Boost Your Efficiency with CommPeak + Panda Integration

A CRM system stores customer data and tracks customer interactions. The Panda CRM system is included with the brand’s trading platform to provide brokers with a complete view of their business and customers. Ultimately, it enables brokers to keep track of their critical data effortlessly from one easy-to-use dashboard. 

The Panda CRM integration lets you sync data with CommPeak’s cloud communication solutions. As a result, your customer service and sales teams can access relevant communication information to provide optimal service. You can also use our proprietary tools without updating information manually, streamlining operations and reducing the potential for human error. 

Agents can access their CRM data within CommPeak’s platform, streamlining workflow processes. For example, they don’t have to navigate multiple systems to process applications and track user behavior. In turn, customers can start trading as soon as possible and get prompt assistance for critical issues such as a failed deposit. 

Zero. CommPeak provides Panda CRM integration at no additional cost. Whichever CommPeak solution you choose, our professional services team will integrate your CRM for free. CommPeak ensures that you can take advantage of this API connection no matter your budget, unlike other providers that only assist with CRM integrations if you purchase a specific package.

The Panda CRM integration takes two to three business days. It’s part of our client onboarding process. For example, if you purchase one of our Cloud PBX packages, our professional services team will set it up and integrate Panda CRM for you. If you start using the Panda CRM after your initial onboarding, simply contact your account manager, and they’ll make sure to streamline the integration.