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
- Free WhatsApp & Instagram Inbox — DM to paid client in one Conversation CRM — not five apps.
- Free Lead Capture Forms & QR Codes — Capture event and bio traffic—not just DMs.
- Free Sales Pipeline & Follow-Up Reminders — Follow up on schedule without notification anxiety.
- Client Delivery Tracking — End the “where is my project?” ping.
- Free Proposal Software for Service Businesses — Send polished proposals while the DM is still hot.
- Free Invoice Software for Freelancers & Coaches — Issue polished invoices without leaving the conversation.
- Payment & Expense Tracking for Small Businesses — Month-end clarity without spreadsheet archaeology.
- Follow-Up Reminders & Automations — Automate the busywork you repeat every week.
- AI Reply Drafts on Tap — Draft faster—you approve every client send.
- Connect WhatsApp, Instagram & Messenger — 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 during early access before wiring every automation.
Is there a cheaper feature-limited plan?
Onevyu is free during early access with fair-use limits. See https://onevyu.com/pricing for what's included.
Where can I see feature details?
Open each feature page under https://onevyu.com/features, or start free at https://onevyu.com/auth?mode=signup.