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Your Sphere. Our Mission.

Double your referrals by automating your past client follow-up — without lifting a finger.

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Why SphereCopilot?

Why chase cold leads when your best clients are already in your database?

82% of buyers say they would use their agent again — yet only 12% actually do. Because agents disappear.
SphereCopilot keeps you top of mind, ensuring you never lose a client to neglect.

Stats:

82% would use their agent again, only 12% actually do

5x cheaper than cold lead generation

70% of business comes from referrals

1,000+ client touchpoints managed monthly

Take Off with a Smarter System

Onboard Your Database: CRM cleanup and organization.

Automate the Essentials: Birthdays, anniversaries, newsletters, home value reports.

Daily Follow-Up Plan: Daily text reminder with Top 5 Sphere Touches.

Simple, Flexible Plans — Built for Real Estate Success

Billed monthly Billed yearly

Save up to 35% with yearly billing

Copilot Starter
$ 200  / month

For professionals getting started with smaller projects.

Get started - it's free

No credit card required

  • Up to 200 contacts

  • Two 1-hour onboarding calls

  • Database cleanup (your CRM or ours)

  • Monthly email newsletter

  • Home Anniversary & Birthday email notifications

  • Daily/Weekly “Top 5 to Call” reminders

Copilot Pro
$ 400  / month
$ 3360  / yr
Save 30%

For personal use or small teams with simple workflows.

Start 14-day trial

7-Day Money Back Guarantee

  • Up to 400 contacts

  • Everything in Starter

  • Address research + MLS closing date lookup

  • Birthday & anniversary postcards

  • One managed client event per year

Copilot Elite
$ 1,500  / mo
$ 11,700  / yr
Save 35%

For growing teams that need more services and flexibility.

Upgrade your plan

7-Day Money Back Guarantee

  • Up to 1,000 contacts

  • Everything in Pro

  • Monthly Campaign Planning Calls

  • 4 postcards per client per year

  • 20 hours concierge services per month

Compare Our Plans

Feature Copilot Starter Copilot Pro Copilot Elite
Contacts Included 200 400 1,000
Database Cleanup
Monthly Email Newsletter
Home Anniversary/Birthday Emails
Daily Top 5 Text Reminders
MLS Closing Date Research
Birthday/Anniversary Postcards
Managed Client Event
Monthly Campaign Planning
Four Postcards Per Year
Concierge Services (20 hrs/mo)
Accepted Payment Methods
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Money Back Guarantee

Explore Martex Premium for 14 days. If it’s not a perfect fit, receive a full refund.

SSL Encrypted Payment

Your information is protected by 256-bit SSL encryption.

Works With the CRM You Already Use

  • Follow Up Boss

  • Boldtrail

  • Moxiworks

  • Lofty

  • RealGeeks

  • and more

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Frequently Asked Questions

1. What if I don't have a CRM yet?

We can host your database until you're ready to migrate.

2. Do emails and postcards come from my name?

Yes — everything is fully branded to you.

3. Will I still need to make personal calls and texts?

Yes. We handle the heavy lifting, but you make the high-touch moves that drive loyalty.

4. What’s the commitment?

We’re committing to you — and asking that you commit to us. During your first 30 days, you can cancel anytime. After that, we ask for 3 months' notice to cancel.

5. Can you work with teams?

Yes. We support solo agents, teams, and brokerages.

6. Can I cancel at anytime?

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Have any questions? Get in Touch