What's included in the free plan?

The free plan includes all core features: teams, catchups, meeting notes, actions, targets, surveys, retrospectives, key themes, reminders, and a customisable dashboard. No credit card required and no time limit.

What's included in Pro?

Pro adds AI capabilities (summaries, generation, and suggested actions), enhanced surveys with unlimited questions, live transcription, Pro and custom themes, external connectors (MCP and API keys), and white-labelled sessions.

Can I try Pro features before subscribing?

Yes. Every new account gets full Pro access for 14 days automatically, no credit card required. After the trial you can subscribe to keep Pro, or continue using the free plan.

Can I cancel my Pro subscription at any time?

Yes. You can cancel your Pro subscription at any time from your account settings. You will retain Pro access until the end of your current billing period.

What is the Enterprise plan?

The Enterprise plan is designed for organisations scaling management across teams. It includes everything in Pro plus custom branding, dedicated support, and organisation-wide controls. Contact us for pricing.

Manager Toolkit

Simple pricing

Every core feature is free, forever. Upgrade when you need AI, advanced integrations, or enterprise-grade controls.

Free

All core features included

/ month

Pro

Integrated AI and enhanced features

/ month

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Best for organisations

Enterprise

For organisations scaling management across teams

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Custom pricing for your organisation

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Everything you need, right from day one.

Feature	Free	Pro	Enterprise
Dashboard
DashboardA single view of all upcoming catchups, actions, meeting notes, and key themes across your teams.
CustomisationChoose which widgets to show and arrange your dashboard to suit the way you work.
Dashboard Widgets
Recently ViewedQuick access to the last items you opened across Manager Toolkit.
This Week vs LastCompare catchups, actions completed, and meetings this week versus last week.
Recent BlogsThe latest articles from the Manager Toolkit blog.
Latest EventsA chronological feed of recent activity across all entities.
Urgent ActionsActions marked as urgent that need immediate attention.
Actions OverdueActions that have passed their deadline and are not yet complete.
Low Priority ActionsLow priority actions to revisit when capacity allows.
RemindersOverdue and upcoming reminders at a glance.
Recent CatchupsYour most recently logged one-to-one catchups.
Latest CatchupThe most recent catchup logged across all your teams.
Catchup OverdueTeam members whose catchup is overdue based on their set frequency.
Recommended CatchupsTeam members with a frequency set who have had no catchup in the last 30 days.
Recent MeetingsYour most recently recorded meeting notes.
Latest MeetingThe most recent meeting note recorded across all your teams.
Key ThemesThe tags you have used to connect discussions across entities.
TargetsActive goals and targets across your teams.
Targets at RiskActive targets with a deadline approaching or already passed.
Pinned TargetPin a specific target to your dashboard to keep your most important goal front and centre.
SurveysSurveys you have created, including draft and published.
Survey Response RateResponse rates for your most recently published surveys.
Pinned SurveyPin a specific survey to your dashboard for quick access to its latest responses.
RetrospectivesRecent retrospectives and their current status.
JourneysGuided management pathways and your progress through them.
My TeamsAn overview of your teams and their active members.
Team HealthComposite score from catchup frequency, action completion, target progress, and sentiment.
Ice BreakersReady-made ice breaker questions to energise your meetings and 1-1s.
Pinned TeamPin a specific team to your dashboard for a quick overview of their catchups, actions, and targets.
AI SummaryAn AI-generated summary of your recent activity and highlights.	–
Calendar
CalendarSee everything you've done and what's coming up. Past catchups, meetings, and events in one timeline.
AI Summary Per DayClick any day on the calendar to get an AI-generated summary of that day's events.	–
Actions
ActionsOne list for all your follow-ups, linked back to the catchups and meetings they came from.	Unlimited	Unlimited	Unlimited
Connected ActionsActions connect back to every source they came from so you always remember why you said you would do it.
Scheduled ActionsSchedule actions to recur automatically so recurring tasks are never forgotten.
Linked ResourcesAttach links and references directly to actions so everything needed is in one place.
CommentsAdd notes and updates to actions to keep context alongside the task.
Deadline EmailsGet notified by email when action deadlines are approaching so nothing slips.
Weekly DigestA weekly email summary of outstanding actions to keep you on top of what matters.
AI SummaryGet an AI-generated summary of your actions to quickly see what needs attention.	–
AI GenerationScope out the steps needed to complete an action with AI-generated suggestions.	–
AI PrioritisationGet AI-powered priority recommendations to help you focus on the actions that matter most.	–
Reminders
RemindersSet time-based reminders with optional team and member context. Shown on your dashboard and calendar.	Unlimited	Unlimited	Unlimited
Reminder CategoriesReminders are automatically sorted into Overdue, Coming Up, Later, and Archived sections.
Calendar IntegrationReminders appear on the calendar on their remind date for easy visibility.
Team & Member ContextOptionally link reminders to a specific team and team member for context.
Reminder EmailsGet notified by email when a reminder is due so you never miss one.
Catchups & 1-1s
Catchups & 1-1sNotes from every conversation in one place so you show up prepared and nothing falls through the cracks.	Unlimited	Unlimited	Unlimited
Linked ActionsActions created in a catchup stay linked to that conversation for easy follow-up.
Linked Key ThemesTag catchups with key themes to spot patterns across your conversations over time.
RemindersSet reminders for upcoming catchups so you never miss a conversation.
OverdueSee which catchups are overdue so you can follow up before things slip.
Previous DiscussionsReview past catchup notes with a team member, with an AI summary to help you prepare for your next conversation.	–
AI SummaryGet an AI-generated summary of your catchup notes to quickly review key points.	–
AI Suggested ActionsGet AI-generated action suggestions based on your catchup notes.	–
Live TranscriptionTranscribe catchups and meetings in real time directly into your notes - works in any browser with automatic fallback.	–
Meeting Notes
Meeting NotesCapture key points, decisions, and actions from any meeting, linked back to the right team and people.	Unlimited	Unlimited	Unlimited
RatingsRate your meetings to track which ones are valuable and worth continuing.
AttendanceKeep track of who participates in each meeting.
Live TranscriptionTranscribe meetings in real time directly into your notes - works in any browser with automatic fallback.	–
AI SummaryGet an AI-generated summary of your meeting notes to scan decisions and outcomes.	–
Key Themes
Key ThemesConnect discussions and track what matters by tagging catchups, meetings, and retros.	Unlimited	Unlimited	Unlimited
AI SummaryGet an AI-generated summary of everything linked to a key theme at a glance.	–
AI GenerationGenerate effective descriptions for each key theme with AI suggestions.	–
Detect Key ThemesAutomatically surface relevant key themes as you write across catchups, meetings, and retros.	–
Co-occurrence IdentificationSee which key themes appear together most often to uncover patterns across your teams and conversations.	–
Targets
TargetsSet and track goals with your team. Assign targets, track progress, and keep development front of mind.	Unlimited	Unlimited	Unlimited
Progress TrackingTrack individual progress against targets across your team members.
CommentsAdd notes and updates to targets to keep context and progress visible.
Multiple Members Per TargetAssign targets to multiple team members and track progress for each person.
Suggested TransitionsGet suggestions to update target statuses so your targets stay up to date.
Deadline EmailsGet notified by email 3 days before a target deadline so nothing is missed.
SMART ObjectivesUse AI to scope out SMART objectives and success criteria for your targets.	–
AI SummaryGet an AI-generated summary of your targets to identify problem areas and recent achievements.	–
Surveys
SurveysCreate and share a survey link in minutes and collect feedback from your team.	Up to 3 questions	Unlimited	Unlimited
TemplatesGet started quickly with ready-made survey templates.
Custom ThemingApply custom colours to your shared survey links.
Password ProtectionRestrict access to your surveys with a password so only the right people can respond.
Response EmailsGet notified by email when someone responds to one of your surveys.
Conditional QuestionsShow follow-up questions based on previous responses for richer, more targeted feedback.	–
Whitelabel SessionsRemove branding from shared survey links so they feel fully yours.	–
AI Suggested ActionsGet AI-generated action suggestions based on survey responses to help you act on feedback.	–
AI SummaryGet an AI-generated summary of survey responses to quickly understand feedback trends.	–
Retrospectives
RetrospectivesRun retros with shared boards and live notes. Pick your columns and capture actions alongside the rest of your work.	Unlimited	Unlimited	Unlimited
Live SessionsParticipants join via a shared link and add notes in real time with a live board.
Public SharingShare a public link so your team can join without needing an account.
TemplatesGet started quickly with ready-made retrospective templates.
Custom ThemingApply custom colours to your shared retrospective links.
Comments & ReactionsLet participants comment on and react to notes during a retrospective session.
Merge Related NotesCombine similar notes together to keep your retro board organised and focused.
Password ProtectionRestrict access to your retrospectives with a password so only the right people can join.
Whitelabel SessionsRemove branding from shared retro links so they feel fully yours.	–
AI SummaryIdentify insights from your retro and get AI suggestions to help you build an effective board.	–
Journeys
Guided PathwaysFollow structured, milestone-based pathways for key management moments.	Unlimited	Unlimited	Unlimited
First 90 Days as a ManagerA 90-day pathway to build trust, understand your team, and establish your leadership style.
Onboarding a New Team MemberA 4-week pathway to guide a new joiner through their first weeks.
Performance Improvement PlanAn 8-week supportive plan to help a struggling team member get back on track.
Preparing for PromotionA 12-week pathway to build evidence and experience for the next level.
Build Your Own JourneyCreate custom journeys with your own milestones and tasks for any management scenario.
Convert to ActionsConvert journey tasks into tracked actions with due dates and notes.
Milestone EmailsGet notified by email when you complete a milestone in a journey.
AI Generated JourneysDescribe your goal and let AI generate a full journey with milestones and tasks tailored to your situation.	–
Teams & People
TeamsKeep your teams in one place and connect them to everything you do.	Unlimited	Unlimited	Unlimited
People (Team Members)Add your direct reports and team members to keep catchups, targets, and actions organised by person.	Unlimited	Unlimited	Unlimited
Member ProfilesView a full profile for each team member including catchup history, action counts, targets, and catchup streak.
Ice BreakersReady-made questions for 1-1s and meetings to get the conversation going.
Bulk Member ImportUpload a CSV to add multiple team members at once instead of entering them one by one.
Personalisation
Basic ThemesChoose from a selection of pre-built themes to personalise your experience.
Pro ThemesPersonalise your experience with pre-built Pro themes. Choose a look that fits you and your team.	–
Custom ThemesBuild your own custom theme for Manager Toolkit to truly make it yours.	–
Integrations
MCP for AI AssistantsConnect AI assistants like Claude directly to Manager Toolkit via MCP to manage your teams, actions, and catchups hands-free.	–
API TokensGenerate personal API tokens to connect external tools and build automations on top of your Manager Toolkit data.	–
Enterprise
Unlimited SeatsScale your organisation without per-seat limits.	–	–
Admin DashboardManage users, teams, and settings across your entire organisation.	–	–
SSO & SAML SupportEnable single sign-on for your organisation via SAML 2.0.	–	–
SCIM ProvisioningAutomate user provisioning and deprovisioning via SCIM.	–	–
Audit Logs & Compliance ExportsFull audit trail and exportable compliance reports.	–	–
Reporting & InsightsOrganisation-level analytics and insights across all teams.	–	–
Custom BrandingApply your organisation's branding throughout.	–	–
Customer Success ManagerA dedicated point of contact to help you get the most from Manager Toolkit.	–	–
Priority Support With SLAPriority response times backed by a service-level agreement.	–	–
Flexible TermsFlexible billing and contract terms to suit your organisation.	–	–
Community
Community ForumShare ideas, ask questions, and connect with fellow managers.
Posts & RepliesCreate posts, reply to others, and react to content.
Upvote & DownvoteVote on posts to surface the best content.
BookmarksSave community posts to revisit later with a personal bookmark list.
Reply EmailsGet notified by email when someone replies to your community post.
Misc
Monthly Summary EmailReceive a monthly email with stats on catchups, actions, meetings, and targets from the previous month.
Granular Email Notification SettingsChoose exactly which email notifications you receive, per feature and event type.
Delete AccountDelete your account and all associated data at any time.
TutorialsStep-by-step guides to help you get the most out of Manager Toolkit.