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.
In short
Move clients from proposal acceptance to active delivery with milestones, kickoff invoices, and conversation history intact. Onevyu is the Conversation CRM for client onboarding software — 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
- New client onboarding starts with re-explaining what was already discussed in DMs
- Kickoff invoices sent separately from the proposal that closed the deal
- Delivery milestones tracked in a different tool than sales
How Onevyu helps
- Client record carries full sales conversation into onboarding
- Delivery milestones for structured kickoff
- Kickoff and retainer invoicing on the same record
- Automated welcome follow-ups after proposal acceptance
The verdict
Choose Onevyu for client onboarding software 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 client onboarding software lose deals in the inbox
New client onboarding starts with re-explaining what was already discussed in DMs
Kickoff invoices sent separately from the proposal that closed the deal
How Onevyu fits this workflow
Client record carries full sales conversation into onboarding
Delivery milestones for structured kickoff Kickoff and retainer invoicing on the same record
Common questions
Does onboarding include contract signing?
Onevyu handles proposals with clear terms and client acceptance. For formal contracts, attach or link your contract alongside the proposal on the client record.
What problem does client onboarding software solve?
New client onboarding starts with re-explaining what was already discussed in DMs Onevyu keeps conversations, pipeline, proposals, and invoices on one client record.
Can I use this with WhatsApp Business and Instagram Business?
Yes. Onevyu connects through official Meta APIs for WhatsApp Business, Instagram Business (linked to a Facebook Page), and Facebook Page Messenger.
Is Onevyu worth it for client onboarding software?
Move clients from proposal acceptance to active delivery with milestones, kickoff invoices, and conversation history intact. Pro is $29/month or $299/year globally (₹1,799 / ₹17,999 in India), with a 14-day free trial and no credit card.