Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies.
What Onvoy is
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. Onvoy offers a free trial and is operated by an individual in Croatia, not yet incorporated as a company.
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.
Watch out
- 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.
Who it suits
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.
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.
Plans and prices
From Onvoy's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | 5 onboardings/month · 1 team member · forms and file uploads · onboarding templates · automated email reminders |
| Starter | $29 a month | 25 onboardings/month · 5 team members · e-signatures · payment collection · custom branding · AI template generation · monthly |
| Pro | $79 a month | Unlimited onboardings · 25 team members · white-label portal and emails · custom domain · advanced analytics · SMS reminders coming soon · monthly |
The facts
Each one read from Onvoy's own pages, with the date it was checked.
What it does
- AI agents
- Claude and ChatGPT can connect through OAuth and MCP to create flows, send portals and report client status.checked 15 Oct 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.checked 30 Sep 2026
- Analytics
- Progress views show completed, stuck and overdue clients and where flows lose people.checked 15 Oct 2026
- API and SDKs
- The opened official pages describe OAuth and MCP connectors but do not publish a conventional REST API or SDK catalogue.checked 15 Oct 2026
- Branded portal
- Portals can use the customer’s logo, colors, copy and custom domain with automatic SSL.checked 15 Oct 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.checked 30 Sep 2026
- Business status
- The imprint says Onvoy is operated by an individual in Croatia and is not yet incorporated as a company.checked 15 Oct 2026
- Client access
- Clients can complete a guided sequence through one link without creating an account.checked 15 Oct 2026
- Connector controls
- Agent connectors are disabled by default and can be enabled, authorized, revoked or disabled by the workspace owner.checked 15 Oct 2026
- Crunchbase legal name
- Crunchbase identifies a separate Onvoy LLC telecom business, says it was formed in 1991, and lists Plymouth, Minnesota as headquarters.checked 15 Oct 2026
- Data retention
- Deleted onboardings and uploaded files may remain recoverable for up to 30 days, while account deletion removes uploaded files without that recovery period.checked 15 Oct 2026
- Documentation
- The public site exposes product pages, templates, blog guides and legal documents, but no public developer documentation portal was found.checked 15 Oct 2026
- Follow-ups
- Onvoy sends automatic reminders when clients stall or details are missing.checked 30 Sep 2026
- Forms and signatures
- The service collects structured answers, uploaded files and legally binding e-signatures.checked 15 Oct 2026
- Independent identity warning
- Conversion Gems reviewed a different Onvoy telecom company at onvoy.com, describing it as Sinch-owned wholesale voice and messaging infrastructure rather than the onvoy.app onboarding product.checked 15 Oct 2026
- Integrations
- Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors.checked 15 Oct 2026
- Legal identity limitation
- The imprint leaves the operator’s legal name, street address and OIB as unreplaced placeholders.checked 15 Oct 2026
- Licence
- The terms grant limited access rights and prohibit copying, modification, reverse engineering, resale and derivative works, indicating proprietary software.checked 15 Oct 2026
- Limit: product breadth
- Because Onvoy deliberately focuses on the onboarding interval, customers needing CRM, project management or full invoicing must keep other tools.checked 15 Oct 2026
- Limit: Pro roadmap item
- SMS reminders are marked as coming soon rather than available on the Pro plan.checked 15 Oct 2026
- LinkedIn identity
- LinkedIn lists Onvoy LLC as a telecommunications company headquartered in Plymouth, Minnesota, with 201–500 employees; this is the separate Onvoy LLC/Sinch page.checked 15 Oct 2026
- LinkedIn specialties
- The LinkedIn Onvoy LLC page lists long distance, SS7, VoIP, toll-free, messaging, voice API, SMS API and 911 among its specialties.checked 15 Oct 2026
- Payments
- Onvoy supports deposits, retainers and invoices through Stripe inside the onboarding flow.checked 15 Oct 2026
The company
- Crunchbase ownership
- Crunchbase says the separate telecom Onvoy is wholly owned by Communications Infrastructure Investments LLC and was acquired by GTCR.checked 15 Oct 2026
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