360Onboard
vs Agency Handy
Both platforms sell packaged services and bring client work into a portal. Compare the features your agency needs before and after the sale, from questionnaires and account access to reviews and recurring billing.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | Agency Handy |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | Agency HandyIntake & order formsDetails & sourceCollect information using intake, order, and public forms. Read Agency Handy’s documentation |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | Agency Handy↔Proposal approvalsDetails & sourceProposal acceptance is documented; confirm a dedicated contract e-signature workflow with Agency Handy. Read Agency Handy’s documentation |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | Agency HandyForm uploads & filesDetails & sourceUse upload fields in intake forms and manage client files. Read Agency Handy’s documentation |
| Sell packaged services | 360OnboardOne-time & recurringHow it worksPublish service offers to selected clients or all clients. Connect the purchase to an invoice and a delivery template or playbook. Explore this feature | Agency HandyService catalogDetails & sourceSell packaged services, including one-time and recurring offers. Read Agency Handy’s documentation |
| Platform-access requests | 360OnboardGoogle, Meta & moreHow it worksUse Google account connections and guided sharing steps for Meta, websites, storefronts, and other supported platforms. Availability and approval steps vary by provider. Explore this feature | Agency Handy—Not documentedDetails & sourceWe did not establish a provider-specific access-request catalog in the reviewed agency guide. Read Agency Handy’s documentation |
| Client portal | 360OnboardBranded for each clientHow it worksShare the client’s projects, files, conversations, services, and invoices in a branded portal. Portal availability and capacity depend on your plan. Explore this feature | Agency HandyBranded client portal |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | Agency HandyOrders & tasks |
| Creative file reviews | 360OnboardImages, PDFs & videoHow it worksCollect annotations on supported images and PDFs, and timestamped feedback on video or audio. Keep comments with their original version. Explore this feature | Agency HandyFile feedback & versionsDetails & sourceAgency Handy documents annotations, feedback, and version control. Verify your required file formats. Read Agency Handy’s documentation |
| Website annotation | 360OnboardComments on the pageHow it worksPlace feedback on supported website review surfaces. Some websites block embedding or require a separate sign-in. Explore this feature | Agency Handy—Not documentedDetails & sourceFile annotation is documented; a native website-annotation surface was not established here. Read Agency Handy’s documentation |
| Invoices & payments | 360OnboardInside the client portalHow it worksCreate invoices, offer connected payment options, and record external payments with the client relationship. Explore this feature | Agency HandyInvoices & paymentsDetails & sourceManage invoices and collect payments through supported gateways. Read Agency Handy’s documentation |
| Recurring client billing | 360OnboardSubscriptions & invoicesHow it worksSell recurring services with supported auto-charge or auto-issue billing. Payment-provider setup and fees still apply. Explore this feature | Agency HandyService subscriptions |
| External AI assistants · MCP | 360OnboardAcross the client workflowHow it worksConnect a compatible assistant to supported onboarding, response, task, message, file-review, meeting-note, service, and invoice actions. Tools follow account permissions. Explore this feature | Agency Handy—Not documentedDetails & sourceAPI features are documented; a native external-assistant MCP tool catalog was not established in this guide. Read Agency Handy’s documentation |
Documented capability↔ Different approach— Not established in the reviewed docs
“Not documented” does not mean unavailable. Confirm plan limits and any connected tools you need. Official sources reviewed October 15, 2026.
Bring the whole
client workflow together.
Choose 360Onboard for service sales plus guided onboarding, provider-specific access requests, client reviews, recurring check-ins, and MCP operations.
See the complete workflowAgency Handy centers agency operations around a service catalog, orders, delivery, client communication, and billing.
Explore Agency HandyTry the same client in both.
Publish a recurring service, purchase it as a sample client, collect the required accounts, and follow the resulting delivery tasks and invoice.
Create the request, assign the task, review the file, and check what your AI assistant can actually do.
Find the next request, submit feedback, and locate the service and invoice.
Check team seats, portals, response limits, AI usage, and any extra tools or processing fees.
A few useful distinctions.
Can 360Onboard sell packaged services too?+
Yes. Create a service offer with its price and included features, choose which clients can buy it, and connect it to a delivery template or playbook. Offers can use one-time or recurring billing.
Do both products have file feedback and a client portal?+
Yes. Compare the formats, version behavior, client permissions, and steps needed to turn feedback into tasks. Those details matter more than a checkmark alone.
Can we move our existing client work over?+
Start with a sample client and map your agreements, files, active tasks, and billing. Confirm the setup or import needed before moving live work, and keep your existing records.
Considering another platform?
Compare the same features across the other tools on your shortlist.
