In 360OnboardQuestionnaires and file requests in a guided onboarding flow.
Compare the intake workflow, not every survey, research, or marketing feature.
See how it worksA more connected tool stack.Keep the work.
Keep the work.
Lose the extra handoffs.
Forms in one app. Feedback in another. A new tab for every next step. See which client workflows you can bring together in 360Onboard.
Compare the workflow.
These tools solve different problems. Start with the work you need to bring together, then check the capacity and specialist features your team relies on.
Compare 360Onboard plans In 360Onboard
In 360OnboardProjects, milestones, assigned tasks, and approvals beside the client.
Client delivery coordination; not full enterprise project-management or resource-planning parity.
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In 360OnboardSend agreements and collect signatures as part of onboarding.
Signature workflow; no claim of equivalent legal, compliance, identity-verification, or enterprise agreement-management capabilities.
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In 360OnboardPin feedback to websites, PDFs, images, audio, and video timestamps, tied to the version.
Client review and annotations; not production editing, camera-to-cloud, or regulated proofing parity.
See how it worksClient messages
In 360OnboardKeep client conversations, attachments, and work references in their portal.
Portal messaging; not SMS delivery, a complete email mailbox, or all internal Slack and Microsoft Teams workflows.
See how it worksClient file sharing
In 360OnboardCollect uploads and organize client files and shared links in one place.
Client file collection and sharing, not replacing whole-drive storage, desktop backup, or office editing. Existing storage integrations may still be useful.
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In 360OnboardRequest access to supported client platforms inside onboarding.
Mix of native OAuth and guided setup; coverage and permissions differ by platform and vendor.
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In 360OnboardCollect visual feedback pinned to live websites and creative assets, then track the follow-up with the work.
Website and asset review workflows; not full product-development, design-production, or enterprise QA parity.
See how it worksClient document & content collection
In 360OnboardRequest and gather website copy, business details, and creative materials from clients in a structured workflow.
Focused on ongoing client requests and gathering; not a claim to replace a complete document-management or client-portal platform.
See how it worksInvoicing & billing
In 360OnboardCreate invoices and collect client payments as part of the service relationship.
Invoice creation and collection workflow; not full accounting, bookkeeping, tax preparation, or payment-processing fee parity.
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