{
  "schemaVersion": 1,
  "id": "engagebay-vs-capsule-crm",
  "products": [
    "engagebay",
    "capsule-crm"
  ],
  "conclusion": "EngageBay and Capsule CRM are closely matched for core workflows. Both support free plan, API access, zapier, contact management, and sales pipelines. EngageBay has confirmed price for five users of 63.7 and company management. Capsule CRM has confirmed free trial and gdpr compliance.",
  "decisionPoints": [
    {
      "path": "pricing.trial",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed free trial; free trial is not yet confirmed for EngageBay."
    },
    {
      "path": "pricing.costForFiveUsers",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "EngageBay has confirmed price for five users of 63.7; price for five users is not yet confirmed for Capsule CRM."
    },
    {
      "path": "vertical.gdprCompliance",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed gdpr compliance; gdpr compliance is not yet confirmed for EngageBay."
    },
    {
      "path": "vertical.companyManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "EngageBay has confirmed company management; company management is not yet confirmed for Capsule CRM."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.freeTier",
      "label": "Free plan",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "importance": 8
    },
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "importance": 7
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 80,
    "b": 77,
    "gap": 3
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Contact Management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Company Management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Sales Pipelines",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Sales Pipelines",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-73d406c08991aea4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-73d406c08991aea4",
            "excerpt": "Enjoy seamless 2-way sync with Gmail and Outlook365.",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-73d406c08991aea4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-73d406c08991aea4",
            "excerpt": "Access real-time data on open rates, click-through rates, downloads, unsubscribes, and more from a single dashboard.",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Email Sequences",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Calling",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "SMS Broadcast",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Workflows",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Forms",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Appointment Scheduling Software",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Proposal",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Products",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Sales 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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "Custom Fields",
            "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,
      "engagebay": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.teamPermissions",
      "label": "Team permissions",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Team Management",
            "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,
      "engagebay": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "API",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "Webhooks",
            "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,
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4ce0352b6dd3d453"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4ce0352b6dd3d453",
            "excerpt": "Zapier Pick zaps from Zapier directory & build automated workflows across apps.",
            "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"
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