​ClickaCRM's Ellen Roberts Speaks on the Use of AI and Automation in the CRM Sector

ClickaCRM​ provides call center ultimate CRM solution that covers all business needs. The company is an expert in online sales, marketing and call center management supported by 30+ developers.

Fazzaco got an opportunity to chat with Ellen Roberts, Sales Director at ClickaCRM, to learn more about the use of AI and automation in CRM and fintech in general.  

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Fazzaco: Thanks for joining Fazzaco. Could you tell us about what you do at ClickaCRM and ClickaCRM as a company?

Ellen: Hello and thanks for inviting me to do this interview.

My name is Ellen and I suppose I am the face of ClickaCRM. I am mainly involved in Sales and Business Development and in promoting our solutions through various online and offline networks.

ClickaCRM was established more than 5 years ago by a group of experienced brokers and software developers that recognised a need for a complete CRM system to interface with trading platforms.

Fazzaco: As a firm dedicated to the CRM business, what are the tips you would like to share with startup brokers the most?

Ellen: From a personal perspective I would say that a startup broker must firstly be on top of every aspect of the business.

Be prepared to be hands-on and understand that this is a long-term venture that, if run properly, is a very profitable business.

Having access to the most advanced CRM not only allows you to communicate with your customers efficiently and effectively it also gives you the control you need to operate successfully, this is why ClickaCRM exists.

Fazzaco: Turn-key solutions matter for many start-ups. They are real time-savers and spare you from a lot of hassles. Does ClickaCRM offer such solutions?

Ellen: Absolutely, we are a perfect match for a start-up.

We will provide a go-to-market solution as fast as possible according to the clients’ requirements.

Our tech team is very attentive, so our clients receive a full solution they will be very pleased with.

Fazzaco: What is your view on the use of AI and automation in CRM and fintech in general? Do you see any upcoming trends in this respect?

Ellen: Personally, I feel certain aspects should be automated as much as possible, such as compliance and email notifications.

However, personal service and attention can never be replaced by automation and we understand that a well-trained agent is irreplaceable and needs the tools to maintain such relationships.

Fazzaco: What is the roadmap for ClickaCRM from here on?

Ellen: As the industry evolves, we need to ensure we are at least one step ahead.

Our roadmap largely depends on listening to our clients and developing new features to make their lives better and easier.

New regulations keep us on our toes, but we take these as a positive for the industry and develop the CRM to adhere to this.

Fazzaco: Is there any non-CRM brokerage solutions that you provide too? We’d like to learn more.

Ellen: No, we only concentrate on brokerage solutions. I suppose we could configure the CRM to work with other verticals but right now we prefer to concentrate on what we know best.