Your sphere.
Working for you.
A cold lead has to decide they trust you. A past client already did, and then went quiet because nobody called. REHL surfaces who to touch this week, drafts the message, and tracks the repeat business back to the relationship that produced it.
What sphere CRM does
Six jobs your sphere needs.
Annual-touch reminders
Closing anniversaries, birthdays, transaction milestones. REHL flags who's due this week with a drafted message tailored to the relationship.
Life-event signals
Job changes, marriages, kids, divorces (via public records + opt-in social signals). Each is a moment they might be ready to move.
AI-drafted check-ins
Personalized message drafts that reference the actual relationship: their house, their kids, the closing day, the last time you talked.
Bulk sphere campaigns
Holiday cards, market updates, new-listing announcements. Compliant unsubscribe, per-recipient personalization, send via your branded sender.
Repeat business attribution
When a past client comes back, REHL traces the touch sequence that led to the re-engagement. You see which channels work.
Referral tracking
Your sphere refers buyers. Track who's sending referrals, who isn't, and when to send a thank-you (or a nudge).
How sphere data lands
Bring your existing book on day one.
CSV import
Drag a CSV of names, emails, phones, and closing dates. REHL deduplicates, normalizes, and starts populating annual-touch reminders within minutes.
FUB / kvCORE / BoomTown / Chime / Lofty migration
Export a CSV from any of them. A Follow Up Boss or kvCORE export is recognized by its headers and mapped for you; the rest take one confirm-your-columns step. Names, emails, phones, tags and notes come over. Per-contact activity history does not.
MLS transaction history
Your closed transactions per the MLS roll into REHL automatically. Each closed deal creates a sphere entry tagged to the property.
Manual + ongoing
Every closed REHL deal moves to the sphere automatically. Manual contact add for everyone you meet at the gym, the school dropoff line, the coffee shop.
Why this matters
Repeat business compounds.
The first 5 years
Every deal you close adds a person who already knows what you are like to work with. Five years in, that book is the cheapest pipeline you own: no ad spend, no portal fee, no convincing. It only pays if someone is still working it in year five.
The annual touch matters
A past client who hears from you once a year says your name when a neighbor asks who to call. One who heard from you at closing and never again says they used someone, they forget who. REHL keeps the annual touch from being the thing you meant to do.