Onevyu solutions

Solution guides for WhatsApp CRM, Instagram CRM, DM pipeline, follow-up automation, proposals, and invoicing for service professionals.

In short

Solution guides for WhatsApp CRM, Instagram CRM, DM pipeline, follow-up automation, proposals, and invoicing for service professionals. Onevyu is the Conversation CRM for coaches and consultants who close in WhatsApp and Instagram DMs — from $29/mo (₹1,799 in India), 14-day free trial.

Guides in this hub

• WhatsApp is where you sell — give it a real CRM — Reply faster, follow up reliably, and send proposals without leaving the conversation context.
• Your Instagram DMs are a sales channel — treat them like one — Capture leads, move stages, send proposals, and invoice — without copying DM screenshots into spreadsheets.
• One inbox for every channel your clients use — Reply on the channel they chose — with full client context, pipeline stage, and billing history on the same screen.
• Social selling CRM for DM-first sales — Turn Instagram and WhatsApp conversations into paid clients — follow-ups, proposals, and invoices on the same thread.
• Coaching invoices should not live in a separate app from your clients — Create branded invoices on the same client record as your DM conversations, proposals, and delivery milestones.
• Send coaching proposals that match the professionalism of your practice — Branded proposals with clear packages, pricing, and terms — linked to the DM thread where the prospect first reached out.
• The fortune is in the follow-up — automate the part you keep forgetting — Set sequences, reminders, and AI-drafted nudges so every DM lead gets consistent follow-through.
• Capture leads before they disappear into your DMs — QR codes and forms feed qualified leads into your pipeline — connected to the same client record as your conversations.
• Signed the deal? Onboarding should not start from scratch — Move clients from proposal acceptance to active delivery with milestones, kickoff invoices, and conversation history intact.
• See every coaching lead and where they stand — at a glance — Pipeline stages from discovery DM to paid enrollment, with follow-ups and proposals on each card.
• High-ticket sales in DMs need patience and structure — Track long nurture cycles, send professional proposals, and follow up consistently until the premium offer closes.
• Agency pipeline from first DM to delivered project — Track new business leads and active client delivery in one system — proposals, invoices, and milestones included.
• Freelance invoices that remember which project they belong to — Create branded invoices on the client record where your DM conversations and proposals already live.
• A sales pipeline that understands DMs are your top channel — Visual stages for every DM prospect — with conversation context, proposals, and payment status on each card.
• CRM software that starts where your deals already happen — If you sell coaching or consulting in WhatsApp and Instagram DMs, generic CRM software built for email teams leaves your highest-intent work outside the system. Onevyu is Conversation CRM software: unified DMs, stage tracking, branded proposals, and professional invoices on one client record.
• Conversation CRM — inbox that becomes your CRM — Instead of juggling WhatsApp, Instagram, Facebook, proposals, and invoices, everything is in one place.
• What Onevyu connects — and what it does not — Official Meta APIs, messaging windows, email behavior, and honest limits — so you know before you connect channels.
• Stop guessing who paid and who still owes you — Payment status on every client record — linked to the invoice, proposal, and conversation that started the engagement.
• Monthly retainers deserve monthly billing discipline — Track retainer clients, send recurring invoices, and monitor payment status — linked to delivery milestones and conversations.