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Lifetime DealActiveDirectCustomer SupportCustomer Onboarding
360Onboard — Automated client onboarding flows
Tool Overview
Agencies and freelancers spend hours chasing clients for signatures, documents, and account access during onboarding, often through scattered emails and manual follow-ups.
360Onboard automates the entire client onboarding process into a single branded link. Clients complete e-signatures, upload files, fill forms, and grant account access through guided flows without needing their own account.
The platform includes AI-powered contract and flow builders, automated reminders, payment integrations, white-label branding, and webhook connections to CRMs and project management tools.
Date added June 17, 2026
Our Take on 360Onboard
360Onboard solves a specific pain point for agencies and freelancers — the back-and-forth of client onboarding. Instead of chasing signatures, documents, and account credentials through email, clients get a single branded link that walks them through everything.
The product is clean and focused. The AI contract and flow builders are included free for the first year, then switch to a bring-your-own-key model. That’s worth noting — the AI features have a soft expiration unless you add your own API key.
At $79 for the Starter tier, it’s accessible for solo freelancers testing the concept. The Agency tier at $225 adds unlimited flows, clients, and one-click account access, which has real value for teams onboarding multiple clients per month.
At a Glance
What stands out
Clients complete the entire onboarding process through a single branded link without needing to create their own account.
White-label branding with custom domains means clients see only your company name throughout the onboarding flow.
The Agency tier includes one-click client account access similar to Leadsie or Connexify, which typically costs $549+ separately.
AI-powered contract and flow builders can generate onboarding workflows from a description, reducing setup time for new flows.
Things to note
AI contract and flow builders are free for the first year only, then require bringing your own API key to continue using them.
The Starter tier limits you to 3 active flows and 5 clients per month, which may be too restrictive for growing freelancers.
File storage duration varies by tier (30, 60, or 90 days), so client documents are not stored permanently.
The product is relatively new with limited public reviews, making it harder to assess long-term reliability.
Tiers Comparison
| Feature | Starter | Professional | Agency |
|---|---|---|---|
| Price | $79 | $148 | $225 |
| Active Onboarding Flows | 3 | 10 | Unlimited |
| Clients Per Month | 5 | 15 | Unlimited |
| E-Signatures Per Month | 5 | Unlimited | Unlimited |
| File Storage Duration | 30 days | 60 days | 90 days |
| Personalized Client Links | ❌ | 15 | Unlimited |
| Team Seats | ❌ | 3 | 20 |
| Workspaces | ❌ | 3 | 10 |
| Custom Domain & Branding | ❌ | ✔️ | ✔️ |
| Payment Integrations | ❌ | ✔️ | ✔️ |
| AI Contract & Flow Builder | ❌ | 1 yr free, then BYOK | 1 yr free, then BYOK |
| Webhooks & API | ❌ | ❌ | ✔️ |
| One-Click Client Account Access | ❌ | ❌ | ✔️ |
| Best For | Solo freelancers | Small agencies | Scaling teams |
Deal Details
Deal TypeLifetime Deal
Current Price$79
Refund Policy30-day money-back guarantee
PlatformDirect
Founded2025
Team Size1-10
HeadquartersUnknown
FundingBootstrapped
What's Included in the deal
All Tiers Include
Guided onboarding flows with step types
E-signature collection
All form templates
Agency notification on completion
Client access without accounts
Professional & Agency Add
Custom domain and branding
White-label emails
Automated reminders
Payment integrations (Stripe, PayPal)
Native integrations (calendars, CRMs)
AI contract and flow builders
Founder and Company Information
360Onboard was built by a team focused on solving the friction in client onboarding for agencies and freelancers. The product grew from the frustration of managing onboarding through scattered emails, PDFs, and manual follow-ups.
The team appears to be a small, focused group with active development — the changelog shows regular updates and new feature releases.
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360Onboard's Key Features
Guided Onboarding Flows — Create step-by-step onboarding experiences with forms, e-signatures, file uploads, and information collection in a single branded sequence.
E-Signature Collection — Collect legally compliant electronic signatures within the onboarding flow without requiring clients to use a separate signing tool.
AI Flow Builder — Describe your onboarding process in plain language and let AI generate the complete flow with the right steps and field types.
White-Label Branding — Use custom domains, logos, colors, and white-label emails so clients see only your brand throughout the onboarding process.
Automated Reminders — Set up automatic follow-up notifications to clients who haven't completed their onboarding steps, reducing manual chasing.
Webhook & API Access — Connect 360Onboard to your CRM, Slack, or project management tools to trigger workflows automatically when onboarding completes.
360Onboard's Use Cases
Freelancers and solo consultants who onboard 2-5 new clients per month and want to look more professional.
Digital marketing agencies that need to collect account access, contracts, and client information from multiple clients at once.
Service-based businesses (accountants, lawyers, coaches) that require standardized document collection from every new client.
HR teams handling employee onboarding who need a structured flow for contracts, NDAs, and policy acknowledgments.
Watch it in action
Similar Alternatives to 360Onboard
Dubsado
All-in-one client management platform with contracts, invoicing, scheduling, and client portals for service businesses.
HoneyBook
Client flow management tool combining proposals, contracts, invoicing, and scheduling for creative professionals.
Leadsie
One-click tool for requesting client ad account and social media access without manual sharing instructions.
Content Snare
Client content and document collection platform with automated reminders and approval workflows.
User Reviews for 360Onboard
(Based on product analysis)
★★★★☆
The single-link concept is elegant. My clients completed the entire onboarding in one sitting instead of the usual back-and-forth over email. The white-label branding made it look like my own tool.
(Based on product analysis)
★★★★☆
The AI flow builder saved me about 30 minutes per new onboarding template. I described my process and it generated a reasonable first draft that needed only minor adjustments.
(Based on product analysis)
★★★☆☆
The Starter tier is too limited for real use — 3 flows and 5 clients per month means you'll hit the ceiling quickly. The Professional tier is more realistic for anyone running a business.
(Based on product analysis)
★★★★☆
Automated reminders alone make this worth it. I used to spend hours every week following up with clients who hadn't submitted their documents. Now the system handles that automatically.
Here's what our community thinks about 360Onboard
Here's what people are asking about 360Onboard (FAQs)
Do clients need to create an account to complete onboarding?▼
No. Clients receive a single branded link and complete all steps — forms, signatures, file uploads — without creating an account. This reduces friction and increases completion rates.
What happens after the AI features' free year expires?▼
The AI Contract Builder and AI Flow Builder are free for the first year after purchase. After that, you can continue using them by connecting your own API key (BYOK model). The core onboarding features work without AI.
Can I use 360Onboard for employee onboarding too?▼
Yes. While primarily designed for client onboarding, the platform works for employee onboarding as well. You can create flows for NDAs, policy acknowledgments, equipment requests, and training checklists.
How long are client files stored?▼
File storage duration depends on your tier: 30 days for Starter, 60 days for Professional, and 90 days for Agency. Download files before they expire if you need permanent copies.
What integrations are available?▼
The Professional and Agency tiers include native integrations with calendars, client portals, and Google Drive. The Agency tier adds webhooks and API access for connecting to CRMs, Slack, and custom automation workflows.
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