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?”
Canopy opens on the answer, and on the few decisions that need a human today.
Where the week goes today.
- 01
Admin after every call
The follow-up gets written at 9pm, or not at all.
- 02
Promises get lost
The one-pager the CFO asked for never arrives, and the deal goes quiet.
- 03
A pipeline nobody trusts
Stages and next steps lag reality by weeks.
The same team, a different week.
| Today | With Canopy | |
|---|---|---|
| After a call | Notes, follow-up and CRM updates by hand | Summary, follow-up and next steps drafted in minutes |
| Commitments | Remembered, sometimes | Tracked as tasks with owners and dates |
| Pipeline | Updated before forecast calls | Next steps proposed from every call |
| Coaching | From a few calls a manager joined | From patterns across every call |
Gets better every single week.
Your team's messaging is never finished. Agents test new versions against a holdout, measure them on follow-up reply rate, and promote the winners automatically, so results compound instead of decaying.
Every change is tested against a live holdout, measured on follow-up reply rate, and logged with its result. How self-improvement works ›
What agents take off your plate.
A week with Canopy.
Follow-ups due
Deals opens on today's follow-ups and the reason for each.
Approve and send
Review the drafted follow-up and send it in a minute.
Pipeline review
Stages and next steps that match what buyers said.
Coaching
Managers review patterns across the team's calls.
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 account executives and sales leaders.
- Week 1
Connect
Call recorder, CRM stages and sales assets connected.
- Weeks 2 to 3
Train
Drafts tuned on your reps' voice and real past calls.
- Week 4
Go live
Follow-up drafts on every call, always approve to send.
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 does Canopy do for account executives?
Canopy drafts the call summary, the follow-up email and the CRM update from what was said on each call, with the assets the buyer asked for attached. The rep edits and approves every follow-up before it sends, and the summary, tasks and next steps are written to the deal.
Will agents email my prospects without me?
Never. Deals is locked to approve to send. The rep reviews every follow-up before it goes.
What call tools does it read?
Gong and Granola today, plus any recorder that writes notes or transcripts to your CRM.
Does it change our sales process?
No. Your stages and methodology stay the same. Deals just keeps the follow-through consistent.
Can it prepare me for the next call?
Yes. Each deal carries the summary of every previous call, the open commitments and the stakeholders still to engage.
How does AI sales coaching work in Canopy?
Canopy reads every call and finds patterns by rep, including the objections buyers raise, the commitments made and the follow-ups buyers answer. Managers review those patterns with the team each month, so coaching rests on evidence from every call. Learnings also turns them into coaching notes for each rep.
How soon after a call is the follow-up drafted?
Within minutes of the call ending. Recordings and notes from Gong or Granola land on the deal, agents pull out commitments, risks and stakeholders, and a follow-up in the rep's voice waits for review. The rep can edit, approve and send it straight away.
Does Canopy move deal stages on its own?
Stage changes are proposed for the rep to confirm. Agents suggest next steps and stage updates from what was said on the call, while summaries and tasks are written to the deal, so stages and next steps reflect what buyers actually said.
How are promises made on calls tracked?
Every commitment made on a call becomes a tracked task with an owner and a due date. When a buyer asks for an asset, such as a one-pager for their CFO, the follow-up draft attaches it, so the promise is kept in the first email.
Canopy for other teams.
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
- Launch pricing, in writing
- A say in the roadmap