Your pipeline and your phones, finally on the same screen
Canopy syncs Autotask opportunities into a drag-and-drop pipeline, and pulls call data from 3CX so you can see activity and outcomes side by side, per rep.
Drag-and-drop pipeline board
A visual pipeline synced two-ways with your Autotask opportunities — drag a deal between stages and the change writes straight back to Autotask.
Daily call volume per rep
Call data pulled from 3CX gives you each rep's daily activity, with answered and unanswered breakdowns sitting right next to their open deals.
Deal age and revenue tracking
See how long deals have been sitting, split monthly recurring from one-time revenue, and track everything new this month at a glance.
Per-rep detail pages
Drill into any rep for one-to-ones that take five minutes to prep, not an hour — their pipeline, their calls and their outcomes in one place.
Activity and outcomes side by side
Stop switching tabs to connect effort to results. Calls, stage changes and deal outcomes line up per rep so the full picture is always on one screen.
One source of truth with Autotask
Opportunities flow in from Autotask and changes flow back out, so your pipeline board and your PSA never drift out of sync.