Chicago, IL – [March 25th] – The Spring 2026 release is all about saving time in the day-to-day. These updates make CRM In A Can easier to manage when you’re juggling sales, customer work, and follow-ups, so you can stay organized without adding more admin to your week.
With fewer steps and clicks for your daily tasks, you can enjoy a CRM that works the way you do and keep all your important work details in one place.
Here’s what you can look forward to in this Spring Release:
Dashboards
Create shared dashboards to track project work across your team and stay on top of what’s next.
Pin Important Tasks
Keep key tasks and reminders at the top so they don’t get buried.
Custom Personal Reporting
Add your own labels, dropdowns, and formulas to track what matters most to you and your team.
Mentions
Loop teammates in quickly when something needs attention, without extra emails or messages.
Comments and Threaded Discussions
Keep project conversations where the work is happening so your team can stay aligned without bouncing between tools.
Open Tasks Without Expanding Everything
Click into the task or sub-task you need without opening every other task list. Find what you need faster and keep projects moving.
Bulk Edit Tasks
Update multiple tasks at once using the task editor, perfect for quick cleanups and project changes.
Drag-and-Drop Kanban View
Move tasks, adjust dates, and manage work with fewer clicks using a more flexible task view.
Recurring Project Tasks
Set tasks to repeat on a schedule that fits your workflow, so you don’t have to recreate the same project work again and again.
One-Off Projects (No Template Needed)
Create a one-off project instantly when you need it, without building a template first.
Task Calendar View
A new calendar tab gives you a weekly or monthly view of your tasks so deadlines are easier to spot and plan around.
Automatic Timeline Updates
Every new project, task, and case is recorded in the timeline so you can track progress and changes without guessing what happened.
EZ Buttons
Email Button with Template Selection
Choose any email template saved in CRM from a single button and send it with fewer clicks.
Power Automate Library
Access pre-built Power Automate buttons for advanced, common CRM tasks, so you can handle more complex workflows without starting from scratch.
This release is built for small teams that want their CRM to feel simpler: fewer steps, clearer visibility, and less time spent clicking around.
Show Title/Name on Notes
Add clarity at a glance by tagging users and records directly in the note title, so it’s easier to connect notes to the right work.
Tagging and Color-Coding
Organize notes into visual groups for departments, customers, or topics so important details are easier to find.
Mentions
Notify teammates directly in a note when you need them to see something quickly.
Private Notes
Create personal notes that only you can see and toggle them public or private anytime.
Connect Multiple Marketing Lists
Add one or more marketing lists to your email campaigns.
Update Marketing Lists Instantly
Edit your marketing lists in real time and add or remove any members as needed.
Review All Your Campaign Data in One Place
Track your progress from one dashboard in your CRM.
The updates in this release are designed to keep your work simple and remove those obstacles that make your work hard to track.
Instead of clicking around CRM, you can get your work done faster so you can focus on your next big sale. Now you can enjoy a user-friendly, intuitive CRM that helps your day run smoothly.
Ready to get more out your CRM? Check out LaunchPad today to see what’s new.
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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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