Real-Time Notifications
Delivers actionable live data from traders to agents, boosting team efficiency.
Panda CRM
#1 CRM that boost your brokerage growth
- Empower your teams to work smarter & more efficiently
- AI-assisted verification, call scheduling and operator training
- Comprehensive business intelligence suite
Designed from scratch specifically for
FX/CFD brokers
Panda CRM is a next-generation brokerage software tailored for FX/CFD brokers, enhancing team productivity and scaling brand volume. It automates manual actions with AI-based tools, allowing teams to focus on strategic business goals. Moreover, it provides seamless integrations with ready-to-use PSP & Cashier, VoIP, KYC, and affiliate/IB systems, facilitating efficient operations.
AI-Verification Module
Google Vision AI-backed KYC/AML automation.
Roles Hierarchy
Enables mapping of company hierarchy, assigning role-based staff permissions and supports unlimited user creation.
Automated Workflows
Streamline processes with automation, replacing manual actions to save time and money.
Partner Management System
Efficient Affiliate & IB operations management.
Reports Module
Hierarchical, customizable reporting for business insights.
Benefits
Unified Department Management
Streamlines all department functions in one platform.
Smart Dashboards
Real-time notifications and comprehensive reports for informed decision-making.
Client Data Security
Advanced encryption and secure communication tools to protect sensitive information
Frequently Asked Questions
Can we migrate our existing CRM setup into the Panda CRM?
Yes, you can migrate client data, documents, users and permissions. Additionally, existing automatic actions and auto client assignments can be setup for you so everything you need and more will be waiting for you on your new Panda CRM.
Do you provide ready-made integrations?
Yes, we’re integrated with a wealth of providers from payments, VoIP, Click 2 Call, KYC and more. For a full list, please click here.
How much do you charge on a new provider integration into the CRM?
Usually, our R&D team evaluates the full scope of the integration. Where integration with the desired provider exists, there may be a potential charge to customise the integration to your own preference and internal flows. Your dedicated Success Manager will confirm the requirements beforehand for you to make an informed decision.
Is the data in the CRM presented in real-time?
Client’s data in the CRM is updated in real-time. Therefore, where a new client registers or deposits you’ll see their account or deposit in the CRM immediately. Kindly note that the CRM is a system built for client management, rather than trade monitoring for which specialist systems are usually in place.
Is training provided for our team to effectively use the CRM?
Yes, training is provided not only during the initial stage, but also as often as your team needs it. Specialist training and Q&A can also be arranged for separate departments, focusing on the CRM modules they commonly use.
Choose a Package
Explore our range of tailored solutions designed to cater to diverse brokerage needs. From startups to established brokers with specific requirements, our packages offer the flexibility and comprehensive features needed to excel in the Forex market.
Broker-in-A-Box
Customised solution for new brokerages taking their first steps in the Forex market.
Broker-in-A-Box Lite
Cost-effective and time-saving solution for FX/CFD brokers with their own server.
Panda Combo
Tailored for seasoned brokers seeking bespoke solutions aligned with their unique requirements.