クイックスタート
このガイドでは、Monday CRMのすべての機能について説明します。
- はじめる — Create your account and enable the CRM workspace
- 連絡先管理の使い方 — Keep every contact, client, and company record in the same place
- セールスパイプラインの使い方 — Track every deal through each stage of your sales process
- 自動化機能の使い方 — Automate repetitive follow-ups so nothing falls through the cracks
- Monday Work Managementの使い方 — Turn closed deals into live project boards without retyping data
- How to Use Dashboard customization — Build a sales dashboard that shows the numbers you care about
- How to Use Resource management — Balance workload across your team before anyone burns out
- カンバンボードの使い方 — See deals and tasks as cards you can move in seconds
- ガントチャートの使い方 — Map project timelines and spot delays before clients notice
- インテグレーションセンターの使い方 — Connect the tools your business already runs on
- スマートワークフロー自動化の使い方 — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
I have run my own client work inside monday sales CRM for two years.
Every step below comes from real hands-on use, not vendor marketing.
月曜日 CRM is a customer relationship management platform built on flexible boards.
Managing relationships here goes far beyond the deals board most teams stop at.
This tutorial shows you how to use Monday CRM feature by feature.
Step by step, with screenshots and the shortcuts I actually rely on.
月曜日のCRMチュートリアル
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced オートメーション.
月曜日のCRM
Run your whole sales process in one place. Monday CRM keeps contacts, deals, and client projects on boards your team can customize in minutes. Start free — no credit card needed.
Monday CRM の利用開始
いずれかの機能を使用する前に、この初回設定を完了してください。
約3分かかります。
ステップ1：アカウントを作成する
Go to the Monday website and simply click Get Started.
Enter your work email and pick a password.
Name your organization and invite your sales team.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
ステップ2：CRMワークスペースを有効にする
Open the product menu and add monday sales CRM to your account.
Monday CRM runs in the browser, and mobile apps exist for iOS そしてAndroid。
これがその様子です。
✓ チェックポイント: You should see the CRM workspace in your sidebar.
ステップ3：初期設定を完了する
Pick one of the default board templates that matches your sales process.
Then add your first contacts through a form or by typing them in manually.
✅ 完了: これで、以下のすべての機能をご利用いただけます。
Monday CRMの連絡先管理機能の使い方
連絡先管理 stores every lead and contact record on one shared board.
以下に、その使用方法をステップごとに説明します。
ステップ1：連絡先ボードを開く
Simply click CRM in the left sidebar, then open the Contacts board.
This board holds all your clients, customers, and companies.
Step 2: Add Contact Details
Click the plus icon and type the person’s name.
Fill the email, phone, and company columns with real details.
これがその様子です。
✓ チェックポイント: Your new contact appears with a linked company record.
Step 3: Sync Your Email
Connect Gmail or Outlook for two-way email sync.
Send personalized emails and mass emails with open tracking built in.
✅ 結果: Every customer conversation now lives beside the contact record.
💡 プロのヒント: Embed a web form on your site so contacts get created automatically.
Monday CRMのセールスパイプラインの使い方
販売パイプライン shows every open deal and its current stage on one board.
以下に、その使用方法をステップごとに説明します。
ステップ1：取引ボードを開く
The deals board manages your sales pipeline from first call to signed contract.
Each group represents one stage of the sales process.
Step 2: Rename Your Stages
Edit the group names to match how your sales team actually sells.
Add a deal value column so revenue totals calculate themselves.
これがその様子です。
✓ チェックポイント: Each group shows a live deal count and total value.
Step 3: Drag Deals Forward
Drag any deal card into the next group as it progresses.
The drag-and-drop interface makes pipeline updates super simple.
✅ 結果: You can see your whole pipeline health in one screen.
💡 プロのヒント: Add a rotting indicator column to flag stale deals fast.
Monday CRMの自動化機能の使い方
自動化 streamline the repetitive tasks that eat your selling time.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Automations Center
クリック 自動化 in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
ステップ2：トリガーを選択する
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
これがその様子です。
✓ チェックポイント: The new recipe shows as active in your automations list.
Step 3: Choose the Action
Set the action to notify a person or create an item.
You can run automation between different boards and groups too.
✅ 結果: Routine follow-ups run themselves, which lifts team productivity fast.
💡 プロのヒント: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
月曜日の業務管理 connects your CRM records to real project management work.
以下に、その使用方法をステップごとに説明します。
Step 1: Convert a Won Deal
Open a closed deal and choose convert to project.
Monday CRM creates a project board linked to that client data.
Step 2: Assign Different Tasks
Use the People column to assign ownership of specific tasks.
Break delivery into small tasks with clear due dates.
これがその様子です。
✓ チェックポイント: The project board shows the client name pulled from the deal.
ステップ3：進捗状況を追跡する
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ 結果: Client data and project deliverables stay connected after the sale.
💡 プロのヒント: Create a centralized hub board to track the health of all client projects.
How to Use Monday CRM Dashboard customizer
Dashboard customization turns raw board data into dashboards your managers actually read.
以下に、その使用方法をステップごとに説明します。
ステップ1：新しいダッシュボードを作成する
Click the plus button in the sidebar and choose ダッシュボード.
Connect the deals board and any other board you track.
Step 2: Add Your First Widget
Pick a widget such as numbers, battery, or pie chart.
Each widget reads live data, so nothing needs manual updates.
これがその様子です。
✓ チェックポイント: Your dashboard shows live totals from the deals board.
ステップ3：レイアウトをカスタマイズする
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ 結果: You get a full overview of sales performance without building reports.
💡 プロのヒント: Share a read-only dashboard link with leadership instead of emailing screenshots.
How to Use Monday CRM Resource Manager
Resource management shows who is overloaded and who has room for more work.
以下に、その使用方法をステップごとに説明します。
ステップ1：ワークロードビューを開く
Add the workload view to any board with assigned owners.
It shows capacity per person across the week.
Step 2: Rebalance the Work
Drag tasks from an overloaded person to a teammate with capacity.
Set weekly capacity in hours for accurate numbers.
これがその様子です。
✓ チェックポイント: Overloaded team members appear in red on the capacity bar.
Step 3: Set Roles and Permissions
Give new team members viewer or member roles as needed.
Roles control access to sensitive data while keeping work transparent.
✅ 結果: Work is spread evenly and nobody quietly drowns in tasks.
💡 プロのヒント: Review workload every Monday morning before assigning any new client project.
Monday CRMのカンバンボードの使い方
カンバンボード displays your board as movable cards instead of rows.
以下に、その使用方法をステップごとに説明します。
Step 1: Add the Kanban View
Click the plus sign beside your board views.
Monday offers over 27 view types, so scroll to Kanban.
Step 2: Group by Status
Choose status as the grouping column for your cards.
Each column now reflects one stage of work.
これがその様子です。
✓ チェックポイント: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status 即座に.
Cards marked Stuck stand out in orange right away.
✅ 結果: Daily standups get faster because the board reads at a glance.
💡 プロのヒント: Filter the Kanban view by owner so reps see only their deals.
Monday CRMのガントチャートの使い方
ガントチャート lays your project timeline out on a scrollable calendar.
以下に、その使用方法をステップごとに説明します。
ステップ1：タイムライン列を追加する
Gantt needs start and end dates for every task.
Add the timeline column and fill both dates.
Step 2: Switch to Chart View
Open the chart view and select Gantt from the list.
Bars now show duration for each task.
これがその様子です。
✓ チェックポイント: Dependency arrows link your tasks across the timeline.
Step 3: Link Dependencies
Connect tasks that cannot start until another finishes.
Shifting one bar moves every dependent task with it.
✅ 結果: Delivery dates stay realistic because delays surface immediately.
💡 プロのヒント: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Monday CRM統合センターの使い方
統合センター links Monday CRM to the other platforms your team uses daily.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Integrations Center
クリック 統合する in the board header.
Search the app you want by name.
Step 2: Pick a Recipe
Choose a recipe such as sending a Slack message on status change.
会計 tools can push invoices straight into a board.
これがその様子です。
✓ チェックポイント: The integration icon shows on your board header.
Step 3: Authorize the Connection
Log in to the connected tool and approve access.
Test the recipe once with a dummy item.
✅ 結果: Data flows between platforms without copy and paste.
💡 プロのヒント: Connect your calendar so booked demos create deal items automatically.
Monday CRMのスマートワークフロー自動化機能の使い方
スマートワークフロー自動化 uses AI to read project patterns and warn you 早い.
以下に、その使用方法をステップごとに説明します。
Step 1: Turn On Risk Monitoring
Open the AI panel from your board menu.
Enable risk monitoring for the boards that matter most.
Step 2: Set Your Thresholds
Tell it which overdue window counts as a real problem.
Choose who receives the alert.
これがその様子です。
✓ チェックポイント: Flagged items appear with a risk label on the board.
Step 3: Act on the Flags
Review flagged items during your weekly check-in.
Reassign or reschedule anything marked as high risk.
✅ 結果: Problems surface days earlier than manual reviews would catch them.
💡 プロのヒント: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
月曜日のMCP opens your boards to AIアシスタント through a secure connection.
以下に、その使用方法をステップごとに説明します。
Step 1: Enable the MCP Server
Open the developer area in your account settings.
Generate an API token for the connection.
Step 2: Connect Your AI Tool
Paste the token into your AI assistant’s connector settings.
Limit the token scope to the boards you want exposed.
これがその様子です。
✓ チェックポイント: あなたの アシスタント lists your real board names back to you.
Step 3: Ask for Board Actions
Ask your assistant to create items or summarize a board.
It reads live data instead of guessing.
✅ 結果: Routine board updates happen through plain conversation.
💡 プロのヒント: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
月曜日のCRMプロのヒントとショートカット
After two years on this platform, these are the tips I hand new team members.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Shift + ? |
| Move between board cells | 矢印キー |
| Undo your last change | Ctrl + Z |
ほとんどの人が見逃す隠れた機能
- バッチ処理: Select several items at once to move, duplicate, or archive them together.
- ボードテンプレート： Save any finished board as a template so new projects start structured.
- メールテンプレート: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
月曜日のCRMでよくある間違いを避ける方法
Mistake #1: Treating boards like a spreadsheet
❌ 間違い: Typing every update by hand and never touching automation.
✅ 右: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ 間違い: Making a separate board for each client, then losing track of all of them.
✅ 右: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ 間違い: Giving every new member full admin access on day one.
✅ 右: Set viewer or member roles first, then widen access as trust builds.
月曜日のCRMトラブルシューティング
Problem: Boards will not load
原因： An old browser blocks the scripts you need to view this site properly.
修理： Update your browser, clear the cache, then reload the board.
Problem: A 安全 page blocks you
原因： The performance security layer sometimes challenges shared office IP addresses.
修理： Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
原因： The trigger column was renamed, or your monthly action limit ran out.
修理： Reopen the recipe, reselect the column, and check your usage counter.
📌 注記： You need a supported browser to view boards correctly on any device.
📌 注記： If none of these fix your issue, contact Monday support.
Monday CRMとは何ですか？
月曜日のCRM is customer relationship management software built on customizable boards.
It manages the customer journey and sales pipeline in one place.
Think of it like a spreadsheet that can think, talk, and chase people for you.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 連絡先管理: Store contacts, companies, and conversations on one board
- 販売パイプライン: Move deals through stages with drag-and-drop columns
- 自動化: Trigger emails, tasks, and notifications without manual work
- 月曜日の業務管理： Connect sales records to delivery projects and tasks
- Dashboard customization: Pull live KPIs from any board into visual widgets
- Resource management: See team capacity and control who accesses sensitive data
- カンバンボード： Visual card view for fast pipeline and task updates
- ガントチャート： Timeline view with dependencies and milestone tracking
- 統合センター： Link email, Slack, invoices, and 200+ other apps
- スマートなワークフロー自動化： AI risk monitoring that spots problems before they hit
- Monday MCP: 接続する AIアシスタント to your boards through MCP
詳細なレビューについては、こちらをご覧ください。 月曜日のCRMレビュー.
Monday CRMの価格
2026年におけるMonday CRMのコストは以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 基本 | 1ユーザーあたり月額9ドル | Small teams tracking contacts and simple deals |
| 標準 | 1ユーザーあたり月額12ドル | 自動化を必要とする成長中の営業チーム |
| プロ | 1ユーザーあたり月額19ドル | Companies running forecasting and full dashboards |
無料トライアル: はい、クレジットカード不要で14日間ご利用いただけます。
返金保証: Yes, 30 days on annual plans.
💰 最もお得な価格: Standard — it unlocks automation, which is where the real time savings start.
月曜日のCRMと代替案の比較
So how does Monday CRM compare against the other big CRM tools?
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| 月曜日のCRM | Visual boards and project handoff | 月額9ドル | ⭐ 4.2 |
| ハブスポット | Inbound marketing and free tier | 月額20ドル | ⭐ 4.5 |
| パイプドライブ | Pure pipeline selling | 月額14ドル | ⭐ 4.5 |
| クリックアップ | Tasks and docs in one tool | 月額7ドル | ⭐ 4.6 |
| セールスフォース | Large enterprise reporting | 月額25ドル | ⭐ 4.4 |
| Zoho CRM | Budget-conscious 中小企業 | 月額14ドル | ⭐ 4.3 |
おすすめ商品：
- 総合ベスト： HubSpot — deepest feature set if budget allows
- ベスト予算： ClickUp — cheapest seat price for mixed work
- 初心者におすすめ： Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 月曜日のCRM代替案
Monday CRMの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ハブスポット： Generous free tier with marketing, sales, and service tools under one login.
- 🎯 パイプドライブ: A focused pipeline tool that keeps reps on the next action, nothing else.
- 💰 クリックアップ: Cheap seats and strong project management if you want tasks and deals together.
- 🏢 セールスフォース: Enterprise reporting and deep customization, though setup needs an admin.
- ⭐ Zoho CRM: Low-cost CRM with solid automation for 中小企業 teams watching spend.
全リストについては、こちらをご覧ください。 月曜日のCRMの代替 ガイド。
⚔️ 月曜日のCRM比較
Monday CRMが各競合他社と比べてどうなのか、以下に示します。
- Monday CRM vs HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- Monday CRM vs Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- Monday CRM vs ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- Monday CRM vs Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
- Monday CRMとZoho CRMの比較: Zoho is cheaper, Monday is easier to navigate and customize without training.
今すぐMonday CRMを使い始めましょう
Monday CRMの主要な機能をすべて使いこなせるようになりました。
- ✅ 連絡先管理
- ✅ 販売パイプライン
- ✅ 自動化
- ✅ 月曜日の業務管理
- ✅ Dashboard customization
- ✅ Resource management
- ✅ カンバンボード
- ✅ ガントチャート
- ✅ 統合センター
- ✅ スマートなワークフロー自動化
- ✅ Monday MCP
次のステップ： Pick one feature and try it today.
ほとんどの人はまず顧客管理から始めます。
5分もかかりません。
よくある質問
月曜日はCRMですか、それともERPですか？
Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.
Monday CRMを効果的に活用するには？
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Monday CRMは本当に無料ですか？
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Monday CRMは何をするものですか？
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Monday.comにはチュートリアルはありますか？
Yes. Monday runs a free academy, in-app walkthroughs, and template guides. This tutorial covers the same features in a faster format.
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