Automated Relationship Management (ARM)

Every sale starts with a relationship.

Ember connects to your email and CRM, understands every relationship you have, and determines the next action for each one. Then it does the work, so every deal in your pipeline keeps advancing, day and night.

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An Ember contact view: relationship summary, classifications, deal stage, and the next move for one person

The actual product. One relationship's full picture: who they are, where the deal stands, and what happens next.

The bottleneck isn't more contacts. It's managing the ones you have.

Relationships take real effort. Your team cannot effectively manage everyone already in the pipeline, so deals sit and warm leads go cold. A person can run a few hundred relationships well. Ember works thousands at once — every one of them in a different phase, every one of them moving.

Ember activity

Last 10 minutes
  • EE

    Emily Evans

    Just now

    Reply drafted — in your queue

    Needs you
  • DG

    David Grayson

    1m ago

    Asked for space in April — send date honored today

    Sent
  • PM

    Peter Malone

    2m ago

    Proposal follow-up drafted for your review

    Needs you
  • WD

    Will Danner

    3m ago

    Qualified as a real buyer

    Advanced
  • TN

    Tom Nguyen

    4m ago

    Three touches out, backing off until there's a reason

    Holding
  • BM

    Blake & Kim Murray

    5m ago

    Re-engaged after 60 days with something new

    Sent
  • RA

    Ryan Abbott

    6m ago

    New contact from a CC — enriched and classified

    Working
  • PP

    Priya Patel

    7m ago

    Went quiet mid-deal, next touch timed for Tuesday

    Scheduled
  • JC

    James Chen

    8m ago

    Renewal window opening, re-engagement planned

    Working

…and thousands more, each worked like it's the only one

Your CRM holds the data. You still do the work.

Even when every email, call, and meeting is sitting right there in your CRM, it's just a record of what happened. It doesn't decide anything, write anything, or move anything forward. That part is still you, by hand, every day.

What your CRM does

Every email, logged
Every call, recorded
Every meeting, on the timeline
Every event, synced
Every note, saved
Every document, filed

A complete record, waiting for someone to act on it.

And yet

What you still do by hand

  • Reread the thread to remember where things stand
  • Decide who to follow up with today
  • Write the email
  • Send the right materials
  • Schedule the next meeting
  • Notice who went quiet
  • Update the CRM record

For every relationship. Every day.

Keep your CRM

This is not another CRM.

Connect the inbox and CRM you already run. One click, same day. No migration, no cleanup, no new system to learn.

Your CRM stays the system of record. Ember is the system of action.

Inbox
CRM
Calendar
Notes

Ember

Reads it. Handles what's next.

Every contact moving again, with your approval when you want it

On top of the stack you already run

Attio
Gmail
Outlook
Google CalendarSoon
HubSpotSoon
SalesforceSoon
ZoomSoon
The intelligence

Sales judgment beyond anything on the market.

Ember is built on expert sales technique, then shaped by you. It sees which moves actually land across your book, and it learns your preferences from every approval, edit, and dismissal. The result is professional-level nuance on every relationship, at a scale no person can match.

Ember understands them.

Ember recognizes intent.

Ember identifies opportunities.

Ember anticipates what the relationship needs next.

Built on the complete record

Every conversation
Every meeting
Every email
Every commitment
Every objection
Every document shared
Every follow-up
Calendar context
CRM history

Twelve of the thousands of situations Ember reads every day, each handled with the same judgment.

Judgment about when

Ember knows the moment.

Ember times every move to the relationship, not to a sequence. It knows when to respond now, when to wait a few days, and when to hold for months.

A reply lands at 6:47am.

The response is drafted and waiting in your queue before you've opened your laptop.

Reply · Rachel Torres

Received 6:47am · drafted 6:52am

Waiting for your approval

A contact goes quiet mid-deal.

Ember picks the right moment to re-engage based on what it knows about the person, and leads with something they actually need.

Follow-up · Marcus Williams

Quiet for 4 days · timed for Thursday, after his board meeting

Attached: the comparison his committee asked for

Someone said “reach out in July.”

Ember waits until July, then opens with something new and worth their time. Not a “just checking in.”

Scheduled · David Kim

Asked for space in April · send date honored

Send date: July 8
Opens with the new case study
Their timeline, honored to the day

Judgment about who

Ember knows the person.

Every move fits who this person actually is to you: the real relationship, not a persona.

A new contact comes in.

Ember figures out whether they're a real lead or a bad fit, and tells you before you spend a minute on them.

Elena Vasquez

Director of Ops · added from your inbox

Real lead · matches your buyer profile
Decision authority over the budget you sell into
Company profile fits your best clients

A contact changes jobs.

Ember updates their profile and re-reads the whole relationship, so you're never selling to the wrong version of someone.

James Patel · new role

Left Beacon · now VP at Summit

Relationship re-read
Prior thread history carried forward
New company context applied

A message is purely personal.

Ember replies warmly and leaves the pitch out. It knows the difference between a friend and a deal.

Personal note · Lisa Chang

Congrats thread · no ask

No pitch attached

Judgment about the whole book

It thinks like a sales manager.

Ember watches the whole book, not one thread at a time: pulling new people in, routing each relationship to the person who owns it, and keeping the pipeline full.

A new name shows up on a thread.

CC'd, mentioned, or sitting in a meeting: Ember adds them as a contact, reads where they fit in the deal, and starts a strategy for them. One conversation becomes two.

New contact · Dana Ruiz

CC'd on Marcus's reply · VP Finance

Strategy started
Added from the thread automatically
First move drafted for review

The relationship belongs to a teammate.

Every contact has an owner, and every move happens as that person: their voice, their inbox, their approval queue. Unlimited seats, so the whole team runs this way.

Karen Wu · owner: Ben Cole

Shared workspace · routed to Ben

Runs as Ben
Drafts wait in Ben's queue
Sends from Ben's real inbox

A deal closes.

Ember decides who deserves that attention next, pulls them forward, and builds their strategy. Your pipeline never thins out just because you won something.

Active book

Northwind closed · next contact pulled forward

Strategy built
The next most promising contact, chosen for you
First move drafted the same day

Judgment about limits

Ember knows the limits.

Restraint is part of the product. Ember protects your name as carefully as it advances a deal.

One more follow-up would be one too many.

Ember reads the thread the way a person would and backs off before you'd ever have to tell it to.

Cadence check · Tom Nguyen

Three touches out · no response

Backing off
Next touch waits for a real reason
Re-engages the moment he does

A deal is genuinely dead.

Ember marks it closed-lost and stops the outreach completely. Nothing keeps sending into a dead thread.

Cortexa · closed-lost

Outreach stopped

Your name stays worth something
No more sequences
Marked for later only if they re-engage

A claim doesn't check out.

Every claim traces to a real source in your history. Ember never invents a document, fakes a detail, or promises something you didn't offer.

Fact check · draft blocked

Claim not found in your history

Removed before send
Claim cut before the draft reached your queue
What's left traces to real sources

Level of touch

Many ways to advance someone. Ember picks the right one.

Email scales. Sometimes a call closes the gap. Sometimes a meeting is the move. Ember knows what works for each person, and knows your preferences for when you want to step in.

Ember handles

Respond on its own

Routine questions and simple follow-ups, handled end to end when you let it.

Ember handles

Draft for your approval

Nuanced replies in your voice, waiting in your queue.

You step in

Recommend a call

When a conversation will advance them further than another email.

You step in

Recommend a meeting

When it's time to get in the room, with the prep already done.

You step in

Escalate to a teammate

When the relationship needs someone specific on your team.

You retain complete oversight. Ember learns where your involvement actually adds value.

And hundreds more calls like these.

Every one of these is a judgment a good salesperson makes without thinking. Ember makes all of them, on every relationship, every day.

Knows an out-of-office isn't a replyCatches a bounce and stops emailing the dead addressNever turns a noreply into a contactNever treats your own teammate as a leadKnows who pays whom before calling anyone a customerReads “looking forward to working together” as a prospect, not a closed dealNotices a job change and rethinks the whole relationshipPulls the CC'd CFO into the deal as her own contactWaits until July when they said JulyShifts a weekend send to MondaySpaces sends through the day so you never look like a blastBacks off before a follow-up starts to annoyLearns from every edit you make to a draftRemembers the approach you rejected and never repeats itFinds the deck you sent someone else last quarterNever says “attached” unless the file is really thereReads the room on a thread where you're only CC'dAsks you one question instead of guessing wrongLeaves the pitch out of a personal noteFiles meeting notes to every attendee automaticallyBuilds contacts from meeting rosters, minus your own teamHonors “stop reaching out” without being told twiceThreads its reply into the right conversationPuts drafts in your real Gmail drafts folderNotices you sent an email by hand and re-plans around itMatches the attachment to what they actually asked forPicks up the next best contact the day a deal closesRoutes every draft to the contact's owner, in their voiceStops following up the moment a deal is truly deadNever sends someone the same information twice

A sample of the judgment running on your book

One inbound, end to end

A reply comes in. The next move is already drafted.

Ember reads the thread, pulls the right document, and puts a reply in your queue before you have to dig for either.

Inbound reply

Rachel asks for the comparison her committee needs

Ember reads the thread

History, commitments, and open asks

Right document attached

Matched to what she actually asked for

Draft in your queue

In your voice, ready to approve

Rachel Torres · Meridian Capital

Re: the comparison for Thursday

Waiting for approval
Attached: Board comparison · Q3.pdf

Spend your time on buyers, not noise.

Ember determines who every contact really is: real prospect, bad fit, vendor, someone just poking around. It sorts the buyers from the noise, so your effort lands where the deals are.

Your book, sorted by what each person is to you

Best clientsprotect and grow
48
Active prospectswhere the deals are
312
Former customerswarm re-entry
22
Partners & vendorsnot a sales target
64
Not worth your timestop spending effort here
381

Every message sounds like you, not a template.

Ember writes in your voice, learned from the emails you approve and edit, and positions your product to fit each specific person. Your outreach lands because it reads like you wrote it.

Same product. Two different openings.

Elena Vasquez

Director of Ops · pragmatic, time-poor

Lead with hours saved per week and the two-minute setup. Skip the vision pitch.

Opens on the two hours she gets back every Monday…

Marcus Williams

CFO · numbers-first, committee decision

Lead with cost per closed deal and the tiered comparison. Frame for board review.

Opens on cost per closed deal, ready for the committee packet…

Written in your voice · trained on how you actually write

Wake up to progress, not a backlog.

Ember advances relationships continuously. You come back to deals that moved in the last day, not a stack of follow-ups you never got to.

Last 24 hours

Pipeline progressed

38

contacts advanced a stage or next step

Drafts created

24

ready in your approval queue

Replies handled

11

inbound threads with a next move

Contacts touched

67

each with a real next action

Everything a serious CRM should do. Then everything you wish it did.

Aggregation, notes, meetings, calendar, history: Ember has the record. The difference is it uses that record to move each relationship forward.

The fundamentals, covered

Every email thread, in one place

Meetings pulled in with what was said

Calendar context on every contact

Automatic notes from what actually happened

CRM history kept current from real activity

Full autopilot, or approve every move. Your call.

Ember handles what you let it and brings you the rest. You set how much runs on its own and how much crosses your desk first.

You set the dial

Full autopilot, approve-everything, or anywhere between. Per your comfort, per contact type.

Nothing you didn't want

Whatever crosses your line waits in the queue. Approve, edit, or dismiss.

From your real inbox

Everything sends as you, on the real conversation thread. Never a rotating domain.

Needs review3 waiting

Sarah Chen · follow-up

DismissApprove & send

Marcus Williams · committee doc

DismissApprove & send

Rachel Torres · reply

DismissApprove & send
100x your capacity

One person. The output of a full sales team.

Follow-up, collateral, CRM hygiene, and check-ins, covered continuously, without a new hire.

Without Ember

~200

relationships managed well

Limited by hours. The rest of the book goes cold.

With Ember

1000s

relationships advancing

Priced by the book it manages, never per seat. Unlimited seats on every plan.

Built for relationship businesses.

If your revenue runs on relationships, Ember runs your pipeline.

Financial advisorsFounder-led salesAccount executivesRelationship nurtureDeal managementField salesAgenciesConsultantsRecruitersWealth managersRIAsPrivate equityVenture capitalInvestment bankersCommercial real estateInsurance brokersLaw firm BDAccounting firmsFractional CFOsExecutive coachesManagement consultantsStaffing firmsExecutive searchSaaS foundersAgency ownersEnterprise AEsCS leadersPartner managersChannel salesNonprofit developmentUniversity advancementHealthcare BDMed device salesCommercial bankingFamily officesMortgage advisorsFranchise developmentProfessional servicesM&A advisorsBusiness brokersReal estate teamsTitle & escrowBenefits brokersCommercial lendersEquipment leasingFreight & logisticsManufacturing repsWholesale distributionIT services & MSPsCybersecurity salesMarketing agenciesPR firmsDesign studiosVideo productionCorporate trainingEvent & sponsorship salesMedia salesGovernment contractorsConstruction BDArchitecture & engineeringSolar & energy salesTravel advisorsEstate attorneysTax advisors
Free on signup

You're sitting on contacts you'll never reach out to again.

Missed opportunities are already in your book: cold threads, forgotten intros, deals that stalled for lack of a next step. Let Ember audit them for real and fill your pipeline. Free.

Audit my contacts free

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Sample audit view

Illustrative UI. Your numbers come from your book.

Cold threads with no next step142
Missed follow-ups past their window67
Warm intros never pursued23
Ready for a next move today41

The questions people ask first

Your pipeline is full of deals.

Let Ember find them for you — or close them for you. Start with a free audit of the contacts you're already sitting on.

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