Projects that keep up with every call.
You leave the call. The tasks, owners and dates you agreed are already on the board. You accept or dismiss, and nothing slips.
Windows, Mac and the web
Every promise from the call lands on the board with an owner and a date.
- From your notesPromises from later calls wait above the board for you to accept or dismiss.
- Every task knows where it came fromThe meeting it came from is one click away.
- Late and blocked stand outOverdue dates turn red and blocked tasks are flagged.
- Five ways to look at itBoard, list, timeline, notes and team all show the same tasks.
The kick-off call is already the plan so start the project from its note.
- Named after the meetingThe title, the start date and the folder come along.
- The people in the roomEveryone on the call joins the team so nobody is typed twice.
- What you agreed becomes the boardEach action item and promise, with its owner and date. Untick what you skip.
- Or from the won dealIn the CRM, one tap on a won deal does the same, with the whole paper trail.
See the whole plan and move a date with one drag.
- A few milestonesKick-off, delivery and invoice to tick off as you go.
- Drag to move a datePull the end of a bar and the due date follows.
- Nothing gets lostTasks without a date wait in the tray below the plan.
- All your clients at onceOne timeline across every project, with today marked.
Ask where it stands and get the status update written for you.
Moved: the annual contracts are mapped and the support team is interviewed.
Late: the migration path was due Dec 9. It waits on Clara's list of contract owners.
Risk: the billing settings stay blocked until IT opens access.
Next: the usage price list on Dec 12 and the support briefing on Dec 15.
The overdue tasks and what they wait on, from your notes.
Every open task by person, with its date.
Copy it, save it as a note, or email it to the client.
Start from a template
Columns, milestones and first tasks are ready and you can rename anything later.
Or start blank: three columns and nothing else.
Milestones for the kick-off, the delivery and the invoice.
New round brings the checklist back with fresh dates. For a monthly close, a retainer or a report.
Its notes open in the study view.
Save any project as a template. Its columns, milestones and open tasks come with it.
Every project on your Home page without opening a single one.
- On HomeEach live project with its progress and the next date.
- The Monday briefWhat is overdue, which milestones land this week, which project went quiet.
- A nudge in the morningOn Windows, one reminder on the days a task is due.
- Ask in chatWhat is late on Pricing migration? Who owns the price list?
Know which client to worry about this week and not at the deadline.
Every finished project teaches the next plan whether it ended on time, late or cancelled.
Parley Notes suggests the outcome from the due date. You confirm it with one tap, or change it.
Your on-time projects averaged one scope change. Clinic rollout has had three so far.
Records how it ended
On time, late or cancelled, with a reason. One tap when a project is done.
Finds your patterns
Scope changes, open decisions and quiet clients, next to how your projects really ended.
Warns you early
The project that looks like the ones that ran late, with the meeting note behind it.
One app for the whole conversation and you pick where to start.
Note taker
Every conversation written up, with a weekly briefing and live insights in the meeting.
Explore ›CRM
Deals, people and companies kept current from your notes.
Explore ›Projects
Won deals become client projects, every promise included.
Explore ›Hub
One report from your calls, videos and articles, with every finding linked to its source.
Explore ›Start with one meeting
and see where it goes.
Free to start on every device.
Plans and prices are on the pricing page.