360Onboard
vs Asana
Asana now describes client management and client portals alongside its project tools. Compare forms, tasks, proofing, and MCP with the onboarding, access requests, service sales, and billing you want in one place.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | Asana |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | AsanaForms & branching |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | Asana—Not documentedDetails & sourceTask approvals are documented; a native client contract-signing workflow was not established in the reviewed plan page. Read Asana’s documentation |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | AsanaForm attachments |
| 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 | Asana—Not documentedDetails & sourceA native packaged-service catalog and client checkout were not established in the reviewed client-management page. Read Asana’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 | Asana—Not documentedDetails & sourceA provider-specific client account-access request catalog was not established here. Read Asana’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 | AsanaClient portalsDetails & sourceAsana’s client-management page describes portal access for clients without a paid team seat. Read Asana’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | AsanaProjects & dependencies |
| 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 | AsanaImage & PDF proofingDetails & sourceTurn comments on supported images and PDFs into actionable feedback. Read Asana’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 | Asana—Not documentedDetails & sourceThe proofing guide does not establish a native website-annotation workflow. Read Asana’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 | Asana—Not documentedDetails & sourceBudget and billing-preparation tools are different from invoice payment collection. Confirm the client-billing setup you need. Read Asana’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 | Asana—Not documentedDetails & sourceRecurring tasks are documented; native recurring client payment collection was not established here. Read Asana’s documentation |
| 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 | AsanaNative MCP connectionDetails & sourceUse Asana’s documented MCP server with a compatible assistant. Read Asana’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 when you want client intake, platform access, service purchasing, reviews, and billing to sit with the ongoing relationship.
See the complete workflowAsana combines structured team projects, dependencies, approvals, and client collaboration, with additional resource and AI tools.
Explore AsanaTry the same client in both.
Collect a client questionnaire and agreement, request account access, review a deliverable, and locate its service purchase and payment.
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.
Does Asana have client portals?+
Its current client-management page describes client portals and client access without a paid team seat. Compare what is actually available in your account and plan, including the information clients can see and act on.
How do the review workflows differ?+
Asana documents image and PDF proofing. 360Onboard also includes supported website review and timestamped video or audio feedback. Test the asset types your agency delivers most often.
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.
