ListDelegateOutreachIndicationExecutionStewardship
For community based organizations

Empower your community to build itself.

Emberway automates the coordination behind relationship-building, enabling your staff and external engagement reps to create more person-to-person connections and move your organization's goals forward.

Add Emberway to your existing technology suite and watch it manage every relationship from cultivation to stewardship.

It's the essential tool for strengthening organizational resilience and culture as you scale.

Turn relationships into indications for your:
Make a donationVolunteer with usJoin monthly givingHost an eventBecome a memberFund a projectMake a donationVolunteer with usJoin monthly givingHost an eventBecome a memberFund a project
Attend a serviceJoin a committeeBecome an ambassadorMake an introductionShare a testimonialStay in touchAttend a serviceJoin a committeeBecome an ambassadorMake an introductionShare a testimonialStay in touch
The Emberway platform — every record's journey from source, through your reps, to resolution and outcome
The problem we set out to solve

Somewhere in your organization there is more relationship work than people to do it. You need more hands, but coordinating more people will take you away from your work. You need Emberway.

Emberway makes handing off a relationship more powerful than holding it yourself.

Emberway tells each rep who to reach, when to follow up, and what to do next, helping every conversation reach a clear outcome about how someone wants to get involved. Then Emberway makes sure your team follows through and keeps the relationship growing over time.

How it works

The six stages of our engagement cycle

1List2Delegate3Outreach4Indication5Execution6Stewardship
Stages 1 and 2 · List and delegate

You recruit the reps. Emberway does everything else.

List. Your contacts flow in from your CRM or an upload. Emberway scores each one for readiness to engage, using a personalized scoring system built from your data, context enrichment, and public information from the web.

From your CRM, or an upload
Mia Torresscore 44
Kofi Oseiscore 71
Dana Whitfieldscore 58
every contact scored, no exceptions

Delegate. Assign prospects to engagement reps manually, or the AI matchmaker pairs them using profiles on both sides. Either way, the rep reviews and accepts the match before outreach starts.

JEJordan Ellisengagement rep
knows the areacapacity for threeprofiles matched
Jordan accepts the match
every match is accepted before outreach begins
Stages 3 and 4 · Outreach and indication

Outreach that never stalls.

Emberway tells the rep who to reach and when, nudges when things drift, and captures everything they learn. The rep's whole job is to build trust and uncover how the prospect wishes to be involved. Scroll to watch the first engagement unfold, then jump to the other endings.

Case 1 of 3 · A development office: Dana signs up to volunteer
Case 2 of 3 · A sales team: Priya books a demo
Case 3 of 3 · Marcus says not now, and returns smarter
Prospect record
DWDana Whitfieldone record from your listProspect
Prospect score58%
Context enriched from the web
First note sent by Jordan
Reply captured, context added
They met for coffee, notes on the record
Indication received: volunteer with us
Execution: volunteer shift scheduled, CRM active
Context enriched, scored 62
First note sent by Amara
Reply captured, context added
They met at the trade show
Indication received: book a demo
Execution: demo booked, credited to Amara
Context enriched, scored 47
First note sent by Noah
No reply. A second angle suggested
Portal answer: I'm good for now
Dropped gracefully, notes kept
Re-entry: back on the list, score adjusted to 39
Engagement rep
JEJordan Ellisengagement rep · tending Dana
Day 2 · nudgeTime for a first touch with Dana
Day 6 · suggestionA message drafted from shared context
Day 9 · they meetDana said yes to coffee on Thursday
Day 16 · her portalVolunteer with us · chosen by Dana
Day 18 · executionShift scheduled. Nothing lands on staff
Day 3 · nudgeTime for a first touch with Priya
Day 7 · suggestionA note drafted from her product interest
Day 11 · they meetA booth chat at the trade show
Day 15 · her portalBook a demo · chosen by Priya
Day 16 · executionDemo on the calendar, credited to Amara
Day 2 · nudgeTime for a first touch with Marcus
Day 8 · suggestionA second angle after no reply
Day 12 · his portalI'm good for now · chosen by Marcus
Day 13 · context captureWhat did you learn? Two notes added
Day 14 · resolutionMarcus returns to the list, smarter
Three endings, no dead ends: an outcome you defined, or a record that comes back smarter.
The engagement portal

Prospects declare how they want to be involved.

Standardize the ask with customized forms your reps put in front of prospects. We build yours together at kickoff in Emberway's form builder, so every indication comes back clear enough to execute.

Engagement portal
The Portland Community Squash engagement portal
a live engagement portal · Portland Community Squash
Stages 5 and 6 · Execution and stewardship

Every relationship ends one of two ways.

Either the person tells you how they want to be involved, and the rep stays on to steward the relationship. Or they return to your list with a richer record than before. Nobody falls through the cracks.

Execution. When Dana says she is interested, Emberway follows through by itself: it routes the intro, sends the form, notifies the right person, and writes the outcome to your CRM. When she shows up, her interested status becomes active.

Intro routed to your team
Form sent to Dana
The right people notified
Your CRM updated: interested becomes active

Stewardship. The rep who built the relationship keeps it. Emberway keeps them involved by reminding the rep to stay in touch and deepen the relationship.

Stewardship check in due
Jordan stays close to Dana as the relationship grows. Emberway prompts the check ins, on the rhythm you configure.
And when someone says not now? The record returns to the list with enriched context and an adjusted score. Every touch produces an indication or a better record.
Next steps

15 minute meeting

A short conversation about your situation, before either side decides to go through onboarding together.

Meeting 1
Fit
Your situation, whether the model fits, and a mutual decision to proceed.
Included
Meeting 2
Design
Define your portal outcomes and supporter thresholds. Pick your plan.
Included
Meeting 3
Integration
Connect your CRM, map fields, audit the data, then load and score your first list.
Emberway services
Meeting 4
Automations
Train your admins and rep managers and build the first automations.
Emberway services
or
Not ready to meet?

Download our onboarding guide

Learn how we lift engagement in your first thirty days on the platform.