Integración con Canopy

Descripción general

Connect your Canopy practice management suite with Salescaling to manage your accounting firm's clients and sales.

Cómo funciona

• When a new contact is created in Canopy, a new contact is automatically created in Salescaling.
• Keep your client, task, and sales data synchronized.
• Streamline your practice and help more clients with a powerful, integrated solution.