{
  "schemaVersion": 1,
  "id": "monday-crm-vs-capsule-crm",
  "products": [
    "monday-crm",
    "capsule-crm"
  ],
  "conclusion": "monday CRM and Capsule CRM are closely matched for core workflows. Both support free plan, API access, gdpr compliance, and contact management; both offer a trial. monday CRM has confirmed price for five users of 40, company management, and custom objects. Capsule CRM has confirmed zapier.",
  "decisionPoints": [
    {
      "path": "pricing.costForFiveUsers",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed price for five users of 40; price for five users is not yet confirmed for Capsule CRM."
    },
    {
      "path": "technical.zapier",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed zapier; zapier is not yet confirmed for monday CRM."
    },
    {
      "path": "vertical.companyManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed company management; company management is not yet confirmed for Capsule CRM."
    },
    {
      "path": "vertical.customObjects",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed custom objects; custom objects is not yet confirmed for Capsule CRM."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.freeTier",
      "label": "Free plan",
      "importance": 9
    },
    {
      "path": "pricing.trial",
      "label": "Free trial",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "vertical.gdprCompliance",
      "label": "GDPR compliance",
      "importance": 8
    },
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 83,
    "b": 77,
    "gap": 6
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Manage contacts",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Account 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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Manage sales pipelines and customer relationships from pre- to post-sale.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Manage sales pipelines and customer relationships from pre- to post-sale.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Emails, calls, meetings, messages — every interaction with a contact or account auto-logs to their record",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Emails, calls, meetings, messages — every interaction with a contact or account auto-logs to their record",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Set up automated outreach and activity sequences so you never miss the right moment to reach out.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Make or receive customer calls directly from monday CRM on your phone.",
            "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,
      "monday-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.leadScoring",
      "label": "Lead scoring",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Prospects get sourced, enriched, and scored by AI.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Set the logic once and let it run. Build the workflow once. When a lead opens an email or a deal changes stage, monday CRM takes the next step automatically.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Capture leads from web forms, events, imports, or any tool you already use.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "The Calling Agent calls new leads, asks the right questions, and books meetings straight onto your reps' calendars",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Generate quotes, send invoices, and collect signatures, all from the same record as the deal itself.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Generate quotes, send invoices, and collect signatures, all from the same record as the deal itself.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Every forecast is clear and backed by real pipeline coverage analysis, by-stage diagnosis, and velocity signals with the power of AI.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "flexible boards, fields, views, automations, and dashboards",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "flexible boards, fields, views, automations, and dashboards",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-d98bea67ed7c6de2"
        ],
        "evidence": [
          {
            "sourceId": "ingest-d98bea67ed7c6de2",
            "excerpt": "Define exactly what each agent and team member can access, edit, or create — with AI credit limits set by team.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-16c4f568561ba407"
        ],
        "evidence": [
          {
            "sourceId": "ingest-16c4f568561ba407",
            "excerpt": "Make or receive customer calls directly from monday CRM on your phone.",
            "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,
      "monday-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-273fe79a06043d12"
        ],
        "evidence": [
          {
            "sourceId": "ingest-273fe79a06043d12",
            "excerpt": "monday CRM’s open API lets you connect your existing tools, customize workflows, and shape your CRM to fit the way you sell.",
            "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,
      "monday-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
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