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Customer service · Sales · Leads · Tenders · Projects

Every customer.
Every team.
One canopy.

Canopy is the customer service platform for companies that serve clients: tickets, live chat and SLAs for every client and project — plus the sales pipeline, leads and tenders that win them. Want us to run the service desk too? Canopy Care does it inside your own workspace.

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Customer service first. Everything that wins clients, alongside.

Customer Service

Tickets per client and project with SLAs from their contracts, live chat on your portal, a knowledge base and satisfaction surveys.

Sales & Tenders

Leads and tenders on a drag-and-drop pipeline, clients, quotes from your catalogue, quotas and duplicate detection.

Projects & Contracts

Projects with value, costs and payments, and the AMC contracts that set each project's support level.

Field Service

Work orders from tickets, a technician schedule board, asset history and an on-site checklist with signature.

Marketing

Segments of your leads and clients, and email journeys that hand warm contacts to Sales.

Insights & Assist

Live dashboards and reports, plus an assistant that answers from your data and drafts replies and articles.

Built for your sector on day one.

Real estate

Take maintenance requests from tenants through your portal, track fit-out and facility projects, and keep service contracts renewing on time.

Included out of the box
Tenant requests through the customer portal
SLA timers on every maintenance ticket
Fit-out projects with costs and payments
AMC contracts with renewal reminders

One data platform underneath it all.

Tickets, clients, projects and the calendar share the same data, so support sees the contract, sales sees the open ticket and nobody re-types a client's details.

SLA & escalation

First-response and resolution targets per priority, with escalation from engineer to lead.

Automation

Rules that set priority, tags and assignees the moment a ticket or lead arrives.

Role-based access

Each person sees the areas their role needs: support, BD, delivery or admin.

Open API

Export clients, projects, products and tenders to your ERP with scoped API keys.

API reference

Simple plans, per user.

Essentials

$2
per user / month

One app of your choice, with the customer portal and shared client records.

Choose Essentials

Professional

Most teams
$4
per user / month

Every app — Sales, Service, Marketing, Field Service, Projects and Insights — with automation, live chat and Ask AI.

Choose Professional

Enterprise

Let's talk
Volume pricing

Staff-led onboarding with a signed service agreement and SLA, ERP sync and a named support contact.

Contact sales

See Canopy with your own data.

Already a customer and need help? Submit a support request