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 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 logo

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


 
Coming Soon

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


 
Coming Soon

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


 
Coming Soon

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?

  • Fixed Fee Services

  • Proven Methodology

  • 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?
Yes, you will need a Microsoft PowerApps license for each user who will access CRM in a Can.
 
Many companies already have this so please check with your technology person – either your internal person or outside consulting firm.
Will I need a server for this?
No, CRM in a Can is a cloud-based application. You will not have to worry about servers, uptime, or backups so you and your team can focus on taking care of prospects and customers, and not worry about technology!
Where is the application stored? Do I host it in the cloud?
CRM in a Can is automatically hosted in the Microsoft Cloud. There are no additional fees for this and it’s all part of the benefits of the Microsoft Power Platform. Microsoft provides the storage, the server processing power, and handles upkeep and security so you are free to focus on your business.
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?
CRM in a Can offers data capacity based on the Microsoft Power Platform. Out of the box, this gives you the ability to store up to <> in the database. Additional storage can be purchased as needed.
What are my options if I outgrow CRM in a Can?
CRM in a Can is designed to be an affordable, powerful solution that will adapt and grow with you. At some point, you might want to move up to the full Dynamics 365 CRM suite, the “big brother / sister” of CRM in a Can.
 
When that happens, we will help you migrate all your core CRM in a Can data at no charge. If you have built custom entities and tables, we can assist and there will be a charge. You will also need to setup and configure Dynamics 365 which will also require a separate project and charge based on your needs and the options you are implementing.
custom business process flow microsoft dynamics 365

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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CRM in a Can – Faster, Easier, Affordable

(888) 724-3999

4044 N. Lincoln Ave #286 Chicago, IL 60618