Powerful, Easy, Affordable CRM for Everyone
CRM in a Can is everything you need in a Small Business 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, packaged in the Microsoft brand you already trust.
Everything you want in a CRM
Manage Accounts, Contacts,
Opportunities, & Activities.
Integrate with Office 365 products like Outlook,
Word, Sharepoint, Teams, & More!
Designed and Priced for Startups
& Small Businesses.
Fully Customizable to grow with
your business through Power Platform.
Our 100% Money-Back Guarantee
Buy with confidence: If this product is different than what you thought it was from when you purchased it, contact our staff for a refund within 45 days of purchase or completion of project.
This guarantee is limited to the amount paid for the project services and excludes all software fees. The guarantee does not cover any expenses incurred during the project.
Does CRM in a Can have what I need compared to other CRMs?
Yes! CRM in a Can doesn’t just offer a powerful suite of CRM tools but seamlessly integrates with Microsoft platforms, enhancing your business processes without missing a beat. While other CRMs might offer a myriad of functions you’ll never use, CRM in a Can provides the perfect balance of ease and customization to match your business. Plus, our competitive pricing ensures maximum value for your investment.
Why compromise when you can have efficiency, integration, and affordability all in one package?
Compatible with Microsoft apps
Easy to upgrade as your business grows
A fraction of the price of Dynamics CRM
Simple to learn
Training included with purchase
Perfect for SMBs just starting out with CRM
Flat monthly cost
100% Money-Back Guarantee
Dashboards
Stay sharp, stay competitive. Dashboards within CRM systems provide an integrated, visual representation of vital business data in real-time. By consolidating essential metrics and KPIs in one place, they enable professionals to make informed decisions swiftly. Such a comprehensive view not only streamlines operations but also optimizes the relationship management process, positioning businesses for greater success.
Our CRM dashboards equip you with the insights you need to make the moves that matter. Why just keep up when you can lead?
Sales Pipelines
In CRM systems, opportunity/sales pipeline forms serve as structured pathways to capture, analyze, and optimize sales processes. They present a visual roadmap of potential deals, stages, and touchpoints. Their paramount importance lies in standardizing sales procedures, ensuring a consistent approach, and delivering actionable insights, thereby enhancing the likelihood of successful conversions.
Keep it clean, keep it efficient. With CRM in a Can opportunity forms, you get straightforward insights, adaptable to your specific sales journey. It’s simplicity that works.
Licensing & Features Comparison
CRM in a Can
Starts at- Manage Accounts, Contacts, Leads, Opportunities, & Tasks
- Cloud Based
- Reporting
- Has Mobile App
- Screens Customization
- Cases Management
- Workflows & Automation
- MS Office Integrations
- Other D365 App Native Integration
- Database size: 5GB + 50MB/User
- File Capacity: 20GB + 400MB/User
Dynamics 365 Sales Pro
Starts at- Manage Accounts, Contacts, Leads, Opportunities, & Tasks
- Cloud Based
- Reporting
- Has Mobile App
- Screens Customization
- Cases Management
- Workflows & Automation
- MS Office Integrations
- Other D365 App Native Integration
- Database size: 10GB
- File Capacity: 20GB
Salesforce Professional
Starts at- Manage Accounts, Contacts, Leads, Opportunities, & Tasks
- Cloud Based
- Reporting
- Has Mobile App
- Screens Customization
- Cases Management
- Workflows & Automation
- MS Office Integrations
- Other D365 App Native Integration
- Database size: 10GB + 20MB/User
- File Capacity: 10GB
Integrate with the Tools You Already Use
Outlook Integration
Sharepoint Integration
MS Teams Integration
Mobile Phone
Save Time with Powerful Productivity Tools
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 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 are very customizable.
EZ Mailchimp
Link your D365 lead and contact data to Mailchimp
Make email templates and campaigns in Mailchimp and populate them with marketing lists from CRM.
Read campaign insights from within CRM to view read and response data, and plan followup campaigns. best of all, it works with the free version of Mailchimp!
Pick the Support that’s Right for You
Guided Support
Get on-demand help for any CRM questions you may have.
Includes:
- A personal MS Team with an assigned concierge who monitors daily
- Unlimited “how do I…?” questions
- Unlimited break/fix Support
- Admin and Sales video training
- Private Community message board access
Basic Support
Get expert break/fix support through our service portal.
Includes:
- Unlimited break/fix Support
- Admin and Sales video training
- Private Community message board access
Community Support
Get help through our community supported forum.
Includes:
- Admin and Sales video training
- Private Community message board access
Note: Community Support is hosted on MS Teams, which will expose your email address to other users.
Onboard Your Way
Personalized
Learn one-on-one with a coach through regularly scheduled set meetings and homework.
Community
Learn with a cohort through regularly scheduled set meetings and homework.
Do It Yourself
Get onboarding videos & materials and train on your own.
Frequently Asked Questions
How long will it take to get up and running?
By following our plan, it will take 6-8 weeks for a basic minimum viable product rollout.
This number will change based on specific needs and your team's ability to hit deadlines.
Do I need any other software for CRM in a Can apart from the CRM in a Can licenses?
Will I need a server for this?
Where is the application stored? Do I host it in the cloud?
What kind of training does this include?
We offer a virtual training course consisting of videos, lessons, and quizzes as the primary way for people to get training.
The benefit of this model is that you and your team can take the training videos scheduled around your teams’ availability. They also remain available as a permanent resource for your team to brush up or orient any new hires for as long as you're a member of CRM in a Can.
Customers with a Personalized training plan will also be supplemented with instructor led check-ins and checkpoints.
How much data can I store in CRM in a Can? Is it unlimited?
What are my options if I outgrow CRM in a Can?
Ready for CRM in a Can?
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Fixed Fee Services
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Proven Methodology
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100% Money-Back Guarantee
