Case studies/Canopy
SaaS
Turning Autotask data into answers
Canopy is a SaaS platform for managed service providers. It turns Autotask data into clearer answers across service delivery, projects, feedback and sales, processing hundreds of thousands of records every day in real time.
100,000s
of records managed every day, in real time
Outreach
Work your Apollo list: call, qualify, log the outcome.
Lead details
ApolloSam Whitfield
Operations Director
Meridian Group
Primary · Sam Whitfield
+44 7700 900142
Dials via your 3CX softphone · call auto-logs to this lead
Contacts
Sam Whitfield primary
+44 7700 900142 MOBILE
+44 1632 960587 HQ
Lead profile
Phone systems6 of 9 captured
Best contact
✓Decision maker
Qualified
✓Lead is qualified
Discovery
Current phone system
Contract renews
No. of employees
Heard of us?
Interested?
Next contact
set via Next action
Call script
Phone systems · cold callGatekeeper
Can I speak to Sam Whitfield, please?
Discovery
What phone system are you running at the moment?
Pitch
We help firms like yours cut line costs and move to one hosted system. Worth a quick review?
Notes
Activity
Inbound call from 07700 900142 · 4s
6 Jul, 15:23
Inbound call from 07700 900142 · 3s
6 Jul, 14:10
Inbound call from 07700 900142 · 3s
5 Jul, 15:34
Inbound call from 07700 900142 · 4s
5 Jul, 11:41
Decision-maker identified
Alex · 3 Jul, 10:57
Inbound call from 07700 900142 · 3s
3 Jul, 08:56
Next action
Call back later
Sets a reminder date
Meeting booked
Books the meeting
Voicemail left
Logs the outcome
Blocked by gatekeeper
Logs the outcome
Wrong number
Logs the outcome
Not interested
Logs the outcome
Technician performance
Last 30 days · live · 2,074 tickets · 2,189 time entries · synced just now
65
Health score
90%
Same-day response
1h 13m
Avg response time
0.0%
Escalation rate
3.6
Closed / day
5 of 7
Techs on target
Team capacity
Possible excess capacityAI summary: The desk is running under capacity for the fourth week. Response times are the constraint, not workload. Two technicians carry most of the same-day misses.
The client
Canopy is a subscription platform that MSPs sign up to. It connects to the tools an MSP already runs on, with Autotask PSA at the centre, and gives owners, service managers and technicians a live view of how the business is really performing.
The challenge
An MSP's most valuable data sits inside its PSA, but getting answers out means exports, spreadsheets and end-of-month reports that are stale on arrival. Service performance, customer feedback and sales activity each lived in a different silo.
The engineering challenge was scale: hundreds of thousands of records flowing through every day, for users who expect the screen to update the moment something changes, not when they refresh.
The solution
One platform, designed around the operation.
We built Canopy as a multi-tenant SaaS platform with Autotask PSA at its core and real-time data flow throughout. Dashboards update as tickets, calls and feedback arrive. There is no refresh button anywhere in the product.
Around that core sit the integrations an MSP actually uses: 3CX for calls, Apollo for leads, Microsoft Teams and Slack for alerts, and Microsoft sign-in for access. Automated emails, feedback requests and surveys run on their own, and AI summaries turn raw activity into management reports leadership can act on.
- Technician dashboards and management reports, live
- Automated feedback, surveys and email outreach
- AI summaries of activity across the business
- Sales outreach workspace built on the lead pipeline
- Real-time data flow with no page refreshes
- Microsoft single sign-on with two-factor authentication
- Role-based access for owners, managers and technicians
Integrated with
What changed
Answers, not exports.
Service, projects, feedback and sales answered from one platform instead of four silos
Hundreds of thousands of records processed every day, in real time
Feedback, surveys and outreach that run themselves
A SaaS product MSPs subscribe to, designed, built and run end to end by 55
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Contact
Start with a conversation.
Whether you have a defined requirement, an ageing estate, or just a problem worth solving, we'll give you a clear, honest view of the way forward. Every engagement begins with discovery.
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