CRM for freelancers and agencies

The CRM

App icon

that simplifies your day-to-day follow-up.

Your data goes stale, follow-ups slip, deals slip away. Elevia automates sales signals so you can re-engage leads at the right time.

  • 14-day free trial
  • No credit card required
Elevia CRM interface: Google account view with contacts, proposals, opportunities, and activity feed
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Everything you need
to stop losing leads.

Every feature is designed for your day-to-day work.

The details that actually matter

Bulk CSV import
Import all your existing leads in one go. Your pipeline is up and running in minutes, not days.
Reminders & automatic follow-up
Elevia alerts you when it's time to follow up, based on lead status and the timelines you set. No more forgotten follow-ups, no more lost opportunities.
Automatic AI enrichment
Your lead data stays current without manual updates. Activity, structure, context—you always work from what's real today, not what you entered three months ago.
Real-time reports
Track pipeline movement, close rate, and your most profitable lead sources. Actionable data, not dashboards nobody opens.
Visual pipeline
Every opportunity at a glance. New lead, proposal sent, in negotiation, signed.
Unlimited records
No cap on contacts, leads, or opportunities. You scale, Elevia keeps up.
Portrait of Yoann Benchetrit, co-founder of Peechy
Yoann Benchetrit
Co-Founder @Peechy
"I used to run leads in HubSpot, client feedback in ruttl, and subscriptions in Notion. Now it's all in Elevia."
Time saved / week

+6h

Close rate

+35%

Satisfaction

100%

Every capability
moves the business forward

Workflow

Lead → proposal in one click

Keep working on the same data without re-entering anything.
Elevia UI: creating a proposal from a prospect account page
Average outcome

+35%

That's the average lift in close rate we're seeing with our earliest users.

AI
Automatic enrichment
Stop hunting for details one by one. Elevia enriches lead profiles automatically with what you need.
Elevia UI: automatic lead profile enrichment with verified data fields
Pipeline
Visual Kanban board
Drag deals from column to column in one click. Your pipeline, the way you want to see it.
Elevia Kanban pipeline: Qualified, Active Proposal columns and deal cards
Import
CSV, LinkedIn, email
Import leads from any source. No manual entry, no lost data.
Elevia UI: import prospects from a CSV file
Reminders
Follow-ups at the right time
Elevia reads lead status and suggests the best time to reach out again.
Elevia UI: follow-up signals with high response probability
Analytics
Real-time performance reports
See what actually works in your pipeline. Decide from numbers, not gut feel.
Elevia CRM dashboard: leads, clients, proposals, and invoices

Why choose Elevia over a traditional CRM?

Generalist CRMs like Pipedrive or HubSpot are built for sales teams and are often hard to get started with. Elevia is designed for service providers who can't afford to waste time.

EleviaTraditional CRM (Pipedrive, HubSpot)
Automatically enriched data
No manual re-entry
Manual updates
Smart follow-up signals
Smart AI-powered signals
Basic reminders only
Easy to get started
Up and running in minutes
Lengthy setup
Fair pricing
Accessible pricing, no surprises
Costs that rise quickly
All-in-one (CRM + proposals + project + portal)
Included on the same platform
Requires extra tools
Free trial
14 days, no credit card
Varies by solution

Frequently asked questions about CRM for freelancers and agencies

Run your business like never before.

Replace the tool sprawl and become twice as effective.

  • 14-day free trial
  • No credit card required