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
Represent next steps as tasks with owners and due dates. Automated pipeline milestone alerts are not currently available.
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. Document onboarding steps as project tasks, then assign owners and due dates. Automated project templates are not currently available.
Is it good for a 10-person sales team?
Pro is $14.99 per month for up to 10 members. Max is $99 per month with no listed member cap. Compare the current plan limits on the pricing page.
