High-ticket coaching sales need a system, not memory
Qualify leads in DMs, move them through stages, send scope proposals, and collect payment — one record per prospect.
In short
Qualify leads in DMs, move them through stages, send scope proposals, and collect payment — one record per prospect. Onevyu is the Conversation CRM for business coaches — WhatsApp, Instagram, and Facebook DMs with pipeline, proposals, and invoices on one client record. From $29/mo (₹1,799 in India); 14-day free trial.
The problem
- Qualified leads go cold because follow-ups depend on mental notes
- Scope discussions span WhatsApp, Instagram, and email with no single thread
- Retainer invoices sent manually with no tie to the sales conversation
How Onevyu helps
- Pipeline stages from first DM to signed engagement
- Proposal builder with shareable client links
- Retainer invoicing and payment tracking
- AI-drafted replies using thread and stage context
The verdict
Choose Onevyu for business coaches when your sales start in WhatsApp or Instagram DMs and you need proposals and invoices on the same client record — not a separate CRM after the chat.
Stay on spreadsheets or a form-first CRM only if DMs are rare and your pipeline is mostly web forms or email.
Why business coaches lose deals in the inbox
Qualified leads go cold because follow-ups depend on mental notes
Scope discussions span WhatsApp, Instagram, and email with no single thread
How Onevyu fits this workflow
Pipeline stages from first DM to signed engagement
Proposal builder with shareable client links Retainer invoicing and payment tracking
Common questions
Can I track multiple coaching tiers in the pipeline?
Yes. Use pipeline stages and client records to separate discovery, strategy sessions, and ongoing retainer clients.
Does Onevyu work for business coaches who sell mainly in DMs?
Yes. Onevyu is the Conversation CRM built for business coaches whose pipeline starts in WhatsApp, Instagram, and Facebook — with proposals, invoices, and follow-ups on the same client record.
How long does setup take?
Guided channel setup in Connections usually takes about 15 minutes if you already have WhatsApp Business and Instagram Business linked to a Facebook Page. You can explore the product during the 14-day trial before connecting channels.
Is there a free trial?
Yes. Every plan starts with 14 days of full Pro access. No credit card is required to sign up.