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crm in a can

Fast, Simple, Affordable CRM

CRM in a Can is the quickest and most affordable way to
implement CRM for your small to medium sized business

Our Mission is to Provide Affordable yet Effective CRM

Forget the bloated, expensive, and difficult to learn CRM systems of the past.

CRM in a Can is designed with the same framework as Dynamics 365, but we’ve made it easier, cheaper, and with only the tools you actually need.

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Compatible with Microsoft apps

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Easy to upgrade as your business grows

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A fraction of the price of Dynamics CRM

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Simple to learn

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Training included with purchase

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Perfect for SMBs just starting out with CRM

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Flat monthly cost

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100% money-back guarantee

 

Step 1

Choose your Product

We’ve custom tailored three flavors of CRM in a Can to suit your business needs.

$35/User/Month

Service Based Company

We primarily sell non-physical goods to our customers. Because of this, we don’t need to track inventory.

Great for:

  • Consultants
  • Software Companies
  • Accounting Firms
  • Marketing Firms
  • Legal Services

Includes:

  • CRM in a Can App
  • Training Modules
  • Accounts, Contacts, Opportunities, Activities

Product Based Company

We sell physical goods and have a need to track our inventory, orders, and invoices.

Great for:

  • Manufacturers
  • Distributors
  • Wholesalers

Includes:

  • CRM in a Can App
  • Training Modules
  • Products, Inventory Tracking
  • Accounts, Contacts, Opportunities, Activities

Support Based Company

We primarily offer technical support to our customers and need to log and track support tickets.

Great for:

  • IT Firms
  • Call Centers
  • Technical Consultants
  • Repair Services

Includes:

  • CRM in a Can App
  • Training Modules
  • Ticketing, Issue Tracking
  • Accounts, Contacts, Opportunities, Activities

Step 2

Choose your Components

CRM in a Can works with all your Microsoft applications and more. Let us know what you are interested in using it with!

Free!

outlook logo

Outlook Integration

Sharepoint Integration

MS Teams Integration

powerapp logo

Low-Code Power Platform Apps

web to lead icon

Web-to-Lead Integration

mobile phone icon

Mobile Phone CRM

power automate logo

Custom Automations

Step 3

Choose your Add-ons

We’ve made powerful tools to help jumpstart your CRM right out the gate.

 All Add-ons = $25/User/Month               1 Add-on = $15/User/Month

EZ Buttons

 

Make custom buttons for YOUR unique sales processes

With just a couple clicks, your team can now create a case, opportunity, or task, and relevant information automatically populates, all without needing to steer away from the form they’re looking at.

EZ Buttons are available on multiple entities and very customizable!

EZ Projects

 

Streamline your projects from creation to application

  • Want to create or recreate a multiple task project in just one click?
  • Need to view tasks by project instead of jumping around from one owner’s task list to another?

EZ Projects make project sequences easier to create and clearer to manage!

EZ Entry

 

Enter account, contact, & opportunity information for a new prospect, all from one consolidated form

Need an easier way to input new prospect information from Outlook to CRM?

Now, you don’t have to toggle back and forth between multiple forms. EZ Entry combines all relevant fields and records into one form!

EZ Mailchimp

 

Link your D365 lead and contact data to any plan type of Mailchimp, including the free one!

Make email templates and campaigns in Mailchimp, and populate them with marketing lists created and saved from CRM.

Read campaign insights from within Microsoft Dynamics to view read and response data, and plan followup campaigns.

Step 4

Choose your Support Level

Whether you need one-on-one assistance or prefer to do things yourself, we’ve got you covered.

Guided Support

Your assigned expert meets with you on a regular cadence to help identify problems, assist with streamlining, and offer suggestions to iterate your system.

Includes:

  • Unlimited break/fix Support
  • Admin and Sales video training
  • Private Community message board access

$300 / Month

Free Community Support

Designed for those who like to do things themselves, join a private message board community that works together to learn, share answers, and helps grow your system.

Includes:

  • Admin and Sales video training
  • Private Community message board access

$0 / Month

Step 5

Choose your Training Plan

Train with a group, one-on-one, or on your own!

Personalized

Learn one-on-one with a coach through regularly scheduled set meetings and homework.

$6000

Community

Learn with a cohort through regularly scheduled set meetings and homework.

$3500

Do It Yourself

Get onboarding videos & materials and train on your own.

Free!

Ready for CRM in a Can?

  • Fixed Fee Services

  • Proven Methodology

  • 100% Money-Back Guarantee

CRM in a Can – Faster, Easier, Affordable

(888) 724-3999

4044 N. Lincoln Ave #286 Chicago, IL 60618