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Canopy Baseline CRM

Deciding Whether Canopy's Baseline CRM Is Right For You#

For small teams, or teams that are ready to simply get started and add more functionality later, we recommend leveraging the Canopy dashboard as your baseline CRM. Through the Canopy Dashboard, you can access all of your borrower accounts,

Check out our video overview of leveraging Canopy directly as a baseline CRM

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  • Deciding Whether Canopy's Baseline CRM Is Right For You

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