Basile
Sales rep
“I score every incoming opportunity out of 100 and tell you which ones deserve your time.”
- Score out of 100
- Company summary
- Next step on the deal
Elevia for agencies
Agency management software
From brief to invoice, every project stays under control.
Between signature and the final invoice, every handoff between sales, delivery and accounting loses part of the context. With Elevia, the signed proposal starts the project with its full history, and your AI agents draft and follow up for you.
14-day free trial · No credit card required
One client recordFrom lead to payment
Electronic invoicingCompatible solution
Data hosted in Europe
GDPR compliance
Encrypted dataIn transit and at rest
More than 50 users already trust Elevia
Your AI team
Your team keeps the creative work,
your agents take the admin.
With the whole client journey in Elevia, your agents work with the right context: the brief, the signed proposal and each client’s history.
Margot
Sales assistant
“I prepare on-brand proposals, follow up once they are opened and get deposit invoices ready.”
- On-brand proposals
- Follow-ups after opening
- Deposit invoices
Levi
Team lead
“Ask me where any client or project stands: I answer and assign the work.”
- Work delegation
- Calendar and inbox
- Daily summary
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
Built for the realities of agencies
The same friction comes back on every project.
The brief gets lost in the sales handoff
The signed business proposal, scope, and commitments follow the project, so delivery never starts from an incomplete handoff.
Client feedback is scattered
Versions, comments and approvals live in the client portal, and email, LinkedIn or WhatsApp messages in a multichannel inbox shared by the team.
Budgets drift without anyone noticing
Compare project budget, progress and billing while work is underway, not only at month-end. Margin per project is coming soon.
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
The lead books a call through meeting scheduling, Basile scores them out of 100, Margot drafts an on-brand proposal, and exactly what was sold passes automatically to delivery.
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, instalments and balances from project commitments as compliant e-invoices, and track the budget spent.
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.
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
02
Controlled projects and approvals
Organize tasks, define deliverables, and secure traceable approvals without adding meetings and email threads.
To do2
About page copy
TMNov 28
Final review
CLDec 17
In progress21
Blog integration
TMDec 3
Homepage mockups
CLNov 21
Done12
Kickoff workshop
CLNov 7
Homepage mockups
CLDone
Deliverable: homepage mockups3 files · for Inès BenaliSend to clientSent to Inès Benali
03
Budget tracked throughout the engagement
Connect delivery and billing to compare budget, progress, invoiced amounts, and cash collected throughout the engagement. Margin per project is coming soon.
Invoice F-2026-104Maison Lumen · due October 30€2,880 incl. tax
CardDirect debit
Pay €2,880Payment received
Your invoices
F-2026-104Maison LumenSentPaid
F-2026-092Café Brume8 days late
I followed up with Inès Benali about invoice F-2026-092, in a tone suited to 8 days late.Follow-up sentA 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
Camille LaurentLinkedInCan we move the meeting to Thursday?
CLCamille LaurentAtelier Nova
Already discussedEmailQuote requestedOct 12
WhatsAppCall confirmedOct 15LinkedInMeeting moved upJust nowDeal: Website redesign · €8,400 ex. tax
Linked to the contact and deal
FAQ
Questions from agencies
Can the AI agents write on behalf of the agency?
Yes, from your own address and in your tone, within the limits you set: you choose each agent’s autonomy (always ask, sensitive actions only, or autonomous). Agents work from your templates, your proposals and each client’s history.
How much does Elevia cost for an agency?
Plan on Essential with the Projects module, €48 excl. VAT per month (€29 + €19), or Suite at €89 a month (€69 billed annually) with all 3 AI agents, 300 credits and 2 connected accounts. Projects, deliverables, feedback and the full client portal require the Projects module or Suite. Each licence beyond the first costs €15 a month. The trial lasts 14 days, no credit card required.
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. Email, LinkedIn and WhatsApp messages land in the inbox, attached to the right client.
Can we monitor profitability before a project ends?
Partly. Elevia connects sold scope, progress, spent budget, and billing so drift becomes visible earlier. Time tracking and margin per project are coming soon.
Is our agency ready for e-invoicing?
Yes. Elevia sends and receives your e-invoices through a partner approved platform, deposits and balances included. In France, your agency must be able to receive them since September 1, 2026, and send them from September 1, 2027 if it is an SME or a micro-business.
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.
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
AI team
