What users are saying about
16 Ratings
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Top Rated
2598 Ratings
16 Ratings
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Score 9.5 out of 100

HubSpot CRM

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Top Rated
2598 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.4 out of 100

Feature Set Ratings

    Type of tax

    9.8

    Canopy

    98%

    HubSpot CRM

    Feature Set Not Supported
    N/A
    Canopy ranks higher in 4/4 features

    Sales and Use Taxes

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Cross-border Taxes

    9.0
    90%
    2 Ratings
    N/A
    0 Ratings

    VAT / GST Taxes

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Energy and Fuel Taxes

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Tax Reporting & Compliance

    9.4

    Canopy

    94%

    HubSpot CRM

    Feature Set Not Supported
    N/A
    Canopy ranks higher in 7/7 features

    Geolocation for Tax Assessment

    9.0
    90%
    2 Ratings
    N/A
    0 Ratings

    3rd-Party Software Integrations

    9.3
    93%
    5 Ratings
    N/A
    0 Ratings

    Tax Data Reporting

    9.5
    95%
    3 Ratings
    N/A
    0 Ratings

    Compliance Administration Management

    9.3
    93%
    6 Ratings
    N/A
    0 Ratings

    Tax Exemption Processing

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Tax Document Management

    9.7
    97%
    6 Ratings
    N/A
    0 Ratings

    Complex Tax Scenario Management

    9.3
    93%
    5 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    Canopy

    Feature Set Not Supported
    N/A
    8.2

    HubSpot CRM

    82%
    HubSpot CRM ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    9.0
    90%
    818 Ratings

    Workflow management

    N/A
    0 Ratings
    8.5
    85%
    793 Ratings

    Territory management

    N/A
    0 Ratings
    7.4
    74%
    184 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.4
    84%
    763 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    8.6
    86%
    811 Ratings

    Contract management

    N/A
    0 Ratings
    7.9
    79%
    185 Ratings

    Quote & order management

    N/A
    0 Ratings
    8.1
    81%
    522 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.7
    87%
    788 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.4
    74%
    186 Ratings

    Customer Service & Support

    Canopy

    Feature Set Not Supported
    N/A
    7.8

    HubSpot CRM

    78%
    HubSpot CRM ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    8.1
    81%
    503 Ratings

    Call center management

    N/A
    0 Ratings
    7.7
    77%
    441 Ratings

    Help desk management

    N/A
    0 Ratings
    7.7
    77%
    466 Ratings

    Marketing Automation

    Canopy

    Feature Set Not Supported
    N/A
    8.8

    HubSpot CRM

    88%
    HubSpot CRM ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.7
    87%
    705 Ratings

    Email marketing

    N/A
    0 Ratings
    8.8
    88%
    701 Ratings

    CRM Project Management

    Canopy

    Feature Set Not Supported
    N/A
    7.9

    HubSpot CRM

    79%
    HubSpot CRM ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    8.4
    84%
    732 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    7.2
    72%
    356 Ratings

    Reporting

    N/A
    0 Ratings
    8.2
    82%
    685 Ratings

    CRM Reporting & Analytics

    Canopy

    Feature Set Not Supported
    N/A
    8.2

    HubSpot CRM

    82%
    HubSpot CRM ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    7.7
    77%
    584 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.4
    84%
    708 Ratings

    Customizable reports

    N/A
    0 Ratings
    8.3
    83%
    692 Ratings

    Customization

    Canopy

    Feature Set Not Supported
    N/A
    7.9

    HubSpot CRM

    79%
    HubSpot CRM ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.6
    86%
    716 Ratings

    Custom objects

    N/A
    0 Ratings
    8.5
    85%
    607 Ratings

    Scripting environment

    N/A
    0 Ratings
    6.3
    63%
    133 Ratings

    API for custom integration

    N/A
    0 Ratings
    8.3
    83%
    488 Ratings

    Security

    Canopy

    Feature Set Not Supported
    N/A
    8.7

    HubSpot CRM

    87%
    HubSpot CRM ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.7
    87%
    607 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.7
    87%
    652 Ratings

    Social CRM

    Canopy

    Feature Set Not Supported
    N/A
    8.0

    HubSpot CRM

    80%
    HubSpot CRM ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    7.9
    79%
    478 Ratings

    Social engagement

    N/A
    0 Ratings
    8.1
    81%
    474 Ratings

    Integrations with 3rd-party Software

    Canopy

    Feature Set Not Supported
    N/A
    8.2

    HubSpot CRM

    82%
    HubSpot CRM ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    8.6
    86%
    529 Ratings

    Compensation management

    N/A
    0 Ratings
    7.9
    79%
    329 Ratings

    Platform

    Canopy

    Feature Set Not Supported
    N/A
    7.6

    HubSpot CRM

    76%
    HubSpot CRM ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    7.6
    76%
    616 Ratings

    Attribute Ratings

    • Canopy is rated higher in 1 area: Likelihood to Recommend
    • HubSpot CRM is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    9.5

    Canopy

    95%
    11 Ratings
    8.7

    HubSpot CRM

    87%
    863 Ratings

    Likelihood to Renew

    Canopy

    N/A
    0 Ratings
    8.8

    HubSpot CRM

    88%
    10 Ratings

    Usability

    Canopy

    N/A
    0 Ratings
    8.8

    HubSpot CRM

    88%
    765 Ratings

    Support Rating

    1.0

    Canopy

    10%
    2 Ratings
    8.3

    HubSpot CRM

    83%
    21 Ratings

    Implementation Rating

    Canopy

    N/A
    0 Ratings
    9.1

    HubSpot CRM

    91%
    10 Ratings

    Likelihood to Recommend

    Canopy, Inc.

    If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
    Read full review

    HubSpot

    It's definitely easier to use than Salesforce. It's especially great for us in the SMB market. In my opinion, it would be nice if we were able to call out to international prospects and text them as well. The SalesMessage plugin doesn't allow for that.
    Read full review

    Pros

    Canopy, Inc.

    • As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
    • I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
    • Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
    Read full review

    HubSpot

    • The sales funnel is one of my favorites in the entire industry.
    • Their task managing system truly helps Account Executives be on top of every lead and opportunity without dropping the ball.
    • The data tracking for KPI truly helps our team set goals and improve weekly.
    • The e-mail sequences are top tier as well.
    Read full review

    Cons

    Canopy, Inc.

    • Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
    • Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
    • Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
    Read full review

    HubSpot

    • Price Point: Pricey Expense for Company.
    • A lot of new features are being rolled out, but intuitive additions always take 1-3 years to add on. I Recently added rescheduling/cancel to Meetings, but contacts are unable to optionally provide why they canceled/rescheduled.
    Read full review

    Pricing Details

    Canopy

    Starting Price

    Editions & Modules

    Canopy editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      HubSpot CRM

      Starting Price

      $0 Per Month [Unlimited Users]

      Editions & Modules

      HubSpot CRM editions and modules pricing
      EditionModules
      Free Forever$01
      CRM Bundle$502

      Footnotes

      1. Per Month [Unlimited Users]
      2. per month

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Pricing Info

      Likelihood to Renew

      Canopy, Inc.

      No answers on this topic

      HubSpot

      Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.
      Read full review

      Usability

      Canopy, Inc.

      No answers on this topic

      HubSpot

      HubSpot functions great and has never had any issues. Support is great and is always ready to help solve any problems or questions you have. We love to create workflows for processes and manage new leads, which makes our life so much easier!
      Read full review

      Support Rating

      Canopy, Inc.

      We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
      Read full review

      HubSpot

      Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
      Read full review

      Implementation Rating

      Canopy, Inc.

      No answers on this topic

      HubSpot

      If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
      Read full review

      Alternatives Considered

      Canopy, Inc.

      Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
      Read full review

      HubSpot

      I have to admit that I prefer Salesloft, but I do think HS can be better. SL is very simple and gives me everything I need. However, in the future, I would definitely lean toward HS as it has more capabilities. I just need the integration and onboarding to be more seamless before I commit long-term.
      Read full review

      Return on Investment

      Canopy, Inc.

      • We have eliminated our admin position as our tasks are more streamlined.
      • We can support a year-round client demand breaking the season-to-season cash cycle.
      • We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution.
      Read full review

      HubSpot

      • HubSpot has allowed us to Sunset our internal CRM which was running at a great time and opportunity cost for our dev team.
      • HubSpot brought our two distinct sales teams together onto common performance & activity metrics.
      • HubSpot reports have replaced our former self-written shareholder sales reports, now being sent.
      Read full review

      Screenshots

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