Canopy
Tailored to cover your entire business.
A custom-built operations platform. CRM, pipeline, invoicing, AI assistant. Your brand, your data, no monthly fees. Delivered in days.
Early access pricing. 6 of 10 build slots remaining.
Your Business. One Screen.
“Working with Steve at Willow Run Group has been a game-changer for my business. He built a custom command center that centralizes everything, from project pipelines and revenue tracking to my daily time management and goal setting.
Beyond the incredible system he built, what truly sets Steve apart is his approach. Our partnership was grounded in trust, clear communication, and genuine collaboration. He didn’t just give me a tool; he built a relationship. If you’re looking to scale your business with a system that feels personal and individualized rather than cookie-cutter, I cannot recommend Steve highly enough.”
You’re running your business across 6 different apps. It’s costing you more than the subscriptions.
Your contacts are in one tool. Proposals in another. Invoicing somewhere else. Tasks in a spreadsheet. Client communication in email. Notes scattered across three apps you barely use. Every month, you’re paying $300 to $500 for this patchwork, and you don’t own any of it.
But the subscription fees aren’t the real cost. The real cost is what falls through the gaps between those systems. The lead you forgot to follow up with. The proposal that sat in your drafts a day too long. The invoice you didn’t send until two weeks after the work was done. That’s revenue you never collect, and it adds up faster than the tool fees ever will.
You didn’t start your business to spend your sharpest hours switching between platforms, re-entering data, and trying to remember which system has the latest version of something. But here you are.
One platform. Built around how you actually work.
Canopy is a custom-built operations platform that replaces your tool stack with a single, branded app. Your CRM, pipeline, invoicing, tasks, and AI assistant in one place. Delivered in days, not months. You own the code and the data.
You Own It
Your code. Your data. Your hosting. No vendor lock-in, no subscription trap. If you ever want to walk away, you take everything with you.
Built in Days
Not months. Not quarters. Your platform is designed, built, and deployed in 2 to 5 business days. Live and ready to use.
Everything Connected
When your CRM, pipeline, proposals, and invoicing live in the same system, follow-ups happen, proposals go out fast, and nothing slips between the cracks.
AI Built In
Claude AI is part of the platform, not bolted on. Meeting prep, email drafts, client summaries, task suggestions. It works because it knows your business.
Your First 15 Minutes
You open your laptop and the dashboard already knows what matters today. Two deals need follow-up. A proposal is ready to send. Yesterday’s meeting notes have already been turned into action items and added to your task list. You send the proposal, update the pipeline, and check your revenue numbers. All without switching apps, re-entering data, or trying to remember which tool has the latest version of something.
Free 30-minute walkthrough. No obligation.
Three steps. Live in days.
Tell Us About Your Business
A 30-minute conversation about how you work, what tools you use now, and where the friction is. No technical knowledge needed. We map your operations and recommend exactly which modules fit.
We Build Your Platform
Your platform is designed, built, and branded to your business in 2 to 5 days. Every module configured to your workflow. Your logo, your colors, your domain. A real product, not a template.
You’re Live
You get a 1-on-1 onboarding walkthrough, data migration support, and 90 days of included support. You own the code, the data, and the hosting. It runs independently of us.
Pick what you need. Skip what you don’t.
Every Canopy build starts with the Base, which covers what most businesses need out of the box. Add suites and modules as your business requires.
Canopy Base
Pipeline Suite
+$1,500Full client lifecycle management. From first contact to signed contract to delivered project. All connected, all in one system.
Visual deal stages with board and list views
Generate, send, and track proposals
Manage delivery and log hours
Branded client onboarding forms
Clients see their project status
Standardize your process
Business Suite
Financial operations and business tracking. Invoicing, expenses, subscriptions, revenue visibility, tax estimates, and mileage. Buy the full suite at 50% off, or add individual modules at $500 each.
Bundle saves you $1,500.
Create, send, and track invoices
Categorize and track business expenses
Track recurring costs and renewals
Visual revenue tracking (requires Invoicing)
Quarterly tax projection tool
Log and categorize business mileage
Add-ons
Campaigns, sequences, subscriber management, tags, and analytics. Built-in email marketing without a third-party tool.
Public booking page, availability rules, calendar sync, and automated confirmations. Your own scheduling system.
Gated content delivery with automatic contact capture. Turn downloads into pipeline leads.
Branded request links, approval workflow, and display-ready testimonials. Social proof on autopilot.
Snap a photo, extract contact details, and save directly to your CRM. No manual data entry.
What You’re Getting
A real Canopy build. Every module working, every feature connected.
Pipeline Management
Every deal tracked. Every stage visible. Nothing falls through.
Revenue Dashboard
See your money. Contracted, invoiced, collected. All in one view.
Proposals
Generate, send, and track proposals. Connected to your pipeline and contacts.
Invoicing
Invoices go out the day the work closes. Track paid, sent, and overdue.
AI That Actually Works
Paste a meeting transcript. Get everything back.
Contacts extracted. Action items created. Opportunities identified. Pipeline updated. From one paste.
1. Paste the transcript
Drop in notes from any meeting. AI reads the full conversation.
2. Contacts extracted
Names, roles, and organizations pulled out and ready to save to your CRM.
3. Action items and deals created
Prioritized tasks, follow-ups, and pipeline opportunities. One click to save.
Free 30-minute walkthrough. See your custom build plan before you commit.
Transparent pricing. No monthly fees.
Current prices reflect launch rates. They will increase after the first 10 builds.
Canopy Base
Everything you need to run your core operations. CRM, contacts, tasks, goals, AI assistant, calendar, dashboard, and more.
- CRM & contact management
- Organizations
- Tasks & goals
- AI assistant (Claude)
- Calendar & meeting prep
- Dashboard & analytics
- Data export & PDF generation
- Custom branding & onboarding
- Activity log
Pipeline Suite
Full client lifecycle management. This is where leads stop falling through the cracks and proposals stop sitting in drafts. All-or-nothing bundle.
- Deals & visual pipeline
- Proposals & contracts
- Projects & time tracking
- Client intake forms
- Client portal
- Stage checklists
- Products/services catalog
Business Suite
Save 50% with the full bundle
Financial tracking and business operations. Get all 6 modules bundled, or add individual modules at $500 each.
- Invoicing
- Expense tracking
- Subscription management
- Revenue dashboard
- Tax estimator
- Mileage tracking
30 minutes. We'll map your modules and give you an exact quote.
Common configurations
The real cost isn’t your tool subscriptions.
The average solopreneur spends $350 to $500 a month on business tools. But the real cost is the revenue you never collect.
Optional: Managed Hosting
Want us to handle the technical side? We keep your platform updated, secure, and running.
Canopy Care
- Infrastructure monitoring
- Security & dependency updates
- Bug fixes
- Monthly backup verification
- Email support (48hr response)
Canopy Care Plus
- Everything in Care
- Up to 2 hours of changes/month
- Priority support (24hr response)
- Quarterly 30-min check-in call
Free 30-minute walkthrough. See your custom build plan before you commit.
Not ready to book?
Drop your email to get the Canopy product overview PDF and stay updated on availability.
“Why not just use...”
Great tools exist for individual functions. The question is what happens to your revenue when those functions live in separate systems with no connection between them.
Steve Troyer
22 years in education, 15 in administration and leadership. Five as superintendent of a 2,500-student district with 450 employees and a $32.8 million operating budget. Steve left that role in 2026 to build Willow Run Group and focus on what he’d been doing inside the district for years: building operational systems that reduce the weight leaders carry.
Every Canopy platform is built by Steve personally. Not a team of offshore developers. Not a template generator. A real person who understands what it means to run an operation, because he ran one for two decades. That’s why these platforms work the way they do. They’re built from the operator’s perspective, not the engineer’s.
Frequently Asked Questions
Ready to run your business from one place?
One platform. Custom-built for how you work. Delivered in days. Your brand, your data, no monthly fees.
6 of 10 early access slots remaining. Prices increase after the first 10 builds.
No contracts. No obligation. Free 30-minute walkthrough to start.