Nomad web
Free source (opens in a new tab)
Month
For: Solo starters
Limits
- 1 member
- 1 blueprint
1 more
- 15 nodes
Includes
- Smart Studio canvas
- In-context blueprint chat
1 more
- 10 MB file uploads
Productivity & writingDocumented overviewLast checked Sep 29, 2026
Plannex: Pricing, Features & Best Use Cases
Visual blueprint canvas for planning client projects with approval gates, AI brief intake and a client portal.
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Our take: Plannex suits agencies and freelancers who want one visual canvas for briefs, approvals and a client portal, and can start on the free Nomad plan.
Main limitation: Free Nomad plan is capped at 1 member, 1 blueprint and 15 nodes; seat and blueprint caps rise by tier.
Who Plannex fits
Plannex suits agencies and freelancers who want one visual canvas for briefs, approvals and a client portal, and can start on the free Nomad plan. Based on the vendor's documentation, not on a hands-on test.
Best for: Agencies
Also a good fit for
- Freelancers
- Process-driven teams
Consider another tool if free plan limited to 1 member, 1 blueprint, 15 nodes
Or if
- Upload limits 10-100 MB by plan
- Pro limited to 5 members and 10 blueprints
Plannex pricing and usage limits
Prices checked Sep 29, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.
Free access and trial conditions
Nomad is free forever with no credit card.
No trial timer; the free plan is permanent.
Paid plans: what changes as you upgrade
Pro web
$19.99/mo source (opens in a new tab)
Month
For: Small teams
Limits
- 5 members
- 10 blueprints
1 more
- 15 MB uploads
Includes
- Real-time collaboration
- All core features
1 more
- Deliver hub access
Agency web
$49.99/mo source (opens in a new tab)
Month
For: Growing agencies
Limits
- 10 members
- 50 blueprints
1 more
- 20 MB uploads
Includes
- Real-time collaboration
- All features
1 more
- Deliver hub access
Agencies Unlimited web
$119.99/mo source (opens in a new tab)
Month
For: Larger agencies
Limits
- Unlimited members and blueprints
- 100 MB uploads
1 more
- Fair usage policy
Includes
- All features
Custom web
Custom pricing source (opens in a new tab)
Custom
For: Teams needing ERP/CRM connections
Includes
- Custom node types
- REST API and webhook integrations
1 more
- Priority SLA
Usage caps, credits and extra costs
Vendor says no automation add-ons or hidden seats.
Not stated.
What is Plannex, and how does it work?
Plannex lets teams draw projects as flows of nodes with gates, approvals and automations, and view the same data as a kanban board. It targets agencies, freelancers and process-driven teams. The site lists AI brief intake, a branded client portal, time and budget tracking, and project insights, and it runs in the browser as a web application.
What you provide and what you get back
You provide
- Pasted client briefs or emails
- Nodes, gates and approvals drawn on a canvas
- File uploads
You get back
- Structured blueprint with owners and deadlines
- Client portal view
- Reports and exports
Where you can use it
- Platforms
- web
- Account
- Required
- Views
- Blueprint canvas and kanban board
- Platform
- Web app
- Upload limit
- 10 MB free; 15, 20, 100 MB on paid tiers
- Notifications
- Slack and Discord
What people use Plannex for
Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.
Client delivery workflows
- Who
- Agencies and freelancers
- You provide
- A client brief or messy email
- Expected result
- A blueprint of phases, owners and deadlines that follows the work to delivery
- Plan needed
- Pro or Agency for teams
- Limitation
- Free plan allows only 1 blueprint source (opens in a new tab)
Approval tracking
- Who
- Project managers
- You provide
- Approval nodes on a blueprint
- Expected result
- Timestamped, signed approvals attached to the exact deliverable
- Plan needed
- All plans
- Limitation
- Client-facing approval details beyond the homepage are not documented source (opens in a new tab)
Project budget monitoring
- Who
- Agency owners
- You provide
- Time and budget data on nodes
- Expected result
- Live budget burn and remaining budget per project
- Plan needed
- Paid plans
- Limitation
- Setup of expense data is not described source (opens in a new tab)
What Plannex does, and where it stops
Blueprint canvas
Lets you drag nodes onto a canvas and connect them so a project is drawn as a flow, with a kanban board view over the same nodes. Shows a whole engagement at once instead of a list.
Approval gates
Blocks the next phase until all, any or X of Y connected nodes are completed, and records approvals in an audit trail. Prevents work shipping before sign-off.
AI brief intake
Turns a pasted client email into a structured blueprint with owners and deadlines. Cuts manual brief setup.
Branded client portal
Gives clients a branded link showing live progress, approvals to sign and deliverables while hiding internal canvas and comments. Keeps clients informed without exposing internal work.
Pros, cons and deal-breakers
Where Plannex is strong
- Free Nomad plan without a card You can evaluate the full canvas without paying. documented source (opens in a new tab)
- Approvals and automations in every paid plan Automations are not an extra purchase. documented source (opens in a new tab)
- Cancel anytime You are not locked in if the tool does not fit. documented source (opens in a new tab)
- Annual plans save 17% Yearly billing lowers the cost if you commit. documented source (opens in a new tab)
Limitations to check before paying
- Free plan limited to 1 member, 1 blueprint, 15 nodes Solo users can test only a single small project. documented source (opens in a new tab)
- Upload limits 10-100 MB by plan Large attachments need a higher tier. documented source (opens in a new tab)
- Pro limited to 5 members and 10 blueprints Growing teams must move up to Agency quickly. documented source (opens in a new tab)
- Custom integrations are quote-based Bespoke integrations need a sales conversation and cost is unknown. documented source (opens in a new tab)
How to use Plannex for planning a client project on a blueprint canvas
Set up Plannex
- Open plannex.io and start free on the Nomad plan
- Create your first blueprint
- Add nodes, gates and approvals to the canvas
- Invite members or share the client portal link
Example: planning a client project on a blueprint canvas
- Paste a client brief into AI brief intake
- Review the generated nodes, owners and deadlines
- Add an approval gate before the review phase
- Share the portal link with the client
Review and export the result
- Confirm the gate stays locked until approvals are signed
- Check the audit trail shows timestamps on each approval
Plannex integrations and API
Native integrations and export formats
Export: Reports and exports (formats not specified)
API access and separate billing
Plannex has no public API in its official documentation. REST API and webhook integrations are listed under the Custom plan.
Privacy, data use and commercial rights
Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.
How your inputs and outputs are handled
Name, email and usage data about blueprints, tasks and collaboration are collected; data is stored in Firebase Realtime Database.
Not stated.
Not stated; users can request deletion by email.
Commercial use and plan restrictions
Not stated.
Not stated.
Controls for business users
- Access, correction and deletion requests via support email
Policies: plannex.io/privacy/
Plannex alternatives by need
"Better suited" is based on documented features and pricing, not on a head-to-head test.
Notion AI: better suited to
Zapier: better suited to
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Plannex FAQ
What does the free Nomad plan on Plannex include?
Nomad gives 1 member, 1 blueprint, 15 nodes, the Smart Studio canvas, in-context chat and 10 MB uploads, with no card required. source (opens in a new tab)
How many members and blueprints does Plannex Pro allow?
Pro costs $19.99 per month and allows 5 members, 10 blueprints and 15 MB uploads. source (opens in a new tab)
Does Plannex charge extra for approvals and automations?
No. The vendor states gates, approval nodes, webhooks and Slack or Discord notifications are included on paid plans with no automation add-ons. source (opens in a new tab)
Where does Plannex store project data?
The privacy policy says data is stored in Firebase Realtime Database and is not sold to third parties. source (opens in a new tab)
How much do annual Plannex plans save?
The pricing page offers a Yearly toggle labelled Save 17% and says annual plans get 2 months free; exact yearly prices are not shown in the fetched text. source (opens in a new tab)
Sources and review methodology
Official sources and verification dates
- Plannex homepage homepage · checked Sep 29, 2026
- Plannex pricing homepage · checked Sep 29, 2026
- Plannex pricing pricing · checked Oct 2, 2026
- Plannex privacy policy policy · checked Oct 2, 2026
Not verified: Exact yearly prices; AI brief intake plan limits; Model-training use of data; Data retention period.
How we documented and maintain this page
Every fact about Plannex above comes from the 4 official pages listed here, last compared on Sep 29, 2026; we have not run Plannex ourselves, so it has no editorial score. How we check and re-check pages.
Article updated Oct 10, 2026; prices checked Sep 29, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error