Elevia Reviews 4

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Elevia is the all-in-one ecosystem built for creative agencies and freelancers. Replace the chaos of juggling between a CRM, a proposal tool, a project management app, and a client portal. Elevia brings everything into a single, cohesive workspace. | CRM & Sales Pipeline : Track every lead, deal, and client in one place. AI-powered data enrichment and real-time reporting keep your pipeline sharp, and when a deal is won, your proposal is just one click away. | Proposals : Create stunning, fully customized proposals with a drag & drop editor. Track opens, time spent reading, and close deals faster with built-in e-signature. No more sending PDFs into the void. | Billing : Handle invoices, credit notes, and subscriptions without switching tools. Support for one-shot, deposit, and milestone-based payment terms. Accept card and direct debit via Stripe. | Project Management : Manage client projects across List, Kanban, Timeline, and Deliverables views. Track time, monitor profitability, and keep every deadline in sight, all linked to the same client record. | Client Portal : Give every client a dedicated space to follow project progress, access files, and communicate in real time. Fewer emails, less friction, more trust. | Design Feedback : Collect precise, contextual feedback on websites, images, PDFs, and Figma files, directly from your clients. With 2-way Figma sync and version control, review cycles finally have a beginning and an end. | Built by agency founders who got tired of duct-taping five tools together. Elevia is designed to get admin out of the way and keep creative teams focused on what actually matters.See more