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Find answers, guides, and everything you need to get the most out of plainstack.

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Getting started

  • How to create your account
  • Inviting your team
  • Setting up your workspace
  • Importing data from other tools

Tasks

  • Creating and assigning tasks
  • Using projects and milestones
  • Setting due dates and priorities
  • Filtering and sorting your task list

CRM

  • Adding contacts and companies
  • Managing your pipeline
  • Logging calls and notes
  • Setting up custom fields

Invoicing

  • Creating your first invoice
  • Setting up payment methods
  • Sending reminders automatically
  • Exporting invoices for accounting

Billing & account

  • Changing your plan
  • Updating payment information
  • Downloading receipts
  • Canceling your subscription
plainstack

Simple software for growing businesses. No complexity, no enterprise pricing.

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