“Canopy was and is a game changer for our firm. It has been great overall in both the product experience and customer service. It has combined our client contact lists, document manager, communications, and has a place for consolidated requests. ”

“Canopy is the best software we've found! We switched from OfficeTools and the transition and set up was easy, the support has always been helpful. It's easy to use and even our clients have mentioned liking the client portal much more compared to our previous software.”

“Canopy Software is a powerful and user-friendly CRM (customer relationship management) platform that helps businesses manage their customer interactions and sales processes.”