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Panda CRM and CommPeak Integration

Give your agents one-click calling inside Panda CRM. CommPeak's Dialer and Cloud PBX integration syncs call data and recordings straight back to the record.

Works with
CommPeak DialerCloud PBX
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About Panda CRM

Panda CRM is a customer relationship platform for brokerages and trading desks, where teams manage accounts and client activity in one place. For the agents working those accounts, calling is the core of the day.

CommPeak Dialer agent list beside a connected Panda CRM panel showing client records and call history
collaboration

CommPeak and Panda Together

Everything your agents need to reach a client already lives in Panda. CommPeak adds the one thing missing, the call itself.

  • Call without leaving Panda.Reach any lead with a click, straight from the record that’s open.

  • Nothing logged by hand.Call details and recordings are saved to Panda for you.

  • Your dialer and CRM in step.Rules, filters and updates pass both ways between the Dialer and Panda.

  • Full history before dialing.Every past call and recording sits on the lead, so agents know the story before they dial.

Panda CRM queries

Frequently Asked Questions

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.

Panda CRM?Ready to Connect

Your agents work in Panda. Now they call from it.

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