Client onboarding,handled beautifully.
Replace the chaotic email thread with one branded flow for forms, files, signatures, and payment. Your clients get clarity. Your team gets control.
No credit card required·Two-minute setup
Onboardings
24
18 active · 6 pending
Active progress
68%
Completion
92%
22 of 24 done
Attention
2
overdue
Acme Studio
Brand identity
Northwind Co
Website build
Lumen Agency
Retainer setup
From first hello to first payment
Onvoy carries every client through one branded, automated flow - and now lets AI agents do the heavy lifting for you.
A client portal that looks unmistakably yours
Your logo, colors, and copy wrap every step from first intake to final approval - served from your own domain so clients never feel handed off to another tool.
- Your logo, colors, and workflow
- Serve it from onboarding.youragency.com
- Automatic SSL, nothing to configure
Collect the deposit before the work starts
Turn onboarding into a revenue step. Take deposits, retainers, and invoices inside the same flow clients are already completing, powered by Stripe.
- Deposits, retainers, and invoices
- Built into the onboarding flow
- Powered by Stripe, paid out to you
$2,500USD
Let Claude and ChatGPT run onboarding for you
Connect your workspace over secure OAuth and MCP, then just ask. Agents build flows, send branded portals, and report client status - no dashboard digging required.
- Connect securely over OAuth + MCP
- Agents create flows and send portals
- Check any client's status by asking
And the details that keep work moving
The everyday essentials that turn a one-off send into a repeatable process your whole team can rely on.
Smart forms & e-signatures
Collect files, structured answers, and legally binding signatures without scattering clients across five tools.
Automatic follow-ups
Reminders nudge clients forward before projects stall or details go missing - so nothing slips through.
Progress & analytics
See who's complete, stuck, or overdue at a glance, and spot exactly where flows lose people.
From inquiry to kickoff in three steps
Clients get one clear path. Your team gets one operational system.
Build the flow
Start from a template or assemble your own onboarding experience around your exact process.
Send one link
Clients receive a branded portal that handles forms, uploads, agreements, and payment in one place.
Track completion
Monitor every step, review submissions, and move work forward without chasing people manually.
Start free. Upgrade when the workflow proves itself.
Clear plans, clear limits, and no need to make a big commitment before the product earns its place in your stack.
- 5 onboardings per month
- 1 team member
- Forms and file uploads
- Onboarding templates
- Automated email reminders
- 25 onboardings per month
- 5 team members
- Everything in Free
- E-signatures and document signing
- Payment collection
- Custom branding and email signature
- AI template generation
- Unlimited onboardings
- 25 team members
- Everything in Starter
- White-label client portal and emails
- Custom domain
- Advanced analytics
- SMS reminders (coming soon)
Ready to stop chasing clients?
Free forever to start.
No credit card required · Cancel anytime