LEAD VIEW FEATURES

ACCESS UP-TO-DATE, REAL-TIME DATA WITH aNINJA'S COMPLETE LEAD MANAGEMENT SYSTEM

aNinja allows your whole team access to accurate, updated information about your leads to maximize productivity and help you progress through your workflows.

Custom Fields

For any lead or contact,  you can update custom fields such as lead status, location, products purchased, and more.

Target

Segment your leads and contacts to more efficiently target your campaigns ultimately resulting in higher conversion rates

Unlimited options

With various types of custom fields including dropdown menus, dates, links, and text you can create as many custom fields as you want and need

Opportunities

The opportunities tool allows you to track the dollar value a potential customer is spending or the estimated revenue, their spending period, status (active, won, or lost), confidence level, and notes.  

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Confidence

Adjust the confidence level to report any progress on a sale regarding conversations you've had with leads and contacts

Notes

Keeping track of active opportunities allows all team members to stay updated on any developments of potential deals and evaluate how they may contribute the sales pipeline

Tasks

Delegate leads and assignments to team members using the task manager. Complete with due dates, status updates, and reminders tasks ensure that everything that needs to get done, does!

Filter

Filter tasks by team member to check in on individuals, or choose a bigger picture and see all upcoming tasks

Notes

Online notes with aNinja allows collaboration across your team. Anyone’s notes on conversations and important information is all in one place making it easy for everyone to be on the same page.

Watchers

Assign team members to be watchers so that they'll be updated when any changes are made to the note

Smart Lists

Smart lists are saved search queries that you can re-use and refer to. Smart lists make it easy to sort clients and create reports.

Widgets

Enable your smart lists as dashboard widgets for easy access

Fields

Create queries on a number of different fields from lead status to location to email date and more

Advanced features

Keep your business on track to meet your goals with aNinja

Your CRM will always be at your fingertips with the aNinja app available on iOS and Android devices and complete with push notifications. 

Customers will always have 24/7 support when you implement a chatbot to assist with any questions or inquiries.

Target your leads more effectively, keep branding consistent, and most importantly save time with advanced, yet easy to use automation features.

Integrations

aNinja works with your existing tools and workflow

G Suite

Directly integrated with G Suite so your work can stay in one place

Zapier

Over 1000+ integrations through Zapier, the easiest way to integrate your workflow with other tools

API

Build custom integrations or integrate with internal systems

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Maintain and Grow your business

View our packages and select what you need

  • Multi-team support

Engage your teams in aNinja and help them stay organized, focused, and on-track at all times

  • Communication

Keep in-touch with your customers from all angles, and do it efficiently

  • Automations

Setup automatic outreach to communicate with your customers, even when you aren’t there

  • Reporting

See how your team is doing from a metric standpoint, and track all your data in one place

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