One system, every revenue team.
Canopy gives every revenue team AI agents that work from the same CRM record. SDRs approve researched first touches, marketers run lifecycle email that reacts to each contact, account executives approve follow-ups drafted from their calls, and CS teams act on churn and expansion signals. RevOps sets what agents may do and sees every action.
Built around the role.
Give every SDR a research team.
Canopy gives SDR and BDR teams AI agents that finish the research and drafting before reps log in. Agents find accounts showing buying signals, research each one with cited facts and write a personal first touch. Reps review and approve each draft in the queue, then spend the day on replies, calls and meetings.
“What went out, what came back, and what needs my approval?”
Signal-based lists
Accounts showing intent this week, screened against your CRM.
Research and drafts
Cited research and a personal first touch for every account.
An approval queue
Reps review full previews with evidence, then send in one click.
Replies sorted
Every reply is classified: positive, objection, not now, out of office or unsubscribe.
Lifecycle that responds to every contact.
Canopy gives marketing and lifecycle teams AI agents that work from the contact history already in HubSpot or Salesforce. Agents choose each contact's next email from what they opened, clicked, attended or ignored, and get new inbound leads a personal note from the owning rep within minutes. Journeys launch on approve to send, so marketing signs off first.
“Which lifecycle emails went out, and what did they produce?”
Behavior journeys
Every contact's next email chosen from their full history.
Event programs
Capture, qualify, register, remind and follow up, end to end.
Inbound in minutes
A personal note from the account owner within minutes of a form fill.
Pipeline attribution
Lifecycle measured on meetings and pipeline.
Spend the day selling. Agents draft the follow-up.
Canopy gives account executives an AI agent that drafts the call summary, the follow-up email and the CRM update from what was said on each call. Deal follow-ups always wait for the rep, who edits and approves every one. Sales leaders see proposed next steps grounded in buyer conversations and coaching patterns from every call, by rep.
“Which deals need a follow-up today, and what should I say?”
Call capture
Every call summarized on the deal within minutes.
Follow-up drafts
Written in the rep's voice with the promised assets attached.
Stakeholder maps
Who is in the deal, and who is missing from it.
Evidence-based coaching
Patterns from every call, by rep.
Keep the revenue you already won.
Canopy gives customer success teams AI agents that read product usage alongside CRM history. Agents flag accounts at risk of churn and accounts ready to expand, explain the signal behind each flag, and draft the next play. The CSM decides whether anything sends, and every renewal in the next 90 days arrives with health, risk and a plan.
“Who is at risk, who is ready to expand, and who renews next?”
Usage in the CRM
Product usage on the account record, refreshed daily.
Health and alerts
Risk and expansion flagged to the owner with the reason.
Renewal planning
Every renewal in the next 90 days, with a plan.
One-click decks
QBR and EBR decks drafted from live data.
A system of intelligence on top of your system of record.
Canopy gives RevOps and revenue leaders one place to control every AI agent working in HubSpot or Salesforce. Leaders set the send mode for each workspace, see every action logged with its approver, and report pipeline by source, agents included. The CRM stays the system of record, and Canopy writes every action back to it.
“Is the engine working, and what changed this week?”
Reporting in your CRM
One source of truth, benchmarked against your baseline.
Data quality agents
Missing next steps and stages found and fixed for owner approval.
Send controls
Set what agents can do, per workspace, with a full audit trail.
Weekly learnings
What changed across the engine and what it did.
Which workspace fits which team.
| Team | Home workspace | Also uses |
|---|---|---|
| Sales development | Outbound | Learnings, Agent control |
| Marketing | Lifecycle | Learnings, Integrations |
| Sales | Deals | Customers, Agent control |
| Customer success | Customers | Lifecycle, Learnings |
| RevOps and leadership | Agent control | Learnings, every workspace |
And every team 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 ›Proven across industries.
Solutions questions.
Anything else, contact us.
What does Canopy do for revenue teams?
Canopy gives each revenue team AI agents that work from the same CRM record. Agents research, write and follow up across outbound, lifecycle, deals and customer success, and your team approves what matters. GTM Engineers build and run the system with you, and every action is written back to HubSpot or Salesforce.
Which team should start first?
Whichever team has the biggest leak. Most teams start with one workspace, chosen in the revenue workshop, usually Outbound for sales development or Lifecycle for marketing. Other teams join in quarterly waves once the first workspace is performing, and each wave reuses what the system has already learned about your accounts.
Can more than one team use the same workspace?
Yes. Every workspace reads the same account history, so teams share context. Expansion signals in Customers reach both the CSM and the AE who own the account, customer success uses Lifecycle for onboarding journeys, and RevOps governs every workspace from Agent control.
Does Canopy work for small teams?
Yes. Launch partners range from a handful of reps to full revenue teams. What matters is a CRM on HubSpot or Salesforce and a revenue leader who will own the deployment and join the weekly review with your GTM Engineers.
Which industries does Canopy work with?
Canopy works with revenue teams in technology and SaaS, AI companies, financial services, membership and media, and consumer brands. Each industry page shows the signals agents watch for in that market and the plays they run, from trial journeys to introducer referrals.
Who approves what the agents send?
Your team does. Each workspace runs in draft only, approve to send or automatic mode, and every deployment starts on approve to send. Deal follow-ups always wait for the rep, and admins you designate decide when a workspace has earned more automation.
How does Canopy improve results for each team?
Every workspace has a KPI it is responsible for. Each week, agents test new versions of messages against a holdout, promote the winners within the guardrails you set, and log every change so your team can see what changed and roll it back.
Who runs Canopy day to day?
Your team works in Canopy every day, approving drafts and taking the conversations. GTM Engineers build your instance, run a weekly review with your team and ship improvements every sprint, and a Canopy founder sits in that weekly review.
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