360Onboard
vs monday.com
This comparison focuses on monday work management. Both products offer forms, tasks, file feedback, and MCP; compare those shared features with the client onboarding, access, service sales, and billing your agency needs.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | monday.com |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | monday.comWorkFormsDetails & sourceCollect answers into boards through customizable forms. Read monday.com’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 | monday.com↔Signature questionsDetails & sourceWorkForms can capture a signature in a Files Column. Compare the complete agreement workflow separately. Read monday.com’s documentation |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | monday.comFile-upload questions |
| 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 | monday.com—Not documentedDetails & sourceA native service catalog and client checkout were not established for work management. Other monday products or apps may differ. Read monday.com’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 | monday.com—Not documentedDetails & sourceA provider-specific client account-access catalog was not established in the reviewed WorkForms guide. Read monday.com’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 | monday.com↔Shared boardsDetails & sourceWork management supports collaboration through boards. Separate monday products and marketplace portal apps require their own evaluation. Read monday.com’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | monday.comBoards & projects |
| 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 | monday.comImages, PDFs & videoDetails & sourceFile annotations support these formats; current availability and pricing may change. Read monday.com’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 | monday.com—Not documentedDetails & sourceThe file-annotation guide does not establish a native website-annotation surface. Read monday.com’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 | monday.com—Not documentedDetails & sourceConfirm the invoicing and payment setup you need; CRM or marketplace capabilities are outside this work-management comparison. Read monday.com’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 | monday.com—Not documentedDetails & sourceRecurring client payment collection was not established for the work-management product reviewed here. Read monday.com’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 | monday.comNative MCP connectionDetails & sourceConnect assistants to supported boards, items, columns, and other platform operations. Read monday.com’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 your priority is the complete agency-to-client process, from onboarding and access requests to reviews and invoices.
See the complete workflowmonday work management offers configurable boards, project coordination, and automations across a team’s work.
Explore monday.comTry the same client in both.
Onboard a client, collect their accounts, review a creative file, and connect the approved work to a service 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.
Does this cover every monday.com product?+
No. monday work management is the scope here. monday CRM, monday service, and marketplace apps can add other capabilities, so include those products and costs if your proposed setup uses them.
Do both products support file annotations?+
Yes. monday documents image, PDF, and video annotations. Compare the client’s access, review context, supported formats, and how feedback becomes assigned work.
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.
