Blog
Small business management, no theory
Short articles about what we see every day: leaving Excel, organising sales, delivering projects without losing the margin.
How to leave Excel without losing data (or the team)
A one-week plan to move clients, proposals and projects from spreadsheets to a system — without stopping the company.
CRM for small businesses: what you actually need (and what's just demo)
Five things a CRM has to do in a 5-to-50-person company — and three features that only shine in the demo. How to choose one in 30 minutes.
Proposals accepted online: what changes when you stop sending PDFs
The PDF by email is where most deals die quietly. What changes when the proposal becomes a link: opens, options, one-click acceptance, follow-up.
Shall we put your company in one place?
Tell us what you're using today. We'll show you how it looks in Plaanly.