Sphere Nurture manages your Sphere of Influence (SOI) and important events. Birthdays, closing anniversaries, kid's names and birthdays, and even pets! Work anniversaries for your agents and staff are supported, as are an endless list of fun, celebratory occasions (holidays, etc…)

Organize your SOI by A+ through D and tag your clients with personalized information like "Gluten Free" or "VIP". Automate gifting by standardizing which gifts you send to which "grade" and tags per event and customize gifts for your VIPs!

Monthly, weekly, and daily email alerts to your agents tell them about their upcoming and current client occasions and events, along with contact info and social media links.

Enabling the Embedded App 

1. Go to Admin > Integrations 

2. Scroll down to Embedded Apps > 512Labs

3. Enable

4. Navigate to a Lead Profile to view the embedded app on the lower right-hand side