Margot
Sales assistant
“I draft your quotes and proposals, follow up on the ones left unanswered, and prepare the deposit invoice.”
- Quotes and proposals
- Follow-ups from your address
- Tailored payment reminders
2026 comparison
Monday alternative
to sell, deliver and bill, with an AI team.
Monday organizes your tasks, but your proposals, signatures and invoices live in other subscriptions, with three seats to pay for even when you work alone. Elevia brings your whole client journey together from one user, and a team of AI agents that already knows your clients drafts, follows up and qualifies 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
Why look for a Monday.com alternative?
Replacing Monday makes sense when you realize your boards don't collect revenue: sales, signatures and billing live in other tools you pay for on top.
A 3-seat minimum, even solo
Monday bills a minimum of 3 users on paid plans: a freelancer pays €27/month (Basic annual) to work alone. And Basic includes neither automations nor integrations: to connect Gmail or Slack, you need Standard.
Project management, nothing around it
In monday Work Management, no sales proposals, no e-signatures, no compliant e-invoicing. To sell and get paid, you add monday CRM or other tools, and copy amounts from one to the next.
CRM sold separately
monday CRM is a separate product from monday Work Management: two subscriptions, two setups, and sync to maintain between sales and production.
Boards to build and keep up to date
Columns, statuses, automations: every board is set up by hand, and it's on you to update it when a quote is signed or an invoice paid. In Elevia, those steps are already connected.
Your AI team
Monday organizes your tasks.
Your Elevia agents do the work.
In Monday, every board is built and updated by hand. In Elevia, your contacts, proposals and invoices are already there: your agents know them and handle the admin.
Basile
Sales rep
“Before your meeting, I research the prospect and tell you whether they fit your target, and how to approach them.”
- Prospect qualification
- Need identified
- How to approach them
Levi
Team lead
“I answer about any client, project or invoice, split the work and sum up your day.”
- Answers on your whole business
- Delegates to the agents
- Sums up your day
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
Elevia at a glance
- Elevia replaces Monday and the tools around it across the whole client journey: CRM, inbox, proposals, e-signature, project management, e-invoicing and client portal.
- From lead to invoice, nothing to re-enter: a signed proposal becomes a project, then an invoice in one click. Your AI agents draft, follow up and qualify from that data.
- French platform with French-speaking support, built for freelancers, agencies and small businesses that sell services. No seat minimum.
Elevia vs Monday: comparison to pick the right alternative
This table shows what each tool does best. Monday remains a reference for orchestrating projects at scale; Elevia connects CRM, multichannel inbox, meeting scheduling, sales proposals, project management, design feedback, client portal and e-invoicing in one journey, with AI agents that take on part of the work.
| Elevia | Monday | |
|---|---|---|
| CRM & sales pipeline | Native pipeline included, automatic record enrichment, unified client history | monday CRM: separate product, distinct subscription from Work Management |
| AI agents | Levi, Margot and Basile: proposals, follow-ups and prospect qualification, on your real client data | AI applied to your boards, with no native proposals or billing to act on |
| Sales proposals | Interactive proposals, à la carte options, open tracking, e-signatures | PDF quotes in monday CRM (separate product), no interactive proposals |
| Billing & payments | Quotes, compliant e-invoices, subscriptions and online payments built in | PDF quotes and invoices in monday CRM (separate product), no compliant e-invoicing or interactive proposals |
| Project management | Projects, tasks, milestones and deliverables, planned vs spent budget | Very complete: multiple views, dependencies, milestones, workload |
| Automations | Ready-made journey (proposal, project, invoice) and custom automations | Powerful but capped by tier, from Standard plan only |
| Integrations | Stripe, Figma, Google and Outlook calendars, email, LinkedIn, WhatsApp, MCP connector, CSV import | 200+ integrations (Standard and above), rich marketplace |
| Client portal | Dedicated, branded space per client: projects, documents, messages, invoices | Guest board sharing, no client journey or invoices |
| Design feedback | Annotations on mockups, websites and videos, per deliverable | Comments and files, no native visual annotation |
| Seat minimum | None, from 1 user | 3-seat minimum, even solo |
| Agency-focused support | French-speaking support, onboarding designed for freelancers, agencies and SMEs | General-purpose tool, to adapt to your agency work |
What Monday does better than Elevia
Before you leave Monday, here’s where it still fits better, and why some teams keep it.
Large-scale project management
Complex dependencies, workload management, multi-team portfolios: beyond 20 to 30 people or on highly structured projects, Monday remains stronger. Elevia targets simplicity for small service teams.
Integration ecosystem
With 200+ integrations and an app marketplace, Monday connects to almost everything (from Standard plan). Elevia covers essential agency connections, not exhaustive coverage.
Generic automations
Monday's automation engine lets you build almost any sequence. Elevia offers a ready-made business journey (signed proposal, project, invoice), less configurable but with nothing to build.
Who is this Monday alternative for?
Elevia is for freelancers, agencies and small service businesses that use Monday as their central tool but pay other subscriptions to sell and bill, and spend their evenings on admin.
Freelancer or studio of 1 to 3 people
Monday's 3-seat minimum makes you pay for a team you don't have, and it doesn't handle quotes or invoices.
- One subscription from 1 user, no phantom seat surcharge
- Proposals drafted by Margot, tracked and signed online
- E-invoice created in one click after signature
Agency of 5 to 20 people
Your projects are in Monday, your CRM elsewhere, invoices in a third tool. Every client project starts with copy-paste.
- Sales pipeline, production and billing in the same journey
- Client portal per project: progress, deliverables, invoices
- Prospects researched by Basile before every meeting
How to replace Monday with Elevia
Leaving Monday for Elevia happens board by board: export your data, recreate project templates and switch client by client.
Export boards and import contacts
Export Monday boards as Excel or CSV and import clients and contacts into Elevia CRM. You match the fields in a few clicks.
Recreate project templates
Turn your standard boards into Elevia project templates. The proposal, project, invoice journey is already connected, and your agents work on that data with nothing to set up.
Switch active projects
Start with new projects, migrate in-flight work at the next milestone. Invite clients to their portal.
Plan 1 to 2 days to be up and running. No need to migrate everything at once.
How much does Elevia cost vs Monday?
Elevia: 14-day trial, then Essential (€29 ex. tax/month), with or without the Projects module (+€19 ex. tax/month), or Suite (€89 ex. tax/month) (Suite costs less with annual billing), no seat minimum, AI agents included (Levi plus one agent of your choice with 100 credits a month on Essential, all 3 agents and 300 credits on Suite). Monday: Basic €9, Standard €12, Pro €19 per user/month billed annually, with a 3-seat minimum, €27, 36 or €57/month to start (pricing on monday.com/pricing).
Monday costs less per seat on Basic, but the 3-user minimum and adding CRM, a proposal tool and billing flip the math once you sell services.
See full pricingFAQ: Monday alternative for freelancers, agencies and SMEs
Is Elevia a good Monday alternative?
Yes, if you need to sell, deliver and bill in one tool. Elevia brings your client journey together: CRM, multichannel inbox, proposals, e-signature, meeting scheduling, projects, e-invoicing and client portal, with a team of AI agents that works on that data. If you only need advanced project management for a large team, Monday is still the better fit.
What do Elevia’s AI agents do compared with Monday?
Monday organizes your tasks, but your boards are yours to build and keep up to date. In Elevia, your agents already know your clients: Margot drafts your quotes and proposals and follows up on unanswered ones and unpaid invoices, Basile researches your prospects and tells you how to approach them, Levi answers about any client, project or invoice. You set each agent's autonomy.
Are the AI agents included in Elevia's price?
Yes. Essential includes Levi plus one AI agent of your choice, Suite all 3 agents. Each plan comes with credits that measure the agents' work: 100 a month on Essential, 300 on Suite. A complete proposal takes 10, a simple question 1. A pack of 100 extra credits costs €5 ex. tax a month, and your own work in Elevia never uses any.
Is there a free Monday alternative?
Monday offers a free plan limited to 2 users and 3 boards, insufficient to run a business. Elevia has no free plan, but a full 14-day trial on the entire platform with no credit card, then Essential from €29 ex. tax/month, with no seat minimum.
Why does Monday bill a 3-user minimum?
That's its paid-plan pricing policy: even solo, you pay for 3 seats (€27/month on Basic annual, source monday.com/pricing). Every Elevia plan includes one licence, and each extra licence costs €15 ex. tax a month: you pay for the people who actually use it.
How do I migrate from Monday to Elevia?
Export boards as Excel or CSV, import contacts into CRM, recreate standard boards as project templates. Plan 1 to 2 days to be up and running. Nothing to set up for the agents: they work on the imported data.
How much does Elevia cost vs Monday?
Monday: €9 to €19/user/month (annual) with a 3-seat minimum, CRM excluded (separate product). Elevia: from €29 ex. tax/month (Essential) or €89 ex. tax/month (Suite), CRM, proposals, billing and AI agents included.
Does Elevia replace monday CRM too?
Yes. CRM is native in Elevia and connected to your proposals, projects and invoices, with no second subscription or sync to maintain. monday CRM produces PDF quotes and invoices; Elevia also issues compliant e-invoices and interactive proposals signed online.
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
