Astra Engage vs Canopy

Astra Engage is a business platform combining CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench. Astra AI can research leads and companies, help scope work, and turn signed proposals into project plans. Proposals support itemized and recurring services, PDF generation, and electronic signatures with audit trails. Project tools include Gantt charts, Kanban boards, milestones, task dependencies, multiple assignees, and time tracking. Every plan includes basic CRM for accounts and contacts; the full CRM adds leads, opportunities, activities, and forecasting. Product pages describe connections among CRM accounts, projects, proposals, portals, and the product catalog. Security details include per-tenant AES-256-GCM encryption, daily automated backups, point-in-time recovery, and 90-day retention. The infrastructure is described as SOC 2 Type II audited, with HIPAA business associate agreements available alongside dedicated database silos. The site advertises a 14-day trial with full access and no credit card; extensions are available in five-day increments. Each plan includes three seats. Listed prices are $37 a year for Starter, $127 a year for Professional, and $208 a year for Enterprise; billed amounts are $449/year, $1,529/year, and $2,499/year respectively.

Canopy is accounting practice software with a client portal for communication, documents, work, and billing. Its listed tools include secure messaging, document management with eSign, invoicing and payments, time tracking, and deadline tracking. Automated and recurring workflows organize tasks, while staff capacity planning supports forecasting. Standard includes CRM and client management, document tools, the portal, workflows, invoicing, and payments. Plus adds user roles and access controls, more client intake capacity, advanced task views and filters, capacity planning and forecasting, and custom reporting. Premium adds advanced workflows and automation, advanced billing scenarios, and deeper reporting and insights. Enterprise is a custom plan for large firms. The service runs on Android, iOS, and web. Canopy was founded in 2014 and is headquartered in Draper, Utah, United States. Its listed capabilities cover client management, document handling, workflow automation, billing, and planning within one accounting-practice system.