Sales & Financial OS — every module, explained
Everything you need to close deals in WhatsApp and Instagram DMs: unified inbox, pipeline, proposals, invoices, automations, and AI drafts — on one client record.
In short
Onevyu is the Conversation CRM for solopreneurs. Features are organized around the client journey: capture → converse → qualify → propose → invoice → deliver — without switching apps.
Product features
- WhatsApp & Instagram inbox — DM to paid client in one Conversation CRM — not five apps.
- Lead capture & QR — Capture event and bio traffic—not just DMs.
- Pipeline & follow-ups — Follow up on schedule without notification anxiety.
- Delivery tracking — End the “where is my project?” ping.
- Proposals — Send polished proposals while the DM is still hot.
- Professional invoices — Issue polished invoices without leaving the conversation.
- Sales & expenses — Month-end clarity without spreadsheet archaeology.
- Automations — Automate the busywork you repeat every week.
- Onevyu AI — Draft faster—you approve every client send.
- Channel connections — Connect Meta channels in one guided flow.
How the pieces work together
A prospect messages you on Instagram. The thread lands in the unified inbox on a client record. You move them through pipeline stages, send a branded proposal from the same record, then invoice and track payment status — while follow-ups stay attached to the conversation.
AI (Vyu Bot) can draft replies using thread and pipeline context; you approve before anything sends.
What Onevyu is not
- Not a personal WhatsApp replacement — Business assets only
- Not a full email client — Reply in mail opens your mail app
- Not a payment processor for client invoices — you collect outside Onevyu
- Not an enterprise marketing suite or agency snapshot platform
Common questions
Do I need every feature on day one?
No. Start with lead capture and pipeline; connect Meta channels when ready. Many coaches send their first proposal and invoice in the trial before wiring every automation.
Is there a cheaper feature-limited plan?
No. Onevyu is one Pro plan with full Conversation CRM included — $29/month or ₹1,799/month in India, with a 5-day free trial.
Where can I see feature details?
Open each feature page under https://onevyu.com/features, or start the trial at https://onevyu.com/auth?mode=signup.