Elevate the Way You Run Your Business
Elevyn CRM helps small business owners simplify their systems, stay organized, and grow with confidence through smarter lead follow-up, booking automation, and sales flow support.
Features
Everything You Need to Stay Organized and Grow
Lead Capture
Capture inquiries, bookings, and form
submissions in one place so no opportunity
slips through the cracks.
Pipeline Management
Track leads from first contact to closed sale
with a clear, organized pipeline built for visibility
and follow-up..
Automated Follow-Up
Send emails, texts, reminders, and nurture
sequences automatically so your business
stays in touch even when you’re busy.
Booking & Calendars
Let prospects book calls, consultations,
or services with ease using streamlined
scheduling tools.
Client Communication
Keep conversations organized across email,
SMS, and forms so you can respond
faster and serve clients better
Workflow Automation
Save time by automating repetitive tasks,
internal notifications, lead routing,
and client journeys.
RuYour Business Shouldn’t Feel Overwhelming
You’re juggling orders, customers, messages, and growth—all at once.
Spreadsheets, sticky notes, and scattered tools make it harder than it needs to be.
Solutions
Simplify Your Systems. Elevate Your Business.
Elevyn CRM offers simple, supportive systems designed to help small business owners capture leads, streamline bookings, and grow sales without the overwhelm.
Whether you need a better way to follow up with inquiries, manage appointments, or create a smoother path to purchase, Elevyn CRM helps bring everything together in one place.
Packages
Choose the Setup That Fits Your Business
Lead Flow
$47/month + setup starting at $497
Start simple. Stay organized from day one.
One lead capture form OR simple landing page
One CRM pipeline
Up to 2 automated follow-up workflows
New lead notifications
Basic chatbot configuration
Initial testing, one revision round, and a basic system walkthrough
Booking Flow
$97/month + setup starting at $797
Build a system that runs your business for you.
One booking calendar and appointment page
One appointment pipeline
Automated confirmations and reminders
No-show follow-up automation
Rebooking automation
Review request automation
Initial testing, one revision round, and a basic system walkthrough
Sales Flow
$147/month + setup starting at $1,297
A fully customized system—built around your business.
One sales funnel with up to 3 pages
One CRM sales pipeline
Up to 4 automation workflows
Email and SMS nurturing configuration
Offer and abandoned-lead follow-up
Basic upsell configuration
Initial testing, one revision round, and a basic system walkthrough
Monthly subscriptions include access to the configured CRM, essential technical support, and maintenance of existing functionality.
New workflows, additional funnels, major modifications, custom development, and additional training are billed separately.
Pricing disclosure: Phone, SMS, email, AI, and other usage-based charges are billed separately. Additional features, integrations, and customizations may require a separate quote.
Not Sure Which Setup is Right for You?
Let’s map out the best system for your business and your goals.
WHAT BUSINESSES NEED
Everything You Need to Stay Organized and Grow
More Organization
Stop piecing together disconnected tools and start managing leads, clients, and follow-up in one place.
More Automation
Reduce manual tasks and save time with workflows that handle reminders, follow-up, and repetitive admin work.
More Visibility
Track where leads are, what actions they’ve taken, and what happens next without guessing.
VOICE AI
Missed Calls = Missed Leads
Stop Missing Calls
Turn missed calls into booked business. Elevyn CRM Voice AI answers questions, captures lead details, and guides every caller to the next best step—so you never miss an opportunity.
Frequently Asked Questions
Questions About Elevyn CRM?
What is Elevyn CRM?
Elevyn CRM is a business system designed to help small businesses manage leads, automate follow-up, organize client communication, and streamline operations.
Is Elevyn CRM a software platform or a setup service?
Right now, Elevyn CRM is offered as a CRM and automation solution powered by a proven backend system, combined with setup and customization services for small businesses.
Who is this best for?
Elevyn CRM is ideal for service-based businesses, local businesses, and entrepreneurs who need a better way to manage leads, inquiries, appointments, and follow-up.
Can you customize the setup for my business?
Yes. Depending on the package you choose, your system can be customized to fit your workflow, services, lead process, and client journey.
Do you offer automations?
Yes. We can build automations for lead follow-up, appointment reminders, nurture sequences, internal notifications, and more.
Do I need tech experience to use it?
No. The goal is to make your system easier to use, not more complicated. We set things up to be simple and practical for everyday business use.
How do I get started?
The best way to get started is to book a demo or consultation so we can talk about your business and recommend the right setup.
The Future of Business, Elevated
It’s time to simplify your systems and step into the next level of your business.
Simple business systems for small business owners ready to grow with more clarity, confidence, and support.
Quick Links
Contact Us
Legal
© Elevyn CRM 2026 All Rights Reserved.