Good to know

    Frequently asked questions

    What SphereSync™ does, what Sloane prepares, what it costs, and what happens to your data.

    Definition

    Your CRM stores contacts. SphereSync™ runs the behavior.

    SphereSync™ handles what an agent working their sphere actually needs: who to contact this week, what to send, client events, the pipeline, and the scoreboard, without the feature bloat that makes most CRMs feel like homework.

    All 22 answers

    What it is8 answers

    Does SphereSync™ replace my CRM?#

    For a relationship-based business, yes. SphereSync™ handles what an agent working their sphere actually needs: who to contact 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?#

    It tells you where to start. Instead of a database of thousands and a decision to make, you get a short weekly list with the reason each person is on it, and Sloane has the note, the task or the draft ready when you get there.

    Do Not Call status is surfaced everywhere. SphereSync™ screens uploaded phone numbers against the DNC registry to help you make informed outreach decisions. That is practical 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 is built for existing relationships. SphereSync™ helps you keep up with the people in your sphere and the work around those relationships.

    Why does SphereSync™ have limited automations?#

    SphereSync™ automates preparation and organization. You keep the personal decisions: who to reach, what to say and when to send.

    SphereSync™ is built around real conversations with real people. Sloane will draft the message and set up the task, and then it waits for you. Sending is a decision, and it stays yours.

    How do you decide who to prioritize each week?#

    The list is built from what is already in your account. Conversations in motion in your pipeline come first, because those are the ones most likely to get forgotten in a busy week. Then the rotation works through two letters of the alphabet at a time, so every person in your sphere is reached within a quarter. Upcoming work lands there too: an event that needs its invitation, a newsletter waiting for approval, a date you would hate to miss.

    Each priority arrives with the reason it is there and one next step, so you never have to decide who deserves a call this week.

    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. Sloane also brings the reason this person is worth a call today, which is usually the opener you needed.

    Does SphereSync™ work for teams?#

    Yes. Each agent gets their own SphereSync™ account and the same weekly rhythm, which is the part that makes a team actually run the system instead of abandoning it.

    For a whole office, the right setup depends on your roster and the tools you already run, so we work that out with you on a call. The teams page explains what we can confirm today and what to ask about.

    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.

    Sloane4 answers

    What does Sloane do?#

    Sloane is your AI Ops Manager inside SphereSync™. She looks at your pipeline, your contacts and what is coming up, then brings your priorities forward: who to contact, why now, and what to do next.

    She also helps with the preparation. Tell her what happened after a conversation and ask for help organizing the details, planning a follow-up or drafting a message to review.

    Can I talk to Sloane?#

    Use voice input in the Sloane conversation to turn your words into a message. Review or edit the transcript, then send it. Voice availability depends on your browser and microphone permissions.

    Does Sloane send anything on her own?#

    Sloane helps prepare the work. Review your drafts and check your sending settings before anything goes out.

    SphereSync™ runs the system and the preparation. The relationship and the judgment stay with you.

    What information does Sloane use?#

    What is already in your SphereSync™ account: your contacts, your pipeline, your calendar, the notes you have written, and the way you write. That is why a draft comes back sounding like you and a task lands on a sensible date.

    Meet Sloane free to explore a strategy for your business. Membership is $179 per month or $1,788 per year, billed annually.

    Price and terms4 answers

    What does SphereSync™ cost?#

    SphereSync™ is $179 per month or $1,788 per year, billed annually. Sloane is included with either option.

    Start by meeting Sloane and exploring a plan for your business.

    Where can I check membership terms?#

    Review the terms presented with your membership before purchasing. If you joined under an earlier offer, contact our team with your signup details so we can confirm the terms that apply to you.

    What is your cancellation policy?#

    You can cancel future renewals through membership billing. Review your renewal date and the terms shown when you choose a plan; cancellation does not automatically refund a payment already made.

    What is included in the membership?#

    Sloane, your contacts and relationship notes, pipeline, newsletter drafts, client event tools and a view of your progress.

    Getting started4 answers

    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.

    Bring your existing contacts into SphereSync™ as part of getting started. You can review and organize them in your workspace.

    Can I import from my current CRM?#

    You can import a contact file into SphereSync™. Export your contacts from your existing system first, then review the import in your workspace.

    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.

    Your data2 answers

    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?#

    SphereSync™ screens uploaded phone numbers against the DNC registry and surfaces status to help you make informed decisions. Screening does not establish consent or guarantee that a call or text is lawful.

    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.

    Still have a question?

    The fastest answer is watching it run on your own sphere.

    Start on your own, or book a call and we will walk through it with you.

    Plans, trial terms and conditions are on the pricing page.