
Margot
Sales assistant
“I draft your proposals from your templates, and follow up on the ones left unanswered.”
- On-brand proposals
- Follow-ups from your address
- Invoices ready to approve
In Notion, your CRM, proposals and invoices are databases you build, then fill in by hand. With Elevia, that journey is ready from day one, and a team of AI agents that already knows your clients moves the work forward for you.

More than 50 users already trust Elevia
Replacing Notion makes sense when a wiki no longer runs your business: follow-ups, signed proposals, invoices and client portals live somewhere else, and you have to feed everything yourself.
Notion has no native sales pipeline and no proposal open tracking. You log opportunities in a database, but with no follow-up based on opens, and nothing sent from your own address.
Quotes, e-invoices, subscriptions and online payments aren't native. You wire Notion to billing tools and re-enter amounts at every step.
CRM in one database, proposals in another, procedures in a wiki, tasks in a homemade Kanban… Every new client adds setup and data entry only you know how to maintain.
Publishing a page with Notion Sites doesn't make a client portal: no live project tracking, deliverable approval, invoices or conversations linked to the right client.
In Notion, every database is built and fed by hand. In Elevia, your contacts, proposals and invoices are already there: your agents know them and handle the admin.

Sales assistant
“I draft your proposals from your templates, and follow up on the ones left unanswered.”

Sales rep
“I research every new prospect and tell you whether they fit your target, and how to approach them.”
Team lead
“Ask me about any client, project or invoice: I answer without you opening a single database.”
Set each agent’s autonomy. Every action is logged.
This table shows what each tool does best. Notion leads on documentation; Elevia is built to sell, deliver and bill, with a CRM, a multichannel inbox, meeting scheduling, sales proposals, project management, design feedback, a client portal and e-invoicing all connected, and AI agents that take on part of the work.
| Elevia | Notion | |
|---|---|---|
| CRM & sales pipeline | Native pipeline, automatic record enrichment, unified client history | Databases you build yourself, no native sales automations |
| AI agents | Levi, Margot and Basile: proposals, follow-ups and prospect qualification, on your real client data | Notion’s AI works on the pages and databases you built, with no native pipeline, proposals or invoices to act on |
| Sales proposals | Interactive proposals, à la carte options, open tracking, e-signatures | Static pages or PDFs, no tracking or native signatures |
| Billing & payments | Quotes, e-invoices, subscriptions and online payments built in, linked to projects | No native billing: third-party tools or manual export |
| Wiki & internal documentation | Not built as a wiki: focused on selling, delivering and billing | Pages, databases and procedures at scale: that's the core product |
| Databases and templates | Ready-made business workflows, less freedom to model anything | Formulas, relations, views and a huge template ecosystem |
| Project management | Projects, tasks, milestones and deliverables, planned vs spent budget | Highly configurable Kanban, calendar and relational databases |
| Client portal | Dedicated, branded space per client: projects, documents, messages, invoices | Public pages (Notion Sites), with no project tracking, approvals or invoices per client |
| Design feedback | Annotations on mockups, websites and videos, per deliverable | Page comments, no precise visual anchoring |
| Pricing (2026) | Essential + Projects module at €48 ex. tax/month for client portal and deliverable feedback, Levi plus one AI agent of your choice included, replacing multiple subscriptions (14-day trial) | Free plan ($0); Plus at $10 and Business (with its AI agents) at $20 per member per month, billed annually |
| Agency-focused support | French-speaking support, onboarding designed for freelancers, agencies and SMEs | General-purpose tool, learning curve on advanced setups |
Before you leave Notion, here’s where it still fits better, and where you can keep it alongside.
Notion excels at internal processes, procedures and team notes. Elevia doesn't try to replace a wiki: it takes over sales, delivery and billing.
You can build almost any database in Notion with views, formulas and relations. Elevia ships ready-made business workflows, with less configuration freedom.
Notion's Free plan covers a lot of solo documentation. For a free Notion alternative as a wiki, Notion is hard to beat. Elevia stands out once you need to sell, bill and track engagements.
Elevia is for freelancers, agencies and small service businesses that want to replace Notion as the hub of their business, not just as a notebook, and hand off the admin.
You sell, deliver and bill alone. Notion serves as a DIY CRM, and quotes, follow-ups and invoices eat up your evenings.
Your team documents in Notion, but sales and production live elsewhere. Information gets duplicated with every new client.
Leaving Notion for Elevia doesn't mean starting from zero: export key data, set up your templates and switch client by client.
Export your Notion client base as CSV and import it into Elevia CRM. Company records then fill themselves in automatically (legal details, logo, website, headcount).
Pick an Elevia template, customize sections and à la carte options. Margot then uses it to draft your proposals. No more duplicating Notion pages for every deal.
Once a proposal is signed, create the project in one click. Invite your client to their portal and move collaboration there.
Plan 1 to 2 days to be up and running on Elevia. Nothing to set up for the agents: they work on the data you imported. You can keep Notion alongside for your internal wiki.
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), 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). Notion: Free plan, then Plus at $10 and Business at $20 per member per month billed annually, with Notion's AI agents only on Business (pricing on notion.com/pricing, October 2026).
Notion costs less if you only document. Elevia becomes competitive once you add a CRM, proposal tool, e-signature, billing and client portal around Notion, not to mention the time spent feeding it all.
See full pricingYes, if you need to sell, deliver and bill, not just document. Elevia brings your client journey into one tool: 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 mainly need a team wiki, Notion is still the better fit.
In Notion, you build and feed your databases yourself. In Elevia, your contacts, proposals and invoices are already in the tool: Margot drafts your proposals from your templates and follows up on the ones left unanswered, 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.
Notion offers a Free plan that's strong for solo documentation. Elevia offers a 14-day free trial on the full platform, no credit card required, then from €29 ex. tax/month (Essential) or €89 ex. tax/month (Suite). Different answers: a free wiki on one side, a tool that sells, bills and works for you on the other.
Export your Notion databases as CSV (contacts, lists), import them into Elevia CRM, set up proposal templates and launch your first project. Plan 1 to 2 days. Nothing to set up for the agents: they work on the imported data.
Notion: Free plan, then Plus at $10 and Business, with its AI agents, at $20 per member per month billed annually (source notion.com/pricing, October 2026). 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). Elevia costs more than a wiki alone, but replaces multiple subscriptions.
No, they come with the subscription: Levi plus one agent of your choice on Essential, all 3 agents on Suite. Their work is counted in credits, 100 a month on Essential and 300 on Suite: a question costs 1 credit, a follow-up or a CRM update 2, a drafted proposal 10. If you run short, 100 more credits cost €5 ex. tax a month, and what you do yourself in Elevia never uses any.
Notion Sites lets you publish pages, with a custom domain on paid plans. What's missing is what a client expects from a portal: project progress, deliverables to approve, their invoices and your conversations in one place. Elevia's client portal brings all of that together, under your brand (invoices, quotes and proposals with Essential, the full portal with the Projects module at €19 ex. tax a month).
Yes. You can keep Notion for your procedures and internal documentation, and use Elevia for sales, delivery and billing. Both tools coexist without conflict.
Yes, for that scope. Notion lets you write a page, but can't track opens, offer interactive options, collect e-signatures or turn a signed proposal into a project. Elevia covers that whole journey natively, and Margot can draft the proposal from your templates.
Your whole client journey in one tool, and AI agents that handle the rest. Import your contacts in minutes and get started today.