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.
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
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.
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.
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.
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.
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.
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