Plannex is unclaimed —

Plannex

Design flows. Deliver outcomes.·plannex.io

Plannex gives agencies and service teams one visual system for client briefs, production, approvals, revisions, and delivery. Work is represented as a canvas of connected nodes (tasks, gates, approvals, automations) that doubles as a kanban board. A branded client portal shares live progress, approvals, and deliverables while keeping the internal workspace private.

What it's for

Managing client briefs through delivery on one canvasTracking approvals with an audit trailSharing a branded client portal for progress and deliverablesTracking time and budget burn per projectRunning restaurant, agency, marketing, game design, or interior design workflowsConverting messy client emails into structured blueprints via AI brief intake

Features 19

AI-assisted client brief intake
Automations: webhooks, Slack/Discord notifications, gates
Blueprint Sketch extension to convert drawings into live blueprints
Branded, read-only client approval portal
CRM extension linking leads/contacts to canvas nodes
Delegation nodes linking child boards/blueprints to a parent workflow
Deliverable management
Finance extension with Stripe invoicing and budget health
Gate-protected handoffs requiring completed pre-conditions
In-context blueprint chat attached to nodes
Kanban board view toggled from the same canvas
Live time and budget burn tracking per project
Project insights dashboard (health signals, approval velocity, budget burn)
Pulse notifications (weekly client updates, internal stand-ups)
Real-time collaboration
Revision tracking
Stakeholder sign-off with audit trail
Templates/working blueprints
Visual blueprint canvas with connected nodes

At a glance

free tierAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Foragencies, freelancers, restaurants, SaaS teams, process-driven teams, people running client engagements

CompanyPlannex

Integrations

StripeSlackDiscordAsanaNotion

Resources

Pricing

Yearly billing toggle advertises 'Save 17%' / '2 months free' but does not display exact per-plan annual dollar amounts. Custom plan is quote-based.

NomadFree

Free forever, no credit card required.

1 blueprint, 15 nodes, 10 MB file uploads

Pro$19.99/mo

Labeled 'Most popular'.

5 members, 10 blueprints, 15 MB uploads

Agency$49.99/mo

Real-time collaboration, All features, Deliver hub access

10 members, 50 blueprints, 20 MB uploads

Agencies Unlimited$119.99/mo

Fair usage applies for unusual bulk automation.

Unlimited members and blueprints, 100 MB uploads, subject to fair usage policy

CustomQuote

Pricing scoped to requirements; built around custom infrastructure needs.

Yearly billing saves 17% (2 months free); exact per-plan annual prices not shown.