Onvoy

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Score6.9

Rank#7 of 27

From$29/mo

Free planYes

Free trialYes

Runs onWeb

Summary

Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and payment collection into a branded portal, so clients can move through a guided sequence without creating an account. A portal can use a business’s logo, colors, and copy, run on its own domain, and use automatic SSL. Onvoy supports deposits, retainers, and invoices through Stripe, and sends reminders when clients stall or leave details missing. Progress views show which clients are complete, stuck, or overdue, and where flows lose people. Workspaces can also connect to Claude and ChatGPT through secure OAuth and MCP to build flows, send portals, and check client status. The service is not a CRM, project manager, or invoicing suite. A free plan includes five monthly onboardings and one team member; paid plans start at $29/month, with Starter at $29/month and Pro at $79/month. Onvoy offers a free trial and is operated by an individual in Croatia, not yet incorporated as a company.

Who it is for

Onvoy suits freelancers and small agencies that want a branded onboarding flow for collecting client details, files, signatures, and payments. Its plans also address growing freelancers and multi-seat agency teams.

What is good

Clients can complete flows from a phone without accounts.
Collects files, structured answers, and legally binding signatures.
Stripe-powered deposits, retainers, and invoices.
Reminders and analytics help track stalled client flows.

What to know first

Free plan allows five onboardings per month.
Starter costs $29/month; Pro costs $79/month.
SMS reminders are listed as coming soon.
Operated by an individual; not yet incorporated.

Verdict

Onvoy brings client intake, signatures, payment collection, and progress tracking into one branded onboarding flow. It is focused on onboarding rather than CRM, project management, or full invoicing.

Onvoy plans and pricing

All plans

Free Free $0 5 onboardings per month · 1 team member · Forms and file uploads · Onboarding templates · Automated email reminders onvoy.app · 30 Sept 2026

Starter $29/mo $29/month 25 onboardings per month · 5 team members · E-signatures and document signing · Payment collection · Custom branding and email signature · AI template generation onvoy.app · 30 Sept 2026

Pro $79/mo $79/month Unlimited onboardings · 25 team members · White-label client portal and emails · Custom domain · Advanced analytics · SMS reminders (coming soon) onvoy.app · 30 Sept 2026

Compared on client intake software

Free plan: Yesonvoy.app
Paid from: $29/moonvoy.app
Client portal: Yesonvoy.app
E-signatures: Yesonvoy.app
Document uploads: Yesonvoy.app
Workflow automation: templateonvoy.app
Payment collection: Yesonvoy.app
Custom branding: Yesonvoy.app

Facts

Purpose: Onvoy combines intake questions, file uploads, e-signatures, and deposit payment in one branded client-onboarding flow.onvoy.app · 30 Sept 2026
Target users: Onvoy is designed for freelancers and small agencies, with plans also aimed at growing freelancers and multi-seat agency teams.onvoy.app · 30 Sept 2026
Branded portals: Users can apply their logo, colors, and copy to a client portal, serve it from their own domain, and use automatic SSL.onvoy.app · 30 Sept 2026
Payments: Onvoy supports deposits, retainers, and invoices inside the onboarding flow, powered by Stripe.onvoy.app · 30 Sept 2026
AI integrations: Onvoy connects workspaces to Claude and ChatGPT through secure OAuth and MCP so agents can build flows, send portals, and report client status.onvoy.app · 30 Sept 2026
Forms and signatures: The service collects files and structured answers and supports legally binding signatures.onvoy.app · 30 Sept 2026
Follow-ups: Onvoy sends automatic reminders when clients stall or details are missing.onvoy.app · 30 Sept 2026
Analytics: Progress and analytics show which clients are complete, stuck, or overdue and where flows lose people.onvoy.app · 30 Sept 2026
Client access: Clients do not need accounts and can complete the guided sequence from a phone.onvoy.app · 30 Sept 2026
Product scope: Onvoy explicitly does not position itself as a CRM, project manager, or invoicing suite.onvoy.app · 30 Sept 2026
Security: Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers.onvoy.app · 30 Sept 2026
Privacy compliance: The privacy policy says Onvoy processes data under the EU GDPR and the Croatian Act on the Implementation of the GDPR.onvoy.app · 30 Sept 2026
Support: The founder invites questions and feedback at [email protected].onvoy.app · 30 Sept 2026
Business status: Onvoy is operated by an individual in Croatia and is not yet incorporated as a company.onvoy.app · 30 Sept 2026