{
  "schemaVersion": 1,
  "id": "monday-crm-vs-keap",
  "products": [
    "monday-crm",
    "keap"
  ],
  "conclusion": "monday CRM and Keap are closely matched for core workflows. Both offer a trial; both support API access, contact management, sales pipelines, and email sync. monday CRM has confirmed free plan, price for five users of 40, and gdpr compliance. Keap 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 Keap."
    },
    {
      "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 Keap."
    },
    {
      "path": "technical.zapier",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "Keap 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 Keap."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.trial",
      "label": "Free trial",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "importance": 7
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "importance": 7
    },
    {
      "path": "vertical.emailSync",
      "label": "Email sync",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 83,
    "b": 67,
    "gap": 16
  },
  "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Contact management Manage individual contacts and organize by company if selling B2B",
            "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"
      },
      "keap": {
        "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Sales pipeline Easily track and manage leads as they move through the funnel",
            "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"
      },
      "keap": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Gmail and Outlook sync Connect your calendar and email with Keap for appointments and see all 1:1 emails on the contact record",
            "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"
      },
      "keap": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Email marketing Send broadcast and 1:1 emails, as well as trigger automated emails based on contact activity.",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-63a0d6ed191cd605"
        ],
        "evidence": [
          {
            "sourceId": "ingest-63a0d6ed191cd605",
            "excerpt": "Keap Business Line includes: Toll-free phone number Business voicemail Auto-reply messages Two numbers on one phone Separate snooze settings Mobile and desktop",
            "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
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Text marketing Send SMS messages 1:1 text messages 1 Send individual text messages from the desktop or mobile app (U.S. and Canada only)",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Lead scoring Prioritize your hottest leads and trigger automation based on likelihood to buy",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Automation history See what automation actions each contact has received and where they are currently in automated sequences",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Forms Capture leads, collect essential information, and trigger automation when forms are completed",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Appointment scheduler Send an online booking link with available times on your calendar, synced with your Gmail or Outlook calendar",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Quotes Easily create and send quotes that prospects can review and accept with the touch of a button, then turn the quote to an invoice with a couple clicks.",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Checkout forms Sell online with customizable checkout forms that trigger automations and sync to your CRM",
            "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"
      },
      "keap": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Custom fields Store business-specific information on the contact or company record",
            "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"
      },
      "keap": {
        "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Custom user roles, groups & permissions Determine the level of permission for users and their interaction with various records",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Mobile app 3 Have ready access to contacts, appointments, tasks, and communications on the go and sync to your CRM.",
            "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"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "API & webhooks Create custom connections to Keap via open API endpoints",
            "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
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "API & webhooks Create custom connections to Keap via open API endpoints",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
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}