monday CRM

monday.com is amazing

製品を使ってみた感想： Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

良いポイント:

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.

改善してほしい点:

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data. Simply put, the smartphone app is not working.

検討した類似製品： Trello

monday CRMに切りかえた理由： Offer more features at a lower price

Super customizable with powerful features

製品を使ってみた感想： Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

良いポイント:

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

改善してほしい点:

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

検討した類似製品： Asana

monday CRMに決めた理由： Monday.com does everything Pipedrive can do and a whole lot more.

切り替える前の製品： Pipedrive

monday CRMに切りかえた理由： Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.

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

Nothing Really Like Monday.com

製品を使ってみた感想： I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

良いポイント:

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

改善してほしい点:

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

検討した類似製品： HubSpot CRM

monday CRMに決めた理由： Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

切り替える前の製品： HubSpot CRM

Monday for Cybersecurity Oriented System Integrator

製品を使ってみた感想： I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

良いポイント:

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

改善してほしい点:

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )