We design, migrate, and optimize CRM systems to create the foundation for scalable sales and marketing operations.
Sales & Marketing Automation
From cold outreach to pipeline follow-ups, we automate the manual tasks holding your team back — so reps can sell and marketers can scale.
AI-Driven Data Management
We enrich, clean, and expand your go-to-market data using AI — unlocking sharper ICP targeting and more personalized, effective outreach.
The canopy approach
Discover
We start with a deep dive into your existing CRM, workflows, and data. Our goal: uncover what’s broken, what’s missing, and what’s slowing down your sales & marketing teams.
Architect
With clarity comes structure. We design and build CRM-based systems that align with your sales and marketing goals — from automation to data architecture.
Optimize
Once your systems are live, we don’t walk away. We refine, optimize, and expand — layering in smart data, AI enrichment, and performance improvements as you scale.
Canopy builds the systems that high-growth teams rely on — from CRM architecture to automation and AI-powered data. Designed for clarity and built to scale, every solution lays the foundation for smarter, faster growth.
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