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360Onboard

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360Onboard is AI-native client management software for agencies and service businesses. Manage onboarding, client records, tasks, messages, files, approvals, services, and invoices through a customizable client portal. Build intake flows with questionnaires, contracts, e-signatures, payments, and platform-access requests. Keep ongoing work connected with recurring check-ins, milestones, and feedback on documents, images, websites, and video. Built-in AI helps create onboarding flows and contracts. Through MCP, connected AI agents can help manage client work alongside your team.

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