Popl
Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline.
The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile.
Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms.
Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction.
Learn more
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.
Learn more
FieldX
FieldX is a complete solution for your scouting service. The platform includes efficient tools for recording your data in the field, along with tools for using weather data to manage your fields. At the end of the day, you are then able to quickly send clear and concise reports to your customers with scouting and recommendation details. With FieldX you can create an electronic journal of all activities on your fields. Information that you can record include Planting, Treatment, Irrigation, Field Operations, and Harvest. As a bonus, the crop recordkeeping features can be used for free as a grower subaccount under a crop consultant’s existing FieldX account. FieldX includes features to create sampling events and navigate to your points in the field. These sample points can then be sent to any lab of your choosing, and you can upload sample points to FieldRx to create VRT maps, or export them to a shpfile.
Learn more