Not all CRMs are made for accountants. (SPOILER: Ours is.)
Traditional CRMs (Insightly, for instance) are built for sales-heavy organizations. They’re built robustly and, for the most part, to stand alone, leading to the necessity for a tangle of integrations. With Canopy, it’s all native. Your CRM is right there next to your billing. Throw in some project management, mix in actionable business analytics, and you’ve got a lethal (in the good way, not the "actually killing" way) combination that can help you build the firm of your dreams.
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Segmentable client list |
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Client hierarchy |
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Integrated email |
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Native project management |
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Client data & analytics |
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Internal chat & @ mentions |
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Client Portal |
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Engagements & Proposals |
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Made specifically for accountants |
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Sales pipeline & lead management |
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Marketing automation |
Segmentable client list
Client hierarchy
Integrated email
Native project management
Client data & analytics
Internal chat & @ mentions
Client Portal
Engagements & Proposals
Made specifically for accountants
Sales pipeline & lead management
Marketing automation
4.5 stars on Capterra
A CRM isn’t just about moving clients through a pipeline. It’s about managing the relationship (it's right there in the name!). With Canopy, you'll see all communication efforts between anyone in your firm and your client in one place. You can give your clients a secure place to share and receive sensitive information.
Built for accountants
Sure, we have some correlating features. But the way ours are built? It's different. Canopy specializes in design specific to accountants’ pains and needs. Organize and group your clients just how you like to. Build email, client portal invitation, and client profile templates to help you smooth any repetitive administrative tasks.
Payments & profitability
Traditional CRMs talk about opportunities and accounts, but for accountants, proposals and clients are the critical pieces. Not to mention payment information and collection. Easily collect payment details as a part of a prospect’s requirements before accepting a proposal. Dive deep into services provided, built in bill rates, and profitability.
Secure client interactions
Use a client portal that will serve you and your clients exactly how you need it. With requests, automated reminders, comments, document sharing, eSignatures, payments—all at security levels that will have you sleeping like a baby.
