キャプテラ - 企業の最適な
ソフトウェア選びをサポートし15年

monday CRMとは

monday sales CRM で、営業プロセスのあらゆる側面と顧客データを簡単に一元管理しましょう。

monday CRMの製品詳細

良いポイント:

Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.

改善してほしい点:

Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.

monday CRMの評価

評価ポイント

使いやすさ
4.7
カスタマーサービス
4.6
機能
4.5
価格の妥当性
4.6

おすすめ度

9.0/10

monday CRMの総合評価は4.7/5です。 (キャプテラに寄せられた387件のレビューより集計)。

monday CRMを使用したことがありますか?

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レビューを絞り込む (387件)

Zac
Zac
アメリカのPresident / CEO
認証済みLinkedInユーザー
アパレル、ファッション, 2~10人規模の会社
使用期間: 1~5か月
投稿経路

A great all-in-one CRM and project planning software.

5.0 2 年前

製品を使ってみた感想: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

良いポイント:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

改善してほしい点:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

検討した類似製品: Salesforce Sales CloudAsana

monday CRMに切りかえた理由: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

Amanda
Amanda
アメリカのHuman Resources Generalist
認証済みLinkedInユーザー
病院、ヘルスケア, 10,000+人規模の会社
使用期間: 1年以上
投稿経路

It is a great tool to control our sales efforts of all kinds

4.0 9 か月前

製品を使ってみた感想: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

良いポイント:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

改善してほしい点:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Charleotte
アメリカのSenior HR manager
情報技術、情報サービス, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路

The Ideal and Epochal CRM tool that we love.

5.0 先月 新着

良いポイント:

The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI.

改善してほしい点:

For the time we have used the software no dislikes.

Dana
英国のCRM Consultant
ホスピタリティ, 11~50人規模の会社
使用期間: 6~12か月
投稿経路

It feels like a CRM but it doesn't behave like one

2.0 2 年前

製品を使ってみた感想: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

良いポイント:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

改善してほしい点:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

検討した類似製品: Zoho CRMHubSpot CRM

monday CRMに切りかえた理由: We loved the designs and easy ways to communicate and collaborate work together.

認証済みレビュアー
認証済みLinkedInユーザー
マーケティング、広告, 1,001~5,000人規模の会社
使用期間: 1年以上
投稿経路

Outstanding CRM/PM tool for matrix organisations

5.0 3 か月前

製品を使ってみた感想: Excellent
Its a great tool to make your PM and AI driven work

良いポイント:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

改善してほしい点:

1. Expensive a bit 2. Turn around time for support is 3-5 days

Greg
Greg
カナダのOperations Manager
認証済みLinkedInユーザー
建設, 51~200人規模の会社
使用期間: 1~5か月
投稿経路

User friendly CRM and Project Management Tool

5.0 2 年前

良いポイント:

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

改善してほしい点:

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

検討した類似製品: Salesforce Sales Cloud

monday CRMに決めた理由: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

切り替える前の製品: Procore

monday CRMに切りかえた理由: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.

Samuel
Samuel
カナダのFounder
認証済みLinkedInユーザー
マーケティング、広告, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Would recommend to manage everything

5.0 3 年前

製品を使ってみた感想: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

良いポイント:

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

改善してほしい点:

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

検討した類似製品: TrelloClickUp

monday CRMに切りかえた理由: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Sam
Sam
アメリカのBroker Associate
認証済みLinkedInユーザー
不動産, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Monday is great for Real Estate CRM

5.0 2 年前

製品を使ってみた感想: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

良いポイント:

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

改善してほしい点:

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

Regina Sophia
フィリピンのProduct Lead
情報技術、情報サービス, 51~200人規模の会社
使用期間: 1年以上
投稿経路

I love using monday Sales CRM!

5.0 10 か月前

製品を使ってみた感想: Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it

良いポイント:

I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports

改善してほしい点:

Data import could be improved especially bulk imports

検討した類似製品: Salesforce Sales Cloud

monday CRMに切りかえた理由: We can relate it to our internal monday.com work management and we can easily switch when needed

Kory
Kory
アメリカのSales Manager
認証済みLinkedInユーザー
マーケティング、広告, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Monday.com is a Great Tool for Several Needs

5.0 4 年前

製品を使ってみた感想: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

良いポイント:

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

改善してほしい点:

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

検討した類似製品: Trello

monday CRMに切りかえた理由: Price, functionality and the User Interface (UI)

Caitlin
アメリカのReservations Manager
レジャー、旅行、観光, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Helpful for making sure potential customers don't fall in the cracks

4.0 3 年前

製品を使ってみた感想: Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

良いポイント:

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

改善してほしい点:

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

検討した類似製品: Trello

monday CRMに切りかえた理由: I like both but I think Monday offered more flexibility in making this tool work for our particular business and also integrated well with some other apps that we use like Slack.

Graham
オーストラリアのDirector
航空宇宙産業, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Monday.com for engineering

4.0 2 年前

製品を使ってみた感想: Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

良いポイント:

The fact that the CRM templates are just the normal monday.com workflow means that tasks integrate seamlessly across your workflow as you manage many concurrent projects.

改善してほしい点:

It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.

検討した類似製品: TrelloAsana

monday CRMに決めた理由: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

切り替える前の製品: Trello

monday CRMに切りかえた理由: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Gennaro
アメリカのHead of Sales
金融サービス, 51~200人規模の会社
使用期間: 6~12か月
投稿経路

Monday.com Review

4.0 2 年前

製品を使ってみた感想: Great system - need a tool like this to run the business day to day.

良いポイント:

Great database for storing, easy to customize. Can be a CRM, Sales, and Client Support/Relationship Management offering all in one. Love the ability to differentiate workspaces and segregate users from seeing each certain data.

改善してほしい点:

Sometimes it is buggy or slow to load and sometimes when you need to jam something in the system timing is important and could be frustrating. I would like more out of the box sales forecasting, lead gen/tracking tools. Hubspot was strong at this.

Pam
アメリカのMortgage Loan Officer
不動産, 1,001~5,000人規模の会社
使用期間: 6~12か月
投稿経路

This is the professional software you have been looking for!

5.0 2 年前

製品を使ってみた感想: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

良いポイント:

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

改善してほしい点:

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Ari
アメリカのBDR
情報技術、情報サービス, 11~50人規模の会社
使用期間: 6~12か月
投稿経路

Super easy to use and customize

5.0 2 年前

製品を使ってみた感想: makes our operations run smoother

良いポイント:

Ease of set up and ease of learning curve

改善してほしい点:

nothing. The software works well and does everything we need it to do.

検討した類似製品: Zoho CRM

monday CRMに決めた理由: needed something simpler and easier to use and configure

切り替える前の製品: Salesforce Service Cloud

monday CRMに切りかえた理由: faster set up

Daichi
インドネシアのBusiness Development Manager
経営コンサルティング, 51~200人規模の会社
使用期間: 6~12か月
投稿経路

The solution of our company looking for

5.0 2 年前

製品を使ってみた感想: Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.

良いポイント:

The automation and integration are very helpful. I can explore more features by using Monday.com

改善してほしい点:

The desktop app sometimes got crash, so I prefer using browser version

Alana
オーストラリアのGrants and Awards Consultant
執筆、編集, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

An all in 1 solution for businesses

4.0 2 年前

良いポイント:

I love that we can monitor and track our team's progress, with resource management and CRM capability we are able to house all our operational, marketing and sales needs on this one platform.

改善してほしい点:

I feel a bit lost with all the features, for all the integrations I feel its a bit unclear how to set up certain integrations, eg: Integrating my emails to track conversations within CRM and to have a log of contact.

検討した類似製品: AvazaTrelloBasecamp

monday CRMに切りかえた理由: More capability and seemed to be more conclusive

Kim
アメリカのOrganization & Strategy Analyst
市民団体、社会団体, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

My Best Friend

5.0 2 年前

製品を使ってみた感想: I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

良いポイント:

I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.

改善してほしい点:

I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's!

Michael
英国のDirector
教育管理, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Monday.com USer reveiw

4.0 2 年前

製品を使ってみた感想: he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily.

良いポイント:

I like the ease of the software and the user experience. The look and feel makes it great to go to daily

改善してほしい点:

The Product can be very in depth when I do not need something to be. But it is a great product.

検討した類似製品: Salesforce Service CloudPipedrive

monday CRMに決めた理由: The price and ease of use.

切り替える前の製品: HubSpot Marketing Hub

Daniel
アメリカのPublishing Manager
非営利団体運営, 51~200人規模の会社
使用期間: 2年以上
投稿経路

My life is in Monday.com

5.0 2 年前

製品を使ってみた感想: I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.

良いポイント:

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.

改善してほしい点:

Conditional logic in the Form view would be helpful rather than having to use a third party app

検討した類似製品: Airtable

Keri
Keri
アメリカのSystems Manager
認証済みLinkedInユーザー
マーケティング、広告, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Monday.Com simplifies our business and streamlines our communication.

5.0 2 年前

製品を使ってみた感想: Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.

良いポイント:

Monday is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact. I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.

改善してほしい点:

On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.

Michael
南アフリカのHead of sales
化学, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Monday.com Review

4.0 2 年前

製品を使ってみた感想: i love it, it is easy to use, easy to implement and run.

良いポイント:

The ease of implementation and use thereof, you don't need to have an IT department running it.

改善してほしい点:

Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory

検討した類似製品: Salesforce Sales Cloud

monday CRMに切りかえた理由: the ease of implementation and use

Matthew
アメリカのVP of Sales
小売, 2~10人規模の会社
使用期間: 1年以上
投稿経路

Keeping on sales team on track!

5.0 2 年前

製品を使ってみた感想: Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!

良いポイント:

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

改善してほしい点:

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.

検討した類似製品: Freshsales

monday CRMに切りかえた理由: Overall easy of use.

認証済みレビュアー
認証済みLinkedInユーザー
金融サービス, 51~200人規模の会社
使用期間: 6~12か月
投稿経路

The BEST CRM for anyone that is looking for function and ease of use

5.0 4 年前

製品を使ってみた感想: BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one!

良いポイント:

I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar!

改善してほしい点:

Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.

Dafne
アメリカのCEO
経営コンサルティング, 2~10人規模の会社
使用期間: 2年以上
投稿経路

Love Monday!!!

5.0 2 年前

良いポイント:

How truly customizable it is. We can make the software do almost everything for ourselves and our clients!

改善してほしい点:

With the recent improvements there is nothing else I wish the software did right now.