Your consulting pipeline shouldn't live in screenshots
From first DM to signed proposal to paid invoice — one record per client, one inbox, one financial picture.
In short
From first DM to signed proposal to paid invoice — one record per client, one inbox, one financial picture. Onevyu is the Conversation CRM for consultants — 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
- Scope discussions scattered across WhatsApp, email, and Instagram
- Proposal versions sent as PDF attachments with no tracking
- Month-end means hunting payments across bank alerts and memory
How Onevyu helps
- Thread-level context on every lead and active client
- Proposal builder with shareable client links
- Professional invoices and payment tracking
- Financial summary tied to client revenue, not generic spreadsheets
The verdict
Choose Onevyu for consultants 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 consultants lose deals in the inbox
Scope discussions scattered across WhatsApp, email, and Instagram
Proposal versions sent as PDF attachments with no tracking
How Onevyu fits this workflow
Thread-level context on every lead and active client
Proposal builder with shareable client links Professional invoices and payment tracking
Common questions
Does Onevyu replace my accounting software?
Onevyu focuses on operational clarity — sales, client invoices, and expenses next to each engagement. Deep accounting rules still belong with your accountant; we help you export clean data.
Can I send proposals from the same thread as the DM?
Yes. Proposals attach to the client record linked to the conversation so you never lose context when scope changes.
Does Onevyu work for consultants who sell mainly in DMs?
Yes. Onevyu is the Conversation CRM built for consultants 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.
Is Onevyu worth it for built for consultants?
From first DM to signed proposal to paid invoice — one record per client, one inbox, one financial picture. Pro is $29/month or $299/year globally (₹1,799 / ₹17,999 in India), with a 14-day free trial and no credit card.