CRM in a Can with DIY Coaching & Training

Get onboarding videos & materials and train on your own.

 

  • Step 1 - Choose your Base Product

    We’ve custom tailored three flavors of CRM in a Can to suit your business needs.

    *Number of CRM Users

    *Base Application Options

    You may select more than one.

    Step 2 - Choose your Components

    CRM in a Can works with all your Microsoft applications and more. Let us know what you are interested in using it with!

    Components

    Step 3 - Choose your Add-ons

    We’ve made powerful tools to help jumpstart your CRM right out the gate.

    EZ Buttons - Make custom buttons for YOUR unique sales processes

    EZ Projects - Streamline your projects from creation to application

    EZ Entry - Enter account, contact, & opportunity information for a new prospect, all from one consolidated form

    EZ Mailchimp - Link your CRM lead and contact data to any plan type of Mailchimp, including the free one!

    Add-on prices are in addition to your base fee.

    *Add-ons

    Step 4 - Choose your Support Level

    Whether you need one-on-one assistance or prefer to do things yourself, we’ve got you covered.

    You may change your support level at any time.

    *Ongoing Support Options

    BEFORE YOU CONTINUE

    Please be aware that CRM in a Can requires $5/user/month Power Apps licenses. Please verify with your IT service provider you have Power Apps licenses prior to purchasing CRM in a Can.