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.
CRM In A Can integrates effortlessly with the Microsoft tools you already use – Outlook, Teams, Word, Excel, and SharePoint. Spend less time jumping between applications and spend more time building customer and prospect relationships.
Everything you need is in one place:
Microsoft Outlook Integration: Sync emails, calendars, and contacts directly with CRM In A Can.
Teams Integration: Collaborate in real-time, share updates, and manage tasks seamlessly.
SharePoint Integration: Store and access documents easily, ensuring your team is always on the same page.
With CRM In A Can you will benefit from clean, simple interface designed for busy people. Find what you need, fast.
Drag-and-Drop Personalization: Personalize your dashboard to see what matters most to you.
Streamlined Experience: Simplified menus and navigation help people find what they need with minimal clicks.
Never lose track of important information again. With CRM In A Can, you’ll have every note, email, and task right where you need it. No more digging through spreadsheets or email threads.
Contact and Follow-up Management: Keep detailed records of all your customer interactions.
Lead Tracking: Never lose sight of a potential customer with our robust lead management tools.
Opportunity Management: Track deals from inception to close with ease.
Stay ahead of your to-do list, automate reminders, set up recurring tasks, and never lose track of follow-ups again.
Your team will love how easy it is to stay organized. Reduce manual data entry and streamline your sales tasks, so you can focus on closing deals and delighting customers
Task Automation: Set triggers for tasks, follow-ups, and reminders.
Email Automation: Automate email campaigns to nurture leads and stay connected with customers.
Use built-in, intuitive Dashboards and Views to quickly see how your team is doing and where you need to step in.
Personalized Dashboards: Use Dashboards to gain clear, actionable insights, help you track performance, spot trends, and optimize your strategy.
Configurable Views: Slice and dice your data with intuitive, configurable views that allow you to see data as you need.
Streamline Your Projects from Creation to Completion
Want to create or recreate a multi-task project in just one click? Need to view tasks by project instead of jumping around from one person’s task list to another?
With EZ Projects, projects become easier to create and cleaner to manage. Enhance your workflow and keep your team on the same page, ensuring every project runs smoothly from start to finish.
Make Custom Buttons for Your Unique Sales Processes
Streamline common tasks and make life easier for your team. With just a couple clicks, create a case, opportunity, or task, and populate related information automatically—all from the current screen.
EZ Buttons are available on all the primary screens and are highly configurable. Simplify your processes and boost your team’s efficiency with EZ Buttons!
Keep All Your Important Details Organized In One Place
Tired of losing notes when you need them most? Misplacing your notes can waste time and cause a big disruption in your day.
EZ Notes makes note taking simple by keeping everything structured and easy to find where your data lives: in CRM. Instead of searching your desk or computer for what you need, you can locate notes in seconds!
Link Your Lead and Contact Data to Mailchimp
Integrate Mailchimp to easily conduct email marketing, create templates and campaigns in MailChimp, and populate them with marketing lists from CRM In A Can.
Read campaign insights from within CRM to view “read and response” data, and plan follow-up campaigns. And it works with the free version of Mailchimp. Integrate seamlessly and take your email marketing to the next level with EZ Mailchimp.
Link Your Lead and Contact Data to Mailchimp
Integrate Mailchimp to easily conduct email marketing, create templates and campaigns in MailChimp, and populate them with marketing lists from CRM In A CRM.
Read campaign insights from within CRM to view “read and response” data, and plan follow-up campaigns. And it works with the free version of Mailchimp. Integrate seamlessly and take your email marketing to the next level with EZ Mailchimp.
Link Your Lead and Contact Data to Mailchimp
Integrate Mailchimp to easily conduct email marketing, create templates and campaigns in MailChimp, and populate them with marketing lists from CRM In A CRM.
Read campaign insights from within CRM to view “read and response” data, and plan follow-up campaigns. And it works with the free version of Mailchimp. Integrate seamlessly and take your email marketing to the next level with EZ Mailchimp.
Keep everyone on the same page effortlessly with CRM In A Can – say goodbye to lost notes and miscommunication.
Start using CRM In A Can right away. It’s built to grow with your business, without the hassle of learning complicated new systems.
Let CRM In A Can handle the routine tasks, so you can focus on what really matters, growing your business.
Get powerful CRM features starting from only $35 per user per month, maximizing your ROI without stretching your budget.
Leverage powerful tools to monitor sales and gain insights, just like the big players do.
Enjoy total peace of mind, knowing everything’s running smoothly and that you’re covered with CRM In A Can.
