Canopy
10355 S Jordan Gateway, Suite 500,
South Jordan, 84095, UT,
United States
South Jordan, 84095, UT,
United States
1 855-616-7305
Professional Services
Canopy Technographics
Canopy Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Canopy and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 270 Canopy employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Canopy has purchased the following applications: Canopy for Professional Services Automation in 2021, Hubspot Live Chat for Chatbots and Conversational AI in 2020, Google Workspace (Formerly Google G-Suite) for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Canopy is running and its propensity to invest more and deepen its relationship with Canopy , HubSpot , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Canopy revenues, which have grown to $55.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Canopy intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Canopy Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Canopy | Legacy | Canopy | Professional Services Automation | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021 Canopy deployed Canopy as its Professional Services Automation to centralize project delivery and client engagement workflows. The deployment is surfaced on the company website to provide client-facing access and intake for service requests and client portals, aligning the application with professional services operations and finance functions.
Canopy was configured to cover core Professional Services Automation capabilities typical for the category, including project management, time and expense capture, resource scheduling, billing and invoicing, and client-facing portal functionality. The implementation emphasizes workflow orchestration and standardized time capture to support billing accuracy and project governance.
The deployment is operated across Canopy's professional services, finance, and client success teams within the United States, with the website surface providing the primary external interface for clients. Governance focused on centralized project intake, standardized approval paths for time and expenses, and role-based access for internal delivery and finance personnel.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Canopy implemented HubSpot Live Chat on its public website. The deployment established HubSpot Live Chat as the primary conversational touchpoint under the Chatbots and Conversational AI category and positioned live chat to capture inbound interest from prospective clients.
The implementation centered on embedding the HubSpot Live Chat web widget, configuring chatflows and automated response sequences, and enabling contact capture and chat transcript logging for downstream follow up. Functional capabilities implemented included real time chat handling, automated routing rules to internal teams, and scripted prompts to qualify leads and triage support inquiries.
Operational coverage focused on Marketing, Sales, and Customer Success teams, with message templates and escalation policies governed by marketing operations. The configuration emphasized persistent transcript retention and workflow handoffs to allow sales and support to convert or resolve inbound conversations while maintaining a single conversational record within the HubSpot Live Chat environment.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Canopy implemented Google Workspace (Formerly Google G-Suite) as its enterprise Collaboration platform for the company. Canopy is a United States based professional services firm with roughly 270 employees, and the organization’s public site references use of Google Workspace (Formerly Google G-Suite) for core collaboration services.
The deployment emphasized standard Google Workspace modules and capabilities, including Gmail for corporate email, Google Drive and Shared drives for centralized document storage, Docs, Sheets and Slides for collaborative authoring, Calendar for meeting scheduling, and Meet for virtual conferencing. Administrative tooling in the Google Workspace admin console was used to provision and manage accounts, enforce mobile and device policies, and configure data retention and access controls consistent with Collaboration platform practices.
Operational coverage was company wide, supporting client engagement, internal project work, and shared knowledge across professional services teams. The configuration supported role based group management and shared folder structures to align with team boundaries, while leveraging Workspace native collaboration workflows such as real time coauthoring, commenting, and version history for document lifecycle management.
Governance and operational controls were implemented through Google Workspace administration, including domain and user provisioning, group based access controls, audit logging, and policy-driven email and file protections. This implementation positioned Google Workspace (Formerly Google G-Suite) as the primary Collaboration system for Canopy, underpinning email, document collaboration, and meeting workflows across the business.
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Collaboration | Collaboration |
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2016 | 2016 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Canopy
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Canopy Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Canopy Technographics
Canopy is a Professional Services organization based in United States,
with around 270 employees and annual revenues of $55.0 million.
Canopy operates a diverse technology stack with applications such as
Canopy, Hubspot Live Chat and Google Workspace (Formerly Google G-Suite),
covering areas like Professional Services Automation, Chatbots and Conversational AI and Collaboration.
Canopy has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Canopy, HubSpot and Google.
Canopy recently adopted applications including
Canopy in 2021, HubSpot CMS in 2021 and Zoominfo Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Canopy’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Canopy’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Canopy technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.