Emerson
Emerson vs your stack

The tools cost money.The gaps cost attention.

The subscription total is only the beginning. Count the time spent moving context between tools, then ask which of those steps Emerson could remove. Use the illustrative budget below as a worksheet, not a savings promise.

See Emerson in actionSee the pricing
The eight lines

An illustrative ten-person software budget.

Every row is a real category with real vendors in it. If you recognise six of the eight, that is the point.

CRM (HubSpot Pro, Affinity)
Example monthly budget$800 a month
In EmersonOne record per person, and the pipeline sits on it
Email + calendar layer (Superhuman, Calendly)
Example monthly budget$150 a month
In EmersonYour own Gmail or Outlook, read and written in place
E-signature (DocuSign)
Example monthly budget$90 a month
In EmersonSent, signed and filed on the record it belongs to
Meeting recorder (Gong, Fathom)
Example monthly budget$250 a month
In EmersonRecorded, transcribed, and filed against everyone who was on the call
Project + task (Asana, Monday)
Example monthly budget$120 a month
In EmersonTasks that hang off the promise that created them
Email marketing (Mailchimp, Instantly)
Example monthly budget$150 a month
In EmersonCampaigns that send from your own domain
Document storage + portal (Dropbox, Copilot)
Example monthly budget$120 a month
In EmersonDocuments on the record, and a portal the client can open
Reporting / dashboards (Databox)
Example monthly budget$100 a month
In EmersonIt is the dashboard. Nothing to wire up
Eight tools
$1,780 a monthOne system

These are planning assumptions, not current vendor quotes or a statement of your spending. Replace each line with your actual bill. Retained tools, usage, migration and optional services affect the result.

Savings depend on your actual workflowUnlimited people10 mailboxes includedOne invoice
The line nobody invoices

The person who holds it together.

Eight systems that do not talk to each other need somebody to move things between them. That job is real, it is usually a part-time ops hire or a VA, and it never appears on a software budget.

Eight tools, from the table above
A ten-person firm$1,780 a month
EmersonOne subscription
The person who holds it together (A part-time ops hire or VA)
A ten-person firm$2,000 a month
EmersonLess manual coordination; people still own the work
Illustrative total
$3,780 a month$1,000 a month

$2,780 a month. $33,360 a year.

That is the modeled difference between $3,780 and $1,000. It assumes all listed tools and coordination costs can be removed; actual savings may be lower or zero. Unlimited people, 10 mailboxes included, 12-month term. On the annual plan it is $10,000 a year. Two months free.

Unbilled time, invoiced, paid and outstanding, tracked on one screen
The cost that is not money

The invoices are the cheap part.

/ 01

Eight logins

Eight vendors, eight passwords, eight admin screens and eight renewal dates. Every new hire has to be added eight times, and every person who leaves has to be removed eight times. The second half of that sentence is the one that should worry you, because it is the half nobody remembers to do.
/ 02

The handoff between tools

The recorder knows what was said on the call. The CRM does not. The signature tool knows the contract went out. The task board does not. Even with integrations, someone needs to verify that the context and the next action reach the right place.
/ 03

No one place to see a customer’s history

Somebody asks what we told them in March. The answer is in a mailbox, a transcript, a signed PDF and a payment record, in four tools, three of which you personally do not have open. So the honest answer becomes let me look into that, and you look into it for eleven minutes.

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.

See everything it does
Be honest with yourself

When to keep the stack you have.

Four cases where the arithmetic on this page does not hold. If you are in one of them, stay where you are. We would rather you found out here than on a call.

/ 01

You are two people and one tool

If a shared inbox and a spreadsheet genuinely still work, they are cheaper than this and you should keep them. The arithmetic on this page starts making sense at the point where somebody is retyping things for a living.
/ 02

One of those tools is doing something specific, and doing it well

Deep pipeline modelling, a relationship graph, fund-grade investor reporting. Those are real jobs, and a specialist does them well. Keep the specialist tools your firm needs. We can evaluate Emerson for the surrounding relationship work without promising a direct integration.
/ 03

SOC 2 is a hard requirement today

Emerson runs on SOC 2 Type II certified infrastructure, and our own certification is underway: policies, access reviews and audit logging are being put in place now, with the external assessment next. If a completed report is a hard gate for you this quarter, ask on the call and we will tell you exactly where we are.
/ 04

You already paid for the year

Renewal dates are the natural moment. Most firms line the move up with the biggest one and let the rest lapse as they come. There is no prize for cancelling eight things in the same week.

Comparing against one tool in particular? DealCloud, Affinity, Juniper Square.

Questions

What people push back on.

Are these your numbers or ours?

These are our illustrative planning assumptions for ten people, not a vendor quote. Replace the $1,780 software subtotal with your actual costs, remove tools you will keep and include implementation or usage charges. The result may be savings, no savings or a higher cost.

You are counting a person. Is that fair?

It is the honest line, so we put it in the open rather than hiding it in a footnote. Eight systems that do not talk to each other need somebody to move things between them, and that job is usually a part-time ops hire or a VA. If nobody in your firm is doing that job, take $2,000 out and compare $1,780 with $1,000.

What if we only replace four of the eight?

Then you replace four. Nobody moves everything on day one, and the tools you keep do not break. The point of the table is not that you must cancel all eight, it is that the cost of the stack is not the sum of the invoices, it is the sum of the invoices plus the work of holding them together.

Who does the migration?

We do. We build the dashboard, connect your mail and calendar with you on a call, and import what you already have. A 15-minute look at your workflow. Standard setup in two business days after scope and access are confirmed.

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.

Anything else, email hello@emersonnorth.com.

Bring your bills and your hardest handoff. Judge the value on both.

See Emerson in action