{
  "schema_version": "1.0",
  "sample": false,
  "release_id": "2026-08",
  "release_date": "2026-08-28",
  "license": "CC BY 4.0 with attribution to Broadcastwell",
  "doi": "10.5281/zenodo.22721962",
  "method": {
    "question_shapes": [
      "best option",
      "specific workflow",
      "top tools",
      "alternative",
      "buyer evaluation"
    ],
    "engines": [
      "ChatGPT",
      "Claude",
      "Perplexity",
      "Google AI Overviews"
    ],
    "repeats": 3,
    "questions_per_category": 10
  },
  "categories": [
    {
      "id": "crm",
      "name": "CRM",
      "definition": "Systems that centralize customer and prospect records, sales activity, pipeline management, and related revenue workflows.",
      "selection_rule": "A vendor is in the checked set if it appears on the relevant category page of at least two major software directories as of the capture date.",
      "source_captures": [
        {
          "source_label": "g2.com category page",
          "source_url": "https://www.g2.com/categories/crm",
          "captured_on": "2026-08-28"
        },
        {
          "source_label": "capterra.com category page",
          "source_url": "https://www.capterra.com/customer-relationship-management-software/",
          "captured_on": "2026-08-28"
        }
      ],
      "commissioned_engagement": false,
      "run_configuration": "4 engines, 3 repeats, 10 fixed buyer questions, and one checked set.",
      "exclusions_note": "3 answers are excluded because an engine returned the recorded reason. Excluded answers reduce their question bases and are not counted as misses.",
      "exclusion_records": [
        {
          "question_id": "10",
          "repeat_tag": "run-1",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        },
        {
          "question_id": "10",
          "repeat_tag": "run-2",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        },
        {
          "question_id": "10",
          "repeat_tag": "run-3",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        }
      ],
      "csv_path": "data/crm.csv",
      "questions": [
        {
          "id": "1",
          "text": "What is the best CRM for a growing B2B sales team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "2",
          "text": "Which CRM is best for managing a complex sales pipeline?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "3",
          "text": "What are the top CRM tools for a mid-market company?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "4",
          "text": "What are good alternatives to a traditional CRM?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "5",
          "text": "Which CRM options work well for a small sales team that is scaling?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "6",
          "text": "What CRM should a revenue team consider when replacing spreadsheets?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "7",
          "text": "How do the main CRM platforms compare for reporting and forecasting?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "8",
          "text": "Which CRM approach is better for a team with multiple sales motions?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "9",
          "text": "What should a buyer evaluate in a CRM?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "10",
          "text": "How can a sales team use a CRM to improve handoffs and follow-up?",
          "base": 9,
          "excluded_answers": 3
        }
      ],
      "vendors": [
        {
          "name": "Salesforce Sales Cloud",
          "mention_rate": {
            "count": 78,
            "base": 117,
            "rate": 66.7,
            "lower": 57.7,
            "upper": 74.6
          },
          "citation_rate": {
            "count": 17,
            "base": 117,
            "rate": 14.5,
            "lower": 9.3,
            "upper": 22
          },
          "questions_appeared": 10
        },
        {
          "name": "HubSpot CRM",
          "mention_rate": {
            "count": 77,
            "base": 117,
            "rate": 65.8,
            "lower": 56.8,
            "upper": 73.8
          },
          "citation_rate": {
            "count": 5,
            "base": 117,
            "rate": 4.3,
            "lower": 1.8,
            "upper": 9.6
          },
          "questions_appeared": 9
        },
        {
          "name": "Pipedrive",
          "mention_rate": {
            "count": 63,
            "base": 117,
            "rate": 53.8,
            "lower": 44.8,
            "upper": 62.6
          },
          "citation_rate": {
            "count": 14,
            "base": 117,
            "rate": 12,
            "lower": 7.3,
            "upper": 19.1
          },
          "questions_appeared": 9
        },
        {
          "name": "Zoho CRM",
          "mention_rate": {
            "count": 63,
            "base": 117,
            "rate": 53.8,
            "lower": 44.8,
            "upper": 62.6
          },
          "citation_rate": {
            "count": 5,
            "base": 117,
            "rate": 4.3,
            "lower": 1.8,
            "upper": 9.6
          },
          "questions_appeared": 9
        },
        {
          "name": "Nimble",
          "mention_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 0
        },
        {
          "name": "Microsoft Dynamics 365",
          "mention_rate": {
            "count": 23,
            "base": 117,
            "rate": 19.7,
            "lower": 13.5,
            "upper": 27.8
          },
          "citation_rate": {
            "count": 3,
            "base": 117,
            "rate": 2.6,
            "lower": 0.9,
            "upper": 7.3
          },
          "questions_appeared": 6
        },
        {
          "name": "Freshsales",
          "mention_rate": {
            "count": 15,
            "base": 117,
            "rate": 12.8,
            "lower": 7.9,
            "upper": 20.1
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 5
        },
        {
          "name": "Copper",
          "mention_rate": {
            "count": 1,
            "base": 117,
            "rate": 0.9,
            "lower": 0.2,
            "upper": 4.7
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 1
        },
        {
          "name": "Insightly",
          "mention_rate": {
            "count": 3,
            "base": 117,
            "rate": 2.6,
            "lower": 0.9,
            "upper": 7.3
          },
          "citation_rate": {
            "count": 1,
            "base": 117,
            "rate": 0.9,
            "lower": 0.2,
            "upper": 4.7
          },
          "questions_appeared": 2
        },
        {
          "name": "Close",
          "mention_rate": {
            "count": 5,
            "base": 117,
            "rate": 4.3,
            "lower": 1.8,
            "upper": 9.6
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 3
        }
      ],
      "presence": [
        {
          "question_id": "1",
          "vendor_counts": {
            "Salesforce Sales Cloud": 12,
            "HubSpot CRM": 12,
            "Pipedrive": 12,
            "Zoho CRM": 10,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 1,
            "Copper": 0,
            "Insightly": 0,
            "Close": 3
          }
        },
        {
          "question_id": "2",
          "vendor_counts": {
            "Salesforce Sales Cloud": 12,
            "HubSpot CRM": 12,
            "Pipedrive": 9,
            "Zoho CRM": 9,
            "Nimble": 0,
            "Microsoft Dynamics 365": 6,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "3",
          "vendor_counts": {
            "Salesforce Sales Cloud": 9,
            "HubSpot CRM": 9,
            "Pipedrive": 8,
            "Zoho CRM": 9,
            "Nimble": 0,
            "Microsoft Dynamics 365": 9,
            "Freshsales": 3,
            "Copper": 0,
            "Insightly": 1,
            "Close": 1
          }
        },
        {
          "question_id": "4",
          "vendor_counts": {
            "Salesforce Sales Cloud": 7,
            "HubSpot CRM": 4,
            "Pipedrive": 3,
            "Zoho CRM": 3,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 2,
            "Copper": 0,
            "Insightly": 2,
            "Close": 0
          }
        },
        {
          "question_id": "5",
          "vendor_counts": {
            "Salesforce Sales Cloud": 11,
            "HubSpot CRM": 12,
            "Pipedrive": 12,
            "Zoho CRM": 12,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 6,
            "Copper": 1,
            "Insightly": 0,
            "Close": 1
          }
        },
        {
          "question_id": "6",
          "vendor_counts": {
            "Salesforce Sales Cloud": 11,
            "HubSpot CRM": 12,
            "Pipedrive": 9,
            "Zoho CRM": 8,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 3,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "7",
          "vendor_counts": {
            "Salesforce Sales Cloud": 9,
            "HubSpot CRM": 9,
            "Pipedrive": 7,
            "Zoho CRM": 7,
            "Nimble": 0,
            "Microsoft Dynamics 365": 5,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "8",
          "vendor_counts": {
            "Salesforce Sales Cloud": 1,
            "HubSpot CRM": 0,
            "Pipedrive": 2,
            "Zoho CRM": 2,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "9",
          "vendor_counts": {
            "Salesforce Sales Cloud": 2,
            "HubSpot CRM": 3,
            "Pipedrive": 0,
            "Zoho CRM": 0,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "10",
          "vendor_counts": {
            "Salesforce Sales Cloud": 4,
            "HubSpot CRM": 4,
            "Pipedrive": 1,
            "Zoho CRM": 3,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        }
      ]
    },
    {
      "id": "project_management",
      "name": "Project management",
      "definition": "Systems for planning, assigning, tracking, coordinating, and reporting on work across projects.",
      "selection_rule": "A vendor is in the checked set if it appears on the relevant category page of at least two major software directories as of the capture date.",
      "source_captures": [
        {
          "source_label": "g2.com category page",
          "source_url": "https://www.g2.com/categories/project-management",
          "captured_on": "2026-08-28"
        },
        {
          "source_label": "capterra.com category page",
          "source_url": "https://www.capterra.com/project-management-software/",
          "captured_on": "2026-08-28"
        }
      ],
      "commissioned_engagement": false,
      "run_configuration": "4 engines, 3 repeats, 10 fixed buyer questions, and one checked set.",
      "exclusions_note": "No excluded answers were recorded for this category.",
      "exclusion_records": [],
      "csv_path": "data/project_management.csv",
      "questions": [
        {
          "id": "1",
          "text": "What is the best project management software for a cross-functional team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "2",
          "text": "Which project management platform is best for coordinating several concurrent client projects?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "3",
          "text": "What are the top project management tools for a mid-market organization?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "4",
          "text": "What are good alternatives to a spreadsheet-based project management process?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "5",
          "text": "Which project management options work well for a distributed team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "6",
          "text": "What project management software should a services business consider when project visibility is poor?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "7",
          "text": "How do the main project management platforms compare for planning and resource coordination?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "8",
          "text": "Which project management approach is better for teams using both agile and structured planning?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "9",
          "text": "What should a buyer evaluate in project management software?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "10",
          "text": "How can a project team use project management software to improve delivery predictability?",
          "base": 12,
          "excluded_answers": 0
        }
      ],
      "vendors": [
        {
          "name": "Jira",
          "mention_rate": {
            "count": 32,
            "base": 120,
            "rate": 26.7,
            "lower": 19.6,
            "upper": 35.2
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 8
        },
        {
          "name": "Asana",
          "mention_rate": {
            "count": 62,
            "base": 120,
            "rate": 51.7,
            "lower": 42.8,
            "upper": 60.4
          },
          "citation_rate": {
            "count": 6,
            "base": 120,
            "rate": 5,
            "lower": 2.3,
            "upper": 10.5
          },
          "questions_appeared": 8
        },
        {
          "name": "Smartsheet",
          "mention_rate": {
            "count": 40,
            "base": 120,
            "rate": 33.3,
            "lower": 25.5,
            "upper": 42.2
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 6
        },
        {
          "name": "monday.com",
          "mention_rate": {
            "count": 71,
            "base": 120,
            "rate": 59.2,
            "lower": 50.2,
            "upper": 67.5
          },
          "citation_rate": {
            "count": 15,
            "base": 120,
            "rate": 12.5,
            "lower": 7.7,
            "upper": 19.6
          },
          "questions_appeared": 9
        },
        {
          "name": "ClickUp",
          "mention_rate": {
            "count": 56,
            "base": 120,
            "rate": 46.7,
            "lower": 38,
            "upper": 55.6
          },
          "citation_rate": {
            "count": 1,
            "base": 120,
            "rate": 0.8,
            "lower": 0.1,
            "upper": 4.6
          },
          "questions_appeared": 7
        },
        {
          "name": "Notion",
          "mention_rate": {
            "count": 1,
            "base": 120,
            "rate": 0.8,
            "lower": 0.1,
            "upper": 4.6
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 1
        },
        {
          "name": "Airtable",
          "mention_rate": {
            "count": 8,
            "base": 120,
            "rate": 6.7,
            "lower": 3.4,
            "upper": 12.6
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 2
        },
        {
          "name": "Wrike",
          "mention_rate": {
            "count": 49,
            "base": 120,
            "rate": 40.8,
            "lower": 32.5,
            "upper": 49.8
          },
          "citation_rate": {
            "count": 25,
            "base": 120,
            "rate": 20.8,
            "lower": 14.5,
            "upper": 28.9
          },
          "questions_appeared": 8
        },
        {
          "name": "Basecamp",
          "mention_rate": {
            "count": 6,
            "base": 120,
            "rate": 5,
            "lower": 2.3,
            "upper": 10.5
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 2
        },
        {
          "name": "Trello",
          "mention_rate": {
            "count": 18,
            "base": 120,
            "rate": 15,
            "lower": 9.7,
            "upper": 22.5
          },
          "citation_rate": {
            "count": 0,
            "base": 120,
            "rate": 0,
            "lower": 0,
            "upper": 3.1
          },
          "questions_appeared": 6
        }
      ],
      "presence": [
        {
          "question_id": "1",
          "vendor_counts": {
            "Jira": 1,
            "Asana": 12,
            "Smartsheet": 4,
            "monday.com": 9,
            "ClickUp": 9,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 9,
            "Basecamp": 0,
            "Trello": 1
          }
        },
        {
          "question_id": "2",
          "vendor_counts": {
            "Jira": 0,
            "Asana": 3,
            "Smartsheet": 0,
            "monday.com": 9,
            "ClickUp": 6,
            "Notion": 1,
            "Airtable": 0,
            "Wrike": 4,
            "Basecamp": 0,
            "Trello": 0
          }
        },
        {
          "question_id": "3",
          "vendor_counts": {
            "Jira": 8,
            "Asana": 9,
            "Smartsheet": 9,
            "monday.com": 9,
            "ClickUp": 9,
            "Notion": 0,
            "Airtable": 2,
            "Wrike": 9,
            "Basecamp": 0,
            "Trello": 2
          }
        },
        {
          "question_id": "4",
          "vendor_counts": {
            "Jira": 5,
            "Asana": 8,
            "Smartsheet": 9,
            "monday.com": 9,
            "ClickUp": 8,
            "Notion": 0,
            "Airtable": 6,
            "Wrike": 4,
            "Basecamp": 2,
            "Trello": 6
          }
        },
        {
          "question_id": "5",
          "vendor_counts": {
            "Jira": 11,
            "Asana": 12,
            "Smartsheet": 0,
            "monday.com": 12,
            "ClickUp": 9,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 2,
            "Basecamp": 4,
            "Trello": 6
          }
        },
        {
          "question_id": "6",
          "vendor_counts": {
            "Jira": 1,
            "Asana": 3,
            "Smartsheet": 6,
            "monday.com": 6,
            "ClickUp": 4,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 8,
            "Basecamp": 0,
            "Trello": 1
          }
        },
        {
          "question_id": "7",
          "vendor_counts": {
            "Jira": 4,
            "Asana": 12,
            "Smartsheet": 10,
            "monday.com": 12,
            "ClickUp": 11,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 11,
            "Basecamp": 0,
            "Trello": 0
          }
        },
        {
          "question_id": "8",
          "vendor_counts": {
            "Jira": 1,
            "Asana": 0,
            "Smartsheet": 0,
            "monday.com": 2,
            "ClickUp": 0,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 0,
            "Basecamp": 0,
            "Trello": 0
          }
        },
        {
          "question_id": "9",
          "vendor_counts": {
            "Jira": 0,
            "Asana": 0,
            "Smartsheet": 0,
            "monday.com": 0,
            "ClickUp": 0,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 0,
            "Basecamp": 0,
            "Trello": 0
          }
        },
        {
          "question_id": "10",
          "vendor_counts": {
            "Jira": 1,
            "Asana": 3,
            "Smartsheet": 2,
            "monday.com": 3,
            "ClickUp": 0,
            "Notion": 0,
            "Airtable": 0,
            "Wrike": 2,
            "Basecamp": 0,
            "Trello": 2
          }
        }
      ]
    }
  ],
  "citation_erratum": "Vendor citation counts were reconstructed from saved cited URLs, requiring an existing named verdict and the vendor domain or a subdomain in the same answer. The earlier citation fields were incorrectly zero. Named counts, question counts, answer bases and exclusions are unchanged. Nimble remains recorded at zero named answers. Answer text was not retained, so contextual qualification of its name cannot be independently re-scored from this release. This correction is archived in version 2026-08.1."
}