Instagram CRM for business DMs — inbox, pipeline, proposals
Capture leads, move stages, send proposals, and invoice — without copying DM screenshots into spreadsheets.
In short
Instagram CRM for coaches turns Instagram Business DMs into a sales pipeline — follow-ups, proposals, and invoices on the same client record as the thread.
The problem
- High-intent DMs buried under notifications
- No pipeline view for Instagram-sourced leads
- Proposals sent as DM links with no professional follow-through
How Onevyu helps
- Instagram Business inbox via official Meta APIs
- Lead capture forms and pipeline stages
- Branded proposals with shareable PDF links
- Vyu Bot drafts replies using thread and stage context
The verdict
Choose Onevyu Instagram CRM when enrollments start in Instagram DMs and chatbot tools stop at qualification — you need pipeline, proposals, and invoices on the same thread from $49/month.
Instagram is a sales channel, not just marketing
Story replies, DM requests, and comment follow-ups generate qualified conversations daily. Without CRM structure, those threads compete with delivery work and die in the request folder.
Onevyu treats Instagram DMs like a sales floor: every thread maps to a client, stage, and next action. This page is the Instagram CRM product page. The how-to for keeping high-ticket leads is the guide Instagram DM CRM: Manage High-Ticket Leads. Category background: What is a Conversation CRM? at /guides/what-is-conversation-crm.
Story replies and DM requests become pipeline
Instagram demand often starts as a story reply or a request-folder DM — not a form fill. Those conversations die when they compete with delivery work and never get a next step.
Onevyu maps each Instagram Business thread to a client record with stage, follow-up, proposal, and invoice — so a warm story reply does not vanish into the request folder.
Where chatbots stop and Conversation CRM starts
Keyword bots and comment-to-DM tools are excellent for capture and FAQs. They are weak at negotiation, custom proposals, and invoicing high-ticket offers.
Use light automation to start the conversation if you want — then run the human sales path in Onevyu: qualify, propose, invoice, and deliver on one record. Full workflow: DM to paid client at /guides/dm-to-paid-client.
Instagram + WhatsApp on one client
Prospects often bounce from Instagram DM to WhatsApp mid-sale. Onevyu merges Meta Business channels so stage and proposal history do not reset when the channel changes.
That merge is the difference between an Instagram inbox and an Instagram CRM built for closing.
From story reply to paid enrollment
A typical coach path: story reply or DM request → qualify budget and fit on the client record → send a branded proposal while the thread is warm → invoice when they say yes → mark paid when funds arrive.
Paperwork stages are in proposal to invoice from DMs at /guides/proposal-to-invoice-from-dms — same record as the Instagram thread that started the sale.
Who should use Instagram CRM vs ManyChat alone
Stay ManyChat-only for high-volume FAQ bots and comment-to-DM capture. Add Onevyu when every serious lead needs a human follow-up path, a custom proposal, and an invoice tied to the Instagram thread.
Compare ManyChat alternative for coaches at /compare/manychat-alternative if you are evaluating both.
Instagram CRM vs ManyChat vs Linktree
Linktree and bio-link tools send traffic. ManyChat and comment-to-DM bots capture and qualify. Neither keeps a custom coaching proposal and invoice on the same Instagram Business thread that started the sale.
Use a bio link to start the conversation if you want. Use a bot for FAQs if volume is high. Use this Instagram CRM when a real person still has to negotiate, send an offer, and bill — pipeline stage sits on the client record, not in a starred DM.
Pricing and trial
One Pro plan includes Instagram, WhatsApp, and Facebook inbox plus pipeline, proposals, and invoices — $49/month or $499/year globally (₹1,799 / ₹17,999 in India). Start with a 5-day free trial at /pricing — no credit card required.
Onevyu vs ManyChat / shared inbox
| Feature | Onevyu | ManyChat / shared inbox |
|---|---|---|
| Instagram DM pipeline | Stage on client record | Bot flows / none |
| Custom proposals from DM | Branded PDF + shareable link | Not included |
| Invoice beside thread | On same client record | Separate billing tool |
| Instagram + WhatsApp merged | One record when channel switches | Separate tools |
| Starting price | $49/mo (₹1,799 India) | Varies; often multiple tools |
Common questions
Do I need a Facebook Page to connect Instagram?
Instagram Business accounts linked to a Facebook Page connect through Meta's official business APIs — the same flow Meta requires for business messaging tools.
What problem does Instagram Business CRM solve?
High-intent DMs get buried under notifications. 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.
Does Onevyu work as Instagram CRM, not only a chatbot?
Capture leads, move stages, send proposals, and invoice — without copying DM screenshots into spreadsheets. Pro is $49/month or $499/year globally (₹1,799 / ₹17,999 in India), with a 5-day free trial and no credit card.
Is Onevyu an Instagram CRM for coaches?
Yes. Coaches use Onevyu as Instagram CRM when enrollments start in Instagram Business DMs — with pipeline stages, branded proposals, and invoices on the same client record as the thread. See the coach workflow at /for/coaches.
Instagram CRM vs ManyChat vs a bio link — what is the difference?
A bio link sends traffic. ManyChat captures and qualifies with bots. Instagram CRM (Onevyu) is for the human close: pipeline, a branded proposal, and an invoice on the same Instagram Business thread.
How much does Instagram CRM cost with Onevyu?
One Pro plan: $49/month or $499/year globally (₹1,799 / ₹17,999 in India). Includes Instagram, WhatsApp, and Facebook inbox plus full Conversation CRM. 5-day free trial with no credit card.
Instagram CRM vs a shared inbox — what is the difference?
A shared inbox sorts replies. Instagram CRM adds pipeline stage, proposal links, invoice status, and follow-up reminders on the same client record — so you know deal status without re-reading every thread.
Is there a free trial?
Yes. Every plan starts with 5 days of full Pro access. No credit card is required to sign up.
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 5-day trial before connecting channels.
Keep reading
- Instagram DM CRM: Manage High-Ticket Leads
- How to Sell Coaching Through Instagram DMs
- What Is a Conversation CRM? (And Why Inbox + CRM Apart Fails)
- From DM to Paid Client: The Conversation CRM Workflow
- From DM to Paid: Proposal & Invoice Workflow for Coaches
- CRM for coaches
- WhatsApp CRM
- Chatbots qualify leads — humans close high-ticket deals
- HubSpot vs Onevyu: the short comparison
- Onevyu pricing