A follow-up copilot for every deal.
Canopy Deals is an AI sales copilot for account executives on HubSpot or Salesforce. Agents read each call from Gong, Granola or any recorder that writes notes to your CRM, capture the commitments made, and draft the follow-up and next steps. Deals is locked to approve to send, so the rep reviews and owns every word.
What changes on day one.
Without Canopy
- Follow-ups written at 9pm, or not at all
- Promises made on calls forgotten by the next week
- Next steps and stages weeks behind reality
- Coaching based on anecdotes from a handful of calls
- Follow-up quality that depends on who wrote it
With Canopy
- A drafted follow-up waiting minutes after every call
- Every commitment tracked as a task with an owner and a date
- Next steps proposed from the call, confirmed by the rep
- Coaching grounded in patterns from every call, by rep
- Follow-up drafts that improve from which ones buyers answer
Deals that improves itself.
Every week, agents test new versions of your messaging against a holdout, measure them on follow-up reply rate, and keep what wins. Every change is logged, explained and reversible.
Every change is tested against a live holdout, measured on follow-up reply rate, and logged with its result. How self-improvement works ›
From signal to outcome,
with your team in the loop.
How Deals runs, step by step. Agents handle the repetitive work, and people approve what matters.
- Listen
Capture the call
Recordings and notes from Gong or Granola land on the deal the moment the call ends.
- Extract
Find what matters
Commitments, risks, stakeholders, timelines and competitors, pulled out and attached to the deal.
- Draft
Write the follow-up
A follow-up in the rep's voice with the assets promised on the call, ready for review.
- Advance
Move the deal
Tasks, next steps and stage updates are logged so the pipeline reflects reality.
Agents work the hours.
Your team makes the calls.
Here is how a typical day runs once Deals is live. The repetitive work happens before anyone logs in, and people spend their time on decisions and conversations.
Everything Deals handles for you.
Call summaries
A short, structured summary of every call on the deal record, searchable by the whole team.
Commitment tracking
Every promise made on a call becomes a tracked task with an owner and a due date.
Follow-up drafts
Drafted within minutes of the call, with the one-pagers and decks the buyer asked for.
Stakeholder maps
Who was on the call, who was mentioned, and who still needs to be in the deal.
Pipeline view
Deals by stage, movement this week, and close rates compared with prior months.
Coaching
Patterns from every call, by rep, so managers coach on evidence instead of anecdotes.
Where teams put it to work.
Multi-threaded enterprise deals
Keep track of every stakeholder, what each one cares about, and who has gone quiet.
High-volume mid-market
Consistent, fast follow-up on every call, even when reps are running six a day.
Forecast hygiene
Next steps and stages that reflect what was said, so the forecast reflects reality.
Judged on outcomes.
Deals is measured on the speed and quality of follow-through, and what that does to win rate.
No new system of record.
Deals reads from and writes back to the tools your team already uses. Your CRM stays the source of truth.
Gong
Granola
HubSpot
Salesforce
Slack
ClaudeDefault mode: Approve to send · locked
- 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.
Deals 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 call recorder and map deal stages and fields
Train follow-up drafts on your reps' voice and your sales assets
Define the commitments, risks and competitors worth tracking
Review coaching patterns with sales leadership each month
“Canopy has been killing it for us. They helped us build a sales system from scratch and implemented everything through HubSpot.”
Phil Nadeau · Co-Founder, Heave
Deals questions.
Anything else, contact us.
What is an AI sales copilot?
An AI sales copilot does the admin around a deal so the rep can sell. Canopy Deals summarizes each call on the deal record, turns every promise into a tracked task with an owner and a date, and drafts the follow-up with the assets the buyer asked for, for the rep to approve.
Why can't Deals send automatically?
Open opportunities are too important for any agent to send on its own. Deals is locked to approve to send, so the rep owns every word.
Does it work with our call recorder?
Canopy reads from Gong and Granola today, and from any recorder that writes transcripts or notes to your CRM.
Does it update the CRM?
Yes. Summaries, tasks and next steps are written to the deal, and stage changes are proposed for the rep to confirm.
Can managers see everything?
Managers see summaries, commitments and coaching patterns across the team. Reps see their own deals and drafts.
What if a call is sensitive?
Reps can exclude a call from processing, and every summary can be edited before it is saved to the deal.
How fast is the follow-up drafted?
A drafted follow-up waits on the deal minutes after every call, alongside the summary and the commitments made. The rep edits, approves and sends it, and the time from call end to email sent is one of the numbers Deals is measured on.
How does Deals handle multi-threaded deals?
Each deal carries a stakeholder map: who was on the call, who was mentioned and who still needs to be in the deal. Deals keeps track of what each stakeholder cares about and who has gone quiet, so the AE knows who to bring back in.
What does Deals do with stalled deals?
At the end of each day, stalled deals get a suggested next step, shown with the summary of every previous call and the commitments still open. The rep decides what to do with it, and nothing reaches the buyer until the rep approves it.
Do Deals follow-ups improve over time?
Yes. Learnings tests recap structure, attached assets, next-step framing and send timing against a holdout, measured on follow-up reply rate. Winning patterns become the default inside your guardrails and every change is logged, while each follow-up still waits for the rep.
Explore the other workspaces.
Further reading.
AI sales follow-up: how agents draft the next step after every call
How AI drafts the follow-up after every sales call: recap, commitments and next step from your call recordings, approved by the rep before it sends.
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
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