Chicago, IL – [August 19th] – Ever feel like using CRM takes more clicks than it should? Are you struggling to keep track of what’s actually happening in your pipeline?
If simple CRM tasks like logging a call or sending a follow-up take longer than they should, you’re not alone.
That’s why Add-Ons exist: to help you get around those roadblocks and make your daily work easier to finish.
In our Summer 2026 release, new upgrades make CRM work as hard as you do, and a brand-new Add-On helps you keep better track of what’s going on in your pipeline.
Here’s what’s new in this release:
Logging activities is one of the most useful habits in CRM, but when recording a call, meeting, or follow-up takes too many clicks, that habit is the first thing to slip.
EZ Activities gives you a faster way to keep CRM up to date, with every activity in a single, focused screen and quick-action buttons that log updates and interactions in seconds.
Some tasks in CRM take more clicks than they should, and this update trims a few of them.
Pick any email template saved in CRM and send it from a single button, without hunting through your system first.
Buttons can now show up automatically only when a record changes, so your screen isn’t cluttered with ones you don’t need yet.
Your team’s most-used forms can be pinned front and center, so nobody’s clicking through menus to find them.
And starting a new EZ Project from an EZ Button now takes a single click, with the key details already filled in.
EZ Projects
Your project tasks now show up in Timeline view, so you can see what’s done and what’s next without clicking into each task one at a time.
CRM In A Can Updates
A Simple CRM, From Day One
Small teams don’t need more complexity.
They need a simple CRM that stays out of the way, so you can focus on what’s most important: closing deals and growing your business.
That’s what this Summer 2026 release is about: fewer roadblocks, a clearer pipeline, and a simple CRM built to move as fast as you do.
Want the Full List of Updates?
These are just a few of the improvements in this update.
For the complete list of updates and details, check out the Summer 2026 Release Notes.
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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.
100% Money-Back Guarantee. Any-Time Cancellation.