Onvoy
What it is
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, signatures, and deposit collection into one branded flow. Businesses can add 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 on a phone without creating accounts. Onvoy supports deposits, retainers, and invoices through Stripe, and sends reminders if clients stall or leave information missing. Progress and analytics show which clients are complete, stuck, or overdue, and where people drop off. Workspaces can connect to Claude and ChatGPT through secure OAuth and MCP to build flows, send portals, and check client status. The service is not positioned as a CRM, project manager, or invoicing suite. A free plan includes five onboardings per month and one team member; paid plans start at $29/mo. Onvoy offers a free trial.
For and against
For
- Clients can complete onboarding without accounts.
- Portals support custom branding and domains.
- Stripe payments include deposits, retainers, and invoices.
- Automatic reminders flag missing details or stalled clients.
- Free plan includes five monthly onboardings.
Against
- Free plan is limited to five onboardings monthly.
- Starter is $29 per month.
- It is not a CRM, project manager, or invoicing suite.
- The business is not yet incorporated as a company.
The verdict
Onvoy brings several client intake steps into a single branded flow, with reminders and progress visibility. Check the monthly onboarding and team-member limits against your needs before choosing a plan.
Who it suits
Onvoy suits freelancers and small agencies that want a guided, branded way to gather client details, documents, signatures, and payments. Its plans also address growing freelancers and multi-seat agency teams.
Plans and prices
Free
5 onboardings/month · 1 team member · forms and file uploads · onboarding templates
Read 15 Oct 2026 · onvoy.app
Starter
25 onboardings/month · 5 team members · e-signatures · payment collection
Read 15 Oct 2026 · onvoy.app
Pro
Unlimited onboardings · 25 team members · white-label portal and emails · custom domain
Read 15 Oct 2026 · onvoy.app
On the record
- AI agents
- Claude and ChatGPT can connect through OAuth and MCP to create flows, send portals and report client status.onvoy.app · read 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.onvoy.app · read 30 Sep 2026
- Analytics
- Progress views show completed, stuck and overdue clients and where flows lose people.onvoy.app · read 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.onvoy.app · read 15 Oct 2026
- Branded portal
- Portals can use the customer’s logo, colors, copy and custom domain with automatic SSL.onvoy.app · read 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.onvoy.app · read 30 Sep 2026
- Business status
- The imprint says Onvoy is operated by an individual in Croatia and is not yet incorporated as a company.onvoy.app · read 15 Oct 2026
- Client access
- Clients can complete a guided sequence through one link without creating an account.onvoy.app · read 15 Oct 2026
- Connector controls
- Agent connectors are disabled by default and can be enabled, authorized, revoked or disabled by the workspace owner.onvoy.app · read 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.crunchbase.com · read 15 Oct 2026
- Crunchbase ownership
- Crunchbase says the separate telecom Onvoy is wholly owned by Communications Infrastructure Investments LLC and was acquired by GTCR.crunchbase.com · read 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.onvoy.app · read 15 Oct 2026
- Documentation
- The public site exposes product pages, templates, blog guides and legal documents, but no public developer documentation portal was found.onvoy.app · read 15 Oct 2026
- Follow-ups
- Onvoy sends automatic reminders when clients stall or details are missing.onvoy.app · read 30 Sep 2026
- Forms and signatures
- The service collects structured answers, uploaded files and legally binding e-signatures.onvoy.app · read 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.conversiongems.com · read 15 Oct 2026
- Integrations
- Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors.onvoy.app · read 15 Oct 2026
- Legal identity limitation
- The imprint leaves the operator’s legal name, street address and OIB as unreplaced placeholders.onvoy.app · read 15 Oct 2026
