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 simple link that walks them through granting permissions to all their platforms in one go instead of chasing them for access to each tool separately
- Cut down onboarding time from days to minutes by having clients connect their accounts directly through Connexify rather than manually sharing login details back and forth
- Skip the endless email chains asking for credentials by letting clients securely authorize access to their marketing platforms, analytics tools, and ad accounts themselves
- Remove the bottleneck of waiting for client responses by giving them a single place to grant all necessary permissions upfront before projects begin
- Eliminate the chaos of managing different login methods across platforms by centralizing the entire permission gathering process into one streamlined workflow
