Project management for freelancers & agencies

Project management

App icon

that keeps margin visible.

Run engagements in list, Kanban, or timeline views. Track time and profitability without leaving Elevia.

  • 14-day free trial
  • No credit card required
Elevia project management UI for Website design: task list, statuses, and client visibility.
Logo Peechy
Logo Le Studio
Logo Elyseum Influence
Logo Call-in
Logo OnMoon

From signed scope
to delivery.

The deal is signed. Usually that means opening another tool, re-entering everything, and hoping nothing gets lost along the way. With Elevia, the project is ready in a few clicks.

Elevia UI: signed proposal converted to a project in one click

Ship on time without blowing the budget

Tasks & subtasks
Break projects into tasks and subtasks, then assign them so every team member owns their work.
Project templates
Deliver the same type of service often? Create a template once and duplicate it for each new project.
Connected to your CRM and billing
The info is already in Elevia when the project starts. History, contacts, context, billing—it's all there.
Documents and deliverables
Centralize every file, version, and document tied to the project. No more "which Drive was that in again?"
Client portal
Your client accesses their portal to view project progress and download their documents.
Margin reporting
Profitability by project, client, or service line.
Coline Boguenet, founder of Call-in
Coline Boguenet
Founder, @Call-in
"I easily saved 8 hours a week on project management thanks to Elevia. Task sync, client onboarding, and feedback collection are features I use every day!"
Time saved / week

+8h

Average margin

+35%

Client satisfaction

100%

Every capability
protects profitability

Import

From sale to project

Scope, budget, and client. Stop recreating what already exists. The signed proposal becomes an operational project instantly.
Elevia UI: signed proposal converted to a project in one click
Average outcome

+5h

Time saved each week on project creation and management.

Experience
Client portal
Onboard clients on a tailored portal and give them visibility on project progress.
Elevia UI: client portal with project tracking and files
Pipeline
Phases & milestones
Break delivery into clear stages for your team and your client.
Elevia UI: project tasks grouped by phase with progress
Automation
Planning suggestions
Spread workload against deadlines and your team's capacity.
Elevia UI: AI planning suggestions and team capacity balancing
Reminders
Critical deadlines
Alerts before major delivery dates.
Elevia UI: critical deadline alerts for projects and tasks
Analytics
Live profitability
Cost, time spent, and forecast margin per engagement.
Elevia UI: real-time project profitability chart

Why Elevia over a generic PM tool?

Asana or Monday manage tasks, not your commercial cycle. Elevia runs from signed proposal to invoice.

EleviaGeneric PM (Asana, Monday…)
Sales & billing link
Native
Zapier / exports
Time tracking
Tied to margin
Extension or add-on
Multiple views
List, Kanban, timeline
Depends on tool
Client portal
Included
Separate product
Client feedback management
Natively included
Separate tool
Free trial
14 days, no card
Varies

Frequently asked questions about project management 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