Click Here To Read More About This Summer’s Updates For CRM Add-Ons!

Chicago, IL – [August 19th] – CRM can transform the way your team works, but it can have its obstacles. 

It can be tricky to navigate, and simple tasks could take longer than they should.

That’s why CRM Add-Ons exist.

They help you get around those roadblocks while making your daily work easier to finish.

And in our Summer 2026 release, new upgrades are here to make CRM work as hard as you do.


We’re also introducing a brand-new Add-On that helps you keep better track of what’s going on in your pipeline.

With less complications, you can move faster and focus on what counts: growing your business.

Here’s what you can expect:

NEW: EZ Activities

Logging activities is an important part of keeping CRM useful. But when recording a call, meeting, or follow-up takes too many clicks, it’s easy for those updates to get pushed aside.

EZ Activities gives you a faster way to keep CRM up to date.  

 
Now you can:


– View your activities together on a single screen 

– Log updates and interactions in seconds with quick-action buttons 

This new Add-On helps you record any activities and updates in CRM with quick-action buttons.

And you get an easy-to-view screen that shows you everything going on in your pipeline.


EZ Buttons

Send Any Email From A Single Button

Choose any email template uploaded to CRM and send it without looking through your system.

Display Buttons When Records Are Updated

Make specific buttons automatically appear when record changes are made so you only see them when needed.

Keep Frequently Used Forms Easy To Find

Highlight the forms your team uses most so they can get to them faster without clicking through CRM to find it.

Create EZ Projects With Details Already Included

Kick-off an EZ Project with the click of a button and have your important details automatically filled in. 

EZ Projects

View All Your Project Tasks Faster

See your tasks in the Timeline view of your project so you don’t have to click through to see what’s next on your to-do list. 

CRM In A Can Updates

In this Summer Release, CRM In A Can is getting major updates to give you and your team  a smoother experience.

Enjoy A Cleaner, More Focused CRM

Manage your deals in an easy-to-navigate CRM without extra clutter or duplicate data that’ll slow you down.

Manage Your Licenses And Accounts With Ease

Keep track of your licenses, billing, and payment details on one screen with the ChargeBee integration, so you can make changes without switching screens.

Work With A CRM That You Enjoy Using

The updates in this release are built to give you a better experience while keeping it simple for your day-to-day.


You’ll spend less time looking for what you need so you can focus on what’s most important: closing deals and growing your business.


Ready for a better CRM experience? Check out LaunchPad to learn more today.

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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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