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What is Connexify and what does it do?

Connexify is a powerful cloud-based tool designed to automate and simplify the client onboarding process for agencies, freelancers, and consultants. It helps you get access to your clients’ marketing and analytics platforms (like Google Ads, Meta, and Shopify) quickly and securely using simple, shareable links, eliminating manual emails and complicated instructions.

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Is Connexify secure for client data?

Yes, Connexify states that it uses industry-standard encryption to ensure all data and permissions are securely handled. They only collect the information required to facilitate onboarding and comply with GDPR and other data protection regulations, assuring your clients’ credentials and account access are protected.

What platforms does Connexify support for access?

Connexify supports a wide range of platforms, including Google Ads, Google Analytics, Google Tag Manager, Google Search Console, Google Merchant Center, Google Business Profile, Facebook Pages, Meta Ads, Instagram Accounts, Meta Pixel, Product Catalog, and Shopify. They are also continually adding more integrations based on user feedback, such as WordPress, Stripe, PayPal, and Webflow.

Does Connexify offer a free trial?

Yes, Connexify offers a 14-day free trial for all new users. You don’t need a credit card to get started, allowing you to explore its features risk-free before committing to a paid plan. What Are the Benefits of Using Connexify?

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Can I brand the client onboarding experience with my own logo?

Yes, Connexify offers white-labeling capabilities on its Medium and Enterprise plans. This allows you to customize the welcome page with your own logo and brand colors, and even add a custom thank-you message, making the onboarding process feel seamless and professional to your clients.

How does Connexify handle permissions when requesting client access?

Connexify allows you to select the specific accounts and set the exact level of permissions you need for each client. You can choose between “read-only access” or “full access” to ensure you only request what’s necessary for your project.

What kind of customer support does Connexify provide?

Connexify offers email support for all users. Users on the Medium and Enterprise plans receive priority support, while Enterprise users also get a dedicated account manager. Additionally, they provide comprehensive step-by-step guides, video tutorials, and an extensive knowledge base to assist users.

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