{
  "schemaVersion": 1,
  "id": "monday-crm-vs-salesmate",
  "products": [
    "monday-crm",
    "salesmate"
  ],
  "conclusion": "monday CRM and Salesmate are closely matched for core workflows. Both offer a trial; both support API access, gdpr compliance, contact management, and company management. monday CRM has confirmed free plan and price for five users of 40. Salesmate has confirmed zapier and sms.",
  "decisionPoints": [
    {
      "path": "pricing.freeTier",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "monday CRM has confirmed free plan; free plan is not yet confirmed for Salesmate."
    },
    {
      "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 Salesmate."
    },
    {
      "path": "technical.zapier",
      "importance": 8,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed zapier; zapier is not yet confirmed for monday CRM."
    },
    {
      "path": "vertical.sms",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed sms; sms is not yet confirmed for monday CRM."
    }
  ],
  "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.contactManagement",
      "label": "Contact management",
      "importance": 7
    },
    {
      "path": "vertical.companyManagement",
      "label": "Company management",
      "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, company 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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, 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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Deal pipeline management",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Full email sync",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Email 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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Text Messaging",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sales Automation",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Web 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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Meeting Scheduler",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Product Management",
            "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"
      },
      "salesmate": {
        "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Custom modules (Objects)",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Field-based permissions",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "iPhone, iPad, and Android mobile apps",
            "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"
      },
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Access to publicly available RESTful APIs",
            "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
      },
      "salesmate": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
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