The AI agent platform
for revenue teams.
Agents research, write and follow up across outbound, lifecycle, deals and customer success, and learn from every reply. Our GTM Engineers run it with your team, measured on the pipeline it creates.
- Nothing gets dropped
- Your data and context stay yours
- Better every week
- Live in 30 days
Built from the revenue systems we run for teams at
outbound volume per rep, with the research done for them
average positive reply rate across our agentic outbound systems
of positive replies convert into booked meetings
- Most revenue teams have bought AI. Few can point to a return.
- Your tools show you what's slipping. None of them do the follow-up.
- The lead who asked for pricing in March is still waiting on a reply.
That work falls between tools. It's the gap we built Canopy for: agents do the work, your team approves it, and our GTM Engineers answer for the numbers.
The platform, and the people
who answer for it.
We spent years building revenue systems inside client CRMs. Canopy is the platform we built to run them. Your team works in it every day, and the GTM Engineers who built it stay on to run it with you, judged on meetings, pipeline and revenue.
| Outsourced team | Software | Canopy | |
|---|---|---|---|
| Who does the work | Their people, billed by the hour | Your team, when they find the time | Agents, approved by your team |
| Where it runs | Their accounts and spreadsheets | One more tab to adopt | Your own instance, on your CRM |
| Who keeps what it learns | They do, when they leave | The vendor's shared model | You do, even if you leave us |
| What it's judged on | Hours and activity | Logins and seats | Meetings, pipeline and revenue |
| After launch | A new statement of work | A help center | The same GTM Engineers, every week |
One system.
Four workspaces.
Outbound, lifecycle, deals and customers on one record. Agents research, write, send and follow up, and every step lands in your CRM. Your team approves what matters.
SDRs see what went out, what came back and what needs approval.
Marketers see the leaks in the funnel and the lanes that fix them.
AEs get every follow-up drafted from the call, and approve each one.
CS and AMs see who is at risk and the play to run next.
Nothing gets dropped.
A prospect says their contract renews in July. In June, the rep's queue has a note ready, written from the last call, the objection they raised and the ad they first clicked. Canopy sizes every quiet lead, stalled deal and closed-lost account in your CRM, and brings each one back when the signals say it's time.
Every send is a test.
The winners stay.
Every week, agents test new versions of your messaging against a holdout, measure them on pipeline per 100 accounts, and keep what wins. Every change is logged, explained and reversible.
- 01SendAgents send variants of each message to matched groups, with a holdout that keeps the current version.
- 02MeasureEvery variant is scored on the KPI you chose: replies, clicks, meetings, pipeline or retention.
- 03LearnWinners and losers are explained in plain language, including the objections behind them.
- 04RewriteWinning variants become the new default automatically, within the guardrails you set.
In your workspace, every change is tested against a live holdout, measured on pipeline per 100 accounts, and logged with its result.
Your exec asks Canopy,
not your ops lead.
Why did pipeline jump? Which objection is costing deals? Ask in plain English and get the answer from your CRM, calls, emails and sends together, with the evidence attached. Every objection buyers raise also shapes the next message.
“We need to loop in finance first.”Send a CFO one-pager after every discovery callDeals
“We already have a tool for this.”Lead with what it replacesOutbound
“Does it sync with Salesforce?”Move the integration walkthrough to day twoLifecycle
You decide
what goes out.
You choose how much each workspace sends on its own. Every draft shows its evidence and a confidence score, and every send is logged with who approved it.
Draft only
Agents research and write. Nothing leaves until a person sends it.
Approve to send
Where every launch startsEach message waits as a full preview with its evidence. One click sends it.
Automatic
Agents send, log and learn on their own, and flag exceptions to the account owner.
Deal follow-ups always wait for the rep. How agent control works ›
The team that builds it
stays to run it.
Every deployment gets a pod of GTM Engineers. They build your instance, then run it with your team after launch, and a founder sits in your weekly review.
GTM Engineer
Builds it and runs it. Connects your stack, builds your agents, runs the plays and reports on your number every week.
Founder
Keeps it honest. John or Jon in your weekly review, from workshop to renewal.
Unify
Your CRM, calls, email and tools in one source of truth. That alone changes how your team sells.
Build
Your private instance and agents, trained on your voice, with today's numbers recorded as the baseline.
Run
Your pod runs it with your team, ships new plays and tunes every agent against your KPIs.
Prove
Results against your baseline, reported in your CRM. Then the next workspace.
You get the platform and the people who run it. Nobody hands you a login and leaves.
A layer on the stack
you already pay for.
Canopy runs through your own HubSpot or Salesforce, sending tools and data. Your CRM stays the source of truth, nothing gets ripped out, and IT reviews a layer instead of a migration.
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.”
“Canopy have been true partners in helping us to problem solve and uncover solutions for quite a complex HubSpot use case. They are true thought partners and incredibly knowledgable about a very wide ranging set of tools.”
“They clearly know what they're doing when it comes to HubSpot, CRM and user journeys and it shows. Excited to continue working with them and build together!”
“The team is responsive, knowledgeable, and clearly experienced in complex CRM setups across marketing, sales, and operations.”
Your data. Your context.
Yours to keep.
Context is what makes agents good. Everything yours learn about your market belongs to you.
Visit the security page ›A private instance
Your own isolated instance and database. No shared model, no pooled data.
It leaves with you
Your data and the context your agents build stay yours, even if you stop using Canopy.
Every send on the record
Each message is logged with who approved it and the evidence the agent used.
Ready for security review
A security brief for IT and procurement before kickoff. Most teams start with outbound, the lightest integration, while review runs.
Questions revenue leaders ask first.
Anything else, contact us.
What is Canopy?
Canopy is the AI agent platform for revenue teams. Agents research, write and follow up across outbound, lifecycle, deals and customer success on top of HubSpot or Salesforce, and learn from every reply. Your team approves what sends, and Canopy's GTM Engineers run the platform with you every week, measured on the pipeline it creates.
Is Canopy software or a service?
Both. Canopy is the platform we built to run revenue systems inside client CRMs. Your team works in it every day, and our GTM Engineers deploy it, run it with you every week and answer for the numbers.
Who keeps our data and what the agents learn?
You do. Every client runs on an isolated instance with no shared model. Your data and the context your agents build stay yours, even if you stop using Canopy.
What does IT need to approve?
A layer on top of tools you already run, working through your own subscriptions. We send a security brief before kickoff, and most teams start with outbound, which needs the lightest integration, while the review runs.
Do we have to replace HubSpot or Salesforce?
No. Your CRM stays the system of record. Canopy reads what it needs and writes every action back.
Will the agents send things without us?
Only if you let them. Each workspace runs in draft only, approve to send, or automatic mode. Every deployment starts on approve to send, and deal follow-ups always wait for the rep.
How long until we're live?
Your first workspace is built in 30 days, followed by a 90-day adoption period with your pod working alongside your team.
What does it cost?
It depends on the workspaces you start with and your volume. We'll walk through it on the call and put your pricing in writing. Launch partners lock in launch pricing.
What do Canopy's four workspaces do?
Outbound researches accounts showing buying signals and drafts a personal first touch. Lifecycle sends behavior-triggered email and brings quiet leads back into pipeline. Deals drafts the follow-up from every call for the rep to approve. Customers puts product usage in your CRM and flags churn risk and expansion to the account owner.
Who is Canopy built for?
Revenue teams on HubSpot or Salesforce: SDRs, account executives, marketers, customer success managers and the RevOps and revenue leaders who run them. A revenue leader owns the deployment and joins a weekly review with your GTM Engineer and a Canopy founder.
Which CRMs does Canopy work with?
HubSpot and Salesforce. Either can be the system of record, including custom objects and properties. Canopy reads contacts, companies, deals and activity, and writes every touch, reply, task, summary and stage proposal back against the right record.
What is an agentic revenue system?
An agentic revenue system is a layer of AI agents on top of the CRM that does the revenue work between tools, such as research, writing, follow-up and reply handling, with people approving what matters. Canopy works this way, with HubSpot or Salesforce as the source of truth and every action written back.
How is Canopy different from an AI SDR tool?
Canopy covers the whole revenue motion on one account record: outbound, lifecycle, deal follow-up and customer success, with messaging tested against a holdout every week. It runs in your own private instance on your CRM, and GTM Engineers keep running it with your team after launch.
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