Guides
Step-by-step guides to help you get things done with plainstack.
Setup15 min read
Getting your team up and running in 15 minutes
A complete walkthrough of inviting teammates, setting up your first project, and assigning tasks.
CRM12 min read
Building a sales pipeline from scratch
Learn how to define your stages, import contacts, and track deals from first touch to close.
Invoicing8 min read
Getting paid faster with automated reminders
Set up invoice templates, payment terms, and automatic follow-ups so you spend less time chasing payments.
Tasks6 min read
Running weekly team standups with plainstack
How to use recurring tasks, project views, and assignments to replace your morning standup meeting.
Booking5 min read
Setting up your booking page in 5 minutes
Sync your calendar, set availability, and share a link — let clients book time without the back-and-forth.
Integrations10 min read
Connecting plainstack to your existing tools
Use our API and webhooks to sync plainstack with Slack, email, accounting software, and more.