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

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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.

Request a personalized Panda CRM pricing quote for your business today!

Panda CRM Integrations

The software supports integration with multiple systems and platforms, such as:

  • ClipPay
  • Cool Telecom
  • Docusign
  • Firebase
  • LiveChat
Watch the Panda CRM demo to learn more about its integration arrangements.

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.

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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.

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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.

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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.

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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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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

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

VU

Verified User

Mid-Market, 11-50 employees

5.0
June 2022

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

VU

Verified User

Enterprise, 500+ employees

5.0
March 2022

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

The vendor has not disclosed infromation regarding its mobile app.

Panda CRM is commonly used by business brokers.

Panda CRM offers custom pricing plans tailored to business size and needs. Request your personalized Panda CRM quote to get started.

24/5 live chat, email, hel desk, and phone support are available for users.

The platform is primarily available in English and Spanish.

Yes, Panda CRM provides a REST API for custom integrations.