Canopy vs. Insightly
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Compare Canopy to Alternatives
CRM as a part of Practice Management
Traditional CRMs (Insightly, for instance, to just randomly pull a name out of the blue) are built for sales-heavy organizations. They’re built robustly and, for the most part, to stand alone, leading to the necessity for a tangle of integrations. With Canopy, it’s all native. Your CRM is right there next to your billing. Throw in some project management, mix in actionable business analytics, and you’ve got a lethal (in the good way, not the “actually killing” way) combination that can help you build the firm of your dreams.
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| Segmentable Client List |
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| Client Hierarchy |
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| Integrated Email |
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| Native Project Management |
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| Client Data & Analytics |
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| Internal Chat & @ Mentions |
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| Client Portal |
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| Engagements & Proposals |
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| Made Specifically for Accountants |
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| Sales Pipeline & Lead Management |
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| Marketing Automation |
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4.6 stars on G2.com
“Canopy – our new best friend. Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.”
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Why accountants prefer Canopy
Built for Accountants
Sure, we have some correlating features. But the way ours are built? It’s different. Canopy specializes in design specific to accountants’ pains and needs. Organize and group your clients just how you like to. Build email, client portal invitation, and client profile templates to help you smooth any repetitive administrative tasks.
Payments & Profitability
Traditional CRMs talk about opportunities and accounts, but for accountants, proposals and clients are the critical pieces. Not to mention payment information and collection. Easily collect payment details as a part of a prospect’s requirements before accepting a proposal. Dive deep into services provided, built in bill rates, and profitability.
Secure Client Interactions
Use a client portal that will serve you and your clients exactly how you need it. With requests, automated reminders, comments, document sharing, eSignatures, payments—all at security levels that will have you sleeping like a baby.
INSIGHTLY VS CANOPY
Made for accountants (aka: you!)
A CRM isn’t just about moving clients through a pipeline. It’s about managing the relationship (it’s right there in the name!). With Canopy, you’ll see all communication efforts between anyone in your firm and your client in one place. You can give your clients a secure place to share and receive sensitive information.
Want a full overview of Canopy?
What you need is a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is. Watch this short video to see it in action.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Most CRMs are industry agnostic. Accounting is a very specific line of work that requires certain tools to effectively manage client relationships from beginning to end. Behaviors that require functionality that most traditional CRMs don’t have. Canopy is built for accountants and we constantly consult with our customers to make it a better solution for accountants every day.