monday sales CRMのレビュー

Monday.com is a Great Tool for Several Needs

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

Excellent Product

良いポイント:

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information. I would highly recommend this product.

改善してほしい点:

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

simple and easy to use

製品を使ってみた感想： Overall, the problems I solved are the organizing and tracking. I realized the benefit of lead management and storing contacts. I like how this software makes my complex task easier.

良いポイント:

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

改善してほしい点:

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

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

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 CRM、HubSpot CRM

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

Streamlined Workflow Solution

製品を使ってみた感想： Monday Sales is a practical solution for sales teams. The platform's focus on sales pipeline management, collaboration features, and mobile app make it an effective tool for sales managers to stay on top of their team's performance. Whether you're looking to streamline your sales processes or simply manage your deals more effectively, Monday Sales is a valuable tool to consider.

良いポイント:

Monday Sales offers a simple and effective way to manage sales processes. The software's visual pipeline and customizable fields make it easy to keep track of deals and prioritize tasks. The platform's collaboration features facilitate teamwork, making it a valuable tool for sales teams. The mobile app provides access to information and updates on the go.

改善してほしい点:

The interface can take time to master and some advanced features may require additional training. Some users have reported limited integrations with other tools.

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

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 Cloud、Asana

monday sales 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.

User friendly CRM and Project Management Tool

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 sales 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 sales 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.

Deon's Review

製品を使ってみた感想： Overall a highly positive experience.

良いポイント:

I love the CRM system. It's easy to use and helps my team to keep track of our daily tasks and projects.

改善してほしい点:

Sometimes software can be buggy. For example, there were several system outages within the last few months that delayed team productivity.

Accounting software to better manage customers

製品を使ってみた感想： Overall it is a good software in accounting

良いポイント:

The software is effective in maintaining a good relationship with customers

改善してほしい点:

The features are limited on the trial version, and it prevents having more information about the software

Highly Functional CRM System

製品を使ってみた感想： Really positive, just a bit too much for an sme on the smaller side in terms of full functionality (this in itself is no bad thing of course)

良いポイント:

The way you could build in a (seemingly limitless) array of applications made this very appealing, the potential for using this in a company wide sense is definitely there

改善してほしい点:

It was almost too much for a company of our size, it's quite a premium solution in terms of pricing which is understandable given the functionality but we didnt have the resource or need to use its full functionality at this point

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

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 sales 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.

Monday.com for engineering

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： Trello、Asana

monday sales 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 sales 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,.

Monday.com Review

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.

Love Monday.com

製品を使ってみた感想： We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy,

良いポイント:

I love the easy of the integrations and automations

改善してほしい点:

More in-depth training videos would be great. Other than that I haven't found anything I do not like

This is the professional software you have been looking for!

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!

Great for organization, deadlines, and execution of projects

製品を使ってみた感想： Terrific. Seemless, and so helpful.

良いポイント:

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

改善してほしい点:

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

検討した類似製品： Asana

monday sales CRMに決めた理由： We didn't have enough organization and automation.

切り替える前の製品： Google Sheets

monday sales CRMに切りかえた理由： The interface.

Easy of Use

製品を使ってみた感想： Helps Client Service check which clients have been approached and the progress on that specific client, so that 2 people do not approach the same client with the same project.

良いポイント:

The easy of use and navigation : I love how 2 people can be working on the same project and also track at the same time, The movement bar helps check the progress of certain projects.

改善してほしい点:

It has the ability to freeze while trying to archive some items

Excellent Project Management Tool!

製品を使ってみた感想： We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in. It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.

良いポイント:

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.

改善してほしい点:

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.

Monday (formally known as DaPulse) is a great tool for teams, coordinators and clients alike.

製品を使ってみた感想： Easy to integrate teams, coordinators and clients. Communication is seamless and collaboration is very easy.
Monday gives you great control over project management and lets the whole time collaborate and turn in on time. Clients can also benefit as they are in the loop and can collaborate as well.
Overall very easy to use and customer service is acceptable.

良いポイント:

Basic package is a great value compared to other softwares. Pretty easy to use once you've mastered the learning curve. Streamlined and overall great experience on smartphones. Desktop App is great.

改善してほしい点:

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5. Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

Monday.com 2+ Year user

製品を使ってみた感想： Overall positive experience. I brought it from my previous company and sold my new team on the benefits.

良いポイント:

Easy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version.

改善してほしい点:

multi column uploads from xls to existing Boards. Ability to setup a general email account like [email protected]

検討した類似製品： CRM Analytics

monday sales CRMに切りかえた理由： Cost & simplicity

Monday Rocks as a Sales CRM

良いポイント:

I needed a simple way to keep track of our sales, from leads to closed or nurture. I am not a sales professional but as a small business, I had to quickly learn and implement a system to keep track of our sales process. Monday made it super simple with a template that I was able to customize for our company. Monday is a workhorse and well worth the cost if you take the time to learn it and customize it for your specific company process.

改善してほしい点:

The hardest part as a small business owner is taking the time to watch the tutorials and learn the capabilities. However, if you take the time, Monday will reward you in saving time once the setup and implementation are complete. The sales CRM function is a small but vital part of all the things that Monday does to keep my company running smoothly.

A bit of patience and focus Monday.com will transform your work life!

製品を使ってみた感想： Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

良いポイント:

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

改善してほしい点:

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Production Software

製品を使ってみた感想： Amazing and productive!

良いポイント:

We have used Monday for all our Production Tracking for 2 years. We have continually improved it and without a doubt has helped us grow. This year we deployed the CRM and have made the switch from Salesforce to Monday. Its much more user friendly and quicker. The app is much better as well!

改善してほしい点:

I have no strong dislikes. The CRM and app have been amazing.

Love Monday!!!

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.

Review of Monday

製品を使ってみた感想： Switched from Hubspot, love this, really hated hubspot for our use cases

良いポイント:

Visually easy to see and read, love seeing status and amount in each stage / bucket

改善してほしい点:

We are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics