Levitate Reviews & Product Details

Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. Founded in 2017 by Jesse Lipson, the creator of ShareFile, Levitate focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks. This platform is particularly beneficial for small business owners who often juggle multiple responsibilities and seek effective ways to connect with their clientele. The target audience for Levitate includes small business owners, entrepreneurs, and professionals who understand the value of personalized communication but may lack the time or resources to implement it effectively. Levitate addresses this need by providing a suite of features that streamline client interactions. Users can send personalized emails at scale, ensuring that each client feels valued and recognized. The platform also facilitates social media presence, and communication through text messages, enabling businesses to reach clients in a way that is convenient and immediate. Key features of Levitate include the ability to send surveys, schedule meetings, and remember important details about contacts, which can enhance the quality of interactions. For instance, by recalling key facts such as birthdays or past conversations, users can tailor their communications to resonate more deeply with clients. This personalized approach not only fosters stronger relationships but also helps businesses achieve their goals more effectively. Additionally, Levitate offers the support of a dedicated success specialist/marketing coach, providing users with guidance and strategies to maximize their outreach efforts without the need to pay for third-party consultants or other marketing professionals. Levitate also offers custom-built websites, written and designed for each business, rather than relying on templates. Create and post blogs with AI-assistance. Facebook or Google Local Service Ads are also optional add-ons. Levitate stands out in the crowded marketing tool landscape by emphasizing relationship management rather than traditional marketing tactics. Its user-friendly interface and comprehensive features enable small businesses to engage with clients in a meaningful way, ultimately leading to increased loyalty and retention. By integrating various communication methods and offering personalized support, Levitate empowers small businesses to thrive in a competitive environment while focusing on what they do best: building lasting relationships with their clients.

Seller

Levitate

Discussions

Levitate Community

Solution Type

All-in-One

Overview by

Meghan Hardy (Levitate Marketing)

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Camden T.

Independent Professional‑Services Client‑Relationship Marketing Advisor

Construction

Mid-Market (51-1000 emp.)

9/4/2026

"Streamlined Outreach with Robust Features"

4.5/5

What do you like best about Levitate?

Levitate’s streamlined contact engagement toolkit stands out to me. I like how it combines email, text messaging, and reminder prompts within one interface, so our real estate agents don't have to jump between multiple apps to follow up with clients. The pre-built message templates are a fantastic time-saver because they cut down on repetitive typing while maintaining a personal touch in each communication. The unified messaging hub is great for keeping all our texts and emails organized, ensuring we never lose track of conversations. Plus, the customizable templates make it easy to quickly send personalized follow-ups after property tours, and the built-in reminders help us stay on top of critical follow-ups with buyers and sellers. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Levitate's reporting module feels somewhat rigid, offering limited ways to filter outreach data by property deal status. Occasional delays happen when syncing newly added contacts, and template editing lacks some fine formatting options. We also wish there were more native shortcuts to quickly tag leads by listing type, which would save extra manual sorting work for our busy real estate agents. Review collected by and hosted on G2.com.

Jared V.

Marketing and Communications Specialist

Small-Business (50 or fewer emp.)

5/6/2026

"Seamless Email-to-Newsletter Design with Powerful Multichannel Marketing"

5/5

What do you like best about Levitate?

I love how seamlessly I can go from sending a regular email to sending a beautifully designed e-newsletter. I also appreciate that this platform isn’t limited to email; it also allows SMS texting, social media posting, physical mailed letters (including postage), blog creation, and surveys. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I’ve found it really frustrating that, when creating a social media campaign, you can only publish one version of the copy. Unlike Meta Business Suite, you have to create a separate post for each social media account if you want any differences, which makes the whole process take much longer than it needs to. In Hootesuite and Met, you’re able to “customize” the text or images to better match the tone and vibe of each account. For example, I might want a shorter caption on IG, but a longer one on Linkedin—yet here I’d have to build a separate post for each platform. They do let you publish the same post across multiple platforms, but there’s no customization to differentiate them at all. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

As a small nonprofit serving a hyper-local community, we have many different audiences. We need to be thoughtful and strategic about how we communicate with donors, volunteers, families, students, community partners, elected officials, potential donors, board members, staff, etc. This allows for highly-customizable emails. The contact and mailing list feature is very good at differentiating these audiences. I love how you can add notes and fun facts to each constituent profile. Review collected by and hosted on G2.com.

April J.

Managing Partner

Small-Business (50 or fewer emp.)

10/2/2025

"Invaluable CRM Partner!"

5/5

What do you like best about Levitate?

Levitate has been an excellent tool for our insurance agency, helping us maintain consistent communication with both our clients and affiliate partners. I can't say enough good things about the team at Levitate—the staff truly stands out as a valuable resource. They are always helpful and friendly! They always manage to find the right solutions for our needs. This system integrates with our management system which streamlines keeping our client file updated. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

There is really nothing that I can say that I truly dislike about this system. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

Levitate makes it easier for me to organize our communications and marketing efforts ahead of time. We are able to design and draft our messages in advance, then schedule them to be sent out later. The platform also allows us to reach out to our clients via text, which has proven effective since our clients tend to respond quickly to text messages. This feature has been particularly helpful for maintaining timely communication. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you for the wonderful review, April! We’re so glad Levitate helps your agency stay connected with clients and partners, and that the integration and scheduling features make communication easier. We also appreciate your kind words about our team! It means a lot to us!

Jonathan C.

Principal

Small-Business (50 or fewer emp.)

4/30/2026

"Streamlined Client Renewals and Cross-Selling Made Easy"

5/5

What do you like best about Levitate?

Managing my renewal touches with clients as well as cross selling. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Social media posts seem to be generic . Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much for your review, Jonathan! We're always happy to hear we're helping save you time and making your day more efficient! Don't forget you can always get some custom content from our content team for your social media if there's anything specific you're looking for. Thanks again!

Nicole M.

Insurance Agent

Insurance

Small-Business (50 or fewer emp.)

4/30/2026

"Flexible, Attentive Demo and a Team That Truly Listens"

5/5

What do you like best about Levitate?

I received a demo from Tyriq Gholston and appreciated his flexibility and willingness to go over the application. He was also very attentive and asked questions to better understand our agency. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

It was not something we need at this time, but appreciate the work the team puts into the program. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much for the review of Tyriq's demo! I'll make sure he and his manager see it :) If you ever need help with your communications and marketing, you know where to find us!

Brandine P.

Owner/Managing Partner

Small-Business (50 or fewer emp.)

10/7/2025

"Always a pleasure to speak with anyone on my team"

5/5

What do you like best about Levitate?

My customer service person/associate Sophia M. is always so knowledgeable. She helps me set up my quarterly campaigns, she makes me feel like she remembers me every time we speak, she advises me of new products/services, but it never feels sales-y. She also helps integrate my client list from my practice management software seamlessly. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Sometimes the tech people are so knowledgeable that I feel like I have to say "explain it to me like I'm five years old" so that I understand. I know this isn't really a negative, but I can't really think of another. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the thoughtful review, Brandine! We absolutely love hearing this and will make sure Sofia sees your kind words - she truly is amazing at what she does. It’s great to know that her support helps make your campaigns and integrations run smoothly, and that you always valued when you connect.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/1/2025

"Creative Team for My Small Organization"

5/5

What do you like best about Levitate?

As a staff of one, having Levitate as a creative partner has been a game-changer! The user-friendly platform has allowed me to automate my social posts and personalize and segment my emails with just a few clicks. I have a dedicated support person who helps brainstorm and bring my ideas to life. An AI component helps me fine-tune emails and experiment with tone (lighthearted, serious, humorous, etc.). It's easy to incorporate graphics. Communication has never been easier! Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The only problem I've run into was collecting RSVPs for an event. Something went wrong on the back end and I ended up collecting them manually, but that was an uncommon glitch. I will try again and fully expect it to work next time. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

I've struggled for years with keeping up on social posts and regular email communications with donors and other stakeholders. With Levitate, I check in with my support person regularly, we plan communications for the coming quarter and their team often will design social posts and emails that I can then go in and tweak as needed. It's a huge time-saver, and regular meetings keep things from slipping too far down on the to-do list and not getting done. (That was a big problem before I started working with Levitate.) Automation, segmentation and contact management have never been easier. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the kind and detailed feedback! We’re thrilled Levitate has been a true partner and time-saver for you, especially as a one-person team. It’s great to hear how the combination of automation, AI, and your Success Specialist has made communications easier and more effective. Thanks again for trusting us to help bring your ideas to life and streamline your outreach!

Kaleigh L.

Chief Development Officer

Mid-Market (51-1000 emp.)

5/1/2025

"Great for Personalized Outreach – A Valuable Tool for Nonprofits"

5/5

What do you like best about Levitate?

Levitate makes it easy to send personalized emails that look like they come directly from me, which has significantly improved our open and engagement rates compared to traditional HTML-formatted emails. I also really appreciate the automation features, which help us stay in touch with supporters consistently without extra manual work. As a nonprofit organization, this has been especially helpful in keeping our communications warm and genuine without overloading our small team. It was very easy to implement and the customer support is top notch. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The biggest challenge for us is that Levitate does not currently integrate with Network for Good, our donor management system. This creates extra steps in syncing data and tracking engagement across platforms, which can be time-consuming for our staff. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

Levitate is helping us solve the challenge of maintaining consistent, personalized communication with our supporters without requiring a large time investment. As a nonprofit, we have limited capacity, but it's crucial to keep donors and community partners engaged. Levitate allows us to automate thoughtful, timely emails that feel authentic and personal. This has strengthened our relationships, increased email open rates, and helped us build trust and connection with our audience in a scalable way. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Kaleigh, thank you so much for your wonderful review! We're delighted that Levitate has significantly improved your email open and engagement rates with personalized outreach, and that our automation features are making consistent, genuine communication easier for your nonprofit.

We also appreciate your feedback about integration with Network for Good/Bonterra. Customer demand helps us prioritize our integration roadmap and I've passed this note back to our product team.

Thanks again for choosing Levitate and for sharing how it’s positively impacting your important work. We're proud to support your mission!

Eveling A.

Assistant and CSR

Small-Business (50 or fewer emp.)

5/1/2025

"A Game-Changer for Customer Interaction and Marketing"

5/5

What do you like best about Levitate?

We've been using Levitate for a while now, and it's made a huge difference in our agency's communication. It has strengthened our relationship with insureds by allowing for more personalized and timely interactions. We've also noticed a significant reduction in emails landing in spam folders, which has been a game-changer for our outreach. On top of that, it’s really boosted the content we share on our social media platforms. We also love that Levitate provides us with a dedicated person who meets with us quarterly to help plan our social media content. After trying other tools, we’re really happy we made the decision to go with Levitate—it’s been a great fit for our needs. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

One thing we’d love to see in the future is a sales dashboard. Having everything in one place would make managing and tracking all aspects of our business even more seamless. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

Levitate has been instrumental in solving several key challenges for our agency. It has significantly improved our communication with insureds by allowing for more personalized and timely interactions. The tool has also helped ensure our emails no longer get lost in spam folders, which has been a major boost to our outreach efforts. Additionally, Levitate has played a crucial role in enhancing our social media content. With the support of a dedicated person who meets with us quarterly to plan our content, we've seen an increase in engagement and consistency. Overall, Levitate has streamlined our communication and marketing efforts, making it easier to connect with our customers and maintain an active presence online. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Eveling, thank you for your fantastic review! We're thrilled Levitate has significantly enhanced your agency’s communication and outreach, particularly by reducing spam issues and boosting your social media presence. It's wonderful to hear that your Success Specialist and quarterly planning meetings are making a positive impact for your team.

We appreciate your suggestion about incorporating a sales dashboard—it's feedback like this that helps us continue evolving to meet our customers' needs. We're currently updating our data/opportunity boards, which might soon align closely with your suggestion.

Thanks again for choosing Levitate and sharing your valuable insights. We look forward to supporting your continued success!

Jennifer H.

Executive Director

Small-Business (50 or fewer emp.)

4/30/2025

"Game Changer!"

5/5

What do you like best about Levitate?

Levitate has become an essential tool for our team at Meals on Wheels Erie. It has completely transformed the way we plan, create, and schedule our social media posts, newsletters, and email campaigns. The platform is incredibly user-friendly and interactive, making it easy (and even fun!) to stay on top of our communications. The customer support is top-notch. Regular check-ins with our Success Specialist, Tommy, keeps us up to date with all the new options and trainings. The redesign team has made our personalized communications and newsletters look and feel exactly the way we like.

Since implementing Levitate, we’ve seen a noticeable increase in our fundraising capacity—so much so that the software more than pays for itself. It allows us to maintain consistent outreach and connect more meaningfully with our supporters.

If you're looking for a powerful, intuitive platform to elevate your communications and fundraising, we highly recommend Levitate. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

If I had to name one downside, it would be that making changes to some of the customized offerings can be a bit cumbersome, since they require help from the Levitate team rather than being editable on my end. That said, their redesign team is always responsive, creative, and willing to collaborate, which helps offset this limitation. Overall, it’s a small tradeoff for such a valuable tool. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

As part of our ongoing effort to improve communications, donor engagement, and fundraising, we have expanded our use of the Levitate platform. Originally adopted to streamline our social media, email campaigns, and newsletters, Levitate has proven to be an efficient, easy-to-use tool that allows us to plan, create, and schedule content more effectively than ever before. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Jennifer, thank you so much for sharing your incredible feedback! We're thrilled to hear Levitate has become such an essential and impactful tool for your team. It's fantastic to know that the platform has made planning and executing your communications enjoyable and effective—especially in boosting your fundraising efforts!

Thanks again for recommending Levitate. We're honored to support your important work and look forward to continuing to grow together!