: All-in-one workspace combining CRM, project management, document management, and collaboration — mirrors CoolLife.io's integrated-platform strategy for SMB/mid-market.

Emerging players

• DocSend (Dropbox): Secure document sharing with analytics and virtual data room capabilities; overlaps CoolLife.io's secure file sharing and document tracking use cases for SMB clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/coollife_io
• Facebookfacebook.com/CoolLife.io
• LinkedInlinkedin.com/company/coollifecrm

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CoolLife.io