Levi
Team lead
“Tell me what you need, I’ll split the work and report back.”
- Answers on your whole business
- Delegates to the agents
- Sums up your day
Sept. 1, 2027E-invoicing becomes mandatory in France : are you ready?From lead to invoice, one tool
Basile, Margot and Levi work for you
From lead to invoice, one tool
that works for you.
Stop juggling at least 3 tools and spending your evenings on quotes and follow-ups. Elevia brings your whole client journey together, and your AI agents take care of the admin.
Basile, Margot and Levi work for you- 14-day free trial
- No commitment
- No credit card required
Electronic invoicingCompatible solution
Data hosted in Europe
GDPR compliance
Encrypted dataIn transit and at rest
More than 50 users already trust Elevia
The real cost
The real cost:
is scattered tools and endless admin.
One tool per step, information copied from one to the next, and hours of quotes, follow-ups and invoices: all time you don’t spend on your craft.
Before
- You juggle at least 3 tools: CRM, quotes and invoices, e-signature, projects…
- You research every prospect by hand before reaching out
- Your proposals go out late and never get a follow-up
- Your conversations are scattered across email, LinkedIn and WhatsApp
- You re-enter everything in your CRM at night
- Invoices, signatures and unpaid bills pile up
After
- One tool that brings everything together, run by your AI agents
- Basile tells you whether a prospect is worth it, and how to approach them
- Margot writes your proposals and follows up at the right time
- All your conversations in a single inbox
- Every conversation lands on the right record, no data entry
- Signature, e-invoice and payment flow one into the next
Your AI team
Delegate the admin
to a team that knows your clients.
Because your whole client journey lives in Elevia, your agents already know your contacts, proposals and invoices. Nothing to set up: you keep the decision, they do the work.
Margot
Sales assistant
“I write your quotes and proposals, and follow up on the ones left unanswered.”
- Quotes and proposals
- Follow-ups based on opens
- From your own address
Basile
Sales rep
“I research every prospect and deal, and tell you what to do next.”
- Prospect qualification
- Company insights
- How to approach them
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
Coming soonA prospecting agent joins the teamIt spots buying signals and turns warm prospects into meetings.See the roadmap
The full journey
One journey,
from first contact to delivered project.
Each step feeds the next, nothing to re-enter. Move forward yourself, or let your agents take over wherever you want.
1
Prospect
The lead lands in your CRM, Basile researches it
Website form, LinkedIn or referral: the lead enters your CRM and its record fills in (legal details, logo, website, headcount). Basile checks it matches your target, identifies the need and tells you how to approach it.
- ✓ No more filling records by hand
- ✓ No more research before calling
- ✓ No more bad-fit prospects
Website form
LinkedInReferral
ANNAtelier NovaDesign agency
New lead · LinkedIn
Enriching the record✓ Lead enriched
SAS · SIREN 912 345 678atelier-nova.fr · Lyon12 employees · Design
Basile’s takeMatches your targetNeed: website redesignAngle: they are hiring
Good fit · 86%
✓ Complete record in your CRM, no typing
2
Sales proposal
An on-brand proposal, written and followed up
From your templates and Basile’s insights, Margot drafts the proposal in your brand colors. You review it, it goes out. Opened with no reply? Margot follows up from your address, in your tone.
- ✓ No more proposals written at night
- ✓ No more forgotten follow-ups
Sales proposalWebsite redesign · Atelier NovaMargot✓ Ready
Total€12,400 excl. VATYour brand colors
ACCEPTEDOpened 3 times, no reply
Margot wrote a follow-upIn your tone, from your addressHi Claire, just circling back
on our proposal. Shall we talk Thursday?
✓ Contract ready to sign
DraftedBy Margot
SentReads tracked
Followed upAt the right time
AcceptedOnline
3
Signature
The client signs online, right away
The accepted proposal becomes a contract to sign electronically. You track every signer in real time. As soon as the last one signs, the invoice is created in one click, by you or your agent.
- ✓ No more PDFs to print
- ✓ No more re-typing the invoice after signing
Service agreementAtelier Nova · Website redesignE-signature
Signature of Claire Martin
Signers
CMClaire MartinAtelier NovaPending✓ Signed
YOYouYour agencyPending✓ Signed
Viewed by Claire 2 min ago
✓ Signed by both parties
€Deposit invoice readyAmount, client and terms taken from the contractCreate the invoice in 1 click✓ Invoice createdorMargot takes care of it
Margot takes care of it4
Invoicing
Invoiced, transmitted, collected
Deposits, instalments and subscriptions go out on their own, as compliant e-invoices. When a payment is late, Margot follows up with a message tailored to the client and the delay, never a generic template. You can also follow up yourself.
- ✓ No more re-entry for accounting
- ✓ No more payment reminders to write
Invoice F-2026-104Atelier Nova · September€
Total incl. VAT€4,464.00
CardSEPA debitBank transfer
PAIDIssued as an e-invoiceCompliant with the reform
TransmittedThrough our certified partner platform
!12 days overdueDue on October 15
Paid by cardReconciled automatically
Reminder written by MargotTailored to Atelier NovaHi Claire, I hope the launch
went well! A quick reminder about the invoice…
Friendly toneUsually pays on time12 days late
✓ Ready for your accountant
5
Client portal
Your client follows everything, without emailing you
Project progress, deliverables to approve, signed documents and invoices: your client finds everything in a white-label portal, with your logo and on the address of your choice (for example clients.your-agency.com). Their feedback lands in the right place.
- ✓ No more “where are we at?”
- ✓ No more feedback lost in email
White label · your logo, your address
E-invoicing
Receiving e-invoices has been mandatory since September 1, 2026
Elevia already receives them, and you will be ready to send them before the September 1, 2027 deadline. Customer invoices, supplier invoices and B2C sales data: the whole reform is covered, with a fully compatible solution.
Learn moreFeatures
Everything you need to sell and deliver,
in one place.
The tools you pay for separately today, brought together and linked to your clients. And your AI agents can use them for you.
EmailLinkedIn
WhatsAppCMClaire MartinAtelier Nova
Shall we meet on Thursday?10:42Reading the proposal now.YesterdayRe: project scheduleMonLinked to
ContactCompanyDeal
Multichannel inbox
Email, LinkedIn and WhatsApp in one inbox. Every conversation joins the right contact and deal, and your agents can reply.
Where are we with Atelier Nova?
Proposal accepted,
contract signed yesterday.
Deposit paid.
Prepare the meeting notes
Plan the next steps
Levi, your copilot
Ask about any client, project or invoice. Levi answers and delegates.
Thursday, November 630 min
9:009:3010:0010:002:002:304:00
✓ Meeting confirmed
CRM record updated, reminder set
Meeting scheduling
Your booking links, synced with your calendar and linked to the CRM.
Revenue signed this quarter€48,200+18%
Signature rate
86%
Pipeline12 deals
To collect€9,300
Budget spent62%
Dashboards
Pipeline, revenue, collections and the budget of every project, computed from your real activity.
Opened 3 times
4 min on “Pricing”
SEO option selected
✓ Signed online
Sales proposals
Fully customizable and on-brand: sections, optional items, online signature. You know when they are read, and what your client cares about.
Your AI assistant
Create the “Website redesign” deal
for Atelier Nova, €12,400 excl. VAT.
DWebsite redesignAtelier Nova · €12,400 excl. VATNew
✓ With your permissions
Connected to your AI
Run Elevia from 
Claude, 
ChatGPT or 
Grok, with exactly your permissions.
Who is it for?
Elevia supports you
at every stage of your growth
From working solo to coordinating several teams, keep the same platform, data, and workflows.
Solo entrepreneur
Freelancers & independent professionals
Start structuring your business simply: track prospects, get proposals signed, launch projects, and stay compliant with e-invoicing.
Discover Elevia for freelancersProject teams
Agencies
Save hours on project delivery: manage projects, collect precise client feedback, and track every budget by connecting billing and production.
Discover Elevia for agenciesUp to 10 employees
Small businesses
Simplify collaboration between employees by centralizing your entire business: CRM, e-invoicing, resources, production, and communication.
Discover Elevia for small businesses10 to 50 employees
SMEs
Standardize your operations, track multiple teams, and automate tasks without stacking more software.
Discover Elevia for SMEsSimulator
How much do your tools
cost you today?
Pick the tools you pay for, we compute the Elevia plan that does the same job.
How many of you use these tools?
CRM
Quotes and invoicing
E-signature
Sales proposals
Project management
Meeting scheduling
LinkedIn inbox
Public prices collected on October 25, 2026 from the vendors’ websites, billed monthly, excluding VAT and promotions. Breakcold, iClosed, PandaDoc, Qwilr and ClickUp only list prices in dollars, converted at the ECB reference rate of October 23, 2026 (€1 = $1.1193). Pennylane: Starter plan for a solo freelancer, Basic (2 users included) for a company. Elevia Essential includes 5 e-signatures per month (Youtrust One: 10).
Today
HubSpot€20
Axonaut€97
Youtrust (ex-Yousign)€11
Notion€11.50
Calendly€12
5 tools€151.50 ex. tax/month
With Elevia
Essential€29
Projects add-on€19
All in one, with your AI agents€48 ex. tax/month
You save
€1,242
per year, or €103.50 per month
Try for free
Pricing
All your tools and an AI team,
for the price of one tool.
14-day free trial on the whole platform, no credit card and no commitment.
Essential
Your whole sales journey and invoicing, with Levi and one AI agent of your choice.
€29 ex. tax/month
Try for free
Sell
- Full CRM: accounts, contacts, deals and pipelines
- Email, LinkedIn and WhatsApp inbox linked to your clients
- On-brand quotes and proposals, with read tracking
- E-signature (5 per month)
- Meeting scheduling and unlimited booking links
Invoice
- Compliant e-invoicing (100 invoices per month)
- Online payment by card and direct debit
- Client subscriptions and recurring billing
- Client portal for your invoices
Save time
- Levi + 1 AI agent of your choice, 100 credits per month
- Unlimited automations and dashboards
- Run it from Claude, ChatGPT or Grok
Projects module: + €19 ex. tax/monthProjects, deliverables, client feedback and the full client portal.
Suite
Most popularThe whole platform and the whole AI team, without limits.
€89 ex. tax/monthor €69 ex. tax/month billed yearly
Try for free
Everything in Essential, plus:
Deliver
- Projects, tasks and milestones
- Deliverables and client feedback
- Full white-label client portal
Delegate
- Levi, Margot and Basile: the whole AI team
- 300 AI credits per month
No limits
- Unlimited e-signatures and e-invoices
- Unlimited client subscriptions
- 2 connected inboxes and 100 GB of storage
Support
- Priority support
- Onboarding assistance
Extra user: + €15 ex. tax/monthOn both plans, with the same features.
FAQ
Frequently asked questions
What is Elevia and who is it for?
Elevia brings your whole client journey into one tool, from first contact to paid invoice: CRM, multichannel inbox, proposals, e-signature, meeting scheduling, projects, e-invoicing and client portal. It's built for freelancers, agencies and small and mid-sized businesses that sell services and want to stop juggling several apps. AI agents can also take the admin work off your hands.
What does the CRM include?
Accounts, contacts, deals and custom pipelines, unlimited on every plan. Automatic enrichment is included: company records fill themselves in (legal details, logo, website, headcount), no AI agent needed. Each record gathers the client's conversations, meetings, proposals and invoices.
Can I fully customize my proposals?
Completely: sections, visuals, colors, options your client ticks themselves, attached terms and conditions. You know when the client opens the proposal and what catches their interest. They accept or sign online (5 signatures a month on Essential, unlimited on Suite), and the invoice is created in one click after the last signature.
Is Elevia compliant with French e-invoicing?
Yes. Elevia issues your invoices in the mandatory electronic format, receives your supplier invoices and handles e-reporting through an approved partner platform. Issuing e-invoices becomes mandatory for small and mid-sized French businesses in September 2027: you're already ready. Clients pay by card or direct debit, and you manage deposits, payment schedules and recurring subscriptions.
Can I manage my messages, calendar and bookings in Elevia?
Yes. Your emails, LinkedIn messages and WhatsApp conversations land in one inbox, linked to the right contact. Your Google or Outlook calendar syncs with Elevia. Create unlimited booking links, just like Calendly or iClosed, with automatic reminders, and every booked meeting is added to the contact's record.
Can I manage projects and share progress with my clients?
Yes, with Suite or the Projects module (+€19 ex. tax/month on Essential): tasks, milestones, deliverables to approve and client feedback. Your client follows everything in a portal with your branding, on your own domain. Your dashboards show pipeline, revenue, payments collected and the budget of every project (margin per project is coming soon).
What do the AI agents do, and do they ask before acting?
Basile researches your prospects and tells you how to approach them. Margot drafts your proposals and follows up on quotes and invoices from your own address. Levi answers your questions and assigns the work. You set each agent's autonomy: nothing goes out without your approval if you prefer, and every action is logged.
What is an AI credit?
A credit measures the work your agents do: 1 credit for a question, 2 for an analysis or an action (follow-up, invoice, CRM update), 10 for a complete drafted proposal. Essential includes 100 credits a month and Suite 300, renewed monthly. Need more? Add 100 credits a month for €5 ex. tax. Using Elevia yourself never uses credits.
Can I use Elevia from ChatGPT, Claude or Grok?
Yes, through the MCP connector included from Essential. From your AI assistant, look up clients, deals and invoices, or trigger an action in Elevia. The assistant never has more rights than you, and sensitive actions require confirmation.
How much does Elevia cost? Can I try it and cancel anytime?
14-day trial on the full platform, no credit card required. Then Essential at €29 ex. tax/month (Projects module optional, +€19) or Suite at €89 ex. tax/month (€69 billed annually). Essential includes 1 connected account
and Suite 2; each extra account costs €10 ex. tax/month and each extra user €15 ex. tax/month. No commitment, cancel anytime from your workspace.
Bring your business together, delegate the admin.
Your whole client journey in one tool, and AI agents that handle the rest. Import your contacts in minutes and get started today.
- 14-day free trial
- No credit card required
- No commitment
