{
  "schemaVersion": 1,
  "id": "close-vs-capsule-crm",
  "products": [
    "close",
    "capsule-crm"
  ],
  "conclusion": "Close and Capsule CRM are closely matched for core workflows. Both offer a trial; both support API access, zapier, gdpr compliance, and sales pipelines. Close has confirmed sms. Capsule CRM has confirmed free plan, contact management, and email sequences.",
  "decisionPoints": [
    {
      "path": "pricing.freeTier",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed free plan; free plan is not yet confirmed for Close."
    },
    {
      "path": "vertical.contactManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed contact management; contact management is not yet confirmed for Close."
    },
    {
      "path": "vertical.emailSequences",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed email sequences; email sequences is not yet confirmed for Close."
    },
    {
      "path": "vertical.sms",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Close has confirmed sms; sms is not yet confirmed for Capsule CRM."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.trial",
      "label": "Free trial",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "importance": 8
    },
    {
      "path": "vertical.gdprCompliance",
      "label": "GDPR compliance",
      "importance": 8
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 70,
    "b": 77,
    "gap": 7
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-808b8142b1a71498"
        ],
        "evidence": [
          {
            "sourceId": "ingest-808b8142b1a71498",
            "excerpt": "Contact and deal management Keep up to 250 contacts with notes, emails, and files",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.companyManagement",
      "label": "Company management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Lead & pipeline management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-808b8142b1a71498"
        ],
        "evidence": [
          {
            "sourceId": "ingest-808b8142b1a71498",
            "excerpt": "Build your sales pipeline, then drag and drop deals through each stage to see progress quickly.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.multiplePipelines",
      "label": "Multiple pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Pipelines Create multiple opportunity pipelines to track different teams, products, or sales processes.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Multiple Sales Pipelines",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailSync",
      "label": "Email sync",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Two-way email sync (send/receive)",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Advanced Mail Connection Use your Gmail or Outlook account to send emails now.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailTracking",
      "label": "Email tracking",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Email open tracking",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Email Templates Avoid writing the same email over and over with a bank of reusable templates, ready to edit and send",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailSequences",
      "label": "Email sequences",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Campaign builder Send emails to new customers.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.calling",
      "label": "Calling",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Built-in power dialer",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-1f400e8d7781bb1b"
        ],
        "evidence": [
          {
            "sourceId": "ingest-1f400e8d7781bb1b",
            "excerpt": "Start calls, send messages, or compose emails directly from a contact's profile",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.sms",
      "label": "SMS",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Email, calls, SMS — one inbox",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.leadScoring",
      "label": "Lead scoring",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e7574f7307c3c15e"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e7574f7307c3c15e",
            "excerpt": "Lead Scoring",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Lead Scoring",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.workflowAutomation",
      "label": "Workflow automation",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Sales automation Workflows that automate and unlock your team",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Workflow Automations Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.forms",
      "label": "Forms",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Forms Capture website leads with a no-code form builder.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Wufoo Forms Submit new contacts and leads directly into Capsule using a form on your website.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.meetingScheduling",
      "label": "Meeting scheduling",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Meetings + Scheduling",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Calendly Automatically create new Opportunities when your leads book calls in Calendly.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.quotes",
      "label": "Quotes",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Quotes",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.products",
      "label": "Products",
      "group": "Capacity",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Products",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.salesForecasting",
      "label": "Sales forecasting",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Reporting Pipeline, activity, forecasting",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Advanced Sales Reporting More in depth reports so you can get visibility on your sales forecast",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.customFields",
      "label": "Custom fields",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Custom Fields Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "5 custom fields",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.customObjects",
      "label": "Custom objects",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Custom Objects Create your own unique CRM objects to store and associate with Leads in Close.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.teamPermissions",
      "label": "Team permissions",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Roles and permissions Control a user's accessibility within Close by assigning them to one of four predefined roles.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Team & Access Controls",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.mobileApps",
      "label": "Mobile apps",
      "group": "Platforms",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Mobile app Manage the CRM, make & receive calls and texts, and review reports on the go. Available for iOS & Android.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-1f400e8d7781bb1b"
        ],
        "evidence": [
          {
            "sourceId": "ingest-1f400e8d7781bb1b",
            "excerpt": "Capsule Mobile CRM App for iOS and Android",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.api",
      "label": "API",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Build on Close REST API, webhooks, and MCP server.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-76b1366de92dfa43"
        ],
        "evidence": [
          {
            "sourceId": "ingest-76b1366de92dfa43",
            "excerpt": "Developer API Use our API to integrate Capsule with other Apps.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.webhooks",
      "label": "Webhooks",
      "group": "Technical",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Build on Close REST API, webhooks, and MCP server.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Zapier Connect with 2000+ third-party apps through Zapier.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Zapier Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.marketingAutomation",
      "label": "Marketing automation",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Automated Workflows Automate outreach (SMS, emails, calls)",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
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