Free Plan - Manager Toolkit Help

The free plan gives you access to all of Manager Toolkit's core features with no time limit. You can use it for as long as you like without paying anything, and there is no trial period attached to the free plan itself.

What Is Included

The free plan includes everything you need to manage your team effectively:

Catchups

Log one-to-one conversations, track sentiment, and add discussion notes.

Actions

Create and manage tasks with priorities, deadlines, and status tracking.

Meetings

Record meeting notes, rate meeting value, and extract follow-up actions.

Targets

Set goals with success criteria and track progress for your team.

Surveys

Create surveys and collect responses from your team.

Retrospectives

Run live, collaborative retrospectives with templates and voting.

Journeys

Guide team members through structured pathways with milestones.

Key Themes

Track recurring topics and spot patterns across your management activity.

You also get full access to the calendar, reminders, dashboard with customisable widgets, and the Manager Toolkit community.

No Time Limit

Unlike many platforms that restrict free access after a trial, the Manager Toolkit free plan is genuinely free forever. Your data is yours, and you can continue using all core features indefinitely.

What Is Not Included

The free plan does not include AI-powered features, advanced themes, Google Calendar sync, or the MCP connector. These are part of the Pro plan. You will still see references to these features in the interface, but they will prompt you to upgrade.

Every new account includes a 14-day free trial of the Pro plan, so you can try all the premium features before deciding. If you choose not to upgrade, you simply continue on the free plan with no interruption to your core experience.

Start with the free plan and explore the platform. When you are ready for AI-powered insights and advanced features, you can upgrade to Pro at any time.

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