Frequently asked questions

Does SphereSync replace my CRM?#

For a relationship-based business, yes. SphereSync handles what an agent working their sphere actually needs: who to call this week, what to send, client events, the pipeline, and the scoreboard, without the feature bloat that makes most CRMs feel like homework. If you have been paying for a CRM and using a fraction of it, you already know what we are talking about.

If your business runs on buying and converting cold leads at volume, a lead-conversion CRM is the better tool and we would tell you so.

How is SphereSync different from other real estate tools?#

Do Not Call status is surfaced everywhere. SphereSync flags it on every contact and re-checks numbers on a 31-day cycle, so you always have the information to choose the right channel before you reach out. That is help, not legal advice.

There is no feature bloat. We built five tools because that is what relationship-based agents actually need. Every feature we did not build was a deliberate decision.

It surfaces who to reach out to, rather than showing you a database of thousands and waiting for you to decide. A short, prioritized weekly list, ready to work.

It is built for warm relationships, not cold ones. SphereSync helps you find who might be missing from your sphere, not chase strangers who do not know you exist. And membership includes monthly group training with Pam, so you are not left to work out the rhythm alone.

Why does SphereSync have limited automations?#

Because automation is mass outreach with a mail-merge disguise. Ask yourself honestly: do you like getting automated emails that pretend to be personal? Your sphere does not either.

SphereSync is built around real conversations with real people, not sequences that run while you are not paying attention. The relationships in your sphere deserve better than that.

How do you decide who to prioritize each week?#

Pipeline contacts come first, because the conversations already in motion are the ones most likely to get forgotten when life gets busy. After that, SphereSync works through two letters of the alphabet every week, rotating through your entire sphere so every person is reached within a quarter.

You never have to decide who deserves a call this week. The system decides, and you make the call.

Can I customize the eNewsletter?#

Completely. The draft is built around four choices you make: the topic angle (market update, seasonal, educational, or your own custom direction), the area you want to cover (your top ZIP codes, a specific city, or a specific state), who the newsletter is for (buyers, sellers, both, or past clients specifically), and what you want them to do: schedule a call, reply directly, visit your site, or just a friendly check-in with no hard ask at all.

Pick your four options, review the draft, make it yours, and send. Because there are four topic angles to rotate through, your sphere gets different content every month rather than the same market update with a new date on it. Prefer to start from scratch? You can do that too.

Weekly, monthly, twice monthly: the rhythm is yours. And if you have not sent one in a while, SphereSync will remind you.

I do not always know what to say. Does SphereSync help with that?#

Yes, before you ever hit a blank screen. When you open the call or text button for any contact, suggested language is already waiting, a starting point you can edit into your own words. Your Coach also surfaces the reason this person is worth a call today, which is usually the opener you needed.

Does SphereSync work for teams?#

Yes. Individual agents get everything described here. Teams and brokerages get all of that plus visibility into how each agent is running their sphere, without micromanagement, and pricing is per agent across the office.

Is SphereSync built for tech-savvy agents?#

It was built specifically for agents who are not. If you can open your phone and make a call, you can run SphereSync. The weekly list is waiting for you every Monday and everything you need to reach out is one tap away.

If you would rather not set it up alone, you can book an onboarding call and we will import your sphere with you and build your first weekly list together.

What does SphereSync cost?#

SphereSync is $349 per month, or $3,490 per year. One membership, one price. There are no per-feature upgrades and nothing to unlock separately.

The first 14 days are free and no credit card is required to start.

What is the 90-day guarantee?#

Run SphereSync for 90 days. If it is not surfacing opportunities you would have otherwise missed, we refund your last month.

What is your cancellation policy?#

Cancel anytime. No contracts and no retention gauntlet. It is two clicks in your settings. If SphereSync is not working for you, you should not be paying for it.

What is included in the membership?#

Sphere Snapshot, where we clean, dedupe, and DNC-flag your entire database before day one. Monthly group training with Pam. Built-in newsletters. Event tools for invitations, RSVPs, and outreach. The DNC/TCPA compliance kit and the 30-Day Rhythm Sprint. An onboarding call is available whenever you want one.

Is Sphere Snapshot included, or does it cost extra?#

Sphere Snapshot is included in the membership. If you are not ready for a membership you can buy it on its own for $199 one-time, and that $199 is credited in full toward your first month if you join later. You keep the cleaned database either way.

How long does setup take?#

Most agents set themselves up in minutes without talking to anyone. You import your contacts, SphereSync organizes them, and your first weekly list is ready the same day.

If you would rather have company for it, you can book an onboarding call and we will walk through importing your contacts and building your first list together. The call is optional and never a condition of the trial.

Do I need a clean database before I start?#

No, and that is where most agents start. SphereSync works with what you have and fills in the gaps through the rolling audit, which surfaces missing contacts every week.

Membership also includes Sphere Snapshot, so the duplicates, bad numbers, and contacts that need organizing get sorted before day one. Start messy. The system helps you get clean.

Can I import from my current CRM?#

Yes. SphereSync accepts imports from any CRM or spreadsheet. If you are coming in with multiple sources or years of accumulated contacts, Sphere Snapshot is what makes that transition clean.

Do I have to leave my brokerage or change tools?#

No. Real Estate on Purpose, doing business as SphereSync, provides professional support services to licensed real estate agents. We are not a real estate brokerage, and nothing about SphereSync touches where you hang your license.

Plenty of agents keep their brokerage-provided platform running for compliance and lead flow, and use SphereSync for their sphere.

Who owns my data?#

You do. Import in minutes, export anytime. We do not sell your contact data, we do not share it outside SphereSync, and we do not compete with you for leads or listings.

How does SphereSync handle Do Not Call compliance?#

Every contact carries a visible Do Not Call flag, and numbers are re-checked on a 31-day cycle, so you can choose the right channel (call, text, email, or a physical note) before you reach out rather than second-guessing every number in your phone.

This is practical help. It is not legal advice, and it does not replace your own responsibility to follow the law or your brokerage’s policies.