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About

Keep track of each and every one of your contacts. From servicing leads to maintaining long-term clients, each profile includes details, notes, communication fields, and checklist capabilities for drip marketing or personalized communication. With each transaction, there is a specific timeline to complete. Here, you can keep track of the entire process from selling details to final closing to everything in between. Set up exactly what you want to use and how you want to use it. Information is not available for all users. It can be applied to different admin and team lead access levels for limited viewing. Set up workflows and reminders for each of your contacts. These emails and touch points can be as personal or as automated as you wish. Pull lists for all of your reporting needs. Generate brokerage sales reports and title/lender reports at the click of a button.

About

Sphere is a real estate CRM and business management platform created to help agents plan their goals, manage transactions, stay connected with clients, and grow a high-touch referral business from one central hub. In a few minutes, users can create an annual business plan and track important sales metrics daily, weekly, and monthly. Contact profiles store client details, referrals, rankings, relationships, communication history, emails, birthdays, house anniversaries, notes, documents, and custom labels, while advanced filters and mass actions support targeted outreach. Sphere automatically builds and updates client-facing transaction timelines, tracks stages from potential through closed, assigns checklist items and deadlines, archives documents, records expenses, and keeps clients, teammates, escrow, and other parties informed.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate agencies looking for an CRM platform

Audience

Relationship-driven residential real estate agents who want to manage transactions, nurture past clients, and generate more referral business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$39.99 per month
Free Version
Free Trial

Pricing

$10 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lead2Deed
Founded: 2016
United States
www.lead2deed.com

Company Information

Sphere
United States
www.usesphere.com

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
EZ Coordinator

EZ Coordinator

BrokerStore

Categories

Categories

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Apple Calendar
Google Calendar
Google Cloud Platform
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zapier

Integrations

Apple Calendar
Google Calendar
Google Cloud Platform
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zapier
Claim Lead2Deed and update features and information
Claim Lead2Deed and update features and information
Claim Sphere and update features and information
Claim Sphere and update features and information