Margot
Sales assistant
“I draft quotes and follow up on unanswered proposals and late invoices.”
- Quotes and proposals
- Sales follow-ups
- Payment reminders
Elevia for small businesses
Small business management software
One workspace to move the whole team forward.
In a small team, everyone keeps their own files and emails, and one absence is enough to stall a client file. Elevia gives the whole team the same client follow-up, from sale to invoice, while AI agents take care of quotes and follow-ups.
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
A small team,
backed by AI agents.
Your agents handle quotes, follow-ups and status updates, using the same data as the rest of the team.
Basile
Sales rep
“I score new leads out of 100 so the team can focus on the right ones.”
- Score out of 100
- Company summary
- Next step on the deal
Levi
Team lead
“I answer the team’s questions about any client, project or invoice.”
- Answers for the team
- 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 small businesses
In a small team, every piece of lost information costs you right away.
The business relies on a few people’s memory
Contacts, decisions and next steps live in a shared CRM, accessible without interrupting the person who holds the context.
Teams re-enter the same information
Sales, delivery, and admin share the same data instead of maintaining separate files.
Owners lack a clear operating view
See opportunities, priorities, invoices, and payments without manually merging spreadsheets.
One continuous workflow
A clear operating flow from sale to payment
Each step automatically gives the next person the information they need.
Share a simple sales process
Conversations with your leads land in the team’s multichannel inbox instead of one person’s mailbox, and Margot follows up on unanswered quotes.
Coordinate people and priorities
Turn signed work into a project, assign ownership, and make deadlines, files, and decisions accessible.
Protect billing and cash flow
Invoice from existing data as compliant e-invoices, track payments, and give owners a reliable view of upcoming business.
Essential capabilities
Centralize the business without adding complexity
01
A shared customer view
The whole team finds contacts, history, opportunities, and next actions, and meetings booked online land straight on the right 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
02
Delivery everyone can understand
Assign tasks, monitor deadlines, and clarify ownership without constant synchronization meetings.
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 sales and financial operations
Turn proposals into e-invoices and track revenue, due dates, and late payments from the same data.
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
The right information, accessible to the whole team
Elevia creates one simple source of truth for your small team: everyone finds the information they need, ownership is clear, and leaders retain visibility without micromanaging.
- 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 small businesses
Do the AI agents need to be set up?
No. Since your contacts, proposals and invoices are already in Elevia, the agents know your business from day one. You just choose their level of autonomy. A credit measures their work: 1 for a question, 2 for an action such as a follow-up, 10 for a complete proposal. Using Elevia yourself never uses credits.
How much does Elevia cost for a small business?
Essential costs €29 excl. VAT per month with Levi plus one AI agent of your choice, and each licence beyond the first costs €15 a month: €59 for a team of three. The Projects module (+€19) adds projects, deliverables and the full client portal. Suite, at €89 a month or €69 billed annually, includes all 3 agents, 300 credits and 2 connected accounts. The trial lasts 14 days, no credit card required.
Can the team get started quickly?
Yes. Workflows are designed to work without heavy configuration. Start with a simple process and refine it gradually.
Is e-invoicing mandatory for a small business?
Yes, in France. Every company must be able to receive e-invoices since September 1, 2026, and small businesses must send them from September 1, 2027. Elevia sends and receives your invoices through a partner approved platform, using the quotes and client records you already entered.
Can Elevia replace spreadsheets, Word quotes, and separate tools?
Yes. Elevia centralizes customer data and reuses it across sales, proposals, projects, and invoicing to reduce parallel files.
Do owners get a complete operating view?
Yes. Dashboards bring together opportunities, active work, deadlines, invoicing, and payments without manual consolidation.
Do we need to roll everything out at once?
No. Elevia is modular: begin with your small business’s priority needs and expand usage as the team is ready.
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
