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.