# Levitate Reviews **Vendor:** Levitate **Category:** [Email Marketing Software](https://www.g2.com/categories/email-marketing) **Average Rating:** 4.7/5.0 **Total Reviews:** 122 ## About Levitate 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. ## Levitate Pros & Cons **What users like:** - Users highlight the **top-notch customer support** of Levitate, ensuring quick resolutions and improved efficiency for their teams. (54 reviews) - Users find Levitate to be an **intuitive and user-friendly** tool, streamlining communication and marketing efforts effortlessly. (43 reviews) - Users find Levitate's **personalized email features** highly effective, enhancing engagement while simplifying overall communication processes. (32 reviews) - Users love the **creative ideas and exceptional support** in Levitate's email marketing, boosting strategy and client engagement. (30 reviews) - Users value the **automation features** of Levitate, enhancing outreach consistency and reducing manual workload significantly. (29 reviews) - Time-saving (26 reviews) - Easy Setup (22 reviews) - Automation Efficiency (21 reviews) - Personalization (19 reviews) - Automation AI (18 reviews) **What users dislike:** - Users are disappointed by the **missing features** , notably the lack of integration and limitations on communication capabilities. (14 reviews) - Users face significant **integration issues** with Levitate, leading to extra data management steps and time-consuming processes. (10 reviews) - Users express frustration over **limited customization** in Levitate, particularly with task management and language integration. (10 reviews) - Users express frustration over **limitations in email management** , making it difficult to effectively communicate with business contacts. (9 reviews) - Users express frustration over **campaign issues** , citing limitations in sorting, prospect transfers, and overall user experience. (8 reviews) - Time-Consuming (8 reviews) - Data Management (6 reviews) - Expensive (5 reviews) - Integration Difficulty (5 reviews) - Lack of Integrations (5 reviews) ## Levitate Reviews ### 1. Seamless Email-to-Newsletter Design with Powerful Multichannel Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Jared V. | Marketing and Communications Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **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. **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. **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. ### 2. Invaluable CRM Partner! **Rating:** 5.0/5.0 stars **Reviewed by:** April J. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **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. **What do you dislike about Levitate?** There is really nothing that I can say that I truly dislike about this system. **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. **Official Response from Crystal R.:** > 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! ### 3. Streamlined Client Renewals and Cross-Selling Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan C. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Levitate?** Managing my renewal touches with clients as well as cross selling. **What do you dislike about Levitate?** Social media posts seem to be generic . **What problems is Levitate solving and how is that benefiting you?** Reaching out to clients more often. **Official Response from Crystal R.:** > 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! ### 4. Flexible, Attentive Demo and a Team That Truly Listens **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole M. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **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. **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. **What problems is Levitate solving and how is that benefiting you?** At this time, nothing. But I liked the ability to automate communication. **Official Response from Crystal R.:** > 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! ### 5. Always a pleasure to speak with anyone on my team **Rating:** 5.0/5.0 stars **Reviewed by:** Brandine P. | Owner/Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **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. **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. **What problems is Levitate solving and how is that benefiting you?** Staying in contact with clients, creating content, posting blogs to the website, and doing a lot of marketing I am unable to find the time to do. **Official Response from Crystal R.:** > 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. ### 6. Creative Team for My Small Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **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! **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. **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. **Official Response from Crystal R.:** > 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! ### 7. Great for Personalized Outreach – A Valuable Tool for Nonprofits **Rating:** 5.0/5.0 stars **Reviewed by:** Kaleigh L. | Chief Development Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **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. **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. **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. **Official Response from Crystal R.:** > 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! ### 8. A Game-Changer for Customer Interaction and Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Eveling A. | Assistant and CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **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. **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. **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. **Official Response from Crystal R.:** > 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! ### 9. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **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. **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. **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. **Official Response from Crystal R.:** > 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! ### 10. Levitate is definitely an upgrade to my Client Contact program **Rating:** 5.0/5.0 stars **Reviewed by:** Sean L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Levitate?** Levitate has some great content with a wide variety to choose from that lets me improve my regular client contact. So far, feedback has been positive from my clients. The content varies widely from amusing posts to important financial updates and reminders. Its easy to use on a regular basis and there is not a steep learning curve. **What do you dislike about Levitate?** The long lead time to implement my new website is the only major negative Ive had so far. Ive had to wait several months for the website team to catch up to their backlog and I still dont have the site yet but Im hoping it will be worth the wait once it is done. I wish making a call to customer support was easier but they have been quick to respond to emails. One other problem I have is that Levitate has started having problems with my email integration and is making me reintegrate frequently. I hope this is solved soon. **What problems is Levitate solving and how is that benefiting you?** Levitate is making it easier to keep in front of my clients and contact them more frequently than I have been. **Official Response from Crystal R.:** > Thanks so much for the thoughtful feedback, Sean! We’re happy to hear Levitate is helping you stay more connected with clients and that the content is landing well. Totally understand the frustration around the website timeline — and we appreciate your patience. I have all the faith that it WILL be worth the wait! Good news on the email front: that issue has been resolved, so check your inbox for the update! We’re excited for you to see the full value once everything’s in place. ### 11. Fantastic CRM for Seamless Content Distribution Across Multiple Platforms **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer F. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2025 **What do you like best about Levitate?** Levitate has been a game-changer for our firm. Its content distribution capabilities are outstanding, allowing us to easily share newsletters, personalized emails, and social media posts across multiple platforms from a single, intuitive dashboard. The scheduling and automation features save us a significant amount of time while keeping our outreach consistent and professional. We also love how Levitate integrates with our legal practice management software, CLIO. This integration simplifies contact management, ensuring that our client lists stay updated automatically without manual data entry. The ability to tag, segment, and personalize communications based on client status or practice area has made our marketing efforts much more targeted and effective. Levitate also has a dedicated support person assigned to each account. This has allowed us to address questions and concerns quickly and efficiently, allowing us to focus on our marketing priorities. Overall, Levitate has enhanced both our client communication and our internal efficiency — a rare combination that makes it an invaluable tool for our business. **What do you dislike about Levitate?** The biggest challenge we've faced relates to how Levitate manages communications with contacts. Our clients are primarily businesses whereas Levitate is designed to communication with consumers/individuals. Thus we have to manage business contact information for communications manually. **What problems is Levitate solving and how is that benefiting you?** Having a centralized location for managing our marketing contacts and documenting our marketing efforts has been a game changer for our firm. **Official Response from Crystal R.:** > Thank you so much, Jennifer! We love hearing how Levitate has helped streamline your marketing efforts. It’s great to know the Clio integration and your Success Specialist's support have been valuable for your firm as well. We appreciate your feedback about managing business contacts and are always looking for ways to better support all of our customers' unique needs. Thanks again for taking the time to share your experience! ### 12. Levitate is Great **Rating:** 5.0/5.0 stars **Reviewed by:** Tina W. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Levitate?** Levitate makes staying in contact with our clients so much easier! We could reach out and check in on our clients throughout the year, and we used Levitate multiple times a month. And, if we ever needed help, the support team was always ready to help! It was easy to integrate them with our management system. They did most, if not all, of the work for us. Levitate later started offering social media posting, website designing, and even text messaging! Implementing them into our agency and everyday workflow was a simple process. We almost always only heard good things from our clients about the emails. They enjoyed getting emails and updates from our agency. **What do you dislike about Levitate?** Year after year, Levitate continued to have a price increase every time it came to renewing our annual subscription. Also, as they grew, their services seemed less personable. Even though we had Levitate integrated with our management system, there were still some issues with automatically bridging our new clients over to Levitate. **What problems is Levitate solving and how is that benefiting you?** Levitate allowed us to stay connected with our clients and ensure they were being well taken care-of and getting the attention they deserved from us. **Official Response from Crystal R.:** > Thank you so much for the glowing review, Tina! We are so glad you've been loving Levitate for several years and that your clients enjoy your outreach - that's exactly what we want to hear! ### 13. Great tool for keeping in touch with clients **Rating:** 4.5/5.0 stars **Reviewed by:** danny m. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate is great in allowing me to not only manage my clients, but also having the ability to market to them depending on their profile and needs. Reaching out to them in segments allows has never been easy. The integration from hawksoft to levitate has had a few hiccups but is not something that has been a deal breaker as levitate has been very helpful in fixing all issues thus far. **What do you dislike about Levitate?** The integration from hawksoft to levitate has had a few hiccups but is not something that has been a deal breaker as levitate has been very helpful in fixing all issues thus far. My only issue is thre has not been an integration on language for our clients. I have to manually enter or bulk enter them as we go which has not been easy. The integration of information going into levitate from hawksoft could be a bit better. **What problems is Levitate solving and how is that benefiting you?** Levitate is solving the integration from Hawksoft and they are very attentive of any problems I have had, which I could not praise them more on. Customer service has been amazing since the beginning. Thank you to Robert for constantly helping us along the way. **Official Response from Crystal R.:** > Thanks so much, Danny! We’re really glad Levitate is making it easier to stay connected with your clients and that you’ve had such a great experience with Robert—he’s a rockstar! Appreciate your patience with your AMS issue too. I’ll definitely bug my friend Kenny over at Hawksoft about the language field issue and pass your feedback along to our team as well. Thanks again for working with us and for being such an awesome partner! ### 14. "Levitate Helped Us Deepen Connections & Drive Results **Rating:** 5.0/5.0 stars **Reviewed by:** Ladessa S. | Recruiter and Partner Relations Development Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate makes staying connected easy and effective. We engage volunteers, mentees, and donors weekly with personalized emails and have seen a 35% increase in open rates. Their tools also elevated our social media presence—driving more likes, views, and a noticeable increase in virtual volunteer applications. It’s simple, smart, and impactful. **What do you dislike about Levitate?** We had a few initial bumps with Salesforce integration, but I wouldn’t call it a real dislike. Their support team was fast, communicative, and solution-focused, resolving everything quickly. It actually showcased how invested they are in customer success. **What problems is Levitate solving and how is that benefiting you?** Levitate is helping us overcome the challenge of maintaining meaningful, consistent communication with a wide range of stakeholders—volunteers, mentees, donors, and partners—without overextending our small team. Before Levitate, our outreach felt reactive and time-consuming. Now, with their smart email tools, social media support, and personalized automation, we’re engaging more intentionally and seeing measurable results—like a 35% increase in email open rates and a spike in virtual volunteer applications driven by stronger social visibility. It’s saving us time, improving our engagement, and allowing us to focus more on building relationships instead of just managing communications. **Official Response from Crystal R.:** > Thank you so much, Ladessa! It’s incredible to hear how Levitate is helping you deepen connections across your community and drive real results—especially the jump in open rates and volunteer applications! We also appreciate your kind words about our support team. It’s an honor to help make your outreach more intentional and impactful, and we’re excited to keep supporting the amazing work you’re doing. ### 15. Levitate is a game changer. **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra D. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I run an insurance agency and we were really trying to focus on selling life insurance but were getting nowhere. Within 3 months of using Levitate we had hit our annual goal and then some! Its great to have an assigned customer success specialist. Nate has been extremely helpful in working out the kinks for us and we meet with him every quarter so he can help us schedule out all our client contact. It is insane how easy it is to use their web portal and if I ever have questions they are answered incredibly quickly. Due to the emails and social media posts we have sent out we have increased our reviews by 14% and have submitted 5x as much life premium as we did last year and we are only 4 months in. Our customers love that we are checking in with them consistently so its also helped with client morale as well. I cant say enough good things about levitate! **What do you dislike about Levitate?** I have had zero issues with levitate and dont believe i will have any in the future. **What problems is Levitate solving and how is that benefiting you?** Levitate solver our issue of keeping consistent contact with all our clients without having to call our entire book of business which would be impossible. They also make it super easy for me to schedule contact for emails and social all at once with curated content ready to go. **Official Response from Crystal R.:** > Wow—thank you, Alexandra! This is amazing to hear. Huge congrats on smashing your life insurance goals—that’s exactly the kind of impact we love to see. We're so glad Nate’s been such a great partner (we think he's pretty great too!), and that Levitate is making it easier to stay in touch, boost reviews, and keep your clients happy. We’re excited to keep supporting your momentum! ### 16. Made Client Follow-Ups So Much Easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth J. | Administrative Assistant/Intake Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate has seriously made client outreach so much easier (and honestly, kind of fun). Before, I’d always struggle to keep up with follow-ups or find the right words—but now I get helpful reminders and email ideas that actually sound like me. It keeps everything organized and helps me stay in touch without feeling pushy or salesy. Clients have told me they appreciate the check-ins, and I’ve definitely noticed stronger connections because of it. Super easy to use, and the team behind it is awesome. If you’re trying to stay top-of-mind with clients in a more personal, genuine way—Levitate is the way to go. **What do you dislike about Levitate?** While Levitate has been a huge help overall, I do think there’s a bit of a learning curve at the beginning—especially if you’re not super tech-savvy. It takes a little time to get used to how the email templates and tagging system work. I also wish there were a few more customization options for automations or more flexibility in scheduling certain types of outreach. That said, the support team is really responsive, so it hasn’t been a major issue. **What problems is Levitate solving and how is that benefiting you?** Levitate is solving the problem of staying consistently connected with clients in a way that feels personal and meaningful—without it taking a ton of time or effort. Before using it, I’d often lose touch with clients just because I got busy or didn’t know what to say. Levitate makes it easy by sending reminders and offering thoughtful, customizable email templates that sound like me. It’s helped me stay top-of-mind with clients, strengthen relationships, and create more natural, ongoing communication. It takes a lot of the pressure off and helps me focus on building real connections instead of just checking off a to-do list. **Official Response from Crystal R.:** > Thank you so much, Elizabeth! This made our day. We’re thrilled Levitate is helping you connect with clients in a more genuine and stress-free way—and that it’s even a little fun! Appreciate the feedback on the learning curve and automations. We’re always working to improve and love having awesome customers like you along for the ride. ### 17. Levitate is near effortless to keep up with client interaction **Rating:** 5.0/5.0 stars **Reviewed by:** Adam P. | Chief Operational Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Levitate?** We love several things about levitate including the content library to schedule social media posts and send emails, manage google reviews, and scheduling appointments with ease. Customer service is also great to help utilize the software to its fullest potential. **What do you dislike about Levitate?** Levitate is an additional software that we have to manage separately from our main CRM system with all of our client information. Its not a huge disadvantage because it is a separate tool, but it would be nice if we could only have one client management system all in one. **What problems is Levitate solving and how is that benefiting you?** Levitate can easily send bulk emails to a certain group of clients based on tags which can save a lot of time by getting information out quickly. Automating scheduled posts and emails to go out at certain times helps us maintain a consistent presence with our clients. **Official Response from Crystal R.:** > Adam, thank you for the great feedback! We’re so glad Levitate has made it easier to manage your social posts, emails, reviews, and appointment scheduling; while saving you time. Thanks again for sharing how Levitate is helping your team stay connected! ### 18. I like Levitate, but there is room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Cameron C. | Project Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I like how easy the interface is to use. We didn't need much training to jump in and start using it. **What do you dislike about Levitate?** I with there were more capabilities with the user accounts versus admin accounts. Our company likes to keep particular people as admins and Levitate requires admin access just to send an email campaign. Maybe they should create another tier of user so admins can have the control they need and users can have the features they need. **What problems is Levitate solving and how is that benefiting you?** The technical support team is very prompt and we love them. We've had issues with the Levitate plugin not working for some users on Outlook and even though the tech team hasn't been able to solve the issue, they have been very quick to reply with options to try to resolve it. **Official Response from Crystal R.:** > Thanks so much for sharing this, Cameron! We’re glad to hear the interface has been easy to use and that our Support team has been responsive (I agree, they're awesome)—that’s always our goal. Your feedback on user roles is really helpful, and I’ll be sure to pass it along to our product team as we continue to look for ways to improve flexibility and control. Thanks again for working with us and helping us get better! ### 19. Paid for itself on the 3rd email!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kai L. | Principal Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** It was so easy to implement. The onboard process was very easy. **What do you dislike about Levitate?** There really haven't been any downsides so far. I am sure i am not using all of the features but in time I will incorporate those processes in my agency. **What problems is Levitate solving and how is that benefiting you?** I was not very active across my social media platforms. Consistency was an issue. I did not have an email marketing strategy. My 3rd email was a win back campaign in which I used the new Ai feature to help me fine tune my email. Boom I won back a 2 homeowners and 3 auto policies from previous clients I had not spoken to in years. At that point I new this was a good ROI! **Official Response from Crystal R.:** > Wow—this made our day, Kai! Huge congrats on that win-back campaign—what an awesome ROI story. We love hearing that the AI feature helped fine-tune your message and that implementation was a breeze. Can’t wait to see what results you get as you dive into even more of Levitate’s features! Thanks for sharing this! ### 20. Highly Recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Paula L. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Since using Levitate, it's been so much easier to connect with my clients, especially the ones that prefer to text. Our agency reviews have also skyrocketed, and everyone on the Levitate team is so helpful and knowledgeable. I use it every day to quickly text clients and it's been so easy to transfer customer data from our AMS system into Levitate. I have the app downloaded on my phone as well for when I'm on the go. I highly recommend. **What do you dislike about Levitate?** I genuinely can't think of anything that I dislike about Levitate. **What problems is Levitate solving and how is that benefiting you?** Getting customers to leave reviews, texting with customers that have a hard time navigating email, sending out marketing emails and automation to quickly check in with clients **Official Response from Crystal R.:** > Thanks so much, Paula! We love hearing that Levitate has made connecting with your clients easier—especially via text—and huge congrats on those successful review campaigns! So glad the app and integrations are working smoothly for you too. We’re grateful to have you as such a power user and appreciate the recommendation! ### 21. Hill Country Crisis Council Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Levitate?** Love the one-on-one meeting to help create and maintain marketing strategies and goals. As a team on one here at HCCC it is so helpful to get the assistance with content creation, streamlining communication to donors and email marketing strategies. I have nothing but great things to say about the professionalism of the team I have worked with. How well they communicate and answer and assist with any huddles that may arise. **What do you dislike about Levitate?** There have been some inconsistencies with the content creation when different teams are doing it. Someone times the content creation team is doing it and sometimes my individual associate does it. Also, at the beginning when there was a lot of transition there was a lot of changes in who we worked directly with. I think we had 3-4 different people in a very short time. It was then having to re-explain our mission and vision to the new people so being able to move forward on some things was difficult with the turnover. **What problems is Levitate solving and how is that benefiting you?** Scheduling emails and social media posts as well as creating content for that communication. **Official Response from Crystal R.:** > Thank you so much for the thoughtful review! We’re glad to hear the strategic support and content collaboration have been valuable—especially when wearing many hats. It’s exactly the kind of partnership we aim to build. We also really appreciate your candid feedback as part of our new Custom Content Calendar program. As we continue to refine and scale this offering, insights like yours help us improve consistency and provide the best possible experience. Thanks again for your trust and partnership—we’re excited to keep working together! ### 22. Easy to use and Visually Appealing **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie O. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Levitate?** Levitateis incredibly easy to use and visually appealing. The interface is clean, modern, and intuitive, making it simple to navigate even for first-time users. It offers a powerful set of features that are not only effective but also thoughtfully designed. Whether you're automating tasks or analyzing data, everything works smoothly and efficiently. Overall, it's a fantastic tool that combines functionality with great design — highly recommended! **What do you dislike about Levitate?** I don't currently have any things I dislike about this product. **What problems is Levitate solving and how is that benefiting you?** Levitate is solving the problem of staying top-of-mind with clients and contacts without having to rely on impersonal mass emails or clunky CRM systems. It helps me maintain genuine, consistent communication by making relationship management feel natural and effortless. The smart reminders, email templates, and personalized outreach tools save me time and help me build stronger connections. It’s been a huge benefit for keeping my network engaged in a meaningful way. **Official Response from Crystal R.:** > Stephanie, thank you so much for your glowing review! We're thrilled to hear that you find Levitate easy to use and visually appealing, and that the intuitive interface and powerful features are enhancing your experience. I'll pass along your comments to our product design team - unsung heros! It's wonderful knowing that our tools have helped you maintain genuine, consistent communication with your clients and contacts. Your feedback is truly appreciated, and we're delighted to support your efforts in building stronger, meaningful connections. Thanks again for choosing Levitate and sharing your positive experience! ### 23. Levitate? You mean the happiness platform! True statement. **Rating:** 5.0/5.0 stars **Reviewed by:** Denise R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** We had a list of features and processes we wanted a program/app to do for us. We watched demo after demo and before the Levitate demo was even over my daughter looked at me and said how quick can they sign us up? It not only checked off every box on our list it had additional benefits, processes, that are already making our work more efficient. Every one of the Levitate employees we have talked with so far have been knowledgeable, friendly, and helpful. It isn't just the awesome system they developed, it's the smiling faces here to help that really make it a great company. Now to what it does for us. Through a Zapier integration it automatically keeps up with our new customers, always adding them to our customer list in Levitate. From there we can run email campaigns, social media, or printed thank you type card campaigns. We can also ask for Google Reviews, respond to Google Reviews, and use AI directly there on the site to help us respond in an appropriate manner. We are also getting set up to send text messages as well. It's a very well thought-out and run company. Amazing. Oh, and I should mention that it was so fast and easy to get set up. They did it with us and it only took 15-30 minutes. I couldn't believe it. Another thing I should mention is the customer support. Even if Morgan is in Zoom meetings all day, she manages to reply to me emails while I'm learning the system. Super grateful for their help. This is a company we will partner with from now on... no question. **What do you dislike about Levitate?** We haven't found any yet. We dove right in and the stuff we didn't understand or figure out (not much, i'ts very intuitive) they jumped right in to help. **What problems is Levitate solving and how is that benefiting you?** We are now able to mass email our customers and through the use of customer tags we can email certain segments of our customer base, pre schedule email campaigns, get helpful ideas for subject matter that helps us create email campaigns, post to Facebook and Instagram at the same time, respond to Google reviews with the help of an AI tool etc... It's more than this. Really neat company. **Official Response from Crystal R.:** > Denise, WOW—thank you so much for this absolutely amazing review! We’re beyond thrilled to hear how Levitate has checked every box (and then some!) for you and your team. Your kind words about both the platform and our people truly mean the world to us. It’s customers like you who make what we do so rewarding, and we couldn't be more grateful to have you as a partner. We’re so excited to keep supporting you as you dive even deeper into everything Levitate can offer—and huge shoutout to Morgan for being such a rockstar for you! Thank you again for your trust, your enthusiasm, and your partnership. We’re lucky to work with you! ### 24. Simplifies my life **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren N. | Founder and Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate's features give me time back in my day. Clients can easily scheudle meetings, I can send personalized email on a mass scale, and it sends me reminders for important tasks Levitate also offers insightful and timely content that I can send to clients. If you are not great at learning new technology, Levitate's customer service team is amazing. They teach you how to use the technology and follow up with you to make sure you are utilizing all the features. **What do you dislike about Levitate?** There is nothing I have found so far that I do not like **What problems is Levitate solving and how is that benefiting you?** Capacity It allows me to do tasks more efficiently while connecting with my clients more often. **Official Response from Crystal R.:** > Wow, thank you, Lauren! This is exactly what we hope to deliver—more time back in your day and stronger client connections. We’re so glad the platform and our team have made things easy. We’re lucky to have awesome customers like you and can’t wait to keep supporting your success! ### 25. So easy to use and learn! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** We mostly use Leviate for social media scheduling. We are starting to use it more for DRIP campaigns. We love how easy the reports are to finds and view. The integration with Salesforce has been very smooth. It was very easy to set up our socual media account to scheudle posts. Our designated representative has been fantastic with any questions that we have had. He always gets an answer for us quickly. **What do you dislike about Levitate?** The HTML newsletter customization needs some updates to be a little more user firendly. We also would love if they offered automatic resend to non-openers. **What problems is Levitate solving and how is that benefiting you?** Our DRIP emails were not converting becuase they looked like a normal newsletter email. With Levitate they look more personal and we are very excited to see how this translates into our conversion rates. We also use Levitate for planning out our social media calendar and scheduling our posts **Official Response from Crystal R.:** > Thanks so much for the thoughtful feedback! We’re so happy to hear Levitate has made social media scheduling, drip campaigns, and reporting so much easier for your team—and that your representative has been a great resource. Appreciate the notes on HTML customization and automatic resends too! I’ll pass those along to our product team as we continue to add new features. Thanks for choosing Levitate to help power your marketing efforts! ### 26. Levitate - AI for marketing is powerful but requires significant client effort **Rating:** 3.5/5.0 stars **Reviewed by:** Ember K. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate provides a platform for mass communication with templates and prompts that simplify client outreach. **What do you dislike about Levitate?** Levitate requires significant effort from the company user, and the content generated by AI smacks of the worst of the 21st century - cold and depersonalized emailed content that doesn't represent the family vibe of smaller businesses. Integrations with business software are clunky, and actual use of the platform in my company has been limited due to the necessity of weekly attention to the programming. **What problems is Levitate solving and how is that benefiting you?** Review selection and marketing outreach, but implementation requires many meetings with a Levitate consultant so our program is not off the ground even after 4 months. **Official Response from Crystal R.:** > Thank you for your honest feedback, Ember. We completely understand that if you’re not using our content library, Levitate can feel like more work upfront compared to typical use—and we appreciate the effort you’ve invested so far. You’ll be happy to know that we’re actively enhancing our AI content creator to better reflect each business’s unique mission and voice, helping to deliver more personal, on-brand content with less heavy lifting. We truly appreciate your partnership and look forward to helping make the process easier and more aligned with your goals moving forward. ### 27. 10/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Kassie H. | Pre-Litigation Paralegal & Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Levitate?** Levitate not only creates the content for me but they post it to our social media accounts without me having to do anything besides approve the content. I can approve them months in advance and have it all completed. **What do you dislike about Levitate?** I like everything about Levitate, the only thing I would like to see change is have the Happy Birthday messages be automatically approved instead of having to do them each day. **What problems is Levitate solving and how is that benefiting you?** It eliminates the need for me to create emails and distribute them individually. It also does the content creation which allows me more free time to do my full time paralegal job. **Official Response from Crystal R.:** > Thank you, Kassie! We're so glad you're enjoying Levitate's content creation and social media posting features. I just connected with your Success Specialist who will be reaching out shortly to teach you how to set up automated birthday messages (we call it "YOLO mode")! We're really striving for that 11/10 happiness score :) Thanks again! ### 28. Levitate has really helped us in the social marketing areas where we were lacking presence. **Rating:** 5.0/5.0 stars **Reviewed by:** Don S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Morgan, our specialist, has kept us on track with our goals and keeps us in touch with our customers. It is easy to use for us and we get an added boost with the great support from Morgan. We are still very new with Levitate and I feel like we are scratching the surface for what they have to offer. **What do you dislike about Levitate?** I do not think there is any downside to being a part of Levitate. We have had a great experience so far and I do not see that changing. **What problems is Levitate solving and how is that benefiting you?** Levitate is adding the social aspect we were missing in our marketing efforts. **Official Response from Crystal R.:** > Thanks so much, Don! We’re thrilled Morgan’s been such a helpful guide—and we can’t wait for you to keep uncovering everything Levitate has to offer. Also, love the pup in your photo—future Levitate social media material? ### 29. Great for Personalized Emails **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Levitate?** We love the pre-created templates. We really enjoy the automatic birthday emails. We love the card sending capability. The calendar view makes things easy to manage different campaigns! It integrates wonderfully with our CRM. **What do you dislike about Levitate?** It is difficult to get out a lot of mass emails quickly. The premise of Levitate is to avoid the junk folder but we've had troubles getting all our email campaigns out during business hours! **What problems is Levitate solving and how is that benefiting you?** Levitate takes the guesswork out of what emails people will open. They allow for your personal voice to be sent to wide network while avoiding the dreaded Junk Box. **Official Response from Crystal R.:** > Rachel, thank you so much for your wonderful review! We're delighted to hear you're enjoying the templates, birthday emails, handwritten cards, and seamless CRM integration. It's fantastic to know that the calendar view is doing its job! Thanks again for choosing Levitate and sharing your valuable insights. We're excited to continue supporting your success! ### 30. Easier to contact clients **Rating:** 5.0/5.0 stars **Reviewed by:** Marlee S. | Insurance Agent – Medicare Insurance Plans, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I love the texting feature! It allows my clients to ask me quick questions or tell me if they are running late for a meeting. I also really enjoy the campaign feature. It's nice to be able to send all of my clients a standard email if I'm hosting an event or have useful information from the carriers. **What do you dislike about Levitate?** I wish it allowed me to sort by carrier name and plan when I'm sending campaigns. Also, not every prospect transfers over and it's hard for texting. **What problems is Levitate solving and how is that benefiting you?** It helps when I need AI to write a general email to my clients. **Official Response from Crystal R.:** > Thanks so much, Marlee! We’re glad Levitate’s helping you stay connected through texting and campaigns—it’s awesome to hear. Also, great news: you can sort by carrier name and plan using tags and advanced filters! If you need help getting that set up, your Success Specialist would be happy to walk you through it. Appreciate you sharing your experience! ### 31. Great tool for solo advisors! **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica M. | Founding Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Levitate?** Having a database of emails & social media posts is a fantastic way to stay top of mind to my clients and prospects. It integrates with my CRM smoothly and I am able to target specific groups of my prospects in an effective way. **What do you dislike about Levitate?** I wish I could incorporate my branding in the artwork to make my posts more unique. Currently, I'm saving them to Canva, adding my brand colors and logo and then uploading again to Levitate. **What problems is Levitate solving and how is that benefiting you?** Staying in contact with my clients and prospects efficiently has been a great advantage. **Official Response from Crystal R.:** > Jessica, thank you for the great review! We're so glad Levitate is helping you stay in front of your clients and prospects efficiently—it’s awesome to hear you're making the most of the integration and utilizing the targeted approach to outreach (our golden rule!). You can add your logo to social posts natively in Levitate (new feature alert!) But, that said, we totally understand wanting more flexibility, and it makes perfect sense that you're customizing things in Canva to match your full brand aesthetic . That’s fantastic feedback, and I’ll be sure to share it with our team as we continue to enhance the platform. Thanks again for being part of the Levitate community! ### 32. Great user friendly marketing system to keep in touch with prospects and clients **Rating:** 4.5/5.0 stars **Reviewed by:** Stuart H. | Owner / Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I like that Levitate does all the basic stuff such as birthday and holiday emails & social media, but they also have timely news updates as well as the ability to custom your own campaigns. They assign you a rep that helps with laying out your marketing calendar as well as sending you ideas for timely contact messages. **What do you dislike about Levitate?** Annual billing is tough. Would prefer monthly. **What problems is Levitate solving and how is that benefiting you?** Helps us keep in front of our clients and prospects several times a month without having to dedicate an enormous amount of time to do so. **Official Response from Crystal R.:** > Thanks so much, Stuart! We’re thrilled Levitate is helping you stay consistently in touch with clients and prospects. If annual billing ever becomes a hurdle, definitely talk to your Success Specialist about it. They’ll be happy to walk you through your options when it’s time for renewal! ### 33. Everything was very easy, it was explained and their follow through was very good. **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry G. | President of the Board, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Levitate?** The people that explained the software and benefits were very easy to work with. They accommodated changes and training. They were very easy to work with. **What do you dislike about Levitate?** Understanding that it was not a feature they offered, but two things that I wish they had were two way sync with my Aplos database, and an desk top (single label) printer would be nice. They did acknowledge my ideas. **What problems is Levitate solving and how is that benefiting you?** it is creating a automated process to keep the donors connected. **Official Response from Crystal R.:** > Thank you, Kerry! We’re so glad our team made the setup and training process smooth and easy for you. It’s great to hear that Levitate is helping you stay connected with your donors. We appreciate you sharing your ideas for future improvements — feedback like yours helps us keep getting better. Thank you for allowing us to help support your mission! ### 34. Levitate - Great for our client base **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer G. | Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Levitate?** It is easy to get started and use. Emails are delivered, and we can view how often employees are keeping in touch with clients. This product makes automation more personal. It was easy to implement, taking only a few hours to get up and running. Content is a bonus; sometimes we need fresh ideas. **What do you dislike about Levitate?** Limited in its ability to track leads effectively. Wish it had a more robust texting feature. **What problems is Levitate solving and how is that benefiting you?** Email marketing platform and the ability to personalize automation for our team. **Official Response from Crystal R.:** > Thank you so much for your thoughtful review! We're excited to hear that Levitate has made it easy for your team to stay in touch with clients and personalize your outreach—it’s exactly what we strive for. We love that the quick setup and fresh content have been helpful for you as well! ### 35. Enjoying the service so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Breana C. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** One of the things I like the most is being able to schedule campaigns and social media items months in advance. The system is very simple to use as well and integrates with our managemnt system which is great. **What do you dislike about Levitate?** The only thing I do not like is that the agency is somewhat involved in the process but for the most part everything is automated. **What problems is Levitate solving and how is that benefiting you?** Sending out emails to clients on a regular basis and allowing it to come from our emails. **Official Response from Crystal R.:** > Thanks so much for sharing, Brenna! We’re excited to hear Levitate is helping you plan ahead and making regular client communication easier. It’s great that the platform’s simplicity and integration are working well for your agency—appreciate you being part of Levitate! ### 36. Great Platform with tons of follow up features **Rating:** 4.0/5.0 stars **Reviewed by:** Kayte M. | Case Manager and Senior Family Law Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate is a great way to keep track of new leads, lead notes, appointments and follow ups. I also like how many different social media campaigns you can access, as well as the ability to text with clients. **What do you dislike about Levitate?** If you could bill time and use it as a CRM, doing away with MyCase, it would be absolutely perfect. **What problems is Levitate solving and how is that benefiting you?** We are keeping track of new leads, lead appointments, follow ups, and accessing texting and marketing marterial. **Official Response from Crystal R.:** > Thank you, Kayte! We love hearing how you’re using Levitate —that’s exactly what we’re here for. Also, appreciate the suggestion for billing features… we'll definitely be passing that along to the team. Thanks for being such an awesome partner! ### 37. Great New Software Technology Firm Built for Advisor Success **Rating:** 4.5/5.0 stars **Reviewed by:** Austin J. | Wealth Advisor, Partner, CERTIFIED FINANCIAL PLANNER™, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about Levitate?** The product is great, but the people and support team are unparalleled. I've never experienced such a high level of white glove care and support! The people behind the product make this technology a complete game changer. **What do you dislike about Levitate?** Hard to find an issue, only one I can think of is that they are so young as business that they are still adding new partnerships to provider higher value to the platform. **What problems is Levitate solving and how is that benefiting you?** Time saver!! **Official Response from Crystal R.:** > Wow — thank you so much for the incredible feedback, Austin! We’re thrilled to hear that our team’s support has made such a positive impact on your experience. Providing white glove service is something we take a lot of pride in, and it's wonderful to know it’s resonating with you. ### 38. Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Erica A. | Agent/Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** It is very user friendly. Has alot of feachers. Espcially the email. I have had a lot of reponse. Customer support has been great. **What do you dislike about Levitate?** I would like a text feature added. Mass texts would be great in the event of a major storm event. **What problems is Levitate solving and how is that benefiting you?** It helps make contact with the customer at every renewal. As an agent, you can't always touch base with everyone and with this you can. **Official Response from Crystal R.:** > Erica, thank you so much for the wonderful review! We’re thrilled to hear that Levitate has been easy to use and that it’s helping you stay connected with your customers—especially around renewals. You mentioned wanting a texting feature—great news! Texting is available and I’ve already connected with your Success Specialist, Lindsay. She’ll be following up with you directly to help get it set up. We're excited for you to be able to use it! Thanks again for being part of the Levitate community. We’re always here to support you! ### 39. Supportive and Intuitive Marketing Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I like that Levitate's platform is incredibly easy to use. the features are intuitive for the user making working in the platform extremely efficient. **What do you dislike about Levitate?** While the cost is, I am sure, highly competitive for the type of application it is- for a small business or nonprofit it is not entirely budget friendly. **What problems is Levitate solving and how is that benefiting you?** Levitate solves the problem of creating points of connections with stakeholders in a way that feel organic and meaningful. Email correspondence is received, read, and responded to at a much higher rate than with an HTML only email platform. We also benefit greatly from the ability to schedule social media posts, particularly around campaigns. **Official Response from Crystal R.:** > Thank you so much for the thoughtful feedback! We’re so glad to hear that Levitate’s ease of use and ability to create more meaningful connections is making a real difference for you. Thanks for trusting us to be part of your outreach efforts—we’re excited to keep supporting your success! ### 40. Works Exactly As Promised **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Executive Directpr, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Levitate?** The ability to send personalized mass emails that feel like they are coming from me as a person is great. It Helps me easily contact hundreds of people on a regular basis. Their quarterly customer service calls make implementation easy. **What do you dislike about Levitate?** The newsletter function is missing some functions IE the ability to easily include a video. **What problems is Levitate solving and how is that benefiting you?** Helps me appear to be more incontact with people through individual personalized emails. **Official Response from Crystal R.:** > Thanks so much, Matthew! We’re glad Levitate is helping you stay connected with your contacts in a personal, authentic way. We appreciate the feedback on the newsletter functionality — we’re always working to make it even easier to create great content and I'll pass your suggestion to our Product team! ### 41. Life Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Shelia B. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** The customer support has been amazing. Any time I have suggested a feature, or an issue, they have responded appropriately **What do you dislike about Levitate?** I have a great introductory offer, but feel that the cost may be too much after this discount ends. I will have to weigh my options at that point. **What problems is Levitate solving and how is that benefiting you?** Allows me to seamlessly contact my customer with automation and easy email templates freeing up time for other purposes. **Official Response from Crystal R.:** > Sheila, thank you for the kind words and for sharing your experience! We're so glad to hear that our customer support team has made a positive impression and that Levitate is helping you stay connected with your customers more efficiently. Freeing up your time for other priorities is exactly what we aim to do! ### 42. Levitate life saving **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan M. | Project assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I like the ease of use. How quickly you can respond to to reviews. I like it intregates easily with our social media accounts. I like how we use it internally to email employees happy birthday or a work anniversary. Etc etc. **What do you dislike about Levitate?** I wish it integrated better with our dispatching software. **What problems is Levitate solving and how is that benefiting you?** Saves time to respond to customer reviews, scheduling social media posts, generating content, etc etc **Official Response from Crystal R.:** > Thanks, Ryan! We’re so glad Levitate is helping with everything from reviews to social posts to team celebrations. We’re always looking to add more integrations to better serve our customers, so we appreciate the feedback on dispatching software! ### 43. Levitate Review **Rating:** 5.0/5.0 stars **Reviewed by:** Paige R. | Agent and office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Levitate?** I love how easy Levitate makes to keeping your social media post current, and that they give you awesome templates for post ideas! **What do you dislike about Levitate?** Honestly, I have not found anything i dislike about Levitate as this time. **What problems is Levitate solving and how is that benefiting you?** Levitate has freed us up from having to create social media post, and has also helped create better relationships with customers due to sending out emails. **Official Response from Crystal R.:** > Thank you so much for your feedback, Paige! We're thrilled to hear Levitate is making social media easier and helping you build stronger customer relationships. Keep enjoying those templates—we've got plenty more coming your way! ### 44. Great Service for a Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan M. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Levitate has a superior customer service that assists you in achieving greater efficiency with your connections to your customers **What do you dislike about Levitate?** It takes a little bit of time in getting everything set up to use the full capability of Levitate **What problems is Levitate solving and how is that benefiting you?** We were having difficulty getting our clients to open email campaigns from our previous provider. Levitate has shown us how to get greater accessibility to our clients **Official Response from Crystal R.:** > Thanks so much, Bryan! We’re thrilled to hear that Levitate is helping you connect more effectively with your clients—and that our team has been a strong support along the way. We know getting set up can take a little time, but it’s awesome to hear the results are already making a difference. Thanks for being part of Levitate! ### 45. Best Website Developers and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Talana "T" K. | Independent Living Specialist & Volunteer Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** I very much enjoy the way Levitate hosts virtual meetings to help our team learn how to get the most out of using our website tools! The other great thing about using Levitate is that the support team is extremely responsive and accurate in their changes requested for our site! Everyone is so friendly and helpful! **What do you dislike about Levitate?** I love Levitate and have nothing that I dislike about them at this time! **What problems is Levitate solving and how is that benefiting you?** Our main problem was having a way to generate a contact list to reach out to obtain donations from folks. So far Levitate has made it simple to accomplish our goals. **Official Response from Crystal R.:** > Thanks so much, Talana! We’re so glad the website tools and support team have been helpful—it means a lot to hear that. Love that we’re making it easier for your team to connect and reach your goals! ### 46. Good platform for content **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** It creates good looking content to send out to social media and email. It is easy to use the content creations. Campaigns that integrate with Epic take a bit more time to figure out, but the support team will guide you through it. Customer Service is responsive although the sales team and support team might need to work a bit more together to properly educate onboarding customers. Implementation for Levitate was good, with Epic not so much. We mainly use the product for social media. The integration with our management system doesn't seem too reliable for what we want it for. **What do you dislike about Levitate?** The integration with Applied Epic is lacking and does not work like we were told. It needs major improvements before being able to use effectively between the two systems. **What problems is Levitate solving and how is that benefiting you?** Creating marketing materials quickly and are very useful **Official Response from Crystal R.:** > Thanks so much for your thoughtful review! We’re glad Levitate is making it easier to create and send out great content, and that our success team has been responsive and helpful. Epic can be a tricky system since it’s fairly closed, but we can support data refreshes ahead of campaigns — and we’re glad to hear your success specialist is working collaboratively with your team to make the most of Levitate. We appreciate your feedback and are always working to improve the experience! ### 47. Levitate an answer to Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** One stop shop for automation, email communication, birthday emails, text messages and more! When trying to learn new features, the support team is there to help answer any questions we have. I try to use Levitate on a weekly basis to communicate with individuals. **What do you dislike about Levitate?** Would prefer more training on how to use it. I would like to learn more on implementing the use of levitate to get better used to it. I also would like to learn more about integrating the system. **What problems is Levitate solving and how is that benefiting you?** One stop shop for communication and marketing. Great to be able to email and text all at once. **Official Response from Crystal R.:** > Thanks so much for the thoughtful feedback! We’re so happy to hear about your great experience with us so far! We’d love to set you up with more training and resources to help you get even more out of the platform-- Just reach out to your Success Specialist to set up a call, and we’ll make sure you’re fully supported every step of the way. Thanks for being part of Levitate! ### 48. User-friendly platform for our non-profit **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Levitate?** The customer support specialists are quick to respond and were very patient with us as we learned how to use the platform. **What do you dislike about Levitate?** We're still evaluating whether Levitate will have a positive impact on engagement from our supporters. **What problems is Levitate solving and how is that benefiting you?** We switched to Levitate to try and raise our open rate for bi-weekly emails and to be able to personalize targeted communications. **Official Response from Crystal R.:** > Thanks for your thoughtful review! We're so glad to hear our Success team made your onboarding experience smooth—that means a lot to us. We hope Levitate continues to help you drive more engagement with your supporters, and we’re here if you need anything as you evaluate the impact. ### 49. So far not so great. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** It seems like a great idea that would be time saving for our office. **What do you dislike about Levitate?** I don't have a lot of faith in the actual process. We sent a test birthday card to ourselves and it arrived over a month after we requested it to be sent out. It would have arrived weeks after the birthday had we sent it to a client. We used a Social Media post and it had a misspelling in it. **What problems is Levitate solving and how is that benefiting you?** It should create an easy process for sending out emails and communications to clients that look personal but doesn't take as much time. **Official Response from Crystal R.:** > Thank you for taking the time to share this feedback—we’re really sorry to hear about your experience so far. We recently switched our handwritten card provider to address those slow delivery times, and we’d be happy to cover the cost of another test send to help restore your confidence in that feature. As for the misspelling in the social media post, we’re *so* sorry. We go through multiple rounds of review and editing, but we’re human—and we clearly missed the mark here. We truly believe in the value Levitate brings and would love the opportunity to make things right for you. ### 50. great customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie M. | Marketing Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Levitate?** Their reps are quick to respond, always offer helpful solutions, and seem genuinely interested in making your creative endeavors come to light **What do you dislike about Levitate?** there are not any downsides that I can think of currently **What problems is Levitate solving and how is that benefiting you?** the ease of requesting things like reviews and maintaining contact with potential or current clients is made so much easier with the levitate platform **Official Response from Crystal R.:** > Katie, thank you so much for your kind words! We’re thrilled to hear you've had such a positive experience with our team. Bringing your creative ideas to life is exactly what we're here for, and it's fantastic knowing our responsiveness and support have stood out to you. We're always here if you need anything—thanks again for taking the time to share your thoughts! - [View Levitate pricing details and edition comparison](https://www.g2.com/products/levitate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+13%3A20%3A59+-0500&secure%5Bsession_id%5D=c40470ca-3c28-443c-b5c3-369658680d47&secure%5Btoken%5D=e28cf41a67012e6e9b0f5cdef62f4f82b80cf094e64f0cfcf3bbb1d76eda3d33&format=llm_user) ## Levitate Integrations - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Google My Business](https://www.g2.com/products/google-my-business/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [Instagram for Business](https://www.g2.com/products/instagram-for-business/reviews) - [PracticePanther](https://www.g2.com/products/paradigm-practicepanther/reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Wix](https://www.g2.com/products/wix/reviews) - [Xanatek IMS](https://www.g2.com/products/xanatek-ims/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Levitate Features **Email Marketing** - Email and Mobile Preview - Manage Email Lists - High-Volume Sending - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses - Multi-user Account - Surveys **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Diagnosis** - IP Address - Domains - Content - Policy Compliance **Templates** - Text and Themes - Stock Images - Proofing - Mobile Responsive **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Content & Collaboration** - Content Calendar - Content Library - Shared Inbox - Approval Workflows - Users and Permissions - Content Creation **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Social Management** - Social Analytics - Social Publishing - Campaign Optimization - Social Engagement - Social Ads - Campaign Planning - Hashtag Capabilites **Tracking** - Processing Time - Placement - Open Rate - Time to Open - Alerts **Edit** - Pre-Made - Build - HTML **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Reporting** - Campaign Performance - Domain Reputation - Brand Reputation - Blacklist and Whitelist **Logistics** - Analytics - Issues - Integrations - Shareable Link **Agentic AI - Social Media Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Email Deliverability** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Reporting & Analytics** - A/B Testing - Basic Reporting **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Template Builder** - Autonomous Task Execution - Cross-system Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - 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