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

MONTGOMERY, N.Y. - May 23, 2013 - PRLog -- 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 (https://www.coollifesystems.com/index.php?content=contact).

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.