Basile
Sales rep
“I score every lead out of 100 against your target, so your sales team prioritizes the right ones.”
- Target fit score out of 100
- Company summary
- Next step on the deal
Elevia for SMEs
SME management software
Reliable data to align every team.
When every department works in its own tool, nobody has the same version of the customer or the numbers. Elevia brings sales, projects and billing onto shared data, and AI agents apply your processes day to day.
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
Shared processes,
and agents that follow them.
Set each agent’s autonomy to match your internal rules: they work from your templates, your target and each account’s history.
Margot
Sales assistant
“I draft quotes and proposals from your templates, and follow up at the right time.”
- Standardized proposals
- Sales follow-ups
- Payment reminders
Levi
Team lead
“I answer managers about the whole business and assign work across the agents.”
- 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 SMEs
The more teams you have, the more information splinters across tools.
Every team has built its own process
Roll out a shared way to sell, deliver, and bill while preserving the flexibility each team needs.
Customer data is fragmented
Contacts, conversations from the multichannel inbox, documents, projects, and financial history come together at account level.
Reporting arrives after decisions are made
Consolidate pipeline, progress, and revenue in shared views instead of late spreadsheets.
One continuous workflow
Shared processes without ignoring operational reality
Elevia standardizes critical stages while giving each team the right views and ownership.
Create a consistent sales cycle
Align qualification, follow-up and business proposals, and let your leads book meetings through meeting scheduling links connected to the CRM.
Orchestrate portfolios and teams
Turn commercial commitments into manageable projects and track ownership, milestones, and approvals at scale.
Consolidate billing and performance
Connect progress, e-invoices, and cash collection to manage revenue without waiting for month-end reporting.
Essential capabilities
The shared operating foundation for a coordinated SME
01
A CRM adopted across teams
Standardize critical CRM data, protect account history, and tailor views by role without recreating competing databases.
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
Multi-project, multi-team oversight
Supervise portfolios, progress, and milestones while each lead retains control of their scope.
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
A financial chain connected to operations
Move data from quote to invoice and consolidate revenue and cash collection from one shared foundation.
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
A shared customer record across the organization
Elevia becomes the shared operating record for sales, delivery, and administrative teams. Permissions, processes, and views give everyone the right context without rebuilding silos.
- 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 SMEs
How do we stay in control of what the AI agents do?
You set each agent’s autonomy: always ask, sensitive actions only, or autonomous. Agents only see what their permissions allow. The MCP connector also lets your teams run Elevia from Claude or ChatGPT, with exactly their own rights.
How much does Elevia cost for an SME?
Suite costs €89 excl. VAT per month, or €69 billed annually, with all 3 AI agents, 300 credits and 2 connected accounts. Each licence beyond the first costs €15 a month: €224 a month for ten users. To start lighter, Essential is €29 a month; projects, deliverables, feedback and the full client portal then require the Projects module (+€19). The trial lasts 14 days, no credit card required.
Can we standardize processes without constraining every team?
Yes. Elevia supports a shared operating foundation while adapting views, ownership, and stages to each team’s reality.
How are permissions managed across departments?
Roles and permissions give each person the context they need while preserving a governed, shared customer history.
Does Elevia prepare our SME for e-invoicing?
Yes. In France, your SME must already be able to receive e-invoices since September 1, 2026, and must send them from September 1, 2027. Elevia sends and receives your invoices through a partner approved platform, using the quotes approved by your teams.
Does Elevia provide consolidated reporting?
Yes. Managers track pipeline, portfolios, progress, billing, and revenue from data updated directly by day-to-day operations.
Do we need to replace every tool at once?
No. Rollout can be phased by team or by process while preserving continuity across the data already centralized in Elevia.
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
