monday sales CRMの概要
中小企業に最適なmonday sales CRMは、monday.com Work OSの上に構築されたノーコードでフルカスタマイズ可能なCRMです。円滑に操作できるCRMを使って、すべての営業プロセスと顧客とのコミュニケーションを一箇所で管理します。見込み顧客の獲得から、連絡先情報の管理、案件の追跡、部門横断的なコラボレーションまで、monday sales CRMを使えばすべてが可能です。ビルトイン型の自動化を使うか、独自の自動化をを簡単に作成することで、あらゆる手作業を効率化して、営業により多くの時間を集中できます。
monday sales CRMの対象ユーザー
世界中のあらゆる業界の中小企業、セールスマネージャーおよびチームに最適です。顧客関係やポストセールスを担当するアカウントや顧客サクセスマネージャーと提携します。
動作環境
monday sales CRMの料金プラン
最安値プラン：
- 無料トライアルあり
- 無料プランあり
monday sales CRMには無料プランがあり、無料トライアルも提供されています。 monday sales CRMの有料プランは$10.00/月から利用できます。
料金プラン 無料トライアルを申し込むmonday sales CRMの動画と画像
monday sales CRMの機能・特徴
monday sales CRMの競合SaaS製品
monday sales CRMのレビュー
Kory
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)
Zac
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.
Philippe
Not sure about Monday
良いポイント:
I guess it’s unique and different than other platforms.
改善してほしい点:
Compared to Salesforce, I believe that Monday isn’t as complete operationally.
Greg
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.
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.
Sam
Monday is great for Real Estate CRM
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.
