{
  "schemaVersion": 1,
  "id": "close-vs-salesmate",
  "products": [
    "close",
    "salesmate"
  ],
  "conclusion": "Close and Salesmate are closely matched for core workflows. Both offer a trial; both support API access, zapier, gdpr compliance, and sales pipelines. Salesmate has confirmed contact management, company management, email sequences, and quotes.",
  "decisionPoints": [
    {
      "path": "vertical.contactManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed contact management; contact management is not yet confirmed for Close."
    },
    {
      "path": "vertical.companyManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed company management; company management is not yet confirmed for Close."
    },
    {
      "path": "vertical.emailSequences",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed email sequences; email sequences is not yet confirmed for Close."
    },
    {
      "path": "vertical.quotes",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed quotes; quotes is not yet confirmed for Close."
    }
  ],
  "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": 80,
    "gap": 10
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, company management",
            "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
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, company management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sales Pipelines",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Deal pipeline management",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Full email sync",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Email Tracking",
            "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
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sequences",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Calling",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Text Messaging",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sales Automation",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Web Forms",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Meeting Scheduler",
            "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
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Product Management",
            "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"
      },
      "salesmate": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Custom modules (Objects)",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Field-based permissions",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "iPhone, iPad, and Android mobile apps",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Access to publicly available RESTful APIs",
            "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"
      },
      "salesmate": {
        "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-31278b847de57b53"
        ],
        "evidence": [
          {
            "sourceId": "ingest-31278b847de57b53",
            "excerpt": "Zapier",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
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