Getting started tips

In this article, we bring you tips that will help you getting started with aNinja quickly and efficiently.

Getting started tips

We recommend you follow this sequence of steps to make your use of aNinja easier and more efficient. Click on the links for the detailed articles.

We also recommend you check the aNinja Onboarding article to get an overview on the aNinja features.

Connect your email and phone number
Additional Apps
  • If you want to use Zendesk for your ticketing
    • On the left sidebar, click on Settings > Apps
    • Install Zendesk in your aNinja account
  • If you want to use Calendly as your Calendar
Add and manage Users & Teams
aNinja Keys
  • Set your rules in Global settings
    • On the left sidebar, click on Settings > Global Settings.
    • Choose what works better for you from these settings
    • Here, you can directly enable SendGrid that allows you to send a large number of email sequences with no limitations.
Create your automations
  • Create Templates (email / text / note templates)
    • On the left sidebar, click on Automation > Templates
    • Templates are samples of emails and texts that you send to leads without re-typing the content every time.
  • Create Sequences
    • On the left sidebar, click on Automation > Sequences
    • Now that you’ve created your templates, you can use them to launch email sequences and text sequences to your leads. So Sequences allow you to use the email and text templates you’ve created, and send them to leads, in sequence, in a different interval of time.
  • Create Triggers
    • On the left sidebar, click on Automation > Triggers
    • After you’ve created the templates and sequences, you can set your triggers. Triggers are emails and texts templates delegated to be sent to the leads based on an event or condition.
  • Add an unsubscribe link to your outbounds for security.
  • Create a transactional email
Manage your Marketing Features

Search for more help articles in the aNinja Knowledge base

Have any specific questions about the getting started tips? Leave us an email at Our support team is more than happy to assist you!

Access aNinja CRM Mobile app on iOS & Android devices

You can Access aNinja CRM Mobile app on iOS & Android devices or by downloading the mobile app to your iOS or Android device.

Ensure access to your CRM anywhere and anytime with the aNinja Mobile app.

Leads can come in at any moment. So make sure you’re keeping up on your mobile phone when you can’t be in front of your computer.  Available on both iOS and Android devices.

Accessing aNinja Mobile app & In-App Purchases

Once you’ve signed up to aNinja from the web (, immediately, you will have credentials sent to you (email/password).

So, you can use them to securely log into your aNinja web or mobile app.

For security reasons, we recommend you change the given password.

There is presently no direct registration to aNinja through the mobile app.

aNinja on iOS

To access aNinja using your iPhone, simply point your web browser to:

The aNinja app requires iOS version 11.0 or later.


aNinja on Android

To connect your Android mobile phone, simply point your web browser to:

It requires Android 4.4 or later.

Need help to access aNinja CRM Mobile app on iOS & Android devices? Reach us at Certainly, we will happily assist you!