Collect the context
Client details, access and expectations enter through one branded onboarding flow.
Turn a signed client into a working account without rebuilding your setup.
Send one branded link, collect the right information and start every client from the same proven process.
The operational drag
What breaks as the agency grows
×Forms change from client to client
×Access requests happen through email
×Important context is copied by hand
With Agentryx
What changes
Reusable intake structure
Platform access requests in one flow
A client workspace created from the answers
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