Nishi Compare / CRM and Relationships

Nishi CRM and Relationships vs the field

One relationship graph across personal, professional, and organizations (family, business, church, clubs) -- mechanically measured by reading real organ source. Every contact reachable over email OR postcard, letter, card, or gift.

Coverage 1000 / 1000

Capability PRESENCE across 34 axes -- 1 sovereign edge, 33 present, 0 on the roadmap. The incumbents lead on CRM depth + org tooling; Nishi leads on sovereignty -- your relationships live on YOUR hardware, additive and never-lost.

EXCEEDS -- sovereign edgePRESENT -- built + gatedROADMAP -- next rungs

Core relationship data (people, graph, history)
CRM-A1 Person / contact profile	Yes	Monica / Cloze	PRESENT
CRM-A2 Relationship graph (intro paths between people)	Yes	ahead of most CRMs	PRESENT
CRM-A3 Interaction timeline / history	Yes	Cloze / Dex	PRESENT
CRM-A4 Segments / lists / tags	Yes	all	PRESENT
CRM-A5 Dedup / merge duplicate contacts	Yes	all	PRESENT
CRM-A6 Reports / analytics	Yes	Salesforce	PRESENT
CRM-A7 Keep-in-touch cadence / relationship health	Yes	Dex / Clay	PRESENT
CRM-A8 Structured postal / contact fields	Yes	all	PRESENT
Unified entity graph (people + companies + orgs + households)
CRM-B1 Typed entities (person/company/org/household)	Yes	Attio / Salesforce	PRESENT
CRM-B2 Typed relationships / edges (works-at, member-of, family)	Yes	Attio	PRESENT
CRM-B3 Roles on a relationship (title / position / ministry)	Yes	Salesforce NPSP	PRESENT
CRM-B4 Context tag (personal / professional / church / civic)	Yes	Folk	PRESENT
CRM-B5 Households / families as entities	Yes	Planning Center / NPSP	PRESENT
CRM-B6 Custom fields / flexible schema	Yes	Attio	PRESENT
Professional CRM (pipeline, deals)
CRM-C1 Companies / accounts	Yes	all	PRESENT
CRM-C2 Deals / opportunities	Yes	Salesforce / HubSpot	PRESENT
CRM-C3 Pipeline stages (kanban)	Yes	Pipedrive	PRESENT
CRM-C4 Tasks / activities on records	Yes	all	PRESENT
CRM-C5 Sequences / follow-up automation	Yes	HubSpot / Close	PRESENT
CRM-C6 Pipeline / forecast dashboards	Yes	Salesforce	PRESENT
Organizations, community, church, nonprofit
CRM-D1 Organization + member management	Yes	Planning Center	PRESENT
CRM-D2 Groups / ministries / teams + roles	Yes	Planning Center	PRESENT
CRM-D3 Attendance / check-in	Yes	Planning Center	PRESENT
CRM-D4 Giving / donations	Yes	Bloomerang	PRESENT
CRM-D5 Volunteers / serving	Yes	Planning Center	PRESENT
Integration + platform
CRM-E1 Reach any contact across channels	Yes	email in all; +physical Nishi	PRESENT
CRM-E2 Cross-channel delivery ledger	Yes	Salesforce activity	PRESENT
CRM-E3 Calendar / reminders / scheduling	Yes	all	PRESENT
CRM-E4 Bulk / mail-merge to a segment	Yes	all (email); +physical Nishi	PRESENT
CRM-E5 Multi-tenant client workspaces (andelinwest)	Yes	every SaaS CRM	PRESENT
CRM-E6 Import / export (CSV / vCard)	Yes	all	PRESENT
CRM-E7 Users + roles + record permissions	Yes	Salesforce	PRESENT
CRM-E8 Automation / workflow triggers	Yes	HubSpot Flow	PRESENT
CRM-E9 Sovereign additive never-lose history (on your hardware)	Sovereign edge	cloud CRMs cannot	EXCEEDS

The sovereign edge: your entire relationship history is additive, never-lost, and on your own hardware (seg_store: append-only, tombstone-not-delete = tamper-evident) -- no cloud CRM guarantees that, and you own the data. Nishi also does relationship-graph intro-path finding, ahead of most CRMs. Present today: rich contact profiles, the relationship graph, interaction timeline, segments, dedup/merge, keep-in-touch health -- and every contact is reachable over email OR postcard/letter/card/gift via nx_send, with calendar + reminders wired in. The roadmap is the unified entity graph (companies + organizations + households + typed relationships + context tags, so one model serves a business, a family, AND a church), the professional CRM pipeline, org/community management (members, groups, giving, attendance), and multi-tenant client workspaces. Competitor rows reflect public product docs (2025-26); Nishi rows are live symbol reads of on-disk source. Generated by nx_swcompare_crm, liar-killed both directions.