Readiness path
CSV-first- InventoryIdentify exports you can obtain lawfully.
- AssembleImport files with source provenance.
- ResolveReview duplicates and consent fields.
- ExportDownload CSV, manifest, and exceptions.
DATABASE PREPARATION
Turn scattered contacts into an import you can trust.
Assemble export files, clean fields, make human merge decisions, classify relationships, and create a deterministic, mapping-ready CSV package for major residential real estate CRM import workflows.
UNIVERSAL OVERVIEW
Your database does not have to start from zero.
See how SphereReady helps a residential agent turn scattered relationships into a clean, reviewable CRM import while keeping every decision under human control.
No-outreach guardrail
Being in an address book is not marketing consent. Newsletter eligibility, SMS consent, and call consent are separate fields. Suppression overrides all outreach.
- No live connectors in this demo
- No automatic enrichment
- No automatic merge
- No messages or calls
STEP 1
Source assessment
Choose what you have. Every path below states its real setup boundary.
Mesh, formerly Clay
The official Mesh MCP supports contact search, contact details, statistics, groups, notes, events, and write tools. This demo does not connect to Brad's or anyone else's account. Use an authorized export or separately configured MCP in a production tenant.
Import a CSV export
WORKSPACE
Contacts
Operational fields stay visible and auditable.
| Contact | Source | Quality | Classification | Relationship | Permissions | Status |
|---|
HUMAN REVIEW
Duplicate decisions
Exact rules are deterministic. Likely matches always require review.
UNIVERSAL CRM PREPARATION
One governed database. Multiple CRM destinations.
SphereReady standardizes supported CSV and tabular export data, preserves provenance and permission decisions, and produces a clean mapping package for the import workflow used by the selected CRM. Platform requirements change, so every production import remains a human-reviewed handoff.
Compatibility means preparation—not automatic sync.No passwords, vendor tokens, API writes, or marketing enrollment run in this preview.
Brand and product names identify target import workflows only. SphereReady is independent and is not endorsed by or directly connected to these companies.
EXPORT GATE
Universal CRM readiness report
Checks reflect a mapping-ready CSV preparation path—not an authenticated vendor template, endorsement, or direct API connection.
Export package
Files are deterministic, UTF-8, CRLF, and formula-injection protected. ZIP values remain text. Relationship is preserved in the workspace but is not asserted as a native vendor field until the target CRM mapping is verified.
PRODUCTION DESIGN
Private-by-default architecture
This Sandbox demo uses browser-local storage for its preview data and static assets for delivery. Production architecture remains Worker + Static Assets, D1, private R2, Queues, Workflows, Turnstile, and managed authentication.
Static Assets
Subpath-safe files plus a browser-local API adapter.
Local storage
Contacts, provenance, imports, and reversible merge records remain on this device.
Private R2 objects
Original uploads and generated exports with signed, short-lived access.
Queues + Workflows
Resumable OCR, parsing, deletion, and audit jobs.
Turnstile + managed auth
Abuse controls, tenant-scoped RBAC, session management.
OAuth PKCE
Future read-only Google/Microsoft connectors with envelope-encrypted tokens.
PRODUCTION DESIGN PREVIEW
Welcome to SphereReady
This screen is non-functional. Authentication is intentionally not implemented in the Sandbox demo.
Preview only
Production should use managed auth, tenant-scoped RBAC, Turnstile, secure cookies, and verified deletion workflows.
Production should use managed auth, tenant-scoped RBAC, Turnstile, secure cookies, and verified deletion workflows.