Chicago, IL – [October 29th] – The October release is all about ease of use. These updates make CRM In A Can faster to set up, simpler to navigate, and more flexible for growing teams.
CRM Success Community
Access a built-in community of experts and users directly from LaunchPad. Get answers, share experiences, and learn new ways to make CRM work for your business.
One-Click Licensing
Assign Add-On access to your whole team at once instead of doing it one by one.
My Account Integration
View your Chargebee licenses right from LaunchPad with no more extra logins or switching screens.
Bigger Trial Access
Every new trial now includes 100 test licenses per Add-On, so your whole team can explore CRM In A Can during setup.
Helpful Tool Tips
Each CRM field now includes hover-over explanations to guide you while creating buttons.
Instant “Save a Copy”
When you duplicate a button, it now opens automatically.
Simplified Date Editing
A new reset icon replaces the old red X for easier adjustments.
Microsoft-Style Labels
Language and layout now match Microsoft 365’s look and feel for smoother navigation.
Smarter Logic Rules
Use AND/OR conditions to show buttons only when they’re relevant.
Email Template Preview
Preview your chosen template right inside the button creator.
Auto Redirect to Email Screen
After creating an email, you’ll be taken directly to it for faster follow-up.
Document Upload
Easily add quotes, contracts, or photos directly from account records with drag-and-drop support.
Keyword Search
Find notes instantly by typing a keyword instead of scrolling through the timeline.
Better Note Management
Closing or reopening a note now affects only that note, not its parent or related records.
Tasks in Account Timelines
All project tasks now appear directly on the account timeline, giving you a clear picture of ongoing work.
Cleaner Task Owner Field
Only active users show up when assigning tasks now, removing the unnecessary visual clutter.
This release is built for small business teams that just want their CRM to work: clearly, quickly, and without extra hassle.
All updates are live now. Log in to your LaunchPad to explore them now!
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Take Control of Your Sales Process with CRM In A Can
CRM In A Can is designed with you in mind and made specifically for small and medium-sized businesses that need more power from a CRM without unnecessary complexity and expense.
With seamless integration into Microsoft tools you already use, like Outlook, Teams, Word, Excel, and SharePoint, you can simplify your sales process, close deals faster, and manage your tasks and follow-ups more effectively.
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