Client Onboarding in Minutes, Not Days
Stop chasing clients for signatures and info. Send one link, get everything done automatically.
Everything 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
- Native integrations (calendars, client portals, etc)
- Payment Integrations (Stripe, Paypal, etc)
- 3 Workspaces
- AI Contract Builder
- AI Flow Builder
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 | — | ||
| Payment integrations | — | ||
| Native Integrations (calendars, client portals, Google drive, etc) | — | ||
| AI Contract Builder | — | ||
| AI Flow Builder | — | ||
| Webhooks | — | — | |
| API access | — | — |