ClarityOPS
Your TC software is a separate bill. Ours isn't.
A complete transaction coordination system built directly into ClarityNOW. Kanban workflows, auto-generated tasks, Gmail integration, document storage, and a manager dashboard — no separate login, no extra fee.
14-day free trial · Credit card required · Cancel anytime
ClarityOPS — Pipeline
742 Evergreen Terrace
$425,000
1234 Oak Avenue
$289,000
567 Maple Drive
$375,000
890 Pine Street
$510,000
321 Elm Court
$340,000
456 Cedar Lane
$298,000
The Math
Standalone TC Software
$200–400
per month — and that's all you get
Business+ Plan
$299
ClarityNOW + CoachingNOW + ClarityOPS
ClarityOPS Cost
$0
Built in, not bolted on
The TC tool alone pays for the plan — and you get ClarityNOW + CoachingNOW alongside it.
Buyer Workflow — 742 Evergreen Terrace
6 of 34 tasksSend executed contract to lender
Contract + 1 day
Order title search
Contract + 2 days
Schedule home inspection
Contract + 3 days
Review inspection report
Inspection + 1 day
Submit repair request
Inspection + 3 days
Confirm appraisal ordered
Contract + 10 days
30–50 tasks, auto-generated from your template.
Create workflow templates for Buyer, Seller, and Dual transactions. When a deal goes under contract, start a workflow and ClarityOPS generates every task with smart due dates calculated from the contract and close dates.
Assign tasks to team members. Track completion. Automation rules trigger next steps when a task is done. Your TC runs the same process every time — nothing falls through the cracks.
Start Free TrialEverything You Need to Coordinate Transactions
No separate TC software. No extra login. No additional cost.
Kanban & Table Views
Move transactions through every stage visually with drag-and-drop Kanban boards. Switch to table view for a sortable layout across all active deals.
Auto-Generated Tasks
Create workflow templates for Buyer, Seller, and Dual transactions. Start a workflow and get 30–50 tasks with smart due dates from contract and close dates.
Automation Rules
When a task is completed, trigger the next one, assign it to the right person, or advance the stage. Set up rules once and let the system handle sequencing.
Gmail Integration
10 pre-built email templates for every transaction touchpoint. Smart placeholders auto-fill client name, property, and close date. Sent via Gmail, logged automatically.
Document Storage
Upload contracts, disclosures, inspection reports, and appraisals. Every action timestamped — who did what and when. Full audit trail for every deal.
Manager Dashboard
Overdue alerts, upcoming closings with color-coded urgency, pipeline breakdown, and team-wide task visibility. Know which deals need attention before problems surface.
Gmail Integration
Email templates that write themselves.
10 pre-built email templates cover every transaction touchpoint — lender intros, inspection scheduling, closing coordination, and more. Smart placeholders auto-fill client name, property address, and close date.
- Send directly from ClarityOPS through Gmail
- All emails logged in the transaction record
- Customize templates to match your voice
- Smart placeholders eliminate copy-paste errors
Hi John,
I'm reaching out regarding the purchase of 742 Evergreen Terrace by my client Sarah Mitchell. The contract date is March 15, 2026 with a closing target of April 30, 2026.
Please let me know what you need from us to get started.
Stop paying separately for TC software.
ClarityOPS is included in Business+ at $299/month — along with ClarityNOW and CoachingNOW. The TC tool alone pays for the plan.
Credit card required · Cancel anytime