This task can be performed using Connexify
Get client access in 30 seconds, not 3 days Connect platforms. Skip the chaos.
Best product for this task
Connexify
no-code
Connexify is a SaaS platform designed to help agencies and service providers streamline their client onboarding process. Instead of spending hours collecting credentials and permissions, Connexify allows you to onboard clients in minutes with a simple, shareable link.
What to expect from an ideal product
- Send clients a single link that walks them through connecting all their platforms at once instead of going back and forth with emails asking for passwords and access
- Skip the usual 3-day waiting game where you're chasing clients for credentials - they can grant you access to everything in under a minute
- No more juggling spreadsheets or documents to track which client gave you what access - everything gets organized automatically in one dashboard
- Clients connect their own accounts directly so you avoid the security headache of storing sensitive login information
- Start working on client projects immediately instead of waiting days for them to remember passwords or figure out how to add you as a user
