Basile
Sales rep
“I research every new prospect, score them out of 100 against your target and tell you how to approach them.”
- Scored out of 100
- Company summary
- How to approach them
CRM for freelancers, agencies and SMEs
The AI CRM
linked to every conversation.
No more CRM that nobody updates, or prospects forgotten between two emails. Your conversations and meetings land on the right record, and Basile scores every prospect out of 100 to tell you who to call first.
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 Elevia
Everything you need
to stop losing leads.
From first contact to proposal, every step starts from the same client record.
CLCamille LaurentEmail received · 9:12
Hello, we want to redesign our website by March.
Create record
ANAtelier NovaArchitecture studio · Lyon
Searching the registryRecord completed
Legal formSAS
Headcount10 to 19
Website and logoAdded
Basile’s view86 / 100Open with their March deadline
Everything you need
The details that actually matter
The right prospect first
Basile, your AI agent, compares every prospect with your target, scores them out of 100 and sums up the company. You know where to spend your time.
Meetings that land on the record
Your meeting scheduling links follow your Google or Outlook calendar. Every booked meeting is added to the contact’s record, with nothing to re-enter.
A client space from the first exchange
Share quotes and proposals in a client portal in their name: your prospect finds everything in one place.
What actually pays
Conversion rate, accepted proposals, average time to signature, new accounts by source: you see where to focus.
All the way to the invoice
Proposal signed, invoice created in one click and ready for e-invoicing. Sales follow-up continues until payment.
No cap on your contacts
Companies and contacts are unlimited on every plan. You grow, Elevia keeps up.
Your AI team
A CRM that stays up to date,
and agents that handle the follow-up.
Your agents already know your contacts, deals and conversations, because everything lives in Elevia. Nothing to set up.
Margot
Sales assistant
“Prospect ready? I draft the proposal from your templates, and follow up if they don’t reply.”
- Proposals drafted
- Well-timed follow-ups
- From your own address
Levi
Team lead
“Ask me where any client or deal stands: I answer and hand the next step to the right agent.”
- Answers on your clients
- 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
One connected platform
Every capability
moves your sales forward
Proposals
The proposal starts from the record
Contact, company and opportunity carry over into the proposal: you copy nothing.
ANWebsite redesignAtelier Nova
New proposal
ClientAtelier Nova
ContactCamille Laurent
Amount€8,400 ex. tax
What you gain
1 tool from lead to invoice
CRM, inbox, proposals, e-signature and invoicing in one subscription: no more data to copy from one tool to another.
Verified data
Automatic enrichment
No more hunting for details one by one. Company records are completed from the business registry (legal details, logo, website, headcount), no AI agent or data entry needed.
MLMaison LumenRegistry
SARL · Bordeaux20 to 49 employeesWebsite and logo
Pipeline
Visual Kanban board
Drag deals from one column to the next. Once signed, the deal moves into project management.
Qualified
Proposal
Maison Lumen€11,500 ex. tax
Café Brume€2,900 ex. tax
Studio Orme€6,200 ex. tax
Your contacts
Your database in minutes
Import your prospects from a CSV file or add them from an email you received. Company records are completed on import.
prospects.csv128 rows
Importing128 prospects imported
Records completed
Follow-ups
Follow up at the right time
Elevia reads the status of your leads and flags the ones to follow up, when a reply is most likely.
SOStudio OrmeProposal viewed 3 timesFollow up
CBCafé BrumeFollowed up yesterdayWaiting
Reply likely today
Dashboard
Your sales in real time
Prospects, proposals viewed and accepted, revenue collected: see what works all the way to online invoicing.
Prospects42
Accepted proposals9
Conversion rate31%
Revenue ex. tax€38,400
Compare solutions
Why choose Elevia over a traditional CRM?
Pipedrive and HubSpot are good CRMs, built for sales teams. Elevia is the AI CRM for service providers: inbox, meeting scheduling, proposals and invoicing are connected, and your agents handle the follow-up with you.
| Elevia | Traditional CRM (Pipedrive, HubSpot) | |
|---|---|---|
| Enriched company records | Automatic, from the business registry | As an option or through an integration |
| Email, LinkedIn and WhatsApp inbox | One inbox, linked to contacts and deals | Mostly email, the rest through integrations |
| AI agents | Basile scores prospects out of 100, Levi answers and delegates | Depends on the plan |
| Follow-up signals | Based on each lead’s status | Reminders and tasks to schedule |
| Meeting scheduling | Included, linked to records | Depends on the plan |
| Proposals, e-signature, invoicing and client portal | In the same tool | Partly, or with extra tools |
| Pricing | CRM included from €29 ex. tax per month | Depends on the plan and add-ons |
| Free trial | 14-day free trial | Varies by solution |
Frequently asked questions about CRM for freelancers, agencies and SMEs
Which CRM should a freelancer or agency choose?
A CRM that follows the sale of a service from start to finish: the contact, the conversations, the meeting, the proposal, the signature and the invoice. That is what Elevia does, built for freelancers, agencies and small businesses that sell services. You don't need a sales tool designed for a large sales team.
What do the AI agents do in the CRM?
Basile researches every prospect and deal: he compares it with your target, scores it out of 100, sums up the company and tells you how to approach it. Margot drafts your proposals and follows up when the client goes quiet. Levi answers your questions about any client or deal and delegates to the other agents. You set each agent's autonomy. A question costs 1 credit, an analysis 2 credits; using the CRM yourself never uses credits.
How are company records enriched?
Automatically, from the business registry: legal details, logo, website, headcount. Enrichment also runs when you import a CSV file. It's included in every plan and doesn't involve an AI agent.
Can I bring email, LinkedIn and WhatsApp into the CRM?
Yes. Your emails, LinkedIn messages and WhatsApp conversations land in one inbox, linked to the right contact and deal. Your Google or Outlook calendar syncs, and every meeting booked through your booking links is added to the contact's record. Essential includes 1 connected inbox, Suite 2.
How do I import my contacts into Elevia?
Export your database as a CSV from your spreadsheet or previous CRM, then import it in a few clicks: companies and contacts are created and their records are completed. Conversation history from the old tool doesn't carry over, but as soon as you connect your inbox, your latest emails and messages are imported and filed on the right records.
What size of business is it for?
Freelancers, agencies and small businesses that sell services. Start on your own, then add members as the team grows: each extra licence costs €15 ex. tax per month.
Why not use Pipedrive or HubSpot?
Pipedrive and HubSpot are good CRMs, built for sales teams. To sell services, you often need other tools alongside them: inbox, meeting scheduling, proposals, e-signature, invoicing. Elevia brings them together, connected to the same CRM, with AI agents that handle the follow-up, in one subscription.
How many contacts can I store?
As many as you need: companies and contacts are unlimited on every plan, starting with Essential.
Is Elevia free?
14-day free trial on the full platform. Then pick a plan: Essential (€29 ex. tax/month), with or without the Projects module (+€19 ex. tax/month), or Suite (€89 ex. tax/month). See our Pricing page for full plan details.
Is the CRM included in every Elevia plan?
The full CRM (unlimited companies and contacts, sales pipeline, proposals) is included from Essential (€29 ex. tax/month). The 14-day free trial gives you access to the full platform. See our Pricing page for full plan details.
Can I stop my subscription at any time?
Yes, there is no commitment. Stop it in one click 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
