Built for Consulting Firms
Work Management Software for Consulting Firms
Consulting firms live by client deliverables and billable hours. Every minute spent on internal administration — tracking who is working on which client, generating invoices, processing payroll — is a minute not billed. DeskPanda streamlines the operational side of a consulting practice so your consultants can focus on the client.
The problems Consulting Firms teams face
These challenges slow teams down — and they compound as you grow.
Project visibility across clients
Without structured task management, it is difficult to know the status of each client engagement at a glance.
Invoice generation and payment tracking
Creating invoices per client, tracking which ones are outstanding, and following up on late payments is time-consuming without a dedicated system.
Staff utilisation
Understanding which consultants are fully allocated and who has capacity requires real-time task and workload visibility.
Client and engagement records
Keeping client contact details, engagement history, and related quotes in a single place reduces the time spent searching for information.
How DeskPanda helps
Purpose-built workflows for the way your team actually operates.
CRM with client records
Store all client details, engagement history, and contact information in your built-in CRM. Auto-fill on new quotes and invoices.
Quote and invoice management
Create branded quotes for new engagements, send for client approval, and convert to invoices on sign-off.
Project boards per engagement
Give each client engagement its own Kanban board with tasks, deadlines, and reviewer workflows for deliverable sign-off.
Team workload visibility
See who is working on what in real time when assigning tasks. Manage capacity without manual spreadsheet tracking.
Payroll and attendance
Track consultant hours, manage leave, and process payroll based on actual attendance data.
Consulting firms that move their operations to DeskPanda reduce the administrative time between project delivery and billing — which means faster payments and better cash flow.
Free plan for up to 8 users. No credit card required. You can be set up today.