キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし18年
monday CRMとは？
中小企業に最適な monday sales CRM は、monday.com Work OS 上に構築されたフルカスタマイズ可能なノーコード CRM です。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処理でき、リードの獲得から、連絡先の管理、取引の追跡、部署間のコラボレーションまで、monday sales CRM で営業に関するあらゆる業務を管理することができます。自動化機能を利用したり、各ツールとの統合機能を利用したりすることで、手作業を効率化し、営業により多くの時間を割くことができます。
monday 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 CRMの料金プラン
最安値プラン：
- 無料トライアルあり
- 無料プランなし
monday CRMには無料プランはありませんが、無料トライアルが提供されています。 monday CRMの有料プランは$12.00/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 CRMの動画と画像
monday CRMの機能や特徴
monday CRMの競合SaaS製品
monday CRMの評判・レビュー
Efficient contact tracking
製品を使ってみた感想： Monday CRM is easy to use and keeps client relationships organized, though the cost can be a hurdle for smaller teams.
良いポイント:
Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.
改善してほしい点:
The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.
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 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.
Great experince with in a min time
良いポイント:
Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.
改善してほしい点:
I wish they could refund me the subscription that i wasted while using this software.
Would recommend to manage everything
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.
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!
Very happy with Monday.com
製品を使ってみた感想： This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!
良いポイント:
The interface is simple and easy to use while being pleasant to interact with.
改善してほしい点:
The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.
検討した類似製品： Asana、HubSpot CRM
monday CRMに切りかえた理由： Familiarity, cost, aesthetics of the interface
