See churn and expansion before they happen.
Canopy Customers is renewal management software that brings product usage from your data warehouse into HubSpot or Salesforce. Agents score account health, flag churn risk and expansion to the CSM and AE who own each account, and draft renewal plans and QBR decks. Customers runs on draft only by default, so the CSM decides what sends.
What changes on day one.
Without Canopy
- Product usage lives in a warehouse CSMs never open
- Churn discovered at the renewal call
- Expansion spotted by luck, if at all
- Days spent rebuilding QBR decks by hand
- A health score set once and never checked against churn
With Canopy
- Usage on the account record, refreshed daily
- Risk flagged within a day of the signal, with the reason
- Seat and feature signals routed to the AE who owns the account
- QBR and EBR decks drafted from live data in one click
- A health model that recalibrates from which accounts actually churn
Customers that improves itself.
Every week, agents test new versions of your messaging against a holdout, measure them on at-risk accounts saved, and keep what wins. Every change is logged, explained and reversible.
Every change is tested against a live holdout, measured on at-risk accounts saved, and logged with its result. How self-improvement works ›
From signal to outcome,
with your team in the loop.
How Customers runs, step by step. Agents handle the repetitive work, and people approve what matters.
- Connect
Bring usage into the CRM
Product usage from your warehouse lands on the account record, refreshed daily.
- Score
Score account health
Usage, engagement, support and relationship signals combine into one health view.
- Flag
Alert the owners
Churn risk and expansion signals reach the CSM and AE in Slack, with the reason attached.
- Act
Prepare the play
Agents draft the outreach, the QBR deck or the expansion case for the owner to review.
Agents work the hours.
Your team makes the calls.
Here is how a typical day runs once Customers is live. The repetitive work happens before anyone logs in, and people spend their time on decisions and conversations.
Everything Customers handles for you.
Usage in your CRM
The product usage your CS team needs, on the account record where they already work.
Health scores
A health model tuned with your team, explained line by line rather than as a black box.
Churn alerts
Drops in usage, champion changes and support spikes, flagged within a day of happening.
Expansion signals
Seat limits, new teams and feature adoption surfaced to the AE who owns the account.
Renewal view
Every account renewing in the next 90 days, with health, risk and the plan to save or grow it.
One-click decks
QBR, EBR and onboarding decks drafted from live account data for the CSM to refine.
Where teams put it to work.
Champion changes
When a key user leaves, the owner hears about it the same week, with a plan to rebuild the relationship.
Seat expansion
Accounts close to their limits become expansion conversations before they become support tickets.
Renewal planning
Every renewal in the next quarter has a health view, a risk summary and a drafted plan.
Judged on outcomes.
Customers is measured on the revenue you keep and grow.
No new system of record.
Customers reads from and writes back to the tools your team already uses. Your CRM stays the source of truth.
Snowflake
HubSpot
Salesforce
Slack
ClaudeDefault mode: Draft only
- Choose draft only, approve to send or automatic for this workspace.
- Every draft shows the evidence it used and a confidence score.
- Every send is logged with who approved it and what they saw.
Software, plus the people who run it.
Customers is never handed over with a login. Your Canopy GTM Engineers build it, tune it every week and answer for the numbers alongside your team.
Connect your warehouse or analytics tool and model usage in the CRM
Build the health model with your CS leaders and tune it over time
Set alert thresholds and routing to CSMs and AEs
Build your QBR, EBR and onboarding deck templates
“The team is responsive, knowledgeable, and clearly experienced in complex CRM setups across marketing, sales, and operations.”
Amar Ibrahim · Commercial Director, FlapKap
Customers questions.
Anything else, contact us.
What is renewal management software?
Software that keeps every upcoming renewal visible with the context to save or grow it. Canopy Customers shows every account renewing in the next 90 days with its health, risk and a drafted plan, built from product usage in your CRM, so CSMs act well before the renewal call.
Where does usage data come from?
From your warehouse or product analytics, for example Snowflake, synced into your CRM as account and usage records.
Can our CS team shape the health score?
Yes. Your GTM Engineers build the health model with your CS leaders and tune it as you learn which signals predict churn.
Will it email our customers?
Customers runs on draft only by default. Agents prepare the message and the CSM decides whether and when to send.
How quickly do alerts fire?
Usage syncs daily, so most signals reach the owner within a day of happening.
Does it replace our CS platform?
Usually not. Customers puts usage and health in the CRM your whole revenue team shares, and works alongside the tools your CSMs already use.
Who gets expansion alerts, the CSM or the AE?
Both. Seat limits, new teams and feature adoption are routed to the AE who owns the account as well as the CSM, in Slack with the reason attached. Agents draft the expansion case for the owner to review before anything goes out.
Can Customers prepare a QBR deck?
Yes. QBR, EBR and onboarding decks are drafted from live account data in one click, using deck templates your GTM Engineers build with your team. The CSM refines each draft before it is shared.
What churn signals does Customers watch?
Drops in usage, champion changes and support spikes, combined with engagement and relationship signals in one health view. Each alert reaches the account owner in Slack with the reason it fired and a drafted play, usually within a day of the signal.
What happens when a champion leaves?
The account owner hears about it the same week, with a drafted plan to rebuild the relationship. Like every Customers play, the outreach stays a draft until the CSM decides whether and when to send it.
Explore the other workspaces.
Further reading.
AI for customer success: churn signals, health scores and renewals in your CRM
AI for customer success: usage, health and churn signals on the CRM record, renewal prep 120 days out, and drafts your CSMs approve before sending.
Baseline these six sales KPIs before you buy another GTM tool
Six sales KPIs to pull from your CRM before you buy another GTM tool, with the formula for each, where it lives in HubSpot and what to compare it to.
Traditional RevOps is dead. Here is what replaces it.
RevOps spent a decade on audits and dashboards. GTM engineering and an agent layer on your CRM replace it: what changes, and how to test your own setup.
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