Hello, this is Matsubara, CRM Evangelist.

In recent years, the scope of what the term "no-code" refers to has expanded considerably.
While there are no-code CRMs like EMOROCO CRM Lite that specialize in specific business areas such as customer management, platforms that allow you to build workflows and AI agents themselves without coding by combining them with generative AI are also rapidly gaining popularity.
This time, let's organize how these two areas differ and how they can complement each other.

"No-code for structuring business data" and "No-code for running AI"

EMOROCO CRM Lite's role is to structure customer relationship data, such as clients, projects, and activity history, in a way that aligns with the specific practices of each industry.
By freely designing entities and fields, and using the data accumulated there, it visualizes "who should be approached next" using unique evaluation axes such as nurturing scores and emotional temperature.
—This is the role of EMOROCO CRM Lite.

On the other hand, AI workflow building platforms like Dify play the role of the "brain" of business automation, with generative AI at its core.
We specialize in areas such as building RAGs (Search Augmentation Generators) and designing workflows that integrate multiple AI agents, essentially building AI itself without coding.

In other words, the former addresses the issue of "how to handle relational data," while the latter addresses the issue of "how to make AI work," solving problems at different layers, albeit adjacent to each other.

What happens when the two connect?

Combining customer data accumulated in a CRM with the reasoning power of AI workflows can lead to possibilities such as the following:

• Based on the sales opportunity history and nurturing scores accumulated in the CRM, the AI ​​workflow automatically generates the next action text.
• The AI ​​performs an initial classification of the inquiry content, and the results are registered as entities via an external connector to the CRM.
• The segment extraction results from the CRM system will be used as input data for follow-up suggestions generated by the AI ​​agent.

EMOROCO CRM Lite's external connector functionBecause it supports integration with external systems via APIs and webhooks, connecting with such AI workflow platforms is technically within our reach.
The division of roles, where CRM provides the "foundation for relationship data" and AI-powered platforms handle "the subsequent automation and inference," is likely to become even more common in the future.

We should also consider the "obstacles" to putting AI into production.

However, just because AI can be integrated without coding doesn't mean it can be directly deployed into a company's production operations.
Issues such as security, access control, and how to control the scope of connections with external tools are things you will inevitably have to face when fully implementing AI workflows in your business.

On this point, No-Code Solutions, a company specializing in AI-powered no-code development, provides a detailed explanation of the challenges of AI adoption in businesses and how to overcome them in their tech blog.
If you're interested, please take a look.

What are the limitations of MCP? Overcoming the challenges and security issues of enterprise AI production deployment with Dify.

Summary

CRM, which provides a "relationship data foundation," and no-code development utilizing generative AI, which provides a "layer of inference and automation," are not competing technologies, but rather complementary ones.
EMOROCO CRM Lite provides this foundation as a platform that can be built no-code, regardless of industry.
How to streamline your company's operations by leveraging both AI and business data.
—I hope this will be helpful in your consideration.

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee, with a 30-day free trial.https://www.emoroco.com/You can start from there.
IT implementation subsidy eligible tool number: DL07-0022934.

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