Onvoy review
A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Onvoy pros and cons
- 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
Onvoy fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update