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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.

About

The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Real Estate Agents, Brokerages, Title Companies, Transaction Coordinators, Lenders, Escrow Companies, Real Estate Attorneys

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version Supported
Free Trial Not Supported

Pricing

$19/month
Special annual rate: $199/year. Discounts for teams, offices, and brokerages.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Sphere
United States
www.usesphere.com

Company Information

TransActioner
Founded: 2023
United States
transactioner.com

Alternatives

Alternatives

EZ Coordinator

EZ Coordinator

BrokerStore
CloudCoord

CloudCoord

Cloud Coordinator, LLC
Endpoint

Endpoint

Endpoint Closing

Categories

Real Estate Supported
Real Estate Agency Supported

Categories

Real Estate Transaction Management Features

Accounting Not Supported
Appointment Scheduling Not Supported
Commission Management Not Supported
Contract Management Supported
Critical Date Alerts Not Supported
CRM Not Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Not Supported
Task Management Not Supported
Transaction Review Not Supported

Integrations

Apple Calendar Supported
Constellation1 Not Supported
Google Calendar Supported
Google Cloud Platform Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Zapier Supported

Integrations

Apple Calendar Not Supported
Constellation1 Supported
Google Calendar Not Supported
Google Cloud Platform Not Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Zapier Not Supported
Claim Sphere and update features and information
Claim Sphere and update features and information
Claim TransActioner and update features and information
Claim TransActioner and update features and information