Why Panda CRM Leads the Forex Market

In the fast-paced world of forex trading, having the right tools can make all the difference. With 18 years of experience in the industry, Panda Trading Systems offers a comprehensive solution for brokers looking to streamline their operations and enhance client engagement: our advanced Forex CRM and Back Office Software. This powerful tool is designed to support White Label Forex Brokerage, providing essential features that cater to the unique needs of brokers.

Automated Workflows

By automating routine processes with the workflow module in our CRM, we eliminate the need for manual actions, saving both time and money. This feature allows brokers to focus on what truly matters: building client relationships and growing their business.

Automated workflows streamline processes like client onboarding and account management, saving time by handling repetitive tasks automatically. Our CRM ensures that nothing falls through the cracks, enhancing overall operational efficiency and accuracy.

Push Notifications System

Our Push Notifications System is an integral feature of our CRM, allowing brokers to send notifications directly to clients without the need for additional third-party services. This capability ensures timely communication, whether it’s about market updates, trading opportunities, or important account information.

With our CRM, brokers can easily configure and manage these notifications, ensuring that clients receive relevant and personalised information. This not only enhances client satisfaction but also encourages active participation in trading activities.

Promo-Code System

Our CRM’s Promo-Code System, developed and integrated with Praxis, provides brokers with the flexibility to create and manage promotional codes effortlessly. This feature is perfect for running campaigns that incentivize trading, reward loyal clients, or attract new customers. These incentives boost client engagement and drive trading volumes. Our CRM tracks and analyzes the effectiveness of promotions, offering valuable insights for future campaigns.

Roles Hierarchy

Our CRM’s Roles Hierarchy feature enables brokers to map their company’s hierarchy and assign role-based staff permissions. This ensures that each team member has the appropriate access and authority, supporting a secure and organised workflow.

Why Choose Panda CRM?

Panda CRM is more than just a management tool; it’s a strategic asset for forex brokers looking to excel in the competitive forex market. Here are some key reasons why our CRM stands out:

1. Comprehensive Integration: Panda CRM integrates seamlessly with various trading platforms, including MT4 White Label, MT5, and cTrader, providing a unified solution for brokers.

2. Automated Brokerage Features: Using workflows, Panda CRM offers advanced automated brokerage features that optimise operations and enhance efficiency, allowing brokers to manage large volumes of trades and client interactions seamlessly.

3. High Volume: Our CRM is designed to handle high-volume operations, which is crucial and critical for every forex broker. It ensures smooth and efficient management of large-scale brokerages, enabling brokers to operate at maximum capacity without compromising on performance.

4. One-Stop Management: Integrated all functions in one system, including account opening, deposit & withdrawal, multi-level commision rebate, role permission settings, etc., helping you run the business more efficiently

Conclusion

In the dynamic world of forex trading, staying ahead of the curve requires the right tools and strategies. Panda Trading Systems’ Forex CRM and Back Office Software provides brokers with the features they need to optimise their operations, engage clients, and drive growth. From automated workflows and push notifications to promo-code systems and roles hierarchy, our CRM is designed to meet the unique needs of White Label Forex Brokerage and beyond.