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Canopy vs. HubSpot CRM

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Canopy

22 Reviews and Ratings

HubSpot CRM

5,030 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Canopy

    Score8.7 out of 10
    		N/ACanopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.N/A

    HubSpot CRM

    Score8.3 out of 10
    		N/AHubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…

    $0

    Per Month [Unlimited Users]

    Pricing
    CanopyHubSpot CRM
    Editions & Modules
    No answers on this topic
    Free Forever
    $0
    Per Month [Unlimited Users]
    CRM Bundle
    $50
    per month
    Offerings
    Pricing Offerings
    CanopyHubSpot CRM
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    CanopyHubSpot CRM
    Type of tax
    Comparison of Type of tax features of Canopy and HubSpot CRM
    Feature
    Canopy
    9.8
    3 Ratings
    HubSpot CRM
    -
    Ratings
    Sales and Use Taxes10.03 Ratings00 Ratings
    Cross-border Taxes9.02 Ratings00 Ratings
    VAT / GST Taxes10.02 Ratings00 Ratings
    Energy and Fuel Taxes10.03 Ratings00 Ratings
    Tax Reporting & Compliance
    Comparison of Tax Reporting & Compliance features of Canopy and HubSpot CRM
    Feature
    Canopy
    8.1
    8 Ratings
    HubSpot CRM
    -
    Ratings
    Geolocation for Tax Assessment9.02 Ratings00 Ratings
    3rd-Party Software Integrations2.06 Ratings00 Ratings
    Tax Data Reporting9.63 Ratings00 Ratings
    Compliance Administration Management9.26 Ratings00 Ratings
    Tax Exemption Processing10.03 Ratings00 Ratings
    Tax Document Management8.07 Ratings00 Ratings
    Complex Tax Scenario Management9.35 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    7.5
    1588 Ratings
    Customer data management / contact management00 Ratings8.71530 Ratings
    Workflow management00 Ratings6.51501 Ratings
    Territory management00 Ratings4.9184 Ratings
    Opportunity management00 Ratings7.51434 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.71545 Ratings
    Contract management00 Ratings7.9185 Ratings
    Quote & order management00 Ratings7.51048 Ratings
    Interaction tracking00 Ratings8.61489 Ratings
    Channel / partner relationship management00 Ratings8.2186 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    7.8
    1059 Ratings
    Case management00 Ratings8.6985 Ratings
    Call center management00 Ratings6.1854 Ratings
    Help desk management00 Ratings8.8907 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    7.3
    1398 Ratings
    Lead management00 Ratings7.81319 Ratings
    Email marketing00 Ratings6.81330 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    8.0
    1449 Ratings
    Task management00 Ratings9.21391 Ratings
    Billing and invoicing management00 Ratings7.5722 Ratings
    Reporting00 Ratings7.11282 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    7.0
    1418 Ratings
    Forecasting00 Ratings7.01118 Ratings
    Pipeline visualization00 Ratings7.01347 Ratings
    Customizable reports00 Ratings7.11307 Ratings
    Customization
    Comparison of Customization features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    6.7
    1354 Ratings
    Custom fields00 Ratings7.81327 Ratings
    Custom objects00 Ratings5.11153 Ratings
    Scripting environment00 Ratings6.3132 Ratings
    API for custom integration00 Ratings7.6943 Ratings
    Security
    Comparison of Security features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    7.9
    1311 Ratings
    Single sign-on capability00 Ratings8.01172 Ratings
    Role-based user permissions00 Ratings7.81248 Ratings
    Social CRM
    Comparison of Social CRM features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    5.6
    896 Ratings
    Social data00 Ratings5.5878 Ratings
    Social engagement00 Ratings5.7868 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    8.0
    1004 Ratings
    Marketing automation00 Ratings6.7997 Ratings
    Compensation management00 Ratings9.4655 Ratings
    Platform
    Comparison of Platform features of Canopy and HubSpot CRM
    Feature
    Canopy
    -
    Ratings
    HubSpot CRM
    8.2
    1191 Ratings
    Mobile access00 Ratings8.21191 Ratings
    User Ratings
    CanopyHubSpot CRM
    Likelihood to Recommend
    8.0
    (12 ratings)
    7.5
    (1632 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.3
    (29 ratings)
    Usability
    -
    (0 ratings)
    7.0
    (1480 ratings)
    Support Rating
    1.0
    (1 ratings)
    7.1
    (23 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.1
    (8 ratings)