Every client, one view
Cross-Project Activity Feed
See every change across all your clients in one live feed, and every item that needs a follow-up in one list. Click any entry to open the record and edit it in place.
Away? Plarelo emails you a summary so nothing slips past.
Click any entry to open the record and edit it in place.
A symbolic demo. In the app, this feed streams real changes across all your clients.
The problem
Watching every client at once is the hard part
Running one move is straightforward. Running six means staying on top of what changed, where, and whether anyone needs you, without opening every project to check.
What changed today is spread across projects
A task done here, a note added there, a decision weighed in a third project. Nothing pulls it together, so you open each client to find out.
You hear about problems late
A client stalls or takes a wrong turn, and you only notice at the next scheduled call, when the fix is harder and the deadline is closer.
You have to track down the record first
A client mentions they have sorted something out, and before you can do anything you are digging through their file and old emails to find where it actually stands.
A day away and you come back guessing
Take a day off and there is no quick way to see what each client did while you were gone. You piece it back together one client at a time.
Your work is organized by client, your follow-ups are not
Every project keeps its own items, so seeing what needs a follow-up this week means opening each client in turn. There is no single list of follow-ups, across all your clients, ordered by when they are due.
How Plarelo solves it
One feed for every client, one click from the record
Notice what changed, know what needs chasing, and act on both without leaving the page.
Every change across every client, in one place
Completed tasks, new decisions, notes, and paperwork updates from all your projects stream into a single feed, each tagged with the client it belongs to. You see what is moving across your whole book without opening a single project.
Click any entry to open and edit the record
An entry is not just a notification: click it and the record opens in a drawer, ready to edit right there. You go from noticing a change to acting on it in one step. And when you are away, Plarelo emails you a summary so nothing slips past.
Add a follow-up date to any item
Set a follow-up date on a task, decision, or paperwork item, visible only to you. Each project overview lists its open follow-ups above the activity, so the next call starts with what you said you would chase.
Everything to chase, across every client
Your dashboard collects open follow-ups from all your clients in one list. Filter to what is overdue or due today, search by item or client, and sort by date or project. Click one to open it in the same drawer, then reschedule, clear, or complete it.
Questions, answered
What shows up in the feed?
Every meaningful change across all your projects: completed tasks, new and updated decisions, notes, paperwork progress, and added visits, each tagged with the client it belongs to.
Can I act on an entry without leaving the feed?
Yes. Click any entry to open that record in a drawer and edit it in place: you go straight from noticing a change to acting on it, without hunting through the project.
What happens when I am away?
Plarelo emails you a summary of activity so nothing slips past while you are off the platform, and the full feed is waiting when you return.
How do follow-up dates work?
Set a follow-up date on any task, decision, or paperwork item. Open items with a follow-up show up on the project overview and in one Follow-ups list across all your clients, with overdue and due-today items highlighted. Completing the item takes it off the list.
Can my clients see my follow-up dates?
No. Follow-up dates are an advisor tool: clients do not see the field or the Follow-ups list in their view of the project.
Does it span all my clients at once?
That is the point: it is a single cross-project feed, so you watch every active client from one place instead of opening projects one by one.
Watch every client from one feed
Keep your whole book in view, chase what you promised on time, and act the moment something changes. Free for your first client.
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