Built for SaaS revenue motions.
Canopy gives SaaS and technology revenue teams AI agents that work on the data SaaS revenue runs on: trials, product usage, expansion and renewals. Usage syncs from your warehouse to the account record daily, agents flag the accounts ready to convert, expand or churn, and the AE or CSM who owns each account approves what goes out.
What makes technology and SaaS different.
- 01
Product signals live in the warehouse
Usage that predicts conversion and churn never reaches the people who could act on it.
- 02
Trials convert on timing
The right message on day three is worth ten on day thirty.
- 03
Expansion hides in usage
Seat limits and new teams go unnoticed until the renewal call.
The signals agents watch for.
Every play starts with a signal. These are the ones that matter most in technology and SaaS.
Trial activation
Which trial users reached the moment that predicts conversion.
Seat utilization
Accounts nearing their limits.
Hiring
Companies growing the teams your product serves.
Tech stack changes
New tools that make your product relevant.
Champion changes
Key users who left or changed roles.
Feature adoption
Accounts ready for the next tier.
How Canopy runs it.
And every play gets better on its own.
Agents test new versions of every message against a holdout, measure them on your KPIs, and promote the winners automatically. Week after week, without anyone rewriting a template.
How self-improvement works ›The expansion play, step by step.
From the first signal to the outcome, with a person approving every message that matters.
- Signal
Seats near the limit
Usage syncs from your warehouse and flags accounts at 90% of their seats.
- Context
Who is growing
Agents identify the teams adding users and the champion behind them.
- Draft
An expansion case
A note and a seat-usage summary drafted for the AE.
- Act
The conversation
The AE approves, sends and logs the opportunity in the CRM.
Built for how technology and SaaS teams work.
- Usage data stays in your warehouse and CRM, inside your private instance
- Expansion and renewal outreach runs on draft only by default
- Every alert carries the reason it fired
“Canopy has been killing it for us. They helped us build a sales system from scratch and implemented everything through HubSpot.”
Technology and SaaS questions.
Anything else, contact us.
What does Canopy do for SaaS revenue teams?
Canopy brings the data SaaS revenue runs on, such as trials, product usage, seat counts and renewals, into your CRM and puts AI agents to work on it. Agents flag trial users ready to convert, accounts ready to expand and accounts at risk, and the owner of each account approves what goes out.
Do you work with product-led and sales-led motions?
Both. Lifecycle handles self-serve and trial journeys, while Outbound, Deals and Customers support the sales-led side.
Which warehouses do you connect?
Snowflake today, and other warehouses or product analytics tools as part of the build.
Can we start with expansion only?
Yes. Many SaaS teams start with Customers to protect and grow the existing base, then add Outbound in the next wave.
How does the SaaS expansion play work?
Usage syncs from your warehouse and flags accounts at 90% of their seats. Agents identify the teams adding users and the champion behind them, then draft a note and a seat-usage summary for the AE, who approves, sends and logs the opportunity in the CRM.
How do agents help trials convert?
Trial journeys react to what each trial user does. Agents watch for the activation moment that predicts conversion and choose the next message from that behavior, so the timing follows the user. Messages are written inside your approved templates and logged to the contact.
Which signals do agents watch for in SaaS?
Trial activation, seat utilization, hiring on the teams your product serves, tech stack changes, champion changes and feature adoption. Each signal starts a play, and every alert carries the reason it fired, so the AE or CSM can see why an account surfaced.
Will agents email our customers about expansion on their own?
No. Expansion and renewal outreach runs on draft only by default, so agents prepare the note and the account owner decides whether and when it sends. Every deployment starts with your team approving, and any change to a send mode is logged.
Where does our product usage data live?
In your warehouse and CRM, inside your private Canopy instance with its own database. Nothing is pooled with other clients, there is no shared model, and the data and the context your agents build stay yours even if you stop using Canopy.
Other industries.
Apply to become a launch partner.
We're onboarding a small group of revenue teams ahead of general availability. Launch partners get founder-led deployment, launch pricing in writing, and a direct line into what we build next.
- Founder-led deployment
- Launch pricing, in writing
- A say in the roadmap