The agentic revenue system.
The Canopy platform is AI sales agent software that runs on top of HubSpot or Salesforce. Four workspaces, Outbound, Lifecycle, Deals and Customers, research, write and follow up on every account, and Learnings tests the messaging against your KPIs each week. Every deployment starts on approve to send, so your team signs off first.
Four layers, one system.
Your CRM stays the system of record. Canopy is the system of intelligence on top of it, and the self-improvement loop makes it better every week.
Workspaces
Outbound, Lifecycle, Deals and Customers. Each opens on the decisions that need a human today, for the role that owns them.
Intelligence
Agents that research, write, classify and flag, with every fact cited, every draft scored for confidence, and every action logged.
Self-improvement
Every message tested against a holdout, scored on your KPIs, and rewritten automatically when a better version wins.
Your stack
HubSpot or Salesforce as the record, plus the enrichment, sending, call and usage tools you already pay for.
Every role, one place.
Each workspace runs a different part of the revenue motion. Together they share one view of every account, so marketing, sales and CS stop working from different versions of the truth.
SDRs see what went out, what came back and what needs approval.
Marketers see the leaks in the funnel and the lanes that fix them.
AEs get every follow-up drafted from the call, and approve each one.
CS and AMs see who is at risk and the play to run next.
Outbound
Signal-based targeting, cited research and personal first touches at volume.
Explore Outbound ›Every send is a test.
The winners stay.
Every week, agents test new versions of your messaging against a holdout, measure them on pipeline per 100 accounts, and keep what wins. Every change is logged, explained and reversible.
- 01SendAgents send variants of each message to matched groups, with a holdout that keeps the current version.
- 02MeasureEvery variant is scored on the KPI you chose: replies, clicks, meetings, pipeline or retention.
- 03LearnWinners and losers are explained in plain language, including the objections behind them.
- 04RewriteWinning variants become the new default automatically, within the guardrails you set.
In your workspace, every change is tested against a live holdout, measured on pipeline per 100 accounts, and logged with its result.
What makes it one system.
Agents do the work.
Your team stays in control.
Every draft arrives as a full preview with the evidence behind it and a confidence score. Every send is logged with who approved it.
Draft only
Agents research and write. Nothing leaves until a person sends it.
Approve to send
Where every launch startsEach message waits as a full preview with its evidence and a confidence score. One click sends it.
Automatic
Agents send, log and learn on their own, and flag the exceptions to the person who owns the account.
Software, deployed by the people who built it.
Canopy is never handed over with a login and a help center. A founder-led team builds your instance, sits in your weekly review, and ships improvements every sprint.
- Week 0
Workshop
Map your revenue journey and pick the first workspace.
- Days 1 to 30
30-day build
Your private instance, connected and trained on your voice.
- Days 30 to 120
90-day adoption
GTM Engineers alongside your team, tuning against your numbers.
- Every quarter
Quarterly waves
Expand to the next workspace when your team is ready.
How the platform is built.
Lead with the decision
Every screen opens on the few things that need a human today. Data supports the decision, never buries it.
Improve automatically
Messaging is never finished. Every workspace tests, measures and rewrites itself against your KPIs each week.
Earn trust first
Workspaces start on approve to send and move to automatic only where results justify it.
Write it back
Every action lands in your CRM, so reporting, attribution and history stay in one place.
One account, four workspaces.
Here is how a single account moves through the platform, with each team picking up exactly where the last left off.
First touch
A hiring signal triggers research and a personal first touch from the account owner.
Nurture
The prospect attends a webinar, and their next email reflects the question they asked.
Close
After discovery, the follow-up and CFO one-pager are drafted for the AE to approve.
Grow
Months later, seat usage nears the limit and the AE gets an expansion signal.
Platform questions.
Anything else, contact us.
What is AI sales agent software?
AI sales agent software puts AI agents to work on revenue tasks such as account research, writing, follow-up and reply handling. The Canopy platform runs them across four workspaces on your CRM, with your team approving what sends and GTM Engineers running the system with you every week.
How does the self-improvement loop work?
Each workspace has a KPI it is responsible for. Agents write new versions of messages, send them to matched groups alongside a holdout, and promote the versions that win. You set the guardrails for what can change automatically, and every change is logged with its result.
Do we need all four workspaces?
No. Most teams start with one workspace, chosen in the workshop, and add others in quarterly waves once the first is performing.
Does Canopy replace our CRM?
No. HubSpot or Salesforce stays the system of record. Canopy is the system of intelligence on top of it.
Who builds and maintains it?
Your Canopy GTM Engineers build your instance, run a weekly review with your team and ship improvements every sprint.
How do the workspaces share context?
Every workspace reads the same account history from your CRM and your private instance, so an objection heard by sales can shape outbound, and a usage signal can shape a renewal.
Is there a self-serve version?
Not today. Every deployment is founder-led, starting with a workshop.
Which workspace should we start with?
Whichever fixes your biggest leak, decided together in the workshop. Most teams start with Outbound or Lifecycle, then add Deals and Customers in quarterly waves. Outbound needs the lightest integration, so it can start while your security review runs.
What data do Canopy's agents use?
Your CRM records, call transcripts and notes, email engagement, sends and replies, and product usage synced from your warehouse. Every workspace reads the same account history inside your private instance, and every action is written back to HubSpot or Salesforce.
Can leaders ask Canopy questions directly?
Yes. Ask in plain English, such as why pipeline jumped or which objection is costing deals, and Canopy answers from your CRM, calls, emails and sends together, with the evidence attached. Every objection buyers raise also shapes the next message.
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