Ninja Automations

Our tax prep process is now faster and more efficient thanks to Ninja Automations. The custom forms and automated messages make client interactions seamless.

Ninja’s automation for lead scoring has been pivotal for our sales strategy. It prioritizes leads based on their activities and interactions, so we know who to focus on for the best conversion rates.

Using Ninja’s automation for document retrieval has slashed the time we spend on paperwork. Documents are sorted and retrieved with just a click, making our workflow much smoother.

Ninja's automated data backups have saved us more than once. Knowing our data is securely backed up without us having to remember to do it is a huge relief.

The text automation tool in Ninja is something else! It reminds clients of their upcoming appointments and deadlines without any manual input from us. It keeps everyone on track effortlessly.

Automated credit analysis by Ninja has transformed how we assess client profiles. It compiles reports in minutes, which used to take hours. It’s incredibly efficient.

The auto-fill feature for forms has cut down our clients' onboarding time by half. Ninja fills in the data automatically, making it error-free and quick.

Ninja’s integration with our CRM has made client management ridiculously easy. It pulls in data automatically, so I always have the latest info at my fingertips.

I was blown away by how Ninja Automations handles follow-up emails. They’re sent out automatically after every appointment, ensuring no client feels forgotten. Our engagement rates have soared!

The lead transition feature in Ninja is seamless. It moves leads from initial contact right through to onboarding without me lifting a finger. It’s like having an extra set of hands on deck.