Collect the context
Client details, access and expectations enter through one branded onboarding flow.
Make account access part of the onboarding plan.
Track platform access, credentials and client actions alongside the work they unlock.
The operational drag
What breaks as the agency grows
×Access requests get buried in email
×Teams discover missing permissions late
×Clients receive repeated reminders
With Agentryx
What changes
Visible access requirements
Clear client ownership
Fewer blocked launch tasks
One connected journey
From signed client to visible result.
Run the work
Delivery, tasks, meetings and approvals stay connected to the client account.
Show the result
Reports, performance and next actions are published to the same client portal.
Start with a clear view