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AI & No-Code
AI & No-Code Hacks to Make Your CRM Work Smarter (Not Harder)
Hey there! Managing CRM isn’t getting any simpler, is it? That’s why more and more CRM professionals are looking for smarter ways to streamline workflows, personalise interactions, and keep pace with data—all without calling in a developer for every little tweak. Jan Meinecke, co-founder of 9X, recently shared some practical insights on how no-code and AI can help CRM teams tackle this challenge. Through clear examples, Jan showed just how empowering no-code can be, giving teams the power to build their own custom solutions. This session offered plenty of practical tips for anyone looking to make their CRM processes more efficient.
What You Will Learn in 5 Minutes:
đź’ˇ Key no-code use cases that make CRM workflows smoother
đź’ˇ How AI can help tailor CRM experiences to each customer
đź’ˇ Practical tips for getting started with no-code today
No-Code: Empowering CRM Teams to Get Things Done
Imagine being able to automate tasks and build custom workflows without touching a single line of code. That’s what no-code is all about. Jan explained that no-code tools are designed to shift power from tech teams to CRM and marketing professionals. Here are just a few ways no-code tools simplify things:
APIs Without Coding: Platforms like Make and Zapier make it easy to link apps and set up automated workflows, so you don’t have to keep asking developers to “make it work.”
Visual Databases: Airtable’s visual interface lets non-technical users work with data like they’re using a spreadsheet—simple and accessible.
Web Design for Marketers: Platforms like Webflow let users design and manage websites without needing HTML or CSS, giving brand and content teams full control.
Why No-Code is the CRM Tool We’ve Been Waiting For
CRM platforms usually claim to be “all-in-one,” but let’s be real—they often fall short. Jan shared some common pain points where no-code can fill the gap:
Missing or Broken Integrations: Ever struggled to get your CRM to connect with a tool your team relies on? No-code lets CRM managers build those custom integrations themselves—like connecting a CRM to WhatsApp for customer messages—without extra help from tech.
Data Scattered Across Platforms: We all know how tough it is to get a full picture of a customer when data’s siloed. No-code helps bridge these gaps by orchestrating data flows, so everyone gets the info they need, right where they need it.
Playing Catch-Up with New Tech: It can take forever for CRM platforms to add the latest tech, like AI features. With no-code, CRM teams can start using these tools right away, integrating them directly into their own processes without waiting for an update.
Real-World Examples of No-Code in CRM
1. AI-Driven Personalised Outreach
Jan’s team used AI with Make to generate LinkedIn posts tailored for individual users. With details from a quick signup form, their CRM creates LinkedIn posts that sound personal and relevant to each user. This kind of outreach is faster and more engaging without any extra manual work.
→ With no-code, you don’t have to wait for your CRM to catch up with AI features. You can bring AI into your workflows right away.

2. Automating Feature Update Notifications
For a client, Jan’s team used no-code to set up notifications for feature releases. By tagging feature requests in Intercom and syncing data with HubSpot, they created a workflow that updates users automatically when their requested features are live—no developer input needed.
→ No-code tools let CRM teams control data flows across platforms, making it easier to keep users in the loop without back-and-forths with developers.

3. Creating Interactive Feedback Forms
Getting feedback isn’t always easy, so Jan’s team built a fun feedback collection tool using Make. Users could click on emojis to rate their experience, and depending on their response, they’d be redirected to either a testimonial form or a feedback form. This playful setup made feedback collection easy and effective, no coding required.
→ No-code empowers CRM teams to create unique, interactive experiences for users without relying on developer resources.

Ready to Start Using No-Code? Here’s How
Jan gave three clear steps for CRM teams interested in trying out no-code:
Make Automation Part of the Culture: Get everyone thinking about automation as a routine part of the job.
Experiment with AI in No-Code Tools: Encourage business teams to explore AI in no-code platforms to find the best fit for their tasks.
Give Teams Training on No-Code: Jan’s team at 9X offers a free course for CRM and marketing professionals who want to dive into no-code basics.
Key Takeaways
No-code brings technical power to CRM teams, reducing dependency on developers.
AI integration with no-code platforms helps CRM teams personalise workflows and user experiences.
Adopting no-code requires a mindset shift, focusing on continuous learning and experimentation.
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About the Speaker
Jan Meinecke is co-founder of 9X, a berlin-based company who train business professionals in AI & automation. With a deep background in CRM, Jan has trained over 1,000 professionals in no-code and automation, helping them tackle big challenges with fewer tech resources.
About the Meetup
Organised by Audrey Mann and Jessica Jantzen, the INSIDE CRM Meetup is a platform for CRM professionals to share insights, strategies, and success stories. It brings together experts from various industries to discuss the latest trends and innovations in customer relationship management.
Disclaimer: This article has been generated with ChatGPT based on an audio transcript and presentation slides from the INSIDE CRM Meetup. The content has been reviewed by the presenter to ensure accuracy and relevance.