Client Onboarding in Minutes, Not Days
Stop chasing clients for signatures and info. Send one link, get everything done automatically.
Client Onboarded
Just now
Contract Signed
2 mins ago
Dashboard
Welcome back to your workspace
Active Flows
8
Active Clients
124
Draft Flows
2
Your Onboarding Flows
New Client Onboarding
ActiveEmployee Training
ActiveVendor Setup
DraftEverything you need for seamless onboarding
Smart Automation
Automated reminders and notifications keep clients moving. No more manual follow-ups or clients falling through the cracks.
Custom Branding
Your logo, colors, and custom domain. Clients see your brand, not ours. Remove all "powered by" badges.
E-Signatures
Get contracts and documents signed in seconds. No printing, scanning, or mailing. Just click and done.
Turn chaos into a polished client experience
Questionnaires
Collect client information, feedback, and requirements. Build custom forms or use our 15+ industry-specific templates.
Guides
Guide clients on what to send and when. Add instructions, checklists, and file upload requests. Keep everyone on the same page.
E-Signatures
Contracts, NDAs, and service agreements signed instantly.
No DocuSign fees. Clients sign right in the flow.
Client Onboarding
In ProgressContract Signed
Completed 2 mins ago
Payment Processed
Completed 1 min ago
Document Collection
Welcome Call
Scheduled for tomorrow
White-Label Everything
Clients see only your company from start to finish. No "powered by" badges, no third-party branding. 100% yours.
Custom domain
Custom branded emails with your logo
Personalized links
Remove all platform branding
Automate everything with webhooks & API
Connect 360Onboard to your CRM, Slack, or any tool. When a client completes onboarding, automatically trigger your next workflow.
Webhook events
REST API access
Pabbly and Zapier ready
Custom integrations
Choose a plan that works
Starter
Test onboarding automation with basic features
Features
All the basics
- 3 active onboarding flows
- 5 clients per month
- 5 e-signatures per month
- All form templates
- Agency notification when client completes
Professional
Complete onboarding system with AI and branding
Features
Everything in Starter plus:
- 10 active onboarding flows
- 15 clients per month
- Unlimited e-signatures
- Custom domain & branding
- Client notifications (invited) + automated reminders
- 15 active personalized client links
- White-label emails
- 3 team seats
- 3 Workspaces
Agency
Unlimited everything + automation for scaling teams
Features
Everything in Professional plus:
- Unlimited flows & clients
- Unlimited e-signatures
- Webhooks & API access
- Unlimited personalized links
- 20 team seats
- 10 Workspaces
| Features | Starter | Professional | Agency |
|---|---|---|---|
| Active Onboarding Flows | 3 | 10 | Unlimited |
| Clients Per Month | 5 | 15 | Unlimited |
| E-signatures per month | 5 | Unlimited | Unlimited |
| File Storage Duration | 30 | 60 | 90 |
| Active Personalized Client Links | 15 | Unlimited | |
| Team Seats | 3 | 20 | |
| Workspaces | 3 | 10 | |
| All form templates | |||
| Automated Reminders | — | ||
| White-label emails | — | ||
| Client Invitation Notifications | — | ||
| Agency notification when client completes | |||
| Custom domain & branding | — | ||
| Webhooks | — | — | |
| API access | — | — |