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?”
Canopy opens on the answer, and on the few decisions that need a human today.
Where the week goes today.
- 01
Usage is invisible
Product data lives in a warehouse your CSMs never open.
- 02
Risk is a gut feeling
Churn is discovered at renewal, when it is too late to save.
- 03
QBR prep takes days
Decks are rebuilt by hand from five different tools.
The same team, a different week.
| Today | With Canopy | |
|---|---|---|
| Usage visibility | Ask the data team for a report | On the account record, refreshed daily |
| Churn risk | Found at the renewal call | Flagged within a day, with the reason |
| Expansion | Spotted by luck | Routed to the AE as soon as it appears |
| QBR prep | Days of copy and paste | Drafted from live data in one click |
Gets better every single week.
Your team's messaging is never finished. Agents test new versions against a holdout, measure them on at-risk accounts saved, and promote the winners automatically, so results compound instead of decaying.
Every change is tested against a live holdout, measured on at-risk accounts saved, and logged with its result. How self-improvement works ›
What agents take off your plate.
A week with Canopy.
What changed
Accounts whose health moved overnight, and why.
Act
A drafted play for every risk or expansion signal.
Prepare
Decks drafted from live account data.
Renewals
Every renewal in the next 90 days, with a plan.
Live for your team in 30 days.
Every rollout starts with a workshop and follows the same path. Here is what it looks like for CS and account management teams.
- Week 1
Connect usage
Warehouse or analytics tool connected to the CRM.
- Weeks 2 to 3
Model health
Health model built with your CS leaders, alerts configured.
- Week 4
Go live
Alerts and drafted plays on draft only.
The numbers we answer for.
What revenue teams say.
“They didn't just 'tidy up' our CRM, they rebuilt it as a clear growth engine. We now have a defined, intuitive pathway from lead to outcome, accurate reporting we can trust and a system that genuinely supports our sales team.”
“We've seen a huge uptick in the revenue contribution from CRM and email marketing thanks to your work. The blend of strategic expertise and effective implementation you offer is rare.”
“Canopy has been killing it for us. They helped us build a sales system from scratch and implemented everything through HubSpot.”
Common questions.
Anything else, contact us.
What do AI agents do for customer success teams?
Canopy's agents read product usage alongside CRM history, score account health and flag churn risk and expansion to the people who own each account, with the reason attached. They draft the next play, from a check-in email to a QBR deck, and the CSM decides what sends.
What data do you need?
Product usage from your warehouse or analytics tool, plus your CRM. Your GTM Engineers handle the connection.
Will agents contact our customers?
Customers runs on draft only by default. CSMs decide what goes out.
Can AEs see expansion signals too?
Yes. Expansion signals route to the AE who owns the account as well as the CSM.
How is the health score built?
With your CS leaders, from the usage, engagement and relationship signals that matter in your product, and tuned as you learn what predicts churn.
How early does Canopy flag churn risk?
Usage syncs daily, so most signals reach the account owner within a day of happening. Drops in usage, champion changes and support spikes trigger a Slack alert with the reason and a drafted play, giving the team time to act before the renewal conversation.
Does Canopy replace our customer success platform?
Usually not. Canopy puts usage and health in the CRM your whole revenue team shares and works alongside the tools your CSMs already use. Risk, expansion and renewals then sit on the account record, where sales and CS can both act on them.
How does Canopy help with renewals?
Every account renewing in the next 90 days appears in a renewal view with its health, its risks and a drafted plan to save or grow it. The CSM refines the plan, and agents prepare the outreach and the deck for the owner to review.
Can Canopy prepare QBR decks?
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 deck before the meeting, and the data behind it comes straight from the account record.
What happens when a champion leaves?
The account owner hears about it the same week, with a plan to rebuild the relationship. Champion changes are one of the signals in the health model, and agents draft the outreach for the CSM to review, edit and decide whether to send.
Canopy for other teams.
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