Try the REI Agent CRM free for 30 days.
No credit card. No contract. Just your sphere, working.
Sell more AND keep more… the only sphere CRM built for real estate agent wealth, with the Profit First system built in.
30 days free · no credit card · cancel anytime
You've mastered the deals. Now what?
Most agents are great at one thing… finding buyers and sellers through their sphere. Hot list, warm list, consistent follow-up. It works. But the money part you're figuring out alone. You close a deal, commission hits, you feel great for 48 hours… then taxes are due, or you want to invest in a rental, or you realize you should've had a down payment by now. You're not bad with money. The system just wasn't built for this part.
Two systems. One platform.
The deals part, the Ninja way.
Hot/warm/sphere tracking, organized follow-up, AI-drafted Smart Messages, automatic reminders. No spreadsheets.
The money part.
When you close, your commission splits automatically across five accounts… Profit, Owner Pay, Taxes, Operations, and a First Property Fund. Real-time math, no surprises in January. Built on the model from the book Mattias wrote and lives.
Together: you know who to contact and exactly how much of each deal goes to building wealth.
What the other sphere CRMs don't have
Plenty of tools run a hot/warm/sphere follow-up system. None of them run your money.
| CRM | Price | Profit First built in |
|---|---|---|
| REI Agent CRM | $29/mo founding rate | Yes |
| Buffini Referral Maker CRM | $49/mo | No |
| Wise Agent | $49/mo | No |
| Lofty | $449+/mo | No |
Competitor pricing as publicly listed on each provider's site, checked 2026-07-07… vendors change list prices, so confirm before publishing.
What's included
- + Ninja sphere system… hot/warm/sphere classification, follow-up queue, smart status.
- + Profit First module… every commission auto-allocated across five accounts.
- + Contact sync… Google Contacts and CSV import live today, Microsoft 365 sync on the way.
- + Smart Messages… AI-drafted follow-ups you personalize and send, not spam-blast.
- + Deal & listing tracking… pipeline and contract-to-close, linked to your contacts.
- + Client portal… a branded app for your buyers and sellers to search, save, and message you.
Three steps. 30 days free.
- 1
Connect Your Contacts
Import Google Contacts or upload a CSV… your sphere is in the system.
- 2
Track Your Hot / Warm / Sphere
Organize by status, add notes, smart status handles the system.
- 3
Close Deals. See the Allocations.
Log a sale, the Profit First module runs the math… watch your First Property Fund grow.
$29/mo founding rate.
Locked for your first 12 months as a founding member. Start with 30 days free, no credit card… you won't be charged until the trial ends, and you can cancel anytime before that.
- + 30 days free… no card required
- + Full sphere CRM + Profit First module
- + $29/mo founding rate, locked for 12 months
- + Cancel anytime… no contracts
No credit card. No contracts. Founding Cohort… limited to 100 agents.
Quick answers
Do I need a credit card to start?
No… the 30-day trial doesn't require one. You'll only be asked to add billing if you decide to continue after the trial.
Is $29/mo locked forever?
It's locked for your first 12 months as a founding member. We'll tell you well before it changes… no surprise increases mid-term.
What if I only use the sphere part and ignore Profit First?
You can… but it's built in, and most agents want it once they see it work.
Do I need to move my contacts first?
No… Google Contacts read directly, or upload a CSV/export from another CRM.
What about Microsoft / Outlook contacts?
Google Contacts and CSV import are live and tested today. Microsoft 365 sync is on the way.
What's the Profit First model?
From the book: when commission hits, ask “how much do I need to keep?” Five accounts (Profit / Owner Pay / Taxes / Operations / First Property Fund), allocate twice a month, spend only from Operations. Confirm the tax percentage with your accountant.
Can I cancel after 30 days?
Yes… no card, no commitment, cancel anytime.
You've got 30 days to try it.
No credit card. Full access. The sphere system and the Profit First module. Founding cohort limited to 100 agents, $29/mo locked for 12 months.
Start Your Free TrialNo credit card. Founding cohort… limited to 100 agents.