Elevia Bewertungen & Produktdetails

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.