360Onboard
vs ClickUp
ClickUp and 360Onboard both handle tasks, forms, creative reviews, and MCP connections. Compare a configurable team workspace with a client relationship that also includes account access, service purchases, and invoices.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | ClickUp |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | ClickUpClickUp Forms |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | ClickUp↔Signature fieldsDetails & sourceTyped or drawn signatures are custom fields. Compare the full agreement and signing process you need. Read ClickUp’s documentation |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | ClickUpForm 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 | ClickUp—Not documentedDetails & sourceA native client service catalog and checkout were not established in the reviewed product page. Read ClickUp’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 | ClickUp—Not documentedDetails & sourceA provider-specific account-access request catalog was not established in the reviewed Forms guide. Read ClickUp’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 | ClickUp↔Shared team workspaceDetails & sourceClient collaboration is organized around shared work. Confirm your required branding and portal setup. Read ClickUp’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | ClickUpTasks, Lists & SpacesDetails & sourceOrganize team work through ClickUp’s workspace hierarchy. Read ClickUp’s documentation |
| 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 | ClickUpImages, PDFs & video |
| 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 | ClickUp—Not documentedDetails & sourceProofing documents file annotation, not an equivalent live website review surface. Read ClickUp’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 | ClickUp—Not documentedDetails & sourceConfirm client invoicing and payment collection, including any connected tools required. Read ClickUp’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 | ClickUp—Not documentedDetails & sourceRecurring tasks are different from recurring client billing; native subscription collection was not established here. Read ClickUp’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 | ClickUpNative MCP connectionDetails & sourceSupported tools include tasks, Docs, comments, Chat, and time tracking. Read ClickUp’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 the process you want to consolidate runs from client onboarding through access, delivery, reviews, and payment.
See the complete workflowClickUp offers broad team work management, including task structures, Docs, Chat, and time tracking.
Explore ClickUpTry the same client in both.
Collect intake and a signed agreement, request the client’s accounts, review a video, approve a milestone, and check the 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.
Is a signature field the same as an agreement flow?+
Not necessarily. A field can capture a signature. Test how each product presents the agreement, records the response, and connects it to the rest of onboarding.
Can I keep ClickUp for internal projects?+
Yes, you can evaluate 360Onboard for the client relationship while retaining internal tools your team needs. Do not assume automatic synchronization; check the required API and integration setup.
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.
