Clarity
Solutions — Sales

Stop losing deals because tasks fell through the cracks

Every deal follow-up, proposal task and client onboarding step has a board, an owner, and a deadline in Clarityy.

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Sales tasks organized — so no deal goes quiet

Sales teams lose deals when follow-ups get missed and onboarding steps slip. Clarityy gives your team clear task ownership and deadlines across every active account.

Deal follow-up task boards
Every active deal gets a board. Follow-ups, calls, and emails become tasks with due dates so nothing falls off the radar.
Proposal workflow tracking
Track proposals from first draft to sent to signed. See exactly where each proposal sits and who needs to act next.
Client onboarding checklists
Run a consistent onboarding process for every new client with a repeatable checklist that keeps nothing overlooked.
Sales team activity view
See what every sales team member is working on across accounts. Spot who's overloaded and where deals need attention.
Pipeline milestone alerts
Set milestone markers for key deal stages. Get reminded before a deal goes cold or a proposal deadline passes.
CRM-adjacent task management
Use Clarityy alongside your CRM for task execution. Your CRM tracks the deal; Clarityy tracks every step needed to close it.

Common questions

Can sales teams use Clarityy instead of a CRM?

Clarityy is a task and project management tool, not a CRM. It works best alongside a CRM — your CRM handles contacts and pipeline data; Clarityy handles the execution tasks that move each deal forward.

How do I track sales follow-ups?

Create a project per major account or a shared "Active Deals" board. Add each follow-up as a task with a due date and assignee. When the follow-up is done, move it to complete and add the next one.

Can I manage client onboarding in Clarityy?

Yes. Build a repeatable onboarding checklist as a project template. Every new client gets their own copy of the onboarding board with consistent steps, owners and deadlines.

Is it good for a 10-person sales team?

Yes. Clarityy's flat pricing is ideal for sales teams. You pay one price regardless of team size, making it cost-effective as you grow without per-seat pricing eating into your budget.

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