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Panda CRM

Brand: Panda Trading Systems

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Panda CRM Software Overview

Panda Trading Systems Company Details

Founded Year:  2006

Panda Trading Systems (Panda TS) is a leading in-house technology developer for forex and CFD brokers, delivering complete white-label brokerage solutions since 2006. As one of the first providers in the market, Panda builds and maintains every system internally — ensuring performance, security

Director/Founders Shmuel Gutman and Maor Lahav
Company Size 101-500 Employees

Panda CRM Pricing & Plans

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Panda CRM Features

  • icon_check Client Lifecycle Automation
    Automate client journeys from lead and registration through funding, VIP, dormancy and reactivation.
  • icon_check Intelligent Lead Assignment
    Automatically assign leads based on language, region, skills, priority or book size.
  • icon_check SLA Escalation
    Escalate unhandled leads and tasks automatically when defined SLA deadlines are missed.
  • icon_check Live Trading Context
    View balances, equity, margin, positions, trades and exposure directly in the client profile.
  • icon_check AI KYC Document Checks
    Detect blur, glare, cropping, unreadable text and expired documents before compliance review.
  • icon_check Multi-Channel Communication
    Manage email, SMS, phone, WhatsApp, Telegram and push notifications from one timeline.
  • icon_check Client Portal
    Give clients one portal for profiles, verification, deposits, withdrawals, notifications and support.
  • icon_check API & Webhooks
    Extend CRM workflows through APIs and real-time webhooks for custom systems and integrations.
  • icon_check Reporting & KPIs
    Track leads, KYC, deposits, withdrawals, retention, agent performance and trading activity.
  • icon_check Dynamic Segmentation
    Build automatically updating client segments using profile, behavior and account conditions.
  • icon_check Loyalty & Rewards
    Configure reward tiers and rules for deposits, trading volume, referrals, cashback and bonuses.
  • icon_check Audit Trail
    Track system actions with immutable logs and control access at module, action and field levels.
  • icon_check Lead & Client Scoring
    Score clients using engagement, deposits, trading activity and custom criteria to prioritize teams.
  • icon_check Trading Platform Integration
    Connect MT4, MT5, cTrader and Panda Trading Server for live trading data and automation.
  • icon_check Real-Time Client Intelligence
    View client activity, funnel stage, deposits and trading events in real time.

Panda CRM Specifications

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
Stock Market
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email
Language
English
Integration
API Integration
Training Resources
Live Online Documentation

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.