Work across your brands from one login.

Switch between the brands you belong to. Each keeps its own numbers, customer conversations and website setup.

Illustration: Each brand keeps its own context. Brand A: Its conversations; Brand B: Its phone numbers; Brand C: Its website setup.

The problem

Sound familiar?

“We run two brands. Their calls and customers need to stay with the right team.”

“I need to work in both without handing everyone access to both.”

What it does

Each brand keeps its own work.

Your login can hold a membership in more than one organization. Switch to a brand to work with its numbers, inbox, customer records and site. Your role can be different in each.

A brand family links billing for a parent and its brands. Access still comes from membership. Set up each brand’s channels and purchase the website capacity it needs.

Switch brands

Work in the organization you select.

A role per brand

Give people access where they belong.

Channels per brand

Configure its own numbers and inbox.

Setup

How it works in Canopy

4 steps, from setup to the work getting done.

  1. Step 1: Set up the brand relationship

    In Brand family, request a parent relationship from the child business. An authorized person in the parent reviews it.

  2. Step 2: Give the team membership

    Invite or enroll each teammate in the brand where they work and give them the role they need there.

  3. Step 3: Set up its number, inbox and site

    Order and route that brand’s number, configure its customer channels and set up its site when you have Marketing capacity.

  4. Step 4: Switch before you work

    Use the organization switcher to choose a brand. Canopy and your records follow the selected business and your role there.

Sample

Sample conversation, illustrative

An owner switches brands before asking about that brand’s work.

Text threadIllustrative
Owner
I have switched to Ridge Service. What is waiting here?
Canopy
I can show the work you may see in Ridge Service.
Owner
Open the customer conversations.
Canopy
Here are this business’s conversations.
Owner
I will switch to Northgate before checking its inbox.
Which plan

The plans that carry this.

Automate
$99 /user/mo
billed monthly
Marketing
$79 /user/mo
billed monthly
Try it

Call the demo line, or try the chat.

Demo line coming soon.

Your next customer is about to call.

Start a free trial, or book a demo.