About Panda CRM
Panda CRM is a customer relationship management software from Panda Trading Systems that supports businesses in managing client interactions effectively. It provides features such as contact management, sales tracking, and communication history so user engagement can be improved. With customizable dashboards and reporting tools, users can easily analyze performance metrics and make informed decisions. Additionally, Panda CRM integrates with various applications and platforms to centralize data. Key capabilities: contact management sales tracking reporting tools integration with applications customizable dashboards Best for: sales teams and small to medium-sized businesses that need a reliable system for client management and sales process tracking.
Panda CRM by Panda Trading Systems is a comprehensive customer relationship management solution tailored specifically for brokers and financial institutions operating in the Forex and CFD markets. Developed by Panda Trading Systems, a company known for its brokerage technology and trading infrastructure, Panda CRM is designed to centralize client data, improve sales workflows, enhance compliance monitoring, and optimize client engagement. Its primary purpose is to serve as a unified platform for sales, retention, and compliance teams within financial firms. Key features include real-time lead tracking, client verification (KYC/AML integration), activity management, and multi-language support—all essential for operating in a highly regulated, global environment. The user interface of Panda CRM reflects its financial sector focus—clean, functional, and efficiency-driven. The dashboard provides at-a-glance visibility into leads, clients, and conversion rates, with real-time updates enabling staff to act quickly. Navigation is intuitive, with a left-side vertical menu granting access to modules like Sales, Marketing, Retention, Support, and Compliance. Each module is color-coded for clarity, and dropdown filters and search options streamline access to large datasets.
Pros & Cons
- +Tailored specifically for FX/CFD brokers, likely addressing their unique needs effectively.
- +Extensive use of automation and AI tools can significantly improve efficiency and reduce manual work.
- +Ready-made integrations with essential services simplify setup and workflow.
- +Focus on client data security with advanced encryption provides peace of mind.
- +Built-in push notification system facilitates direct and efficient client engagement.
- −Specialized software with advanced features can sometimes come with a higher price tag.
- −Implementing and fully utilizing all the features, especially AI-powered ones, might require training and time.
- −Reliance on third-party integrations means functionality could be affected by issues with those services.
- −Lack of publicly available pricing makes it difficult to assess the cost-effectiveness without direct inquiry.
Features
Key features
- AI-Verification Module
- Utilizes Google Vision AI to automate KYC/AML processes, enhancing efficiency and accuracy in client verification.
- Multilevel IB System
- Designed to increase turnover by allowing for the creation and management of a tiered Introducing Broker network.
- Real-Time Notifications
- Delivers immediate, actionable data from traders to agents, enabling quicker responses and improved team efficiency.
- Push Notifications System
- Allows direct communication with clients from the CRM without needing external third-party services, streamlining engagement.
- Promo-Code System
- Automatically manages and processes client rewards associated with promo codes entered during deposits, simplifying promotional activities.
Additional features
- Automated tools for efficient brokerage management
- Software includes automated functionalities to streamline various brokerage operations.
- AI-assisted verification
- Uses artificial intelligence to automate the client verification process.
- Call scheduling
- Likely includes features to automate or assist in scheduling calls with clients or leads.
- Operator training
- Suggests tools or features within the CRM to aid in the training of brokerage staff.
- Multilevel IB system for increased turnover
- Enables the creation and management of a hierarchical structure for Introducing Brokers to boost business.
- Designed from scratch specifically for FX/CFD brokers
- The CRM is tailored to the unique needs and workflows of Forex and CFD brokerages.
- Seamless integrations with ready-to-use PSP & Cashier, VoIP, KYC, and affiliate/IB systems
- Offers pre-built connections with essential brokerage tools and services.
- Real-Time Notifications
- Provides immediate updates and actionable data from traders to agents.
- AI-Verification Module (Google Vision AI-backed KYC/AML automation)
- Automates the KYC and AML processes using Google's AI technology.
- Roles Hierarchy
- Allows for the mapping of a company's organizational structure and the assignment of role-based permissions.
- Supports unlimited user creation
- Enables the addition of an unrestricted number of users to the CRM.
- Automated Workflows
- Enables the creation of custom automated sequences to streamline repetitive tasks.
- Push Notifications System
- Allows sending direct notifications to clients from within the CRM.
- Promo-Code System
- Automates the management and processing of client promo codes during deposits.
- Simple Reporting
- Offers real-time notifications and data-driven reports for better decision-making.
- Client Data Security
- Employs advanced encryption and secure communication methods to protect sensitive client information.
- CRM Migration
- Offers the possibility to transfer existing CRM data into the Panda CRM.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Panda CRM
Panda CRM is a customer relationship management software from Panda Trading Systems that supports businesses in managing client interactions effectively. It provides features such as contact management, sales tracking, and communication history so user engagement can be improved. With customizable dashboards and reporting tools, users can easily analyze performance metrics and make informed decisions. Additionally, Panda CRM integrates with various applications and platforms to centralize data. Key capabilities: contact management sales tracking reporting tools integration with applications customizable dashboards Best for: sales teams and small to medium-sized businesses that need a reliable system for client management and sales process tracking.
Panda CRM Details
Panda CRM's In-App Market Place
Does Panda CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), GBP (£), EUR (€), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), MXN (Mex$), BRL (R$)
Pros & Cons
- Tailored specifically for FX/CFD brokers, likely addressing their unique needs effectively.
- Extensive use of automation and AI tools can significantly improve efficiency and reduce manual work.
- Ready-made integrations with essential services simplify setup and workflow.
- Focus on client data security with advanced encryption provides peace of mind.
- Built-in push notification system facilitates direct and efficient client engagement.
- Specialized software with advanced features can sometimes come with a higher price tag.
- Implementing and fully utilizing all the features, especially AI-powered ones, might require training and time.
- Reliance on third-party integrations means functionality could be affected by issues with those services.
- Lack of publicly available pricing makes it difficult to assess the cost-effectiveness without direct inquiry.
Panda CRM's Support Options
Email Address
info@pandats.comContact
+972-72-2111611Panda CRM's Alternatives
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