Platform features
Built for how real estate actually runs
Every feature connects to contacts, dates, and Routines — organized by the C.O.R.E. lifecycle.
C.O.R.E.
Conversion
Turn leads into clients with capture, inbox, and call tools.
Contacts
Tags, custom fields, pipelines, notes, files, and activity history — so you always know who someone is and what happened last.
Learn more →Inbox & Outbox
Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp.
Learn more →Landing pages
Build branded pages with surveys, assessments, forms, video, countdown timers, and more — then publish, approve, and feed contacts and Routines without a separate website stack.
Learn more →Call lists
Queue-based calling with prep briefs and notes — plus inbound Voice Forward, voicemail on Call List, and a timeline that keeps callbacks and texts together until you’re done.
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C.O.R.E.
Operations
Run listings and transactions on dates and checklists.
Routines
Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
Learn more →Calendar
Activities, recurrence, resources, and routine-linked dates — so your calendar reflects deals and contacts, not just meetings.
Learn more →Properties & deals
Properties, listings, transactions, and projects on one address — with section tabs for marketing, showings, offers, repairs, checklists, and Routine-driven milestones.
Learn more →Checklists
Entity checklists from a shared library — attached to listings, transactions, and projects so nothing gets skipped.
Learn more →Teams
Multi-user workspaces with security roles, lead routing, shared inboxes, Routine libraries, and commission visibility.
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C.O.R.E.
Retention
Stay in touch with sphere and past clients systematically.
Templates
Reusable email, SMS, WhatsApp, and letter templates with stats and analysis — wired into Inbox, Routines, and Outbox.
Learn more →Newsletters
Building-block newsletter designer with AI — pick a theme, generate a full emailable outline section by section, then send from your CRM segments.
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C.O.R.E.
Experience
Deliver memorable client experiences — portals, templates, AI, and personalization.
SAM Chat
In-app assistant to find contacts, list appointments, learn how to work in SAM, and prepare outreach — you confirm anything client-facing.
Learn more →AI Assistant
Configure providers, Knowledge Library, generations, and connections — the settings hub behind SAM Chat and content tools.
Learn more →Client Portal
Stop juggling group texts, email chains, and random attachments. SAM Client Portal is a branded home for buyers and sellers — milestones, documents, your team, and next steps — tied directly to the listings and transactions already living in SAM.
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Want the full picture? Explore C.O.R.E. or browse integrations.