Executive engagements demand discretion and structure
Keep every conversation, proposal, and invoice on one client record — professional enough for C-suite clients, simple enough for solo practice.
In short
Keep every conversation, proposal, and invoice on one client record — professional enough for C-suite clients, simple enough for solo practice. Onevyu is the Conversation CRM for executive 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
- Sensitive client details mixed with casual DM threads
- Engagement letters rebuilt for every new executive client
- No clear view of active engagements and upcoming renewals
How Onevyu helps
- Client record with full conversation and billing history
- Branded proposals with secure shareable links
- Delivery milestones for multi-month engagements
- Financial summary per client, not generic spreadsheets
The verdict
Choose Onevyu for executive 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 executive coaches lose deals in the inbox
Sensitive client details mixed with casual DM threads
Engagement letters rebuilt for every new executive client
How Onevyu fits this workflow
Client record with full conversation and billing history
Branded proposals with secure shareable links Delivery milestones for multi-month engagements
Common questions
Can I keep executive client data organized separately?
Each client has their own record with conversations, proposals, invoices, and delivery milestones — no cross-client data mixing.
Does Onevyu work for executive coaches who sell mainly in DMs?
Yes. Onevyu is the Conversation CRM built for executive 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.