Your relationships.Too valuable to forget.
One missed promise can cost a relationship. Emerson connects client conversations, commitments and payments so your team walks in prepared and follows through. A relationship CRM with a memory.
From $1,000/month for the firm. See pricing and terms.
Built to survive a procurement review.
- SOC 2 Type II certified infrastructure, with our own certification underway
- AES-256 at rest and TLS in transit, on every deployment
- One database and one deployment per client, never a shared table
- We never see or store a password. Google and Microsoft own the login
Policies, access reviews and audit logging are being put in place now, with the external assessment next. Ask on the call and you will get dates in writing.
Built to survive a procurement review.
- SOC 2 Type II certified infrastructure, with our own certification underway
- AES-256 at rest and TLS in transit, on every deployment
- One database and one deployment per client, never a shared table
- We never see or store a password. Google and Microsoft own the login
Policies, access reviews and audit logging are being put in place now, with the external assessment next. Ask on the call and you will get dates in writing.
What slips through the cracks costs you.
“I’ll send the term sheet Thursday.”
Your client remembers the whole story.
When someone leaves, keep the context.
This is the best CRM I have ever seen.
Built around real relationships. Tested against real work.
Deployment measurements recorded September 20, 2026. These show implementation scale, not guaranteed customer outcomes.
The inbox you know. The context you need.
Keep Gmail or Outlook and your existing address. See the relationship behind the message before you reply.
- Surface priority messages before they get buried
- Every thread attached to the person, not floating in a folder
- Replies drafted in your own words, waiting for a yes
Leave the meeting with the next move.
A good conversation only creates value if someone follows through. Review meeting prep, capture the conversation and turn commitments into next steps.
- Recorded, transcribed and summarised without a separate tool
- Promises pulled out of the transcript and dated
- Follow-up drafts ready for your review
See the work. Know what is owed.
Bring invoices, payments and client context together. Review outstanding fees while keeping client funds held in trust separate.
- Unbilled time, invoiced, paid and outstanding in one place
- Client money held in trust kept separate, always
- A CFO brief written from it and filed in your documents
Move the work beyond the reminder.
Give Emerson a task, review the steps and approve actions that need your decision. Keep follow-through visible across the team.
- It asks before it sends, pays, or signs
- Every action written down, so you can check rather than trust
- Outreach that starts itself when something real happens
Say a name. Get everything.
Emerson is the relationship CRM that gives your firm a shared memory. Connected emails, calls, meetings, documents and payments come together around each client, so your team knows what happened, what was promised and what needs to happen next.
When the context lives with the relationship, a handoff does not have to start from zero. Walk into the meeting prepared, pick up where a colleague left off, and review the next commitment before it slips.
Your team has work to do. We handle setup.
We build it
We agree the workflow, configure your own deployment and prepare the import. Standard setup takes two business days once scope and access are confirmed.
You connect your mail
You click through Google's or Microsoft's own consent screen, so we never see a password and you can revoke it whenever you like.
It starts remembering
Connected activity starts building the timeline. Your team can find the history and pick up the next action without starting from scratch.
What would one lost relationship cost your firm?
Think beyond the next invoice. A missed commitment can put the deal, the repeat business and the next introduction at risk. What is that relationship worth to you?
The deal you worked to win
The client who could come back
The referral you may never hear about
Bring one important relationship to the conversation. We will show how Emerson helps your team prepare, respond and follow through.
For firms where relationships drive revenue.
Law firms
Medical and private practice
Capital and deal firms
Your workflow. Your vocabulary.
Patients, intake packets, consents and recalls, with every message and document on the patient's own record.
Intake, scheduling and the paperwork chase, without a clinical record system pretending to be a CRM.
Clients, engagements, deadlines and the document chase, in one place through filing season.
Policies, renewals and claims conversations, with the whole history of a household on one screen.
Every household, every meeting, every promise made in it, with the paperwork attached.
Listings, buyers, showings and closings, with the contract and the conversation in the same record.
Bids, change orders, draws and the messages that decided them, per job rather than per inbox.
Pipeline, scopes, retainers and delivery, without four tools disagreeing about the same client.
Candidates, clients and placements on one spine, so the follow-up is written before the day ends.
Start the day knowing what needs you.
An example day with connected mail, meetings and scheduled workflows. See what moved, who needs a reply and which commitment is due.
Less searching. Better questions.
What did we promise this client? Start with the recorded conversation.
Keep the tools your relationships already use.
Mail and calendar
Money
Phone and text
Signing
Four things we put in writing.
One deployment and one database per client. Isolation is at the credential level, not a tenant column in a shared table.
Mail leaves under your name and calls come from your number. Nothing routes through a shared sender.
Ask for a full export on any day you like and you get one, in a format you can actually open. Nothing is held back to make you stay.
SOC 2 Type II certified cloud, AES-256 at rest and TLS in transit. Our own certification is underway, and the roadmap is published rather than promised.
A follow-up goes quiet while the context sits in another inbox.
A partner walks into a meeting without the promise a colleague made.
A handoff starts with a search instead of the next action.
Your team can work harder. Or give the relationship a shared memory.
The reaction we keep getting.
The best system I have ever seen.
I can't wait to use it.
Every email, call and document with a client, in one place, without me chasing anybody for it.
These are real remarks from real demos, with the names redacted.
The ones people actually ask.
What does it actually replace?
Emerson brings client records, meeting capture, e-signatures, campaigns, tasks and shared documents into one workflow. We review your current tools with you to decide what can be replaced and what should stay.
How long until it is running?
Standard setup takes two business days after we confirm the scope and receive the access and files we need. Larger migrations and custom work get an agreed schedule.
Is it per seat?
No. $1,000 a month for the firm, everyone included. Give your partners, assistants and team access without a seat fee. Only connected mailboxes beyond the included allowance add to the subscription.
Can we get our data out?
Yes, whenever you ask, as a full export in a format you can actually open. Your data is yours. Emerson itself stays ours, so what you would take is the record, not the software.
Do I have to move off the tools I like?
No. Your mail stays where it is, Gmail or Outlook. Emerson reads and writes through your own account rather than replacing it.
Who is actually using it?
A real estate capital firm running twenty thousand investor relationships through it. A nursing company running its patient intake and signing on it. And Emerson North itself, running every client relationship in the agency on one deployment, which is the hardest version of the problem: many firms, one record each.
What happens on day one?
We confirm the workflow, review the data you want to bring across and connect your accounts with you. Your setup schedule is agreed before work begins.
Do you replace my email address?
No. Your mail stays exactly where it is. Emerson reads and writes through your own Google or Microsoft account, so nothing changes for the people who write to you.
Is there a contract?
The core subscription has a 12-month term, billed monthly or prepaid annually. We confirm scope and any optional work before you commit.
Can my assistant use it too?
Yes, and it costs nothing extra. Give your partners, assistants and team access without a seat fee. Only connected mailboxes beyond the included allowance add to the subscription.
Anything else, email hello@emersonnorth.com.