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Relationships close deals. Ember lets you treat every relationship like it’s your only relationship.

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Active contacts47
Drafts pending3
Emails this week12
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Run #142 · 3 contacts
Run #141 · 5 contacts
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Contacts

47
Suggested

Sarah Chen

CIO, Meridian Capital

Mar 11

Marcus Williams

Lead Advisor, Beacon Wealth

Mar 12

Rachel Torres

Home Office, Apex Partners

Today
Managed by Ember3

James Patel

Wealth Advisor, Summit RIA

2d ago

Emily Rodriguez

CIO, Vanguard Family Office

5d ago

David Kim

Operations, NorthStar BD

1w ago
Other Contacts

Lisa Chang

Lead Advisor, Pacific Wealth

Michael Foster

Advisor, Heritage Group

Sarah Chen

CIO, Meridian Capital

Active
Overview
Activity
Notes
Emails
Calls
Company
Relationship Summary
CIO / Investment HeadatIndependent RIAdecides alone.Building Trust,EvaluatingonRisk Replacement
Ember Analysis·Next contact date — Mar 11
DraftNeeds Review

RE: Quick follow-up on our risk conversation

Hi Sarah — I wanted to circle back on the risk replacement framework we discussed. Given the current market volatility, I think the timing is especially relevant for Meridian's portfolio...

Personalized based on her interest in downside protection
Strategy
Objective

Advance evaluation by addressing Sarah's specific concerns about implementation timelines and portfolio transition costs.

Strategic Endgame

Secure a 15-minute demo of risk analytics dashboard for Sarah and her investment committee.

Recent Touchpoints

Follow-up on risk framework

3 days ago

RE: Interested in learning more

5 days ago

Initial discovery call

2 weeks ago

Last run: Run #142 · 3 min agoPipeline healthy

Works with the tools you already use.

Ember sends from your real inbox and writes back to your CRM.

Gmail
Outlook
Attio
HubSpot
Salesforce
Google Calendar
Zoom
Slack

Made for modern sales teams

Built around what actually closes deals: deep research, a personal touch, and a commitment to relationships over volume. No sequences. No spray and pray. See how it works

Deterministic by design

Your voice, not a robot's

Your whole team, one view

Drafts and approvals

One queue. Every decision in your hands.

Ember drafts, you decide. Every email waits for your approval before it sends. Approve, edit, or skip — one decision, move on.

Drafts queue4 pending
Auto-sends Fri 9:00 AM if no action
SC
Sarah Chen· CIO, Meridian Capital

Send tiered fee breakdown

2m ago
MW
Marcus Williams· Lead Advisor, Beacon Wealth

Follow up on the demo recap

18m ago
RT
Rachel Torres· Home Office, Apex Partners

Introduce the new advisor tier

1h ago
JP
James Patel· Wealth Advisor, Summit RIA

Re-engage after 14 days quiet

3h ago

Ember learns how you write

Every edit you make becomes a memory. Ember picks up on your tone, your phrasing, and your preferences — so the next draft sounds even more like you.

SC
Sarah Chen· Meridian Capital
Subject
Tiered fee comparison you asked about
Memory applied
Opens with first name onlyNo “I hope this finds you well”
fee-comparison.pdf

Sends from your real inbox

Ember isn’t a separate sending platform. Every email goes out through Gmail or Outlook, threaded into your real conversations, from your real address.

Ember
Drafts the email · waits for your approval
Your inbox · Gmail or Outlook
Sends from you, threaded with prior replies
Your CRM · Attio, HubSpot, Salesforce
Activity and memories sync automatically
Momentum and cadence

Every contact has a temperature.

Momentum isn't something you set. Ember calculates it from what's actually happening — when you last made contact, whether they responded, how fast, and whether the relationship is moving.

30
AUG 3
10
17
AUG 22
24
SEP
Sarah Chen — Fee proposal
Marcus — Demo
Rachel — Committee review
James — Re-engagement

Every relationship, one card

The sentence, the momentum, the next move, the draft — all in one place. No more scattered notes across a CRM, a spreadsheet, and sticky tabs.

Sarah Chen · Meridian

Status
Warming upCIO
Memories
Met at SaaStrAsked about fees
Timeline
Intro email Opened 3×Discovery call 45 minFee proposal Drafted, pending approval

Relationship signals

Ember sees what's actually happening — and surfaces the ones that matter. No dashboards to build.

Cooling off
At risk
Heating up

Sarah opened the fee doc three times

2 hours ago

One shared view
across your team

Shared contact timeline
Clean handoffs between teammates
Team-wide activity rollups
Meridian CapitalSarah Chen•••
Next move
Send the tiered fee breakdown Sarah asked about on the last call.
Why now

She opened the last email three times and replied in under an hour. Fee structure was the only open question. Ember drafted a response and attached the comparison doc.

Deterministic pipeline

A fixed sequence of tools. LLMs only where judgment is needed.

Contact enrichment

Build a memory graph across every contact and conversation.

Approval workflows

Review every draft. Edits become memories that train Ember.

Provider-agnostic

Gmail, Outlook, Attio, HubSpot, Salesforce. Your outbox, your CRM.

What’s inside

Built around the way
relationships actually work

Ember reads the thread, knows the person, remembers what’s been said, and drafts the next move. You stay in control of every send.

New reply·2m ago
SC
Sarah Chen

Can you send over the fee comparison you mentioned? Would like to see the tiered model…

Reply drafted

Hi Sarah — here’s the tiered breakdown…

Inbound replies

Every reply drafted before you read it

Pending approval·3 drafts
SC
Sarah ChenApprove
MW
Marcus Williams
RT
Rachel Torres

Approval queue

Every draft waits for your approval

Relationship signals
Heating up

Sarah opened the fee doc 3×

Cooling

Marcus — 9 days quiet

Dormant

Rachel — 30+ days quiet

Momentum

Every contact has a temperature

Memories applied
Opens with first name only
No “I hope this finds you well”
Closes with “— Matt”
Prefers 3-sentence replies

Voice training

Edits become memories

Gmail
Outlook
Attio
HubSpot
Salesforce
Calendar

Integrations

Gmail, Outlook, Attio, HubSpot, Salesforce

Sarah Chen · 3 teammates
MD
Matt DeverOwner
SR
Sarah ReyesAdvisor
KL
Kevin LiuOps

One shared timeline · no duplicate outreach

Team view

One shared timeline across the team

Get started

Stop sequencing.
Start closing.

Ember reads your pipeline, writes in your voice, and keeps every relationship moving. You stay in control of every send.

No sequences, everSends from your real inboxYou approve every email