Last Updated
Overview
Hero Section Panda CRM empowers businesses with intuitive customer relationship management, enhancing lead tracking and team collaboration. While some users note occasional delays in customer support, its robust automation and customizable dashboards offset this drawback. Ideal for mid-sized teams, Panda CRM balances functionality with ease of use, making it a reliable choice for scaling customer interactions.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Panda CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Panda CRM?
Panda CRM is a cloud-based solution designed to streamline sales pipelines, automate follow-ups, and centralize customer data. Its AI-driven analytics help businesses forecast trends, while customizable workflows adapt to diverse industries. Suitable for SMBs and enterprises, Panda CRM addresses pain points like fragmented communication and inefficient lead management, boosting productivity.
Panda CRM Pricing
The platform offers three custom pricing options to businesses based on their size, requirements, and operations.
- Broker-in-A-Box
- Broker-in-A-Box Lite
- Panda Combo
Tailored for seasoned brokers seeking bespoke solutions align.
Panda CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- ClipPay
- Cool Telecom
- Docusign
- Firebase
- LiveChat
Who Is Panda CRM For?
Panda CRM is a specialized solution for forex brokers, traders, and financial institutions, offering tools tailored to the unique needs of the forex industry. Key users include:
- Forex brokers
- Prop trading firms
- Multi-account managers (MAMs/PAMMs)
- Introducing brokers (IBs)
- Cryptocurrency trading [latforms
Is Panda CRM Right for You?
Panda CRM excels for businesses prioritizing scalability and automation, with accolades such as, 2024 Top CRM for SMBs. Its GDPR-compliant security framework ensures data protection, while integrations with tools like Shopify cater to e-commerce niches. This makes it an ideal choice for companies that require a balance of affordability and advanced features.
Still doubtful if Panda CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Panda CRM Features
AI-Verification Module
This feature uses Google Vision AI to automate KYC/AML verification by scanning and authenticating documents. It reduces manual checks, ensures faster client onboarding, and maintains compliance. Businesses save time, reduce errors, and improve identity verification accuracy with minimal human intervention.
Roles Hierarchy
Panda CRM lets companies map internal structures by assigning roles and permissions to each user. It supports unlimited user creation, allowing teams to manage access based on job functions. This automation of access control boosts data security and operational clarity.
Automated Workflows
Replace repetitive manual tasks with rule-based automation to accelerate processes. Whether it’s lead assignment, follow-ups, or task alerts, automated workflows ensure timely actions. Users benefit from improved process efficiency, cost savings, and better client experiences.
Push Notifications System
Send real-time updates, alerts, or reminders directly from the CRM to clients without relying on third-party tools. This feature automates communication delivery, increasing engagement and ensuring important messages are never missed.
Unlimited Users
Panda CRM supports unlimited user accounts, making it scalable as businesses grow. Teams can onboard staff without constraints, ensuring every department can work in sync. Automated user provisioning allows seamless expansion without added overhead.
Pros And Cons of Panda CRM
Pros
AI-driven lead prioritization
Seamless third-party integration
Works well across all platforms and devices
Cons
Occasional support response delays
Limited offline functionality
Panda CRM Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid-Market, 11-50 employees
“Best place to trade Forex”
Pros
The interface is super easy to use and I love that it has an integrated CRM. Plus, there are so many other controls and features that make everything run smoothly.
Cons
It still has some limitations but it's definitely improving over time.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Enterprise, 500+ employees
“Perfect for managing your tim”
Pros
What I really like about Panda Trading Systems is that it's like a one-stop-shop for everything you need in brokerage. With other platforms, it feels like a constant struggle but Panda makes it all so much simpler.
Cons
Oh, I love everything about Panda Trading Systems! It makes solving issues so much easier and provides the best solutions for our business. Honestly I wouldn't change a thing about this product.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Panda CRM have a mobile app?
The vendor has not disclosed infromation regarding its mobile app.
Who are the typical users of Panda CRM?
Panda CRM is commonly used by business brokers.
What types of pricing plans does Panda CRM offer?
Panda CRM offers custom pricing plans tailored to business size and needs. Request your personalized Panda CRM quote to get started.
What level of support does Panda CRM offer?
24/5 live chat, email, hel desk, and phone support are available for users.
What language does Panda CRM support?
The platform is primarily available in English and Spanish.
Does Panda CRM offer an API?
Yes, Panda CRM provides a REST API for custom integrations.