Early Adopters Access

Early Adopters Access

Early Adopters Access Early Adopters Access

why viveka?

To be honest, I’ve been so sick of helping to solve the same problems in businesses, that have quite simple solutions. And this CRM - Vivkea, does just that.

As coaches, consultants, and thought leaders, we know what it's like to juggle multiple systems just to keep your business running.

Viveka is the centralised hub where your entire business can finally breathe and flow naturally. We've brought together all the essential tools you need in one place, designed specifically for coaches, consultants, mentors, and speakers who are ready to elevate their impact without the technological overwhelm.

Named after the Sanskrit principle of "clear discernment," Viveka helps you separate what truly matters from what's just noise. This isn't about adding another complicated system to your life—it's about simplifying everything so you can focus on your zone of genius.

By streamlining your operations and bringing intelligent insights to your fingertips, we help you:

  • Make confident, data-driven decisions that align with your vision

  • Reclaim precious time and mental space for creativity and client work

  • Stay ahead of industry trends without constant research

  • Transform your marketing effectiveness through integrated tools that work together

Your business success shouldn't come at the cost of your wellbeing. Together, we'll create the space for both to thrive.

platform features

  • – Unlimited contacts

    – Smart contact lists and tagging

    – Unified conversation feed

    – Call, SMS, WhatsApp, email, and social media messages

  • – Unlimited calendars

    – Multiple calendar types

    – Service menu calendars and synching

    – Advanced scheduling options

    – Automatic appointment booking

    – Upfront payments for appointments

  • – Unlimited pipelines

    – Create customized pipelines

    – Automate customer journey/lead nurturing

  • – LC-Email

    – Email blasts

    – Email campaigns

    – Drag-and-drop email creator

    – Email templates for different niches

    – Drip scheduling

    – Automatic subscribe/unsubscribe

    – Trigger links

    – Social media management and post-scheduling

    – Prospecting tool

    • Create multi-channel campaigns

    • Workflow “recipes” (templates)

    • Payment processing & invoicing

    • Proposals & contracts

  • – Unlimited sites

    – Funnel builder and templates

    – Website builder and templates

    – Blog builder and templates

    – Drag-and-drop editing tools

    – Form and survey creation tools

    – Client portals

    – Chat widget

    – WordPress integration

  • – Unlimited courses and communities

    – Course builder and templates

    – Community creation tool

    – Course completion certificates

    – Membership sites

  • – Automatic review requester and responder

    – Review score dashboard

    – Google and Facebook review management tools

  • – Customisable dashboard

    – View Google and Facebook ad data

is it for me?

  • You run a thought leadership/ soloprenuer practice as a speaker, mentor, coach, trainer or service provider.

  • You’re wanting to setup your first CRM in the next 6 months.

  • You’re wanting to migrate away from your existing CRM in the next 6 months.

  • You send less than 10,000 emails per month.*

  • You or your team have the time to invest in learning a new platform (1-2 hours per week).

  • You want to get in on the cheaper rate!

  • You don’t need to sell physical products from the platform (that feature is coming later).

  • You have a single domain and brand - multi brand options will be part of the full launch.

  • You can be patient with imperfection and provide constructive ideas while we tweak and build during the beta phase.

If you send more than 10,000 marketing emails via Viveka per month, you can purchase additional bundles of 10,000 for $35AUD, on an ad hoc basis, this is not an going commitment or addition to your subscription, it’s just based on usage and expires after 30 days.

Timeline

April /may

  • Complete Application form

  • Review T&C’s

  • Be accepted & Sign up!

  • Receive Asana project plan for implementation.

June

  • Import your data

  • Get familiar with platform and update settings

  • 1 x onboarding session

  • 1 x group training sessions

  • Warm your domain

july

  • Use your primary features and enjoy the benefits of simplicity!

  • 1 x group training sessions

august

  • Be fully set up and using Viveka to it’s full potential.

  • Group Q&A session

  • Viveka aesthetics and design rolled out.

  • Provide feedback for features or tweaks.

september

  • Public Access goes live.

What does it replace?

Platforms you will no longer need:

  • CRM: Hubspot, Active Campaign, Moxie, Kartra, Kajabi, Ontraport, Dubsado, Honeybook and similar.

  • Calendar bookings: Calendly, iCal etc.

  • Email marketing: MailChimp, Mailerlite, Flodesk, ConvertKit and similar.

  • Payment processing: ThriveCart, SamCart or similar.

  • Forms & Surveys/ Quizzes: JotForm, Typeform, HelloSign and more.

  • E-Signatures/ Contracts: Panda Doc, Docusign.

  • Social media scheduling: Hootsuite, Later, Loomly, Tailwind and more.

Other platforms you may still need:

  • ClaudeAi/ ChatGPT.

  • ScoreApp for diagnostics - You can integrate ScoreApp to track leads and process in Viveka too.

  • Xero/ Quickbooks for accounting.

  • Asana, Notion or Clickup for Project Management.

  • Fathom for meeting notes/ recordings (free account).

Savings Scenario:

  • Migrate from Active Campaign (Pro plan, 2,500 contacts) $2,688 p/a

  • Cancel Calendly (1 seat) $120 p/a

  • Cancel video a storage (Vimeo 1TB) $530 p/a

  • Cancel DocuSign (Personal) $168 p/a

  • Cancel Later (Social media scheduling) $588 p/a

Total saved: $3,900 AU

Other bonuses:

  • Centralised home, simplified, less friction, enhanced team visibility,

  • No storage limits for your videos or files

  • No increase in fees as your email list grows

What will it cost?

dabble

Set up fee: $380 AUD + GST

First month free, then;

Monthly Plan: $195 AUD + GST

Save $720 per year compared to the launch pricing.

commit

12 months paid in full

20% off plus $0 setup fee

$1875 AUD + GST

Save $1,125

compared to launch pricing.

Benefits of being an Early Adopter

  • Significantly reduced pricing for THREE years (As a thank you for your trust, loyalty and patience)

  • Direct input into feature development priorities

  • Onboarding and implementation support with Katee Gray (No one else will get this)

  • Regular check-ins with our Katee and the team for training and support.

  • First access to new features before wider release.

What doesn’t Viveka do?

Fair question because it does ALOT.

  • Project management - Viveka has task management, however we recommend utilising Asana or Notion to accompany Viveka.

  • Geo-locating for online store/ e-commerce payments for Australian or New Zealand based businesses. This means that if in Aus or NZ, there is not an option to identify customers internationally who should not incur GST. This only impacts the online store for courses and products, not invoices. We have some work arounds for now, but certainly not the ideal scenario. For US and Canadian customers, geo-locating for tax purposes is possible.

  • The Conversations box is amazing at centralising your email and social DM’s - however your LinkedIn Direct messages won’t sync to Viveka (yet!)

  • Viveka integrates directly with Quickbooks, however not Xero (yet). If you’re a Xero user, you can use an connection tool to support you. As a Xero user, we recommend using the Invoice feature in Viveka for simple client experience management.

  • Data storage is centralise to the USA, which means, for now, I recommend maintaining your website on Squarespace or Wordpress. You can review the data compliance here, and history of outages here. While Vivkea can do site builds and landing pages, this diversify’s your risk if an outage occurs.

Apply to be an early adopter

We're selecting just five thought leaders to work closely with us as we build this platform specifically for coaches, consultants, mentors, and speakers.

This application helps us create a balanced group of early adopters across different business stages and tech comfort levels who will directly influence Viveka's design and functionality.

We'll notify all applicants by May 30th 2025.

FAQ:

How on earth did you do this?

I’m great, but not THAT great. This is a white label version of GoHighLevel, which makes my life easier while I work to make your life easier.

The Viveka version of GHL will have specific workflows, templates and functions that a thought leadership practice needs (Not what a hair salon, e-commerce brand or low ticket, high volume marketer needs).