CRM built for B2B Vendor Management Software teams

From inbound trial signups to enterprise procurement cycles, Nish CRM tracks every lead, every touchpoint, and every technical detail so your sales, success, and engineering teams stop guessing and start closing.

  • ✔ Inbound & Outbound
  • ✔ Technical & Enterprise
  • ✔ Audit-ready notes & timeline
hero Live pipeline snapshot — mock data

Core benefits

A CRM engineered for the nuances of VMS sales: long procurement cycles, multi-stakeholder demos, deep technical evals, and repeatable enterprise plays.

Multi-pipeline support

Create separate pipelines for inbound, SDR outbound, technical sales, and enterprise AE plays — or map custom stages per persona.

Account & Relationship graphs

Model parent accounts, subsidiaries, procurement teams and vendor contacts. Map influence and decision roles with a single click.

Technical Docket & Notes

Structured notes for engineering handoffs: attachments, config snippets, test results, POC logs, and versioned notes tied to deals and contacts.

Automation & Playbooks

Automate follow-ups, demo scheduling, post-demo surveys, escalation to engineering, and RFP checklist gating for enterprise deals.

Lead Scoring & Intent

Combine behavioural signals (site visits, trial activity) with firmographic and intent signals to prioritize outreach and SDR sequencing.

Compliance & Audit Trail

Immutable activity log, role-based access controls, exportable timelines and meeting notes for audit and procurement reviews.

Pipelines & deal lifecycle

Pre-built templates for the common VMS sales motions — copy, tweak, and go. Each pipeline captures stage-specific data fields and required artifacts.

Inbound
  • Lead capture (form, API, webhook)
  • Qualification (BANT + technical fit)
  • Trial activation
  • POC / Pilot
  • Close / Conversion
SDR Outbound
  • Target list build
  • Outreach sequence
  • Meeting booked
  • Qualified -> Pass to AE
Technical Sales
  • Technical discovery
  • Architecture review
  • POC / sandbox test
  • Security review
  • Solution signoff
Enterprise / Procurement
  • RFP response
  • Compliance & legal
  • Commercial negotiation
  • PO / SOW
  • Onboarding & CS handoff
Sample stage-level requirements (example)
Stage: Technical Discovery

Required fields: Technical owner, Architecture doc, Security checklist, POC start date, Trial credentials.

Activity gating

Automations can block stage progression until the required artifacts are uploaded and approvals completed. Useful for controlled enterprise deals and compliance gating.

Notes, timeline & knowledge capture

Capture every meeting, config detail, and decision. Versioned notes, snippet storage, attachments, and structured checklists make handoffs between sales and engineering painless.

2025-11-15 — Security review requested

Requested by: Jane Doe (AE). Notes: customer asked about SAML integration and data residency in Canada. Attachments: sso-specs.pdf

2025-11-20 — POC results uploaded

POC run: 14 days. Findings: API rate limits require optimization. Action: schedule engineering follow-up and adjust proposal.

Integrations & data flows

Connect your trial environment, usage telemetry, billing, marketing and support systems. Built-in connectors for common tools and a robust webhook/API layer for custom flows.

  • Analytics: product usage, trial conversion, churn signals
  • Marketing: track trial source, campaign UTM, and content engagement
  • Support: ticket linking, SLA tracking
  • Engineering: attach logs, sandbox creds, test snapshots
Example connectors
  • • Identity: SAML, OIDC
  • • Billing: Stripe, QuickBooks
  • • Product data: Segment, Snowflake
  • • Communication: Zoom, Calendly, Gmail

Security, compliance & governance

Designed for procurement reviews: RBAC, field-level encryption, data residency options, exportable audit reports, and an immutable activity ledger.

Pricing snapshots

Flexible licensing — from SMB trials up to enterprise agreements with per-seat, per-account, and on-prem options. Exact pricing depends on integrations and SSO/compliance needs.

Starter

Trials, small teams. Core CRM, inbound pipeline, 5 users.

Contact sales
Growth

SDR teams, outbound sequences, integrations, 20 users.

Contact sales
Enterprise

Custom pipelines, SSO, data residency, on-prem or VPC deployment.

Contact sales

Ready to stop guessing?

Book a demo, request a pricing guide, or send us a technical checklist to evaluate — we’ll return something that doesn’t smell like vague marketing copy.

Quick checklist for vendors
  • Do you need SSO or SAML? — Yes/No
  • On-prem / VPC vs SaaS?
  • Main procurement timeline (30/60/90/120+ days)
  • Technical owner contact