{
  "schemaVersion": 1,
  "id": "monday-crm-vs-close",
  "products": [
    "monday-crm",
    "close"
  ],
  "conclusion": "monday CRM and Close are closely matched for core workflows. Both offer a trial; both support API access, gdpr compliance, sales pipelines, and multiple pipelines. monday CRM has confirmed free plan, price for five users of 40, and contact management. Close has confirmed zapier.",
  "decisionPoints": [
    {
      "path": "pricing.freeTier",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed free plan; free plan is not yet confirmed for Close."
    },
    {
      "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 Close."
    },
    {
      "path": "technical.zapier",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "Close has confirmed zapier; zapier is not yet confirmed for monday CRM."
    },
    {
      "path": "vertical.contactManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed contact management; contact management is not yet confirmed for Close."
    }
  ],
  "sharedStrengths": [
    {
      "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.salesPipelines",
      "label": "Sales pipelines",
      "importance": 7
    },
    {
      "path": "vertical.multiplePipelines",
      "label": "Multiple pipelines",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 83,
    "b": 70,
    "gap": 13
  },
  "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"
      },
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "close": {
        "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Lead & pipeline management",
            "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Email open tracking",
            "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"
      },
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Built-in power dialer",
            "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
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Email, calls, SMS — one inbox",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e7574f7307c3c15e"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e7574f7307c3c15e",
            "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-81dad4ac688667dd"
        ],
        "evidence": [
          {
            "sourceId": "ingest-81dad4ac688667dd",
            "excerpt": "Meetings + Scheduling",
            "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"
      },
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "close": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "close": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-076221ee686cd7f4"
        ],
        "evidence": [
          {
            "sourceId": "ingest-076221ee686cd7f4",
            "excerpt": "Reporting Pipeline, activity, forecasting",
            "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "path": "technical.webhooks",
      "label": "Webhooks",
      "group": "Technical",
      "importance": 7,
      "includeInCoverage": true,
      "monday-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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"
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
      "monday-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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"
      }
    },
    {
      "path": "vertical.marketingAutomation",
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