For relocation professionals
Relocation management software, feature by feature
From the first client intake to a shared plan your clients work through alongside you. Here is each piece, one at a time.
Built for
AI Relocation Plan Generation
From a structured intake, Plarelo drafts a full relocation plan tailored to the specific move: the decisions to weigh, the tasks to do, and the paperwork to file that this move actually involves, not a one-size-fits-all list. You review and refine; what took hours takes minutes.
Structured Client Intake
A guided intake that captures what you actually need to know (housing, timeline, budget, schools, pets, shipping) instead of only what the client thought to mention.
Relocation Timeline Management
Every immigration appointment, enrolment window, and registration cut-off on one shared timeline. Plarelo suggests when each step should start, so you flag the slow ones before they turn urgent.
Budget & Cost Tracking
Attach amounts to any record in the plan, one-time or recurring, in the client's currency. Plarelo rolls them into a first-year budget and shows planned against actual, by category.
Decision Comparison
A workspace for any choice that shapes a move: neighbourhood, school, insurance, rent vs. buy. Clients log the options and weigh them side by side, and you see where they're stuck and step in.
Visit & Trip Planning
Plan the scouting trips a move often needs: house-hunting, school tours, visa appointments. Schedule each exploration trip and track what it's for and when.
Paperwork Tracking
Track every document with a status, the steps to complete it, and its reference links, so nothing critical is discovered late.
Client Collaboration
You and the client work from the same plan: threaded notes on any item, shared editing when you enable it, and email nudges when something needs attention. No more version chasing over email.
PDF Export
Export any plan or timeline as a clean, professional PDF to hand a client: the full structure on the page and a QR code back to the live app. A polished leave-behind, generated in one click.
Reusable Plan Templates
Save any refined plan as a reusable blueprint (decisions, paperwork, and tasks included). Start the next similar move from your proven playbook instead of a blank page. No AI credit used.
Client Progress Tracking
See exactly where every client stands across all your projects: which decisions are made, which tasks are done, which deadlines are approaching. Spot who needs support before they reach out.
Cross-Project Activity Feed
Every change your clients make (a task completed, a decision weighed, a note added, paperwork updated) streams into one live feed across all your projects. Set follow-up dates on any item and see everything overdue across clients in one list. Click any entry to open the record and edit it in place.
Relocation management software for consultants, not corporate HR
“Relocation management software” usually means one of two things. Corporate global-mobility platforms are built for HR teams moving employees at scale: policy engines, cost approvals, payroll and tax reporting. Plarelo is the other kind, built for the people who actually guide each move: independent relocation consultants, destination service providers, and specialists such as school placement or property finders.
So instead of policy and expense workflows, it gives you what a consultant needs day to day: a structured client intake, a plan of decisions, paperwork, and tasks for each move, reusable templates, follow-ups, and a shared workspace your client can see. If you are an HR team looking for a mobility platform, Plarelo is not that. If you run client moves yourself, see the relocation consultant software overview.