{
  "schemaVersion": 1,
  "id": "salesmate-vs-capsule-crm",
  "products": [
    "salesmate",
    "capsule-crm"
  ],
  "conclusion": "Salesmate and Capsule CRM are closely matched for core workflows. Both offer a trial; both support API access, zapier, gdpr compliance, and contact management. Salesmate has confirmed company management and sms. Capsule CRM has confirmed free plan and sales forecasting.",
  "decisionPoints": [
    {
      "path": "pricing.freeTier",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed free plan; free plan is not yet confirmed for Salesmate."
    },
    {
      "path": "vertical.companyManagement",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed company management; company management is not yet confirmed for Capsule CRM."
    },
    {
      "path": "vertical.sms",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Salesmate has confirmed sms; sms is not yet confirmed for Capsule CRM."
    },
    {
      "path": "vertical.salesForecasting",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Capsule CRM has confirmed sales forecasting; sales forecasting is not yet confirmed for Salesmate."
    }
  ],
  "sharedStrengths": [
    {
      "path": "pricing.trial",
      "label": "Free trial",
      "importance": 9
    },
    {
      "path": "technical.api",
      "label": "API",
      "importance": 8
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "importance": 8
    },
    {
      "path": "vertical.gdprCompliance",
      "label": "GDPR compliance",
      "importance": 8
    },
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 80,
    "b": 77,
    "gap": 3
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, company management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-808b8142b1a71498"
        ],
        "evidence": [
          {
            "sourceId": "ingest-808b8142b1a71498",
            "excerpt": "Contact and deal management Keep up to 250 contacts with notes, emails, and files",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.companyManagement",
      "label": "Company management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Contact, company management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sales Pipelines",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-808b8142b1a71498"
        ],
        "evidence": [
          {
            "sourceId": "ingest-808b8142b1a71498",
            "excerpt": "Build your sales pipeline, then drag and drop deals through each stage to see progress quickly.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.multiplePipelines",
      "label": "Multiple pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Deal pipeline management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Multiple Sales Pipelines",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailSync",
      "label": "Email sync",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Full email sync",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Advanced Mail Connection Use your Gmail or Outlook account to send emails now.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailTracking",
      "label": "Email tracking",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Email Tracking",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Email Templates Avoid writing the same email over and over with a bank of reusable templates, ready to edit and send",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.emailSequences",
      "label": "Email sequences",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sequences",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Campaign builder Send emails to new customers.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.calling",
      "label": "Calling",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Calling",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-1f400e8d7781bb1b"
        ],
        "evidence": [
          {
            "sourceId": "ingest-1f400e8d7781bb1b",
            "excerpt": "Start calls, send messages, or compose emails directly from a contact's profile",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.sms",
      "label": "SMS",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Text Messaging",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.leadScoring",
      "label": "Lead scoring",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Lead Scoring",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Lead Scoring",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.workflowAutomation",
      "label": "Workflow automation",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Sales Automation",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Workflow Automations Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.forms",
      "label": "Forms",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Web Forms",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Wufoo Forms Submit new contacts and leads directly into Capsule using a form on your website.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.meetingScheduling",
      "label": "Meeting scheduling",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Meeting Scheduler",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Calendly Automatically create new Opportunities when your leads book calls in Calendly.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.quotes",
      "label": "Quotes",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Quotes",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Quotes",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.products",
      "label": "Products",
      "group": "Capacity",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-a95e487e5c877b3f"
        ],
        "evidence": [
          {
            "sourceId": "ingest-a95e487e5c877b3f",
            "excerpt": "Product Management",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Products",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.salesForecasting",
      "label": "Sales forecasting",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Advanced Sales Reporting More in depth reports so you can get visibility on your sales forecast",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.customFields",
      "label": "Custom fields",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Custom fields",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "5 custom fields",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.customObjects",
      "label": "Custom objects",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Custom modules (Objects)",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.teamPermissions",
      "label": "Team permissions",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-4e17503fe8a9a12d"
        ],
        "evidence": [
          {
            "sourceId": "ingest-4e17503fe8a9a12d",
            "excerpt": "Field-based permissions",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-80ef1eb208b54acc"
        ],
        "evidence": [
          {
            "sourceId": "ingest-80ef1eb208b54acc",
            "excerpt": "Team & Access Controls",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.mobileApps",
      "label": "Mobile apps",
      "group": "Platforms",
      "importance": 7,
      "includeInCoverage": true,
      "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"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-1f400e8d7781bb1b"
        ],
        "evidence": [
          {
            "sourceId": "ingest-1f400e8d7781bb1b",
            "excerpt": "Capsule Mobile CRM App for iOS and Android",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.api",
      "label": "API",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
      "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"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-76b1366de92dfa43"
        ],
        "evidence": [
          {
            "sourceId": "ingest-76b1366de92dfa43",
            "excerpt": "Developer API Use our API to integrate Capsule with other Apps.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "technical.webhooks",
      "label": "Webhooks",
      "group": "Technical",
      "importance": 7,
      "includeInCoverage": true,
      "salesmate": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "capsule-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "technical.zapier",
      "label": "Zapier",
      "group": "Technical",
      "importance": 8,
      "includeInCoverage": true,
      "salesmate": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-31278b847de57b53"
        ],
        "evidence": [
          {
            "sourceId": "ingest-31278b847de57b53",
            "excerpt": "Zapier",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "capsule-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-8f219fff6f9b3eaa"
        ],
        "evidence": [
          {
            "sourceId": "ingest-8f219fff6f9b3eaa",
            "excerpt": "Zapier Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.marketingAutomation",
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