DeskPanda — CRM
CRM Software Built Into Your Work Management Platform
Standalone CRM systems are powerful but add another subscription, another interface, and another data silo to manage. DeskPanda's CRM is built directly into the platform — so your client records, quotes, invoices, and project tasks all live in the same workspace, connected and consistent.
What's included
Every capability ships in a single subscription — no add-ons required.
Client database
Store client records with contact details, tax IDs, billing addresses, and notes. Auto-fill this information on new quotes and invoices.
Quote creation and management
Create branded quotes for clients, send them by email, and track status — Draft, Sent, and Converted.
Quote to invoice conversion
When a client approves a quote, convert it to an invoice in one click. All client and line item details carry over automatically.
Product and service catalog
Build a catalog of your products and services with unit pricing. Select from this catalog when creating quotes and invoices for consistency.
Payment status tracking
Track the payment status of every invoice — Draft, Sent, Paid. Get a clear view of outstanding payments across all clients.
CRM dashboard
See active client projects, open quotes, and pending payments at a glance from the CRM overview dashboard.
Why it matters
Businesses with their CRM, invoicing, and project management in one place send invoices faster, have fewer billing errors from re-entering client data, and can link client relationships to active work.
Common questions
Start using CRM today
Free plan for up to 8 users. No credit card. Set up in minutes.