The modern OS to manage your clients, projects and finances

From the first follow-up to the last payment, Elevia brings your CRM, proposals, projects, billing, and client portal together in one OS.

  • 14-day free trial
  • No commitment
  • No credit card required
Electronic invoicing100% compliant solution
Data hosted in Europe
GDPR compliance
End-to-end encryption

More than 50 users already trust Elevia

The problem

The real cost,
is context lost between your tools.

The problem starts when every step of your business depends on a different tool.

Collage of SaaS logos with callouts about cost and wasted time on a purple background.
Before
  • You stack too many different subscriptions
  • You lose time every week to copy-paste
  • Client data is scattered across Notion, Attio, etc.
  • Proposals don’t convert enough of your pipeline
  • Deadlines slip because nothing stays in sync
  • Feedback arrives by email, Slack, WhatsApp
  • Your brain is at capacity
Project management icons on purple, Asana mark highlighted toward the bottom right.
After
  • One tool. Free, Pro, Business, and Scale plans — from €29 ex. tax/month.
  • You get more focus back to sell and deliver
  • Clients, proposals, and projects in one place
  • On-brand proposals that people want to sign
  • You nudge clients before they nudge you
  • Feedback is precise and centralized in Elevia
  • You ship faster with less mental load
The solution

One client cycle,
from the first follow-up to the final payment.

Each step feeds the next: prospects become proposals, proposals become invoices and projects, projects become a clear client experience.

Prospect

Centralize your prospects

Add leads, track conversations, and keep sales context in one place.

Sales proposal

Send a professional, dynamic proposal

Turn an opportunity into a branded, trackable, dynamic proposal with e-signature.

E-invoicing

Invoice clients and get paid smoothly

Turn proposals into invoices or subscriptions with zero re-entry.

Project

Manage projects with full context

Onboarding, documents, and tasks linked to what was sold.

Design feedback

Centralize client feedback

Change requests no longer get lost across email, Slack, and WhatsApp.

Client portal

Give clients a clear, professional space

Invoices, documents, projects, and conversations in a branded portal.

Finance

Track profitability and tax filings

Monitor revenue, expenses, and filings to see what each project really earns.

E-invoicing

Invoice with complete confidence

Elevia covers the full reform: issue customer invoices, receive supplier invoices, and report the required sales data for B2C and e-commerce—all through one fully compatible solution.

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Testimonials

Agencies and freelancers
who simplified how they work

CRM, proposals, projects, and billing — how Elevia replaces a scattered stack in day-to-day work.

I used to keep prospects in HubSpot, client feedback in ruttl, and subscriptions in Notion. Now it's all in Elevia.

Portrait of Yoann Benchetrit
Yoann BenchetritCo-founder @ Peechy
FAQ

Frequently asked questions

Run your business like never before.

Replace tool sprawl and work more effectively.

  • 14-day free trial
  • No commitment
Interface Elevia tout-en-un pour gérer CRM, projets et facturation