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NetSuite vs Canopy: Which is best for you?
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- We are using their system for Customer Relationship Management and Accounting. As I mentioned above, it has improved our data accuracy, we have more reliable data, and improved our reporting to the donors and our Council (board)
- Navigating the system can feel overwhelming, especially for new users, and customization sometimes requires technical expertise that not every company has in-house.
- Canopy has allowed our firm to centralize communication, task management, and document management, significantly improving the level of service we provide to our clients.
- Additionally, the search bar in the client list does not allow me to search, select, and search again, which makes bulk assigning tasks more tedious.
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