Onvoy

Onvoy is a web-based client onboarding tool for freelancers and small agencies with repeatable intake and paperwork. It is most compelling when a guided, branded start to an engagement matters more than managing the client relationship afterward.

Overview

Onvoy combines questions, file collection, legally binding signatures, and payment in a client portal. Clients can complete the guided sequence on a phone without creating an account, and automatic reminders can nudge them when they stall or leave details missing. Progress and analytics help teams see which onboardings are complete, stuck, or overdue, and where clients drop out.

The product draws a clear boundary around onboarding: it is not a CRM, project manager, or invoicing suite. That focus suits businesses seeking a more consistent intake and handoff, but teams needing those broader capabilities will have to use other tools alongside it.

Key features

Client-facing flow

Users can tailor a portal with their logo, colors, and copy, and serve it from their own domain with automatic SSL. Clients need no account, which reduces a hurdle in the process, particularly for people completing forms and uploads on a phone. White-label portals and emails, plus a custom domain, are reserved for Pro; Starter offers custom branding and an email signature.

Documents, signatures, and payments

Onvoy brings structured answers and file uploads together with document signing, then supports deposits, retainers, and invoices through Stripe inside the onboarding flow. This makes it a practical fit when securing information, agreement, and an initial payment are all part of getting a client started. It does not replace a full invoicing suite, so businesses looking to manage billing beyond onboarding should keep that distinction in mind.

Automation and AI connections

Automated email reminders address stalled or incomplete flows, while templates help make repeat onboarding more consistent. Onvoy also connects workspaces to Claude and ChatGPT through secure OAuth and MCP, allowing agents to build flows, send portals, and report client status. AI template generation is included from Starter.

Security and support

Onvoy says it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. Its privacy policy says it processes data under the EU GDPR and Croatia's implementing law. The service is operated by an individual in Croatia and is not yet incorporated as a company; the founder invites questions and feedback by email.

Pricing

Onvoy has a free plan, a free trial, and paid plans from $29/mo. The free tier costs nothing and caps usage at five onboardings per month and one team member. It includes forms, file uploads, templates, and automated email reminders, making it a sensible way for a solo freelancer to try a basic process. It excludes signatures, payment collection, and custom branding, so it is not a complete option for businesses that need the whole onboarding flow.

Starter costs $29 a month, billed $29/month. Its 25 monthly onboardings and five team members suit a growing freelancer or small agency that needs signatures, payment collection, custom branding, an email signature, and AI template generation. The fixed onboarding quota is the main constraint for a busier practice.

Pro costs $79 a month, billed $79/month. It removes the onboarding cap and supports 25 team members, with white-label portals and emails, a custom domain, and advanced analytics. This is the fit for agencies that need more capacity or control over the client-facing brand; the higher price is difficult to justify for a solo user who can stay within Starter's limits. SMS reminders are marked as coming soon, rather than an available feature to count on now.

Platforms

Onvoy runs on the web. Clients can complete the guided flow from a phone, but the listed platform is web rather than a separate mobile app.

Who it's for

Onvoy is best for freelancers and small agencies that repeat the same early-client steps and want to bring intake, documents, signatures, and payment together. Its one-member free tier is useful for a solo operator with modest volume; Starter suits a small team with up to five members and 25 onboardings a month; Pro addresses larger teams and higher volume. It is a poor fit for anyone seeking a single system for ongoing client management, project work, or invoicing.

Pros and cons

Pros: A single guided flow combines answers, uploads, signatures, and Stripe payments, reducing the number of separate steps in onboarding.

Pros: Clients can proceed without an account and from a phone, while automatic reminders and status views help teams follow up on stalled work.

Pros: Pricing scales from a capped free solo plan to unlimited onboardings and 25 seats on Pro, with custom-domain and white-label controls for agencies.

Cons: The free tier has only five onboardings a month and omits signatures and payments; Starter remains capped at 25 onboardings.

Cons: Onvoy does not cover CRM, project management, or full invoicing needs, so it cannot serve as a broader business hub.

Cons: The service is not yet operated by an incorporated company, a consideration for buyers weighing vendor continuity.

Alternatives

For a broader look at this category, browse Client Intake Software.

Intake is an alternative with Android, iOS, web, and API platforms; its free plan allows up to 10 clients, while Professional costs $19 a month and offers unlimited requests.

PlatoForms is worth considering when form publishing and submission limits are central: its free plan allows one live form, 100 submissions a month, 100 MB storage, and two members.

Portico offers a free plan with three active onboardings a month, three e-signatures a month, 1 GB storage, and unlimited team members; that may suit teams prioritizing a no-cost start over Onvoy's higher free onboarding cap.

Synerdeck is another web-based freemium option, with a free plan capped at 10 clients, two templates, and 500 MB storage, plus manual reminders.

Leverage is a paid alternative with a free plan for up to three users and 500 outbound emails.

MyDocSafe runs on web, Android, and iOS; its Business Pro plan costs $25 a month billed annually and includes unlimited signatures, 200 guest users, and 500 GB storage.

ClientLoop has a free plan for up to five clients and one team member, with unlimited document and form requests and 1 GB storage.

FormsHQ is a web-based freemium form tool; its free Starter Form plan allows one published form and 50 responses per month.

Verdict

Choose Onvoy if you are a freelancer or small agency that wants one branded, phone-friendly sequence for client intake, documents, signatures, and initial payment, with reminders to keep it moving. Its limits are straightforward to match to team size and volume. Look elsewhere if you need CRM, project management, or comprehensive invoicing, or if your business depends on a more established incorporated vendor.