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User review of Canopy

Versatile CRM software

- by Asa

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
4out of 7
Acceptable
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
3out of 5
ok
CUSTOMER SUPPORT
3out of 5
ok

PROS & CONS

What are the best aspects of this product?

This application has everything I need! I can do loads of stuff within the app, such as scheduling, tasking, accessing transcripts, managing client accounts, and sorting client information.

What aspects are problematic or could work better?

Uploading new information can be a little slow.

What specific problems in your company were solved by this product?

This app is especially helpful when it comes to the management of client's accounts and our team's regular workflows.

Are you a current user of this product?

No

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Accounting

USAGE & IMPLEMENTATION

FEATURE DETAILS

No information provided by the reviewer.