Looking for 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 Powerful & Affordable 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.
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
Manage Accounts, Contacts,
Opportunities, & Activities.
Integrate with Office 365 products like Outlook, Word, Sharepoint, Teams, & More!
Designed and Priced
for Small Businesses.
Fully Customizable to
grow with your business.
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 sell non-physical goods or services and 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 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 offer technical support 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 Integration
Sharepoint Integration
MS Teams Integration
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 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 Entry
Enter account, contact, & opportunity information 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 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!
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
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
$900 / Month
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
$300 / Month
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.
$0 / Month
Start Here – 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 One-Time Cost
Community
Learn with a cohort through regularly scheduled set meetings and homework.
$3500 One-Time Cost
Do It Yourself
Get onboarding videos & materials and train on your own.
Free!
BEFORE YOU CONTINUE
Please be aware that CRM in a Can requires Power Apps licenses (CRM in a Can works with the $5 / user / month license). Please verify with your IT service provider you have Power Apps licenses prior to purchasing 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
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?
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 completion of this project, if you feel that you have not received the full value of the services described within this document, please contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.
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.
Terms of Service
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