Canopy vs. Zoho
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Compare Canopy to Alternatives
Industry-tailored software matters
Traditional CRMs, like Zoho, are built for sales-heavy organizations. Track leads. Close deals. Convert accounts.
Accountants, like yourself, don’t have the outbound heavy work that traditional sales functions require. You’re an in-demand expert. You develop and maintain close relationships and often get new clients via word of mouth. So it only makes sense that you use a system that works the way you do, without paying for features you’re simply not going to use. Canopy’s CRM was custom-built for the way accounting firms work. No retrofitting whatsoever.
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| Segmentable Client List |
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| Client Hierarchy |
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| Integrated Email |
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| Customized Client Details |
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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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| Straightforward Pricing & Packaging |
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| Made Specifically for Accountants |
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| Customized Layouts |
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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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See why accountants prefer Canopy
Accountants rated Canopy highly in 10+ categories on G2—including accountant-built workflows, advanced document management, and secure client interactions.
It's Built FOR Accountants
Sure, we have some correlating features with other CRMs. But the way our CRM is built? It’s different. This is not a solution retr0-fitted for accountants in some slapdash way. 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.
Manage Documents Like A Pro
Linking files with a client profile isn’t enough. You need to annotate, mark, and comment on those documents. You need to store documents relative to that client that only the firm needs to see. Oh, and you need to collect signatures. Don’t forget KBAs. When we say Canopy is custom-built for accountants and your needs, we mean it.
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.
ZOHO VS CANOPY
More than a CRM (to the tune of Boston's "More Than A Feeling")
With Canopy, you don’t just get a CRM. Because we know that managing client relationships isn’t just about moving someone through a pipeline. It’s about proposing work and accepting a legal document. It’s about automating work. It’s about assigning work. It’s about having everything in one place for each client. Emails, notes, documents, invoices, tasks. Yes, you need a CRM. But you deserve more than that. (Insert epic Boston guitar solo here.)
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.