Elevaition CRM · The AI-native growth platform

The problem

Stop stitching together five separate tools

A spreadsheet for contacts, one app for email, another for social, a booking link, a review tool. None of them talk to each other, and you pay five bills. Elevaition folds them into one record, one login, one price.

Spreadsheet CRM Email tool Social scheduler Booking link Review monitor

Elevaition CRM

One contact record, every channel attached. One login. One bill.

One record

Every email, post, booking, review and deal lands on the same contact, so your data finally talks to itself.

One login

Staff roles (admin, editor, viewer) and a customer portal, all under a single sign-in with an audit trail.

One bill

Replace four subscriptions. Start on a free tier, grow into the plan that fits, cancel any time.

One platform, every channel

Everything in one login

Eleven surfaces, one database. Multi-tenant and isolated by design, so your data is yours, and the platform can wear your brand.

01 · The core

CRM & Pipeline

Contacts, companies, deals, tasks, notes and tags in an Atomic CRM core, with a full interaction timeline on every contact. CSV import and export, soft-delete with a restore bin.

Kanban deal stages
Per-contact owners and visibility

02 · Reach

Email Marketing

Campaign builder, drip sequences, A/B tests with admin-picked winners, and per-campaign analytics with click and device breakdowns.

Welcome→Wait 2d→Offer

03 · Presence

Social Media

Compose, schedule and approve across six channels with a unified reply inbox and Instagram DM campaigns.

fXIGinTTYT

04 · Book

Bookings & Customer Portal

Per-staff availability, atomic slot claiming so two customers never double-book, magic-link self-service to cancel and reschedule, per-technician calendar feeds, and automatic 24-hour reminders.

Studio service · ThursdayPortal

09:00 A. Bianchibooked

10:30 Availableclaim

13:00 Availableclaim

05 · Protect

Reputation & Brand Protection

Pull mentions from Reddit and Google Reviews, or paste anything else. Claude scores each for sentiment and severity and drafts a reply. High-severity fires an alert before a complaint becomes a crisis.

Google Reviews★★☆☆☆

"Waited two weeks for a callback and never heard back."

▲ High severityNegative

06 · Measure

Analytics & Reporting

Dashboards per module with KPI cards, trend charts, deliverability audits and CSV or PDF export for the board pack.

07 · Connect

Integrations & API

REST v1 API, webhooks for contact, campaign and deal events, plus Zapier and n8n.

# webhook
POST /webhooks
event: "deal.updated"

08 · Yours

White-Label & Multi-Tenant

Your name, logo and colour on the door. Isolated data per tenant, host-based routing, SSO on Enterprise.

yourbrand.app

09 · Outbound

Public Pages & Portal

Link-in-bio pages with A/B-tested links and click tracking, deal rooms with a mutual action plan that tracks visitors, a contact preference centre, and one-click unsubscribe. All tokenised, all no-login, all feeding back into the same contact record.

10 · Bill

Time & Billing

Timesheets against projects, with approval built in: nobody signs off their own hours, and a day cannot hold more of them than a day has. Approved time turns into a draft invoice, one per project, so the hours that were actually agreed are the hours that get billed.

11 · Money

Multi-Currency & FX

Set the currency once per tenant, then trade in whatever your clients pay in. Exchange rates are fetched where a source exists and typed where none does, every converted amount records what it was and how it converted, and a missing rate is never quietly treated as 1. Rate history is visible, and an admin can correct a stored rate.

Not a chatbot

A Claude agent that does the work

The help agent sits on every screen and actually reaches into your live data through read-only tools. It looks up contacts, finds open slots, searches deals and summarises revenue, then answers in plain English.

Assistant · live tenant data

What is the history with Amara Nkosi, and when can we fit her in?

get_contact_details · find_available_slots

Amara is a VIP returning customer: four bookings, an open £6,500 deal at Quoted, opened your last two campaigns. Thursday has three open slots: 10:30, 13:00 and 15:30.

get_revenue_summary → £1,240 lifetime across 4 bookings

Draft her a follow-up that offers the 10:30.

generate_email_body

"Hi Amara, Thursday's 10:30 slot has your name on it. Shall I book you in with Tomas?"

Ask anything about your data

◉
Ten read-only tools
Search contacts and deals, list bookings, services and technicians, find slots, and summarise today or this week's revenue. Up to four tool rounds per question.
✎
AI generators in the composer
Subject lines, email bodies and social captions written in your brand voice, plus a natural-language segment builder and a deal coach.
◆
Scoped and safe
The agent respects roles and access control. A viewer gets read-tone answers, a customer in the portal can only see their own bookings, never another customer's data.
☼
Grounded in your guide
Answers are retrieved from the platform's own documentation, so "how do I run an A/B test?" gets a real answer, with a one-click handover to human support.

Pay-as-you-grow AI, or bring your own Anthropic key. AI is metered on paid tiers with a monthly cap and top-ups; security-conscious teams can plug in their own key and pay Anthropic directly.

A closer look

Built around the work you actually do

The contact 360, the composer, the social calendar and the customer portal, each a real surface in the product.

The whole relationship on one page

●
Interaction timeline
Emails opened, replies, bookings, deal moves and notes in one feed, newest first, so anyone picking up the phone has the full story.
●
Bookings on the contact
The bookings panel sits inline on every contact detail, so front-of-house never leaves the record to check a diary.
●
Owners and visibility
Tag a contact to the company or to specific owners. Restricted customer types stay hidden from anyone outside the allowed groups.

Contact · timeline

Opened "Spring offer"

Clicked rebook twice

09:41

Booking completed · £1803 weeks ago

Deal moved to Quoted · £6,5004 weeks ago

Note: prefers morning slotsJun

Write with the AI in the room

●
Subject lines on tap
The generator drafts options in your brand voice; the predictor scores them before you send.
●
Segments in plain English
"Customers who booked twice but not in 60 days" becomes a live segment, no query builder needed.
●
Approval built in
Editors build campaigns; an admin clicks Send. A/B winners are admin-picked, so scale actions always have a second pair of eyes.

Email · new campaign

To Lapsed regulars (142 contacts)

Subject Your Thursday slot is waiting

◉ AI suggestions

"We saved you a morning slot, Amara" Use

"Ready for your spring service?" Use

A week of posts at a glance

●
Drag-drop rescheduling
Move a post to a new day and it reschedules across the connected channel automatically.
●
Approval flow
Editor posts land as pending; admins approve or reject before anything goes live under your name.
●
One inbox for replies
Comments and DMs from every channel arrive in a single feed, answerable without leaving the platform.

Social · calendar

Mon

IG · Before/after reel

Tue

FB · Spring offerLI · Case study

Wed

Thu

X · Pending approval

Fri

IG · Team feature

Self-service your customers actually use

●
Magic-link sign-in
No passwords. Customers get a one-time emailed link and land on their own dashboard.
●
Cancel and rebook themselves
Upcoming bookings with inline cancel; cancellations free the slot and email a confirmation automatically.
●
Their own AI helper
A scoped agent answers "when is my appointment?" using only that customer's data, never anyone else's.

yourbrand.app/account

Welcome back, Amara

Signed in with magic link

Upcoming

Thu 10:30 Studio service with Tomas CONFIRMED

Book againRescheduleCancel

Pipeline to delivery

From first hello to finished project

Opportunities move across a board, contacts carry a face and a full history, and the projects module runs the delivery once the deal is won. One platform end to end.

Opportunities

Every deal on the board, nothing in your head

◆
Kanban by default, list when you want it
Drag deals between stages, or flip to a sortable list. Stages are configurable per workspace, so the board speaks your sales language.
◆
Categories that cut the noise
Tag deals with your own categories and filter the board down to the ones you actually work.
◆
Tasks born linked
Create a task from an opportunity and it arrives already tied to the deal, its company and its contact. No re-typing, no orphans.

Opportunities · board

12 open£86k in pipelinefiltered: Consulting

Qualified 4

Platform build

Harborview Ltd

£18,000

Consulting

Audit + retainer

Fieldstone Group

£6,400

Proposal 3

Data room rollout

Meridian Capital

£24,000

Consulting

Won 5

CRM deployment

Decoro Studio

£12,500

WON

The contact page

A face, a score, and the whole story

◆
Photo beside the record
Upload a photo and the contact page shows the person, not just the data. The initials avatar stays as the stable marker across every list, so nothing jumps around.
◆
Engagement at a glance
The lead score sits in the hero, recalculated nightly from email engagement, deals and recency.
◆
Every touch on one timeline
Emails, notes, bookings, deals and enquiries, in order, on the page where you need them.

Contact · detail page

Projects module

Won the deal? Now run the delivery

◆
Real scheduling, not a to-do list
Tasks carry finish-to-start dependencies and roll their progress up to the project, so slippage shows the moment it happens.
◆
Governance built in
A RAID log tracks risks, assumptions, issues and dependencies, scored by likelihood times impact, per project or across the whole portfolio, with stage-gate sign-offs on the way through.
◆
Nobody chases status
Each assignee gets an inbox of what they owe and a daily digest. The plan updates itself from the work.

Projects · project detail

⌘ Screenshot to follow Live capture of a project: header with progress, the task schedule with finish-to-start dependencies, RAID log and stage-gate status. Capture instructions are in the HTML comment above this block.

Beyond the dashboard

Your data, modelled and board-ready

In-app dashboards answer today's question. For a real reporting layer, connect your data with a point-and-click wizard (no SQL) and ask your reports in plain English. We model the numbers that need a human. Raw to clean to report-ready, on free infrastructure.

BronzeParquet + R2

Raw snapshot

Your CRM tables copied read-only from Postgres, scoped to your tenant, archived to object storage. The source is never touched.

↓ Source Map wizard

Silverdim + fact

The business model

Cleaned and joined into dimensions and facts, the shape a warehouse actually reasons over. Data tests run on every build.

↓ dbt marts

Goldrpt tables

Report-ready

Pre-aggregated report tables the board actually reads, refreshed nightly and published as a dashboard.

◆
Connect it yourself. A point-and-click Source Map wizard maps your columns to the model with no SQL. It auto-guesses each field and you confirm, exactly like the contact import wizard, and your choices generate the staging layer automatically.
◆
Ask in plain English. Once your reports are published, the AI agent reads them directly. "Show me the pipeline report" gets a real answer, read-only and safe.
◆
BI as code. Dashboards defined in version control and rebuilt nightly, so a number is never a mystery. Trace any figure back to the raw row.
◆
Read-only and isolated. The snapshot runs read-only, scoped to your tenant. No other tenant's data is ever pulled.
◆
Zero-cost stack. Neon, DuckDB, dbt, object storage and static dashboards, all on free tiers, so analytics does not become a new line item.

Self-serve to connect and query. A short analytics engagement to model your specific numbers, on Business and Enterprise.

Signals, not spreadsheets

The platform does the sorting for you

Four things run quietly in the background, so the list you work from each morning is already ranked, already clean, and already sounds like you.

Lead scoring

Every contact carries a score out of 100

Blended from email engagement, open deals, how recently they interacted and how complete their profile is. Recalculated every night, and sortable across the CRM, so the top of your list is the top of your list for a reason you can explain.

Live segments

Build the audience once, not every send

Save a segment and use it as a campaign audience. It re-resolves at the moment you send rather than freezing a snapshot, so a contact who qualified this morning is included and one who unsubscribed last night is not.

List hygiene

Bad addresses never reach the send

Malformed addresses, disposable domains, role accounts like info@ and anyone on your suppression list are filtered out before the campaign goes, rather than being learned the hard way from your bounce rate afterwards.

Brand voice

Store your writing once, everything matches it

Add a few samples of how you actually write. Every AI generator on the platform then draws on them, so subject lines, email bodies, social captions and deal follow-ups come out in your vocabulary, not in generic assistant English.

Your key, your costs

Bring your own Anthropic key, or let us run it

Supply your own Anthropic API key and you pay Anthropic directly, which keeps AI spend and AI data inside your own account. Prefer not to manage it? Take the managed AI add-on instead. Either way usage is metered per tenant with a cost cap, so an AI bill cannot quietly run away from you.