Elevale connects strategic planning, execution, knowledge, and collaboration in one workspace.
Who this is for
Anyone mapping how Elevale modules fit together, from new members to admins planning rollout.
Key concepts
Plan and strategy
Foundation Business Plan: business brief, org chart, operational context.
Foundation OKRs and KPIs: objectives, key results, and metrics.
Foundation Quarterly workshop: guided planning when due.
Execute
Foundation Tasks: list, board, timeline, workload views, dependencies, time tracking.
Business+ Calendar: work scheduling, leave, meetings.
Professional+ Auto-schedule: fill your week around leave and meetings.
Business+ Workspace automations: when/then rules for tasks and chat.
Professional+ Contacts: people and companies.
Professional+ Process Map: operational flows under Dataroom (label may show as Customer Journey).
Foundation BD Log: pipeline and business development tracking.
Collaborate and learn
Professional+ Company Wiki: policies, SOPs, workspace docs (Dataroom).
Foundation Media Library: shared files and images (Dataroom).
Business+ Team Chat: threads, pins, and workspace messaging.
Foundation {{aiName}}: AI chat, Command Centre, specialists, and routines.
Professional+ Inbox: Gmail inside Chat.
Professional+ Certification pathways: accreditation readiness and evidence library (Dataroom).
Business+ Live Dashboards: shareable performance views.
Foundation Market Intelligence: AI-assisted market scanning.
Foundation Referral programme: share a link and earn commission.
Common questions
Where do I start after reading this overview?
Follow the Learning path or Quick Start Guide, then open the module you need from the sidebar.
Why does a feature label differ in the sidebar?
Some Dataroom items use workspace-specific labels. Process Map may show as Customer Journey in your workspace.
How do I check which plan includes a feature?
See Subscription plans. Plan badges in this article match those tiers.