Dashboard
This provides valuable information regarding the status of; invoices, customers, important dates from calendar and statistics of sales. Get a complete overview of all the key elements in the company and at the same time you have the opportunity to customize the data that is important for you.
Storage & security
Our services are operated in the data center at TIER 3 + and its physical security ensures uninterrupted service and monitoring, CCTV, redundancy (increasing reliability) at all levels including hardware. All data are stored safely in our cloud service.
Flexibility
This cloud based system makes it easy and flexible to access your vital data from any computer or tablet, no matter where you are in the world. Say goodbye to local installation and the need to bring your own hardware with you.
Automated processes
Our system takes CRM to the next level with new automated features such as invoicing, reminding customers of their unpaid invoices, upcoming meetings and important dates. It will only notify you if something needs your attention, which allows you to focus on developing your business.
Products
Add your products to the product list, including both purchasing price and selling price. There is even room for EAN code and picture if you would want that. Integrated with the invoice system so that the product specifications will automatically pop up when you start adding it to the invoice.
Go green
Canopy office aim to minimize the amount of papers on your desk. Everything can be done electronically, if you wish. Invoices, offers and reminders are sent automatically on e-mail, which reduces the shipping cost and saves the environment. Easy and convenient for everyone.