Onvoy is a web service that combines intake questions, file uploads, e-signatures, and payment collection in a branded client-onboarding flow. Users can apply a logo, colors, and copy to a client portal, host it on their own domain, and use automatic SSL. Clients can complete the guided sequence from a phone without creating accounts. The flow collects structured answers and files, supports legally binding signatures, and can take deposits, retainers, or invoices through Stripe. Automatic reminders follow up when clients stall or leave details missing. Progress and analytics show which clients are complete, stuck, or overdue and where flows lose people. Onvoy also connects workspaces to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and checking client status. It is designed for freelancers and small agencies, with plans for growing freelancers and multi-seat agency teams. The free plan includes five onboardings per month and one team member. Starter costs 29.00 USD per month; Pro costs 79.00 USD per month. Onvoy is not positioned as a CRM, project manager, or invoicing suite.
Who it is for
Onvoy is designed for freelancers and small agencies that want a branded intake and onboarding flow for clients. Its plans also address growing freelancers and multi-seat agency teams.
What is good
- Clients can complete onboarding by phone without an account.
- Collects files, answers, signatures, and payments in one flow.
- Supports branded portals on a custom domain.
- Automatic reminders flag stalled or incomplete client flows.
- Progress views show complete, stuck, and overdue clients.
What to know first
- Free plan allows five onboardings per month.
- Free plan is limited to one team member.
- Not positioned as a CRM, project manager, or invoicing suite.
- SMS reminders are listed as coming soon.
Verdict
Onvoy brings intake, documents, signatures, and Stripe payment collection into a branded onboarding flow. Its scope is focused on onboarding rather than broader CRM, project management, or invoicing.
Onvoy plans and pricing
All plansCompared on client intake software
- Free plan
- Yes
- Paid from
- $29/mo
- Client portal
- Yes
- E-signatures
- Yes
- Document uploads
- Yes
- Workflow automation
- template
- Payment collection
- Yes
- Custom branding
- Yes
