Clarity

Kanban style columns to easily identify what stage of the journey your client is on

Deal Flow - Overview

Create multiple Deal Flow boards for your business and clients

DealFlow Boards

Explanation of what Numina, Clarity's AI assistant, does to identify clients and how she prioritises them

Numina Identified Clients

Steven Briginshaw

Deal Flow

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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