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How Canopy works

A calmer way to run the everyday.

Start with your people. Add the programs and activities that make your organization unique. Keep everything connected as you grow.

Step 01

Bring your people together

Import an existing CSV contact list or add people as you go. Give each person one connected record with tags, notes, and custom details.

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Step 02

Shape your workspace

Turn organization modules on or off, define contact fields, add your organization details, and invite colleagues with appropriate roles.

Step 03

Organize the work

Build membership plans, publish programs, track contributions, create campaigns, and coordinate volunteer opportunities.

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Step 04

Stay in touch

Select the right audience for an announcement, preview recipients, test your message, and monitor delivery.

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Step 05

See what needs attention

Follow participation, giving, renewals, and volunteer time from a shared dashboard and period-based reports.

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Designed around real workflows

The tools adapt to the shape of your work.

Community centers may rely on program attendance and volunteers. An association might start with memberships and email. An arts organization may need both.

Canopy's major modules can be enabled or hidden per organization, subject to available access. Your team gets a more focused workspace while keeping data connected.

Payment processing and automated billing are not yet part of Canopy. We want to be clear about what's ready today.

A more connected way forward

Give your team room to do more good.

Tell us what you're managing today. We'll explore whether Canopy is the right fit for your organization.

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