From a marketing and demand gen standpoint, Canopy has been a surprisingly great asset. It's one thing for us to tell potential clients that we're modern and efficient, but Canopy lets us actually demonstrate it during the sales process. When I'm doing a walkthrough for a prospective customer, showing them how our team collaborates in the client portal and how quickly we can get documents signed with eSignatures is a major trust-builder. The ability to have a single, central system for client management, documents, and billing makes our operations look incredibly professional and organized, which directly helps convert free trial users into paying customers. Review collected by and hosted on G2.com.

The biggest challenge for us has been getting the most out of the AI features, specifically Canopy Coworker. The promise is that it makes work simpler and faster, but in practice, it can be a bit inconsistent. Sometimes the drafted emails or document summaries need so much editing that it's almost easier to start from scratch. It feels like the AI is still learning the specific nuances of how we communicate and the specifics of the marketing industry. Review collected by and hosted on G2.com.