{
  "schemaVersion": 1,
  "id": "zoho-crm-vs-keap",
  "products": [
    "zoho-crm",
    "keap"
  ],
  "conclusion": "Zoho CRM and Keap are closely matched for core workflows. Both offer a trial; both support API access, contact management, sales pipelines, and calling. Zoho CRM has confirmed free plan and multiple pipelines. Keap has confirmed zapier and email sync.",
  "decisionPoints": [
    {
      "path": "pricing.freeTier",
      "importance": 9,
      "kind": "evidence-gap",
      "text": "Zoho CRM has confirmed free plan; free plan 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 Zoho CRM."
    },
    {
      "path": "vertical.multiplePipelines",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Zoho CRM has confirmed multiple pipelines; multiple pipelines is not yet confirmed for Keap."
    },
    {
      "path": "vertical.emailSync",
      "importance": 7,
      "kind": "evidence-gap",
      "text": "Keap has confirmed email sync; email sync is not yet confirmed for Zoho CRM."
    }
  ],
  "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.calling",
      "label": "Calling",
      "importance": 7
    }
  ],
  "coverage": {
    "a": 57,
    "b": 67,
    "gap": 10
  },
  "facts": [
    {
      "path": "vertical.contactManagement",
      "label": "Contact management",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Contact management Manage all contacts important to your business in one place.",
            "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,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "keap": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.salesPipelines",
      "label": "Sales pipelines",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Multiple sales pipelines Track multiple sales operations with different stages without any clutter.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Multiple sales pipelines Track multiple sales operations with different stages without any clutter.",
            "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,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "keap": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      }
    },
    {
      "path": "vertical.emailSequences",
      "label": "Email sequences",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Built-in calling Make, receive, and log sales calls directly inside Zoho CRM.",
            "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,
      "zoho-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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Predictive intelligence Predict the likelihood of a lead converting, a deal closing, or a customer churning.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Workflow automation Automate repetitive tasks with workflows.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Data capture via forms Generate leads from anywhere with built-in forms.",
            "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,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Configure, Price, Quote (CPQ) Match products to customer requirements and streamline quote management with built-in price rules.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Inventory management Manage all your invoices, sales and purchase orders, products, and vendors.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Sales forecasting Set your team for long-term success with achievable goals and keep track of business performance.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Custom modules Build custom modules to hold data unique to your business.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Custom modules Build custom modules to hold data unique to your business.",
            "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,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Mobile apps Sell more on the go with Zoho CRM's mobile app.",
            "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,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "APIs Connect Zoho CRM to any app and perform actions with 5000 API calls/day.",
            "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,
      "zoho-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",
      "importance": 8,
      "includeInCoverage": true,
      "zoho-crm": {
        "value": null,
        "status": "unknown",
        "sourceIds": [],
        "evidence": [],
        "verifiedAt": null
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Native Zapier integration Easily connect thousands of software tools to Keap using our built-in Zapier integration",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.marketingAutomation",
      "label": "Marketing automation",
      "group": "Features",
      "importance": 7,
      "includeInCoverage": true,
      "zoho-crm": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-de828e0f1d440eff"
        ],
        "evidence": [
          {
            "sourceId": "ingest-de828e0f1d440eff",
            "excerpt": "Customer journeys Build end-to-end, dynamic customer journeys that give your customers a memorable experience.",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      },
      "keap": {
        "value": true,
        "status": "verified",
        "sourceIds": [
          "ingest-c93f0686eebe6dfb"
        ],
        "evidence": [
          {
            "sourceId": "ingest-c93f0686eebe6dfb",
            "excerpt": "Marketing automation Follow up automatically with your leads",
            "supports": "positive"
          }
        ],
        "verifiedAt": "2026-09-05"
      }
    },
    {
      "path": "vertical.gdprCompliance",
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