Best Sales Software for Canopy

Klaviyo empowers businesses to create smarter digital relationships by transforming customer data into meaningful, impactful experiences. From email and SMS to web interactions and reviews, Klaviyo makes it easy for B2C brands to engage customers at every touchpoint. Trusted by over 157,000 businesses, Klaviyo helps drive faster, more efficient revenue growth. Klaviyo’s 350+ integrations making getting started easy for marketers. Some key features of the platform include predictive analytics, AI automation, optimized templates, A/B testing, and intuitive segmentation and email flows to ensure marketers are reaching their audience with the right message at the right time. The solution also supports integration with payment processing and point of sale (POS) software solutions, such as Magento, Shopify, and WooCommerce.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

Drift is a conversational AI platform designed to help businesses engage website visitors, qualify leads, and accelerate the sales process through real-time messaging. The platform uses AI chat agents to interact with visitors, answer questions, and guide prospects through personalized buying journeys. Drift enables marketing teams to capture high-intent leads by identifying visitors and gathering relevant company data such as location, account history, and engagement signals. Instead of requiring users to fill out forms, Drift allows prospects to instantly chat with AI or connect with a sales representative. These conversations help businesses respond faster to buyer interest and shorten the time it takes to move prospects through the sales funnel. Drift also routes qualified leads directly into sales workflows, allowing teams to follow up with context and personalized communication. Built-in reporting tools provide insights into conversation performance, engagement metrics, and revenue attribution. These analytics help organizations refine their conversational marketing strategies and improve conversion rates. Drift integrates with CRM systems and sales platforms to ensure conversations are aligned with existing revenue processes. By combining AI-driven conversations with real-time buyer insights, Drift helps businesses create more engaging customer experiences and generate stronger sales pipelines.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Mixpanel's mission is to increase innovation. Mixpanel is not only a company but also a service provider for businesses. Companies can use our engagement and analytics product to analyze how users interact, convert, retain, and engage with them in real-time on web, mobile, or smart devices. They can then use this data to improve their products and business. Mixpanel serves more than 26,000 companies in different industries worldwide, including Samsung, Twitter and BMW. Mixpanel is headquartered in San Francisco and has offices in New York City, Seattle, Austin. London, Paris, Barcelona, Paris, London, and Singapore.

Gain a deeper insight into your website's user experience without being overwhelmed by data. While traditional web analytics tools focus on traffic metrics, they fail to capture the true actions of your users—this is where Hotjar comes into play. Monitor key indicators like Customer Satisfaction (CSAT), Net Promoter Score (NPS®), and the Voice of Customer (VOC) to gain a clearer understanding of user sentiment. Remove the uncertainty by utilizing Session Recordings to observe how individuals interact with your platform, allowing you to empathize with their challenges. By analyzing user behavior and posing the right questions at crucial moments, you can enhance engagement. Hotjar seamlessly integrates with most popular platforms, making it easy to visualize user actions. This visual representation of clicks, taps, and scrolling provides invaluable insights into user motivations and preferences. Furthermore, by viewing recordings of actual visitor interactions, you can accurately identify areas for improvement and better cater to your audience's needs. Ultimately, Hotjar empowers you to create a more user-centered experience.

Adobe Marketo Engage is a comprehensive marketing automation solution designed to help organizations attract, engage, and convert the right buyers at scale. Powered by AI, it centralizes campaign planning and execution across multiple channels, including email, web, events, and digital advertising. The platform builds dynamic customer profiles through automated data capture, enrichment, and native CRM synchronization to ensure sales and marketing teams operate from the same source of truth. Marketers can design sophisticated nurture programs and multi-step campaigns that guide prospects through the full customer lifecycle. Built-in generative AI enhances productivity by assisting with content creation for emails, landing pages, chat interactions, and webinar follow-ups. Advanced analytics and attribution tools provide granular insight into campaign performance and revenue contribution. Additional integrations with Adobe Experience Manager and Adobe Express streamline asset management and creative production. Features like live webinar dashboards and CRM sync monitoring improve operational visibility. Marketo Engage supports account-based marketing strategies and cross-channel personalization to accelerate deal velocity. With enterprise-grade security and compliance capabilities, it is built to support organizations of all sizes in driving measurable marketing impact.

Heap serves as an all-encompassing digital analytics platform that equips companies with a thorough comprehension of their customers' experiences. By seamlessly tracking every user interaction on both web and mobile interfaces, Heap delivers practical insights aimed at enhancing conversion rates, customer retention, and overall user satisfaction. Utilizing sophisticated data science techniques, the platform pinpoints areas of friction and potential growth, empowering businesses to swiftly make informed, data-driven choices. Featuring robust functionalities such as session replays, heatmaps, and AI-enhanced insights, Heap allows organizations to analyze and refine user behavior throughout each interaction. This holistic approach ensures that businesses can continuously adapt and evolve their strategies to meet customer needs effectively.

Justuno, an AI-powered visitor conversion platform, is trusted by Shopify retailers of every size. It uses billions of data points to provide intelligent lead capture, personalized messaging and actionable insights that convert clicks into sales. You can upsell or cross-sell, exit offers, abandoned cart recovery, messaging banners and many other features. Advanced Pop-Ups and On-Site Messaging This is the simplest and most efficient way to grow your email list, generate sales opportunities and increase AOV. You can easily share important information with your customers and offer unique deals when they reach a certain level of behavior or cart. Conversion Optimization Maximize your marketing ROI and capitalize on existing traffic by presenting the most relevant messages to each user. Commerce AI: Upselling and Cross-Selling When a visitor adds a similar item to their cart, create targeted upsell or cross-sell notifications.

Create products that yield significant results. Amplitude serves as a product intelligence platform designed to assist teams in converting, engaging, and retaining their customer base. Digital product teams rely on Amplitude to gain insights into user behavior, enhance user experiences, and improve customer retention rates. Achieve a comprehensive understanding of how customers interact with your digital offerings. Equip teams to expedite their shipping processes, assess impact, and map out user journeys effectively. Tailor product experiences to boost engagement, conversions, and customer loyalty. With product intelligence, teams access the necessary data and insights to craft exceptional product experiences efficiently and at scale. Leverage self-service analytics to uncover what occurs, the reasons behind it, and strategies for product enhancement. Synchronize decision-making and seamlessly incorporate Amplitude into your existing workflows and technology infrastructure to enact swift changes and improvements. Ultimately, this approach ensures that your product evolves in alignment with customer needs and market demands.

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

Mirakl is an enterprise-grade commerce platform designed to help organizations build and scale online marketplaces and dropship ecosystems. It provides modular solutions that allow retailers and B2B companies to rapidly expand product assortment without carrying additional inventory. By connecting businesses to a vast network of sellers and suppliers, Mirakl enables scalable growth while maintaining operational control. The platform includes tools for catalog integration, payout management, retail media monetization, and unified inventory visibility. Mirakl Ads enhances revenue generation through AI-powered advertising capabilities that optimize onsite and marketplace media performance. With Mirakl Connect, brands and sellers can efficiently onboard, distribute catalogs, and access new sales channels from a centralized hub. Mirakl Nexus serves as a neutral infrastructure layer that connects commerce ecosystems to emerging AI agents and shopping platforms. It enables autonomous product discovery, transactions, and post-purchase workflows in the era of agentic commerce. The technology is built for reliability and scale, handling hundreds of millions of SKUs and API calls daily. As commerce shifts toward AI-driven decision-making, Mirakl delivers the data-rich marketplace foundation required for visibility, scalability, and long-term competitive advantage.

Blueshift empowers brands to engage customers on a 1:1 level by turning data and intelligence into effortless, actionable insights across every channel. Our all-in-one platform combines a customer data platform, AI-based decision-making, and a cross-channel marketing hub giving brands everything they need to seamlessly deliver personalized, real-time experiences throughout the entire customer journey. With an integrated customer data platform and cross-channel marketing hub, Blueshift equips brands with everything needed to deliver seamless, real-time 1:1 experiences throughout the entire customer journey.

Enhance user interaction, boost conversions, and increase total revenue through Dynamic Yield, an automated platform focused on conversion optimization. This innovative tool empowers users to personalize experiences, evaluate recommendations, track behavioral messaging, and conduct various tests. Additionally, Dynamic Yield helps users convert audience insights into practical user segments. Furthermore, it elevates marketing return on investment by facilitating targeted and contextualized campaigns. With its comprehensive features, users can effectively tailor their strategies to meet specific audience needs.

Fullstory is a platform for behavioral data that reveals the hidden story behind consumer behavior. Fullstory allows product, engineering and data teams to connect sentiments signals with other data sources in order to design the next best actions. Fullstory provides deeper and more immediate actionable insights than conventional web and product analyses that can only surface what is happening but not why. It is the only behavioral data platforms that provide the context needed to create in-the moment experiences that drive revenue. Fullstory's behavioral analytics is ready for AI. It uses first-party data that has been automatically captured, indexed and semantically structured. No longer do enterprises waste hours and resources on data analysis.

Syndigo's Content Experience Hub stands as the premier single-source platform for overseeing and distributing comprehensive and precise product information. This innovative CXH system enables manufacturers, suppliers, distributors, and retailers to effortlessly generate, collect, audit, manage, distribute, receive, and analyze digital product content tailored to their supply chain, logistics, in-store, and eCommerce requirements, all within a unified framework. Our clients gain access to the world's most extensive database of digital product information, significantly streamlining their operations. Furthermore, with the largest retailer network, brands can minimize the number of vendors necessary for disseminating their product content. The platform offers thousands of essential and optional product attributes and the flexibility to customize these attributes, allowing for effective product differentiation throughout the retail landscape. In essence, the Content Experience Hub serves as a comprehensive SaaS-based solution for all your content management needs, ensuring efficiency and accuracy. With this powerful tool, businesses can enhance their market presence and optimize their product information flow across various channels.

Braze serves as a dynamic customer engagement platform that enhances messaging experiences via various channels like push notifications, email, and apps. Designed for the mobile-first landscape of today and the anticipated future of ambient computing, Braze distinguishes itself through its capability for real-time and continuous data streaming, effectively replacing outdated database systems that fall short in meeting the demands of today’s always-connected consumers. By fostering collaboration among data, technology, and teams, the Braze platform elevates marketing to a more genuine level, makes brands feel more relatable, and enhances customer satisfaction with each interaction. With a workforce of hundreds and venture backing, Braze operates offices in major cities including New York City, San Francisco, London, and Singapore. The company has garnered significant recognition, being ranked #85 on Forbes Cloud 100, #225 on Inc.'s 500 Fastest Growing Private Companies, #21 on the Deloitte Technology Fast 500 List, and has been acknowledged by The New York Times as part of the next generation of 'unicorn' startups, showcasing its rapid growth and innovation in the industry. This impressive recognition underscores Braze's commitment to redefining customer engagement in the digital age.

Threekit is a visual customer service solution that allows brands to create, manage, and scale beautiful photorealistic images as well as 3D product visuals from a single design file. Threekit allows you to create a visual once and use it anywhere. You can also build your product portfolio with Threekit. Threekit was founded by Ben Houston, a veteran of Hollywood Visual FX software, and a team made up of 3D pioneers. It combines innovation, expertise and experience to deliver high quality solutions that increase online customer engagement and conversions.

Develop a steady stream of recurring revenue while fostering customer loyalty through a tailored subscription program specifically designed for your business's needs. Bold Subscriptions is compatible with various e-commerce platforms, ensuring versatility for your operations. If your preferred platform is not listed, utilizing Bold Checkout is necessary for all platforms beyond Shopify, which enhances your customization options. You can craft a personalized solution using our powerful APIs, which allow for seamless connection and transaction data processing according to your specifications. These APIs are designed to be swift, dependable, and robust, enabling you to swiftly adjust in an ever-evolving commerce environment. Leverage our comprehensive pricing rules via APIs to implement pricing strategies and promotions across any channel. Additionally, you can establish sophisticated promotions using intelligent rules and customizable stacking options. By centralizing your pricing regulations, you can effectively deploy dynamic pricing strategies across all channels, ensuring a cohesive customer experience at every interaction point. This approach not only enhances your revenue potential but also strengthens relationships with your customers.

With our mobile clienteling solution, retail associates can engage with customers while they are in-store, seamlessly transition to online sales, and earn additional commissions. This results in a more tailored shopping experience for customers, while retailers benefit from improved online conversion rates, higher average order values, and reduced return rates. Salesfloor stands out as an award-winning platform that integrates clienteling, virtual selling, and mobile point-of-sale capabilities. Retail associates leverage Salesfloor to provide personalized and convenient interactions for customers through various channels, including live chat, video calls, emails, and SMS. Customers can reach out to a nearby store associate in real-time using these methods, as well as through appointment requests for virtual or in-person consultations. Associates can facilitate sales across multiple platforms, ensuring that each sale is properly credited to the corresponding associate or store. By empowering associates to cater to customers in a personalized manner across all channels, retailers can cultivate deeper and more meaningful customer relationships that enhance loyalty and satisfaction. This innovative approach not only boosts sales but also enriches the overall customer experience.