Basile
Sales rep
“Before your first call, I score the lead out of 100 and tell you how to approach them.”
- Lead score out of 100
- Company summary
- Next step on the deal
Elevia for freelancers and independent professionals
Freelance management software
Sell, deliver, and invoice without losing focus.
Between leads to chase, quotes to write and invoices to send, you spend hours on work nobody pays you for. Elevia brings your whole client follow-up into one place, and your AI agents prepare quotes and follow-ups while you work for your clients.
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
Running solo,
without doing the admin alone.
Your agents already know your leads, proposals and invoices.
Margot
Sales assistant
“I draft your quotes from your templates and follow up on the ones left unanswered.”
- Quotes and proposals
- Quote follow-ups
- Payment reminders
Levi
Team lead
“Every evening, I sum up what moved forward and what is waiting for your approval.”
- Calendar and meetings
- Drafted replies
- 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 freelancers and independent professionals
You are the salesperson, the project lead and the accountant. Here is what costs you the most time.
Your pipeline still lives in your head
Contacts, follow-ups and next steps stay visible in your CRM, so promising work never goes cold between projects.
Your conversations are scattered across email, LinkedIn and WhatsApp
The multichannel inbox files every conversation under the right client, and your leads pick their own slot with meeting scheduling.
Admin work eats into billable time
Margot drafts your quotes and follows up for you, your e-invoices go out from data you already approved, and you see right away what is still due.
One continuous workflow
A smooth project from first conversation to payment
Each step picks up where the previous one left off.
Turn a contact into paid work
Basile scores the lead out of 100 and tells you how to approach them. Margot drafts the business proposal, you review it, and the client signs online.
Deliver like a well-run studio
Start the project from the proposal and bring tasks, files, feedback and approvals into a professional client portal.
Invoice as soon as work is ready
The invoice is created in one click from approved data, and Margot chases late payments with a message tailored to the client.
Essential capabilities
Everything you need to run a solo business
01
A lightweight CRM, not enterprise overhead
Find every lead, client, conversation, and follow-up without spending your day feeding a complex system.
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
Professional, well-scoped projects
Share the right deliverables, collect precise feedback, and keep the agreed work visible to prevent unpaid revision loops.
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
Connected quotes, invoices, and payments
Move from signed quote to e-invoice without retyping and see what is paid, overdue, or upcoming.
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
Your whole client follow-up on one record
Every contact, proposal, project, approval, and invoice stays attached to the same client. Recover context in seconds and deliver a professional experience, even when you work solo.
- 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 freelancers and independent professionals
What do the AI agents do for a freelancer?
Basile scores your leads out of 100, sums up their company and tells you how to approach them. Margot drafts your quotes and follows up on proposals and invoices from your own address. Levi manages your calendar, drafts your replies in the inbox and sums up your day. You set each agent’s autonomy.
How much does Elevia cost for a freelancer?
Essential costs €29 excl. VAT per month: Levi plus one AI agent of your choice, 100 credits a month, 1 connected account and 100 e-invoices a month. The Projects module (+€19) adds projects, deliverables, feedback and the full client portal. Suite, at €89 a month or €69 billed annually, includes all 3 agents and 300 credits. The trial lasts 14 days, no credit card required.
Is Elevia too comprehensive for a freelancer?
No. Start with the workflow you need (leads, proposals, projects, or invoicing) and activate more as your business grows.
Can my leads book a meeting directly?
Yes. You create your booking links (discovery call, project check-in), synced with your calendar, and every booked meeting finds or creates the contact’s record in your CRM. Basile can research the lead before the call.
Can I manage several clients and projects at once?
Yes. Every client keeps a complete history and every project has its own tasks, files, approvals, and deadlines, alongside a clear view of your priorities.
Does Elevia support e-invoicing?
Yes. Elevia sends and receives e-invoices through a partner approved platform, using the information already stored in your quotes and client records. Receiving e-invoices has been mandatory in France since September 1, 2026, and sending them becomes mandatory for micro-businesses and SMEs on September 1, 2027: you are already set.
Will it still work when I hire?
Yes. Keep your data and habits, then add teammates (€15 a month per extra licence) and more structured processes without moving to another platform.
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
