{
  "schemaVersion": 1,
  "id": "monday-crm-vs-engagebay",
  "products": [
    "monday-crm",
    "engagebay"
  ],
  "conclusion": "monday CRM and EngageBay are closely matched for core workflows. Both support free plan, API access, contact management, company management, and sales pipelines. monday CRM has confirmed free trial and gdpr compliance. EngageBay has confirmed zapier. Price for five users is 40 for monday CRM and 63.7 for EngageBay.",
  "decisionPoints": [
    {
      "path": "pricing.trial",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed free trial; free trial is not yet confirmed for EngageBay."
    },
    {
      "path": "pricing.costForFiveUsers",
      "importance": 9,
      "kind": "value-difference",
      "text": "Price for five users is 40 for monday CRM and 63.7 for EngageBay."
    },
    {
      "path": "technical.zapier",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "EngageBay has confirmed zapier; zapier is not yet confirmed for monday CRM."
    },
    {
      "path": "vertical.gdprCompliance",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed gdpr compliance; gdpr compliance is not yet confirmed for EngageBay."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.freeTier",
      "label": "Free plan",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "importance": 7
    },
    {
      "path": "vertical.companyManagement",
      "label": "Company management",
      "importance": 7
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 83,
    "b": 80,
    "gap": 3
  },
  "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Contact Management",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Company Management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Sales Pipelines",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "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"
      }
    },
    {
      "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Email Sequences",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Calling",
            "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
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "SMS Broadcast",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Workflows",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Forms",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Appointment Scheduling Software",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Proposal",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Sales 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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "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"
      },
      "engagebay": {
        "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4b53dd9cc55d6aa6"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4b53dd9cc55d6aa6",
            "excerpt": "Team Management",
            "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"
      },
      "engagebay": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "API",
            "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
      },
      "engagebay": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-e5705feed39578e3"
        ],
        "evidence": [
          {
            "sourceId": "ingest-e5705feed39578e3",
            "excerpt": "Webhooks",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.zapier",
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    },
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}