Ease of use. We tried 3 providers and Canopy Connect is by far the best. The set up and training are simple and you are ready to use in minutes. The tracking is effective along with the amount of data. Our producers rave about the time it saves and it helps us provide accurate reviews and comparative quotes for our prospects. Another cool feature is the x dating of lost opportunities report.
Its been great to have all data of clients on your desk with simplest form,
Its has very good features to maintain data, I have merged my data with app with ease.
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