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Panda CRM

Brand : Panda Trading Systems

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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

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  • Deployment :
  • Suitable For :
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  • Windows MacOS
  • Desktop
  • Web-Based
  • Stock Market
  • All Businesses
  • Small Business, Medium Business, Enterprises, SMBs, SMEs
  • Phone, Email
  • API Integration
  • Live Online, Documentation
  • English

Panda CRM Reviews and Ratings

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Panda Trading Systems Company Details

Brand Name Panda Trading Systems
Information 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
Founded Year 2006
Director/Founders Shmuel Gutman and Maor Lahav
Company Size 101-500 Employees
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