Your CRM should be doing more than storing names.
Every lead, call, form, appointment, follow-up and customer creates another opportunity for something to happen. Sphere helps make sure it does.
Sphere connects lead capture, conversations, scheduling, sales, follow-up, marketing, automation and AI into one business system. Not one more login to check. The place where the next step actually happens.
Get the free CRM Reality Check
Or request your free CRM and automation review. Tell us a little about your business and choose the guide, the review, or both.
The real problem
You probably don't have a CRM problem. You have a "what happens next?" problem.
Most businesses can tell you where their customer information lives. Fewer can tell you, with a straight face, what happens after each thing a customer does.
Read the list on the right and answer honestly for your own company. If the answer is "it depends who's in the office," that's the hole. Not the software. The gap between one event and the next.
A properly designed CRM answers "what happens next?" before your team ever has to ask.
One lead, start to finish
Let's follow one lead.
Say a homeowner named Sarah needs a service. She's made up, and so is the business. The steps are not. This is what a connected journey looks like when every event knows what comes after it.
Most businesses own pieces of this. Few have it connected.
Sarah finds the business
She arrives through Google, a social post, an ad, a referral, a QR code on a truck, or the website. Sphere records where she came from and creates the contact, so the source isn't lost the moment someone forgets to ask.
Sarah fills out a form
Her information lands in the CRM instead of an inbox where it competes with newsletters and invoices. The form asks for what the business actually needs to qualify or serve her, not just a name and a phone number.
Sarah gets an immediate response
Confirmation can happen right away, while she's still on the page and before she opens the next tab.
Sarah schedules
She sees the times that are actually open, picks one, and the calendar updates. The team member who needs to know, knows. Nobody transcribes anything from a voicemail.
Sarah gets reminders
Sarah doesn't show up
In most businesses this is where she disappears. In a designed journey, a no-show is just another event. A workflow follows up, acknowledges the miss without making it weird, and offers another time.
Sarah receives an estimate
The opportunity moves through the pipeline. Anyone on the team can see where she stands without asking whoever spoke to her last.
Sarah doesn't respond
Silence after an estimate is normal. People get busy. Sphere can trigger the appropriate follow-up on a schedule the business chooses, rather than relying entirely on someone remembering to check.
Sarah becomes a customer
Her status changes. Customer communications start, the sales sequence stops, and any internal steps (a job ticket, a welcome message, an assignment) can trigger from that one change.
The job is finished
Months later
That's not 11 separate features. That's one customer journey.
Sphere connects it. The value isn't any single step. It's that step six knows step five happened.
How it usually goes
Nobody designs a disconnected system. It just accumulates.
You needed a form, so you added a plugin. You needed to book calls, so you added a calendar app. Each tool solved a real problem on the day it was added. Together they solve nothing, because none of them knows what the others did.
Without a system
With Sphere: one connected customer journey
- Lead
- Conversation
- Qualification
- Appointment
- Opportunity
- Follow-up
- Customer
- Review
- Retention
Consolidation is the smaller win
Fewer subscriptions is nice. It's not the point. The point is that the data and the actions live in the same place, so one event can cause the appropriate next event without a person carrying information between apps.
Connected beats comprehensive
A form submission that creates a contact, records the source, opens an opportunity, sends a confirmation, and notifies the right person is worth more than five excellent tools that each do one of those things and then wait for someone to do the rest.
CRM fundamentals
What should your CRM actually do?
Organized by what the business needs to happen, not by what's on a feature list. If a few of these make you think "we do that by hand," you're reading it the right way.
Capture
Every way a person can raise their hand should end up in the same place, with the source attached.
- Forms
- Landing pages
- Web chat
- Calls and missed calls
- Lead sources
- QR campaigns
- Social leads
Organize
Contacts are the start. The value is in knowing where each person is and what's already happened with them.
- Contacts
- Opportunities
- Pipelines
- Tags
- Custom fields
- Lead source
- Full customer history
Communicate
Email, text, calls and chat in one conversation view, so the whole team sees the whole thread.
- SMS
- Calls
- Web chat
- Google Business messages
- Automated responses
- Internal notifications
Schedule
People book themselves into real availability, and the reminders go out without anyone thinking about it.
- Calendars
- Appointments
- Confirmations
- Reminders
- Rescheduling
- No-show workflows
Follow up
This is where most revenue is lost, and it's the easiest thing to systemize once the process is written down.
- New leads
- Quotes and estimates
- Unresponsive prospects
- Missed appointments
- Long-term nurturing
Market
Campaigns that draw from the same contact list the sales process uses, so a customer isn't pitched as a stranger.
- Email campaigns
- Social planner
- Funnels
- Landing pages
- Promotions
- Customer segments
Build reputation
Reviews should be a step in the journey, not a favor someone remembers to ask for on a good day.
- Review requests
- Customer feedback
- Reputation workflows
- Google and Facebook monitoring
Retain
The cheapest customer to win is the one you already have. Retention is a set of scheduled reasons to get back in touch.
- Reactivation
- Maintenance reminders
- Anniversaries
- Renewals
- Seasonal offers
- Referral requests
Understand
Where leads come from, where they stall, and which campaigns produced customers rather than clicks.
- Lead sources
- Pipeline status
- Activity
- Conversions
- Campaign performance
- Reporting
Handle payments
Getting paid is part of the journey too. Sending a payment link by text is often the difference between "I'll do it later" and done.
- Text to pay
- Payment links
- Invoices tied to the contact record
Use AI intelligently
AI is a tool inside the system, not fairy dust sprinkled on top of it. It's useful for the parts of a conversation that are repetitive and time-sensitive, and it should hand off to a person the moment judgment is required. The business decides where that line is.
Where AI can help
- Initial conversations
- Answering common questions
- Qualification
- Scheduling assistance
- Message drafting
- Summaries
- Routing
- Follow-up assistance
- Voice, where supported
Where a human should take over
- Anything with a price attached that needs a judgment call
- Complaints
- Exceptions to the process
- Relationships that matter
- Any conversation the customer clearly wants to have with a person
How automation actually works
Automation isn't about removing people. It's about removing the things people shouldn't have to remember.
Every automation is the same shape. Something happens (the trigger). Then a list of things happen in response (the actions), with waits and checks in between. That's it. Here's a real one, written in plain English.
- Create or update the contactMatched on phone or email, so no duplicates
- Record the lead sourceWhich page, ad or campaign they came from
- Create an opportunityIn the estimate pipeline, first stage
- Send a confirmation email"We got it, here's what happens next"
- Text the prospectShort, personal, from the business number
- Notify the salespersonWith the form answers attached
- Offer schedulingA link to book the estimate visit
- WaitTwo hours, or whatever makes sense for the business
- Check for a responseDid they reply, book or call?
- Follow up if they haven'tA second, different message
- Move the pipeline stageBased on what they actually did
Missed call after hours
When a call goes unanswered
- Text the caller back within seconds
- Let them know when to expect a callback, or offer booking
- Create the contact if it's a new number
- Log the missed call and notify the team for the morning
Appointment no-show
When an appointment is marked no-show
- Wait a short, respectful amount of time
- Send a "we missed you" text with a rebooking link
- Follow up again a couple of days later if nothing happens
- Move the opportunity to a "needs rescheduling" stage
Job completed
When the opportunity is marked won and the job is closed
- Stop any sales follow-up still running
- Send a thank-you and the aftercare information
- Request a review a day or two later
- Schedule the maintenance reminder for months out
Notice what's not in these. Nobody is being replaced. The salesperson still sells. The tech still shows up. What's gone is the part where someone had to remember to text back, remember to rebook, remember to ask for the review. That's the part that never got done consistently anyway.
Strategy before software
Before we automate your business, we need to understand it.
Sphere isn't a login we hand you with a wish for good luck. During the free review and onboarding, we help take what's in your head, your notebook, your inbox and your current tools, and organize it into a logical business system. Think of it as putting your business into a box: a defined path from the moment someone discovers you through becoming a customer, and beyond.
At each step we work out what should happen, who should handle it, what Sphere should automate, where AI can help, where a human takes over, what information needs to be collected, what triggers the next action, what happens when the customer doesn't respond, and what happens after the sale.
Bring us the mess.
It can be:
- A notebook
- A spreadsheet
- Another CRM
- A pile of disconnected apps
- A business idea that hasn't launched yet
- A process that works but takes too much manual effort
Or simply: "This is how we've always done it."
We'll help organize it into a system and show you where Sphere can carry the weight.
What we map together
- How people find you
- What information you need from them
- How you qualify them
- What happens next
- When they should schedule
- How your team follows up
- How a prospect becomes a customer
- What happens after the sale
- How customers return or refer others
Free CRM and business automation review
Let's look at how your business actually works.
This isn't a demo with a sales pitch bolted on the end. It's a working session about your process. You show us how things run today, and we look for the gaps together.
You can show us any of this:
- Your current CRM
- Your website
- Your forms
- Your calendar
- Your sales process
- Lead follow-up
- Email marketing
- Texting
- Social process
- Customer follow-up
- Reviews
- Spreadsheets
- Existing automations
- A business idea
- A workflow you wish existed
We'll help identify
- What's working
- What's disconnected
- What's unnecessarily manual
- What's being missed
- What could be automated
- Where AI would actually be useful
- Where automation would be a terrible idea
- How the overall process could be structured
Already using another CRM? Bring it.
We'll walk through what you have and give you practical suggestions for improving it. If your existing setup makes sense, you'll leave with a clearer picture of it and no pressure to change anything. We'd rather earn the switch than talk you into it.
Free guide
The CRM Reality Check
What your CRM should actually be doing for your business. Written for owners and managers, not software people.
It walks through each part of the customer journey, shows what "good" looks like with relatable scenarios, and ends with the questions to ask when evaluating any CRM, including the one you already have. It's meant to be useful whether or not you ever talk to us.
- Lead capture and forms
- Lead sources
- Pipelines
- Calendars and appointments
- Email and SMS
- Missed calls
- Follow-up
- Automation
- AI
- Reviews
- Marketing
- Customer retention
- Reporting
- Integrations
- What should stay human
- Questions to ask about any CRM
When you request the guide, you're experiencing part of the system.
The form you'll fill out is a Sphere form. It creates your contact, verifies your email, delivers the guide, follows up, and offers scheduling, all connected. We're not telling you automation works. We'd rather let you feel it.
- Form
- Contact created
- Email verified
- Guide delivered
- Follow-up
- Scheduling
The offer
Now let's put it to work.
Two promotional options. Both include the full onboarding process described above, with the $500 onboarding fee waived, and both lock your promotional price for as long as you keep the qualifying subscription.
For businesses that want the core Sphere communication system and a strong starting setup.
Included in Sphere Lite
- Two-way text and email from one inbox
- Google Business messaging
- Missed call text back
- Web chat widget
- Text to pay
- Reputation management and review requests
- Google Business call tracking
Promotional setup bonuses
- Lead capture forms set up for you
- Email setup
- Social media setup and integration
- Basic business configuration
- Selected automation setup assistance
Exact bonus package limits are confirmed with you during onboarding.
For businesses that want Sphere configured as the operating system of the business, not a set of login credentials. The difference between the two plans isn't just the feature list. It's whether those tools are intentionally structured around how your business works.
The full Sphere platform
- Everything in Sphere Lite
- Full CRM, contacts and pipelines
- Lead capture forms and surveys
- Automation workflows
- Booking calendars with reminders
- Email marketing and campaign management
- SMS and email templates
- Funnels, landing pages and website builder
- Social media planner
- Membership portals and communities
- Blog platform
Implementation included
- Customer journey mapping session
- Pipelines built around your sales process
- Core automations built (lead response, follow-up, no-show, review request)
- Calendars, forms and templates configured
- Setup support while your system goes live
Implementation scope is confirmed during your review, based on what your business actually needs.
$500 onboarding fee: waived.
Onboarding is where the system gets designed. We learn how your business runs, organize the customer journey, configure the tools that matter for you, and set the foundation so the automations are built on a process that makes sense.
It's normally a $500 fee because it's real work. For customers taking advantage of this offer, it's included.
Lifetime price lock
Your price doesn't grow just because we do.
Subscribe through this promotional offer and your promotional subscription price stays locked for as long as you maintain the qualifying subscription.
If Sphere adds features, improves the platform, or raises standard pricing later, your promotional base subscription price stays where it is, according to the terms of this offer.
Not for six months. Not until the next pricing change. Your qualifying promotional subscription rate stays locked while your subscription remains active.
The price lock applies to the promotional base subscription rate for the plan selected. Usage-based charges (such as carrier fees for SMS, calls, or AI usage) and optional add-ons are billed separately and are not part of the locked rate. The lock ends if the qualifying subscription is cancelled, downgraded, or lapses. See full terms below.
The real cost of the pile
How many different systems are you paying for just to manage one customer journey?
Count the logins. These are the categories businesses commonly buy separately. Sphere includes them in one platform.
- CRM separate login
- Forms separate login
- Landing pages separate login
- Calendars and booking separate login
- Email marketing separate login
- SMS communication separate login
- Funnels separate login
- Web chat separate login
- Reputation management separate login
- Social scheduling separate login
- Automation separate login
- AI tools separate login
- Pipeline management separate login
- Reporting separate login
- All of the above inside Sphere one login
The subscription fees are the visible cost
We're not going to invent competitor pricing to make a chart look dramatic. You know what you're paying. The bigger cost is the one that doesn't show up on a statement.
The costs that don't show up on a statement
- Disconnected data
- Duplicate work
- Missed follow-up
- Multiple logins
- Staff training on every tool
- Integration failures
- Manual handoffs
- Things falling between systems
Fair questions
The things people usually say at this point.
Good. Bring it to the free review. Let's see what it's doing and what it isn't. Plenty of businesses are paying for a capable CRM and using about a tenth of it. Sometimes the right answer is to keep it and fix the process around it.
That's often exactly where simple automation is most valuable. A five-step process that runs the same way every time beats a sophisticated one nobody follows. Simple businesses have the most to gain from consistency, not the least.
Neither does every customer. Automation should support the customer experience, not make your business feel artificial. A confirmation text isn't a robot. A reminder isn't a robot. You decide where AI belongs, and where the conversation goes to a person.
You shouldn't have to become a CRM engineer to run your company. That's what the onboarding is for. You explain how the business works. We turn it into a system. You use it.
Bad automation just makes mistakes faster. If the process didn't make sense before it was automated, the automation was never going to fix that. The mapping comes first, every time.
That's exactly what the business review is designed to figure out. You don't need to arrive with requirements. You need to arrive with how things currently work, even if "how things work" is mostly one person's memory.
Automate the process. Not the relationship.
Technology should make a business more responsive and more human, not less. The goal isn't fewer humans. It's humans spending more of their day on the things humans are actually good at, because the routine parts are handled.
Automate
- Reminders
- Routing
- Data entry
- Routine follow-up
- Notifications
- Scheduling
- Repetitive communication
Keep human
- Relationships
- Judgment
- Important conversations
- Exceptions
- Complex decisions
- Customer care
Let's get started
Let's find out what your business could be doing automatically.
- Bring us your current CRM.
- Bring us your website.
- Bring us your spreadsheet.
- Bring us your process.
- Bring us the business idea that's still mostly living in your head.
We'll help map the customer journey, identify the gaps, and show you what a properly structured CRM could look like for your business. Use the form to request the free guide, the free review, or both.
- Sphere plans from $97/month
- $500 onboarding waived with this offer
- Promotional subscription price locked in for life while the qualifying subscription remains active
Get the free CRM Reality Check
Or request your free CRM and automation review. Tell us a little about your business and choose the guide, the review, or both.