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Onvoy

Freemium#4 of 27 in Client Intake Software

Onvoy: A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow. Ranked #4 of 27 in Client Intake Software by our editors (8.9/10); pricing: Free plan; best for small teams wanting free intake with payments.

8.9/10Editor score

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At a glance

Editor score
8.9 / 10
Pricing
Free plan
Best for
Small teams wanting free intake with payments
Free plan
Yes
Paid from
$29/mo
Client portal
Yes
Facts checked
20 Sep 2026

Where it wins
- Free plan includes forms, uploads, templates, and email reminders
- Starter adds e-signatures, Stripe payments, branding, and AI templates
- Client portals, progress tracking, analytics, and agent connectors are included
Where it doesn't
- Workflow automation is template-based rather than fully configurable
- The service is available on the web only
- SMS reminders are listed as coming soon on the Pro plan

Our verdict on Onvoy

Onvoy is client onboarding software for freelancers, consultants, agencies, and other service businesses. It brings intake forms, structured answers, file uploads, document signing, Stripe payment collection, reminders, progress tracking, and branded client portals into guided onboarding flows. The product is suited to teams that want clients to submit information, documents, signatures, and deposits through one web-based experience rather than separate tools.

The published plans make Onvoy accessible for smaller workflows. The Free plan costs $0 and includes forms and file uploads, onboarding templates, and automated email reminders. Starter costs $29 per month with monthly billing and adds e-signatures, document signing, payment collection, custom branding, an email signature, and AI template generation. Pro costs $79 per month and adds a white-label client portal and emails, a custom domain, and advanced analytics. Pro also lists SMS reminders as coming soon. This structure makes Starter the relevant tier for teams that need signing and Stripe payments, while Pro is aimed at organizations that need more branded delivery and reporting.

Onvoy’s ecosystem fit extends beyond Stripe. Its published integrations include Claude, ChatGPT, OAuth, and MCP, supporting connections with related AI agents. Onboarding templates and AI template generation can help teams structure recurring intake flows, while automated email reminders and follow-ups handle routine prompts. The main tradeoff is that workflow automation is template-based, so teams needing highly configurable process logic may prefer a more automation-focused product. Choose Onvoy for branded intake with payments and documents, especially when a free starting tier matters; look elsewhere if native mobile apps or deeply customizable automation are priorities.

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Onvoy pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 20 Sep 2026.

See plans on onvoy.app

All 3 Onvoy plans and prices →

Onvoy fact sheet

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
Deployment	Cloud
Platforms	Web
Compliance & security	GDPR
Support	Email
Built for	Solo, Small business (editorial estimate)
Integrations	5 integrations: Stripe, Claude, ChatGPT, OAuth, MCP
Pricing	Free plan (source)
Website	onvoy.app
Facts checked	20 Sep 2026

Onvoy integrations

Onvoy lists 5 integrations on its own site.

Stripe
Claude
ChatGPT
OAuth
MCP

Alternatives to Onvoy

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Onvoy vs the competition

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Featured on iTechGuides

Onvoy is listed in our Client Intake Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update