Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sphere serves as a comprehensive CRM and business management tool designed specifically for real estate agents, enabling them to set objectives, oversee transactions, maintain client connections, and cultivate a robust referral network all from a single platform. Within moments, users can establish an annual business strategy and monitor crucial sales metrics on a daily, weekly, and monthly basis. The platform features detailed contact profiles that encompass client information, referral sources, performance rankings, relationship histories, communication logs, emails, birthday reminders, home purchase anniversaries, notes, relevant documents, and personalized tags, enhanced by sophisticated filters and bulk action capabilities for precise outreach efforts. Sphere also intuitively generates and updates transaction timelines for clients, tracks the progression from initial interest to completion, allocates tasks and deadlines, organizes documents, logs expenses, and keeps clients, team members, escrow agents, and other stakeholders well-informed throughout the process. By centralizing all these functionalities, Sphere empowers agents to streamline their operations and enhance their overall service delivery.
Description
Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Apple Calendar
Yes
Google Calendar
Yes
Google Cloud Platform
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Qualia
No
ResWare
No
Zapier
Yes
Integrations
Apple Calendar
No
Google Calendar
No
Google Cloud Platform
No
Microsoft 365
No
Microsoft OneDrive
No
Microsoft Outlook
No
Qualia
Yes
ResWare
Yes
Zapier
No
Pricing Details
$10 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Sphere
Country
United States
Website
www.usesphere.com
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Product Features
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
No
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No