
Free
About
ELEVAY CRM is the secure internal operations app for authorized ELEVAY team
members.
The app connects to the live ELEVAY system so staff can work with current business
records according to their assigned permissions.
Key capabilities include:
• Role-based dashboard and module access
• Lead and client workflow management
• Contract and receipt creation
• Income, expense, client financial, balance, and evidence review
• Client document access and case-based staff chat
• Secure document, image, video, and voice-note collaboration
• Reports and operational summaries
• Live Ready Summaries PDF library
• On-demand Program Proposal generation
This app is intended only for authorized ELEVAY personnel. It does not offer public
account registration, consumer purchases, subscriptions, advertising, or paid
digital content.
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What's New in Elevay ERP
1.3.4
September 23, 2026
General Enhancement and bug fixes









