Everything your team
needs to succeed.

DeskPanda replaces WhatsApp threads, Excel sheets, scattered invoicing tools, and HR software with one unified workspace — built for modern teams of every size.

Task & Workflow Management

  • Kanban board — To Do, In Progress, In Review, Done
  • Create tasks with title, description & deadline
  • Urgency levels (1–5) for priority management
  • Assign tasks to multiple team members at once
  • See real-time "Working" status when assigning
  • Reviewer & approval workflow — approve or request changes
  • One-click "Move to Review" with reviewer assignment
  • Assign tasks to projects for organised tracking
  • Task scheduling & rollback
  • Filter tasks by priority and project
  • Trash & task recovery
  • Personal Notes — private notepad with text & checklist modes

CRM & Sales Management

  • CRM overview dashboard — active projects, open quotes, pending payments
  • Client database with name, email, Tax ID, contact person
  • Auto-fill billing details from saved clients
  • Product & service catalog with pricing
  • Create and send quotes to clients
  • Convert quotes to invoices in one click
  • Track quote and invoice status (Draft, Sent, Converted, Paid)
  • Scope log & quote history per project
  • "Needs Attention" flag for stalled projects
  • Awaiting payment & pending charges tracker

Invoice & Quotation Management

  • Tax-compliant invoices with configurable tax rate auto-calculation
  • Subtotal, tax, and grand total breakdown
  • Visual invoice template builder — live preview as you design
  • 8 built-in presets: Classic Green, Modern Blue, Minimal Teal, and more
  • Upload company logo & set accent colour and font
  • Custom invoice & quote numbering (e.g. UWH-2026-001)
  • Numbering format builder: Static text + Year + Month + Counter
  • Configurable counter reset period
  • PDF export & print
  • Send invoice/quote directly by email
  • Payment status tracking per document

Team Chat & Collaboration

  • End-to-End (E2E) encrypted group chats
  • Create unlimited group chat rooms
  • Team directory tab inside chat
  • Internal email tab for formal communication
  • File attachments — documents, images, archives
  • Image sharing
  • Emoji reactions
  • @mention team members
  • Voice messages
  • File sharing up to 2 GB
  • Announcement broadcasts to the whole team
  • Search across all conversations

Team & Organisation Management

  • Role-based access control — Admin, HR, Accounts, Team Member
  • Department structuring
  • Organisation-wide visibility for admins
  • Restricted access for team members by role
  • Join a team via invite link

Attendance & HR

  • One-click Clock In / Clock Out from the top navbar
  • Live session timer — shows hours worked today
  • Attendance tracking across all employees
  • Leave request submission by employees
  • Leave approval / rejection by managers
  • HR policy management — fully paperless
  • Hire & exit management
  • Employee document management

Payroll Management

  • Automated salary calculations
  • Tax & deduction management
  • Payslip generation & distribution
  • Attendance-based payroll integration
  • Overtime & bonus tracking
  • Multi-level payroll approval
  • Payroll reports & analytics
  • Employee earnings statements
  • No CA or external software needed

Notifications & Email Integration

  • Connect your own SMTP mail server (Gmail, custom domain)
  • Automated email — task assigned to a member
  • Automated email — leave request submitted
  • Automated email — leave approved or rejected
  • Daily task report sent to configured recipients
  • Toggle each notification type on/off independently

Reports & Analytics

  • Real-time task completion dashboard
  • Attendance & leave reports
  • Team productivity overview
  • Basic reports (Free-Starter)
  • Advanced reports (Growth plan)
  • Advanced + Excel reports (Business plan)

Security & Platform Settings

  • Configurable session timeout (hours)
  • Maximum active sessions per user
  • Require periodic password change
  • Timezone, date format & language settings
  • Dark mode
  • API access (Business plan)
  • Custom feature requests (Business plan)

Customisation & Branding

  • Custom invoice branding — logo, colours, fonts
  • Remove DeskPanda footer branding (Growth & Business)
  • Full white-label control (Business)
  • Custom themes
  • Custom domain support (Business)

Feature questions, answered

Common things teams ask before switching to DeskPanda.