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About

We help agencies and professionals scale, automate and retain clients longer. Leverage forms to automate incoming VIPs and begin collecting useful data on your leads and prospects. Enjoy refining an engaging customer journey even after the funnel. When you can provide individualized services while scaling, it’s easy to track more interested referral partners. No need to use extra tools, get customized payment pages automatically sent to clients directly within Ninjodo. Organizing payment has never been easier. Keep your headspace clear. With easy, intuitive client onboarding and project managing, you can track progress on all your active clients. Create that wow factor and get recognised for your work. You will learn how to be less anxious about finding new clients, become less stressed about cash fl ow, and learn how to prevent 100-hour weeks that seem to get you nowhere.

About

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to capture quality leads and onboard clients

Audience

Institutions requiring a platform to improve their financial planning operations and grow their business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9 per month
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ninjodo
Australia
ninjodo.com

Company Information

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

Alternatives

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RevTrak

RevTrak

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inStream

inStream

inStream Solutions
MoneyGuide

MoneyGuide

Envestnet
AgencyBuzz

AgencyBuzz

Zywave
ReportWa

ReportWa

Hexaview

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim Ninjodo and update features and information
Claim Ninjodo and update features and information
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Claim Simplicitree and update features and information