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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

On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.

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 Supported
iPad Supported
Android 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 brokers, agents, teams and transaction coordinators

Support

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

Support

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

$29.00/month
Contact us for a custom quote
Free Version Supported
Free Trial Not 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:

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Reviews/Ratings

Overall 3.5 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy signature process and is fairly intuitive. Easy to use in mobile applications for phone / tablet.
  • One thing I truly love about Dotloop is how user-friendly it is! That is very important for my end and my client's capability. My clients are even capable of signing on their phones. I love the way that each client can be put in their own loop. Every document that is part of that transaction can be stored. I also love how changes can't be made without clearing signatures that are already present. As Realtors, we are working with legally binding documents so clients feel secured. I also love how I can have folders so all of my needed documents to complete a contract are separated by counties, etc.

Cons

  • Does not organize files and cannot sort by file name - it’s manual drag into order you want files to show up in the record called Loop. Does not accept mail, word or other types of files. Only PDF files. This system should upgrade to allow this.
  • I do wish that Dotloop had the feature like DigiSign where multiple documents that are uploaded as one can be separated through the portal. Main Con: Zillow has some ownership of the company now.

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

dotloop
Founded: 2009
United States
www.dotloop.com

Alternatives

Alternatives

EZ Coordinator

EZ Coordinator

BrokerStore
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Real Estate Supported
Real Estate Agency Supported

Categories

Real Estate Agency Features

Calendar Management Not Supported
Client / Property Matching Not Supported
Client Database Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Email Marketing Not Supported
Flyer / Catalog Printing Not Supported
Lead Management Not Supported
Listing Management Supported
Property Database Supported
Website Management Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Not Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Not Supported

Integrations

Google Calendar Supported
Microsoft Outlook Supported
Zapier Supported
Adwerx Not Supported
BoldTrail Not Supported
BombBomb Not Supported
BoomTown Not Supported
Boston Logic Platform Not Supported
CINC Not Supported
Cloze Not Supported
Constellation1 Not Supported
Dropbox Not Supported
Google Not Supported
Loft47 Not Supported
Market Leader Not Supported
Microsoft OneDrive Supported
MoxiWebsites Not Supported
Notarize Not Supported
Zillow Premier Agent Not Supported
Zurple Not Supported

Integrations

Google Calendar Supported
Microsoft Outlook Supported
Zapier Supported
Adwerx Supported
BoldTrail Supported
BombBomb Supported
BoomTown Supported
Boston Logic Platform Supported
CINC Supported
Cloze Supported
Constellation1 Supported
Dropbox Supported
Google Supported
Loft47 Supported
Market Leader Supported
Microsoft OneDrive Not Supported
MoxiWebsites Supported
Notarize Supported
Zillow Premier Agent Supported
Zurple Supported
Claim Sphere and update features and information
Claim Sphere and update features and information
Claim dotloop and update features and information
Claim dotloop and update features and information