For advisors & small firms

Meet the panda that minds your clients

Every client, stage, task and offer in one warm workspace. Import your base from CSV or Google Sheets and be up and running today.

✓ 30-day Pro trial ✓ No card required ✓ Free Solo plan
AW
Anna Walsh
Mortgage loan · 420 000 zł
Application at bank
PZ
Peter Zane
EU grant · task due today
New lead
🔔
Reminder: call Kate about the offer
Today, 14:00
Done
Features

Everything a small practice needs

A dashboard that plans your day

Configurable tiles show active clients, today's tasks and open offers the moment you log in — plus a review queue that flags duplicates and stale contacts.

132
Clients
6
Tasks
5
Offers

A pipeline you define yourself

Per-product workflows with your own stages — chip colors flow automatically from first contact to signed contract. CSV import brings your base over in minutes.

New lead Analysis Decision Contract signed

Tasks that never slip

One history of notes and tasks per client — dictate notes by voice, snooze follow-ups, and let reminder rules create tasks automatically from your data.

Today Call back — Anna Walsh Done
Tomorrow Documents — Peter Zane +3 days

Offers with real outcomes

Track amounts, statuses and margins per client. Team accounts share one base with per-role visibility — the bookkeeper sees finances, the intern doesn't.

Mortgage loan · Anna W.
420 000 zł
Accepted
Templates

One engine, your vocabulary

Pick a niche template on sign-up and Pando renames itself: clients become students or tenants, with ready-made pipelines, fields and reminder rules for your business. Adjust everything later.

🏦
Credit & grant advisors
The default — bank pipelines, registry checks
Default
🛡️
Insurance brokers
Policies, carriers, renewal cascades
🏠
Property management
Tenants, leases, maintenance pipeline
🎓
Language schools
Students, hour packages, recurring lessons
💼
General small firms
Engagements, quotes, deliverables
Integrations

Connected where it counts

📊

Google Sheets

Map your lead sheet's columns once — new rows become new clients, on demand or every 15 minutes. Duplicates are skipped automatically.

🏛️

CEIDG / KRS

One click pulls a client's company record from the official Polish registers — registration date, PKD codes, VAT status — anchored on their NIP.

🔐

Google sign-in & 2FA

Sign in with Google, protect the account with TOTP two-factor auth, and re-lock the screen with a quick PIN between meetings.

Pricing

Start free, grow when ready

Every new account starts with 30 days of Pro. No card required.

Solo

0 zł/ forever
Unlimited clients & pipelines
Notes, tasks, offers, CSV import
10 registry lookups / month
100 MB attachments · 3 custom fields
Create free account
Popular

Pro

49 zł/ month per account
Everything in Solo, plus:
Team accounts with roles & visibility
Google Sheets sync & reminder rules
200 lookups / mo · 2 GB attachments
Priority e-mail support
Start 30-day trial
FAQ

Common questions

Is Pando really free?

Yes — the Solo plan is free forever with unlimited clients. Every new account also gets 30 days of the full Pro plan, no card required.

Do I need to install anything?

No. Pando runs in your browser, on desktop and phone. Log in and start working — there's nothing to set up on your side.

Can I import my existing client base?

Yes — upload a CSV and Pando auto-maps the columns (editable before import), or connect a Google Sheet and sync new leads continuously.

Is my data safe?

Each account only ever sees its own data. You get two-factor auth, PIN screen lock, Google sign-in, and GDPR-compliant export — deleting is always soft, so history is never lost by accident.

I'm not a credit advisor — is Pando for me?

Very likely. Template packs adapt Pando to insurance brokers, property managers, language schools and general small firms — with your own vocabulary, pipelines and reminder rules.

Your clients deserve a caretaker

Set up your account in two minutes. Free for 30 days, then free forever on Solo.

Start free trial