The brief gets lost in the sales handoff
The signed proposal, scope, and commitments follow the project so delivery never starts from an incomplete handoff.
Elevia for agencies
The OS for agencies
From brief to margin, every project stays under control.
Connect new business, delivery, client feedback, and billing in one workflow. Teams inherit the right context, clients approve faster, and project leads keep margins visible.
14-day free trial · No credit card required
One client recordFrom lead to payment
Electronic invoicing100% compliant solution
Data hosted in Europe
GDPR compliance
End-to-end encryption
More than 50 users already trust Elevia
Built for the realities of agencies
Work as a team without losing context, time, or visibility.
Client feedback is scattered
Centralize versions, comments, and approvals to end conflicting feedback across email and chat.
Margins surface when it is too late
Compare budget, workload, progress, and billing while work is underway—not only at month-end.
One continuous workflow
One operating thread for new business and delivery
What gets sold becomes what gets delivered, approved, and billed.
Close work without losing the brief
Track opportunities, define scope, and pass exactly what was sold to the delivery team.
Deliver and approve in one place
Coordinate the team, share deliverables, and collect precise client feedback version by version.
Bill at the pace of the project
Trigger deposits, milestones, and balances from project commitments while tracking budget consumption and margin.
Essential capabilities
The foundations of a profitable agency
01
A CRM connected to delivery
Give sales and project leads the same view of the client, brief, scope, and next steps.
02
Controlled projects and approvals
Plan workload, define deliverables, and secure traceable approvals without adding meetings and email threads.
03
Profitability visible before closeout
Connect delivery and billing to compare budget, progress, invoiced amounts, and cash collected throughout the engagement.
A shared source of truth
One client record from new business to delivery
From the first sales conversation to the final payment, every team works from the same client record. Decisions, deliverables, and financial data stay connected without fragile integrations.
- One shared client history
- Clear ownership and next steps
- Live sales and delivery visibility
FAQ
Questions from agencies
Does Elevia work for agencies running many projects at once?
Yes. Views by client, project, owner, and status help everyone prioritize their portfolio while leaders retain an agency-wide view.
How do we centralize client feedback?
The client portal brings deliverables, versions, comments, and approvals into a dedicated space without exposing your internal workspace.
Can we monitor profitability before a project ends?
Yes. Elevia connects sold scope, progress, workload, and billing so margin drift becomes visible earlier.
Can Elevia replace our CRM and project tool?
Elevia is designed to connect both, alongside proposals, client approvals, and invoices, eliminating duplicate entry and fragile integrations.
Other solutions
Elevia grows with your business
Discover the workspace designed for every stage of your organization.
Run your business like never before.
Replace tool sprawl and work more effectively.
- 14-day free trial
- No commitment
