Take The Headaches Out Of Your CRM Setup

Get the most out of your CRM and learn how to approach your new process for lasting success.

Each principle on this page is designed to help you make the transition to CRM easy for your team.

More filler for the page that will include other kinds of content in the future.

Click on the principles below to learn more now.

Ready To Take The First Step Toward Better CRM?

“CRM In A Can is perfect for small businesses that are just getting started with CRM. You get the same powerful features and flexibility with Dynamics 365 without the hefty price tag. And at $35 per user, per month you can transform your business without keeping it complicated.”

Sandie Knight, COO & Co-Founder of RYZE Partners

Principle #1: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

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Principle #2: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

Principle #4: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

Principle #3: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

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Principle #2: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

Principle #4: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

Principle #3: Start With The Problem, Not The Software

Most people start by comparing CRM features. That’s backwards. The right CRM is the one that fixes what’s going wrong today. So before you look at any software, get clear on what’s actually slipping.

Here is some more filler that we could include here to fill up the page.

Your Progress 0 of 5 completed
Set up your CRM

Get your CRM ready for your team. Add your basic settings and make sure everything is ready to use.

Import your contacts

Bring your customer information into your CRM so your team can access everything in one place.

Customize your sales pipeline

Set up the stages your deals move through so you can easily see where every opportunity stands.

Set up your follow-up tasks

Create reminders and tasks to help your team stay on top of customer conversations and next steps.

Start tracking your deals

Start adding your opportunities and tracking their progress through your sales pipeline.

Ready to Transform Your Business?

Easy. Powerful. Affordable.

Everything you need to easily track every customer, task, and follow-up is in one place so nothing gets missed as your business grows.

CRM In A Can lets you:

🎯 Set it up yourself in about a week without pricey developers or consultants.

🎯 Keep using your favorite Microsoft tools like Excel, Outlook, and SharePoint.

🎯 Work at a flat $35 per user, per month.

Try it today, risk-free backed by our 100% Money-Back Guarantee.

If you’re not completely satisfied within the first 45 days, we’ll give you a full refund.

Ready to Transform Your Business?

Easy. Powerful. Affordable.

Everything you need to easily track every customer, task, and follow-up is in one place so nothing gets missed as your business grows.

CRM In A Can lets you:

🎯 Set it up yourself in about a week without pricey developers or consultants.

🎯 Keep using your favorite Microsoft tools like Excel, Outlook, and SharePoint.

🎯 Work at a flat $35 per user, per month.

Try it today, risk-free backed by our 100% Money-Back Guarantee.

If you’re not completely satisfied within the first 45 days, we’ll give you a full refund.

100% Satisfaction Guarantee