One-touch outreach
Tap the phone icon and the call starts. Tap the text icon and a sample message is already waiting.
So the gap between intending to call and calling disappears.
How it works
Most software stores things. SphereSync runs the behavior.
Your CRM stores contacts. SphereSync decides who to call this week, surfaces what you talked about last time, flags the DNC before you dial, and makes sure nobody in your sphere goes so long without hearing from you that they call someone else when they are ready to move.
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Tool one
The priority queue
Every week, SphereSync builds your call list.
The logic is automatic. Pipeline contacts first, because the conversations already in motion are always the priority. Then this week’s alphabetical rotation, two letters at a time, cycling through your entire sphere so every person hears from you within a quarter.
The result is a focused, already-prioritized weekly list. No scrolling through 300 names. No deciding who deserves a call this week. Just the right people, with everything you need to reach them in one place.
The database behind the queue — sorted by last touch, DNC-checked, one tap to call.
DNC flagged clearly
If someone is on the Do Not Call list, SphereSync flags it visibly on the contact, and numbers are re-checked on a 31-day cycle.
So you pick the right channel before you reach out. Help, not legal advice.
Your Coach
A daily prompt that tells you who matters today and why: a birthday five weeks out, a pipeline conversation going stale, 47 days since you last spoke.
So the reason to call is there before you have to think of one.
The rolling audit
Alongside the rotation, SphereSync prompts you to compare your phone contacts and social connections against this week’s letters. Add them and they are in the rotation immediately.
So your database grows every week just by running the system.
Monday morning: the week already decided, before you open anything else.
Most tools only work with what is already in them. The rolling audit finds who is missing.
Tool two
The pipeline
Not every conversation is ready to become a transaction. The ones heading somewhere deserve a place to live.
SphereSync’s pipeline captures the relationships in motion, from the first signal of interest through to closed. Seven stages, visual, so you can see where every relationship stands at a glance.
The pipeline feeds the priority queue directly, which is why people with active conversations always surface first. The system knows who matters most this week. You do not have to work it out.
- Conversation started
- Opportunity
- Consult done
- Client secured
- Active
- Under contract
- Closed
Tool three
The eNewsletter
The blank page is the enemy of consistent outreach.
Every agent knows the intention: send something valuable to your sphere every month. Keep your name in front of people. Give them a reason to think of you when they are not actively buying or selling.
Good plan. It falls apart at the moment of execution.
SphereSync’s eNewsletter is built around four choices you make before the draft is written.
Pick your options, review the draft, adjust what you want, and send. Weekly, monthly, twice monthly: the rhythm is yours to set. If the newsletter has not gone out in a while, SphereSync reminds you before your sphere goes cold. Twelve to forty-eight touches per person per year, delivered consistently, without a blank screen in sight.
Topic angle
Market update, seasonal, educational, or a custom direction you write yourself. Rotate through all four and your sphere gets different content every month, not the same market update with a new date on it.
Area
Your top ZIP codes, a specific city, or a specific state. The newsletter is built around real local data.
Audience
Buyers, sellers, both, or past clients specifically. The same market data reads completely differently depending on who it is for, and SphereSync frames it correctly so you do not have to.
Call to action
Schedule a call, get a reply, visit your site, or simply stay top of mind with a friendly check-in and no hard ask.
Market reports
Alongside the newsletter, SphereSync produces a branded market deep dive on your ZIP codes every month. Cross-checked numbers, your name on every one of them. It is the piece agents forward to people who are thinking about a move but have not said so yet.
Tool four
The event planner
Conversations do not start on calls. They start when an invitation lands in someone’s inbox.
Client events are the highest-leverage tool in a relationship-based business. Two to four events a year, done well, can account for 10 to 20 touches per person: invitations, reminders, the event itself, thank-yous, no-show outreach, and every call that happens naturally because the event gave you a reason to pick up the phone.
SphereSync manages the entire arc. The calendar tracks every task from the first save-the-date through post-event outreach: RSVP monitoring, SMS nudges, catering headcount, day-of logistics, sponsor management, thank-you emails, social highlights, and reporting. You edit the invitation and reminder emails. SphereSync handles the cadence.
- BeforeSave-the-date, invitations, RSVP monitoring, SMS nudges.
- PlanningCatering headcount, day-of logistics, sponsor management.
- The dayThe event itself, and the guests your guests bring with them.
- AfterThank-you emails, no-show outreach, social highlights, reporting.
Guests who bring guests
When someone brings a friend who RSVPs, SphereSync captures that name and contact information automatically. The thank-you goes out. The new contact lands in your database.
So your sphere grows because you threw a good event.
The delight loop
Handwritten notes and small gifts, prompted at the right moment for the right person.
So being memorable is part of the system, not something you scramble to remember.
The whole arc, tracked
Everything that currently lives in a notebook and a prayer lives here instead, with the next task always visible.
So an event stops being a project you dread.
Tool five
The success scoreboard
Every week, SphereSync asks one question: how did your week go?
Five minutes. Dials, conversations, appointments, closings, GCI. Wins and challenges, because the hard weeks are as useful as the good ones. Energy and focus, rated honestly, so the system can spot burnout patterns before they become a problem.
Those numbers feed the scoreboard, build the streak, and keep momentum visible. The year-to-date view shows exactly where things stand, not to grade you, but because watching the rhythm hold week over week is its own kind of motivation.
Year to date against goal — the view the weekly check-in feeds.
Weekly coaching
The check-in turns into one conversation about what to change next, built from your real numbers rather than a generic script. Accountability without shame.
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The difference
What every other tool assumes
Most CRMs work with what is already in them. They assume the database is complete, the contacts are current, and you already know who to reach out to next.
SphereSync does not make that assumption. It finds who is missing. It builds the weekly list automatically. It removes every reason not to make the call. And it runs the whole rhythm — the outreach, the pipeline, the newsletter, the events, the scoreboard — so you can focus on the only part that actually matters.
The conversation.
A CRM gives you
- A database of everyone you have ever met.
- Tools to build your own sequences and reports.
- A decision to make every time you open it.
SphereSync gives you
- A short weekly list, already prioritized.
- The reason this person matters this week.
- The newsletters and events that run in between.
Run it on your own database
Your first weekly list is ready the day you import.
14 days of the full app, no card, nothing to book. Set yourself up in minutes, or have us build your first list with you on an onboarding call.
14-day free trial · no credit card required · optional onboarding call · founding pricing ends Friday, August 21, 2026 or at 50 members, whichever comes first