Multi-tenant platform for agencies, consultants & studios
Capture leads. Close deals. Deliver projects. Get paid.
Elvtera OS replaces the stack of disconnected tools service businesses juggle — CRM, lead capture, WhatsApp, client portal, projects, invoices and reporting — with one connected operating system.
- Isolated workspace per business
- Role-based team permissions
- Unlimited custom fields
- Real-time pipeline board
The lifecycle
- 1Capture lead from forms, ads, webhooks or API
- 2Qualify and follow up over WhatsApp and email
- 3Convert to client and onboard in the portal
- 4Run projects, tasks and milestones
- 5Invoice, collect payment and report
CRM & Pipelines
Leads, contacts, custom fields, tags and drag-and-drop deal stages.
Lead Capture
Forms, Meta Lead Ads, webhooks and API — with full source attribution.
Communication
WhatsApp Cloud API inbox, email sequences and automated follow-ups.
Clients & Projects
A branded client portal, milestones, tasks and delivery tracking.
Finance
Invoices, partial and milestone payments, expenses and profitability.
Automation
Trigger → condition → action workflows across the whole lifecycle.