Levitate Features
Integration (9)
Data Import & Export Tools
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
Integration APIs
Supports extensibility through APIs to build and manage integrations with third-party tools.
Breadth of Partner Applications
"Offers a wide range of plug-and-play integrations with third-party applications. "
CRM Integration
Integrates with CRM software, which can help provide context to your mailing lists.
Social Media Integration
Integrates with Social Media platforms, which can help expand your reach.
E-Commerce Integration
Integrates with e-commerce platforms, which can link directly to your online store.
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Email Marketing (13)
Email and Mobile Preview
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.
Manage Email Lists
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.
High-Volume Sending
Ability to send thousands of unique, personalized emails per second.
Building and Personalizing Emails
Tools for designing, editing, and personalizing email content for recipients.
Sending Outbound Emails
Supports the ability to send outbound email campaigns to external recipients.
Manage Email Deliverability
Maximizes inbox placement by managing spam compliance and sender reputation.
Automated Email Responses
Automatically respond to user actions or triggers with predefined email messages.
Multi-user Account
Enables multiple users to login to the same account to maintain a single account for your entire marketing team.
Surveys
Ability to send secure and personalized survey invites to your contact list.
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Reporting & Analytics (7)
A/B Testing
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.
Basic Reporting
Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Platform (7)
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Social Management (7)
Social Analytics
Reports on the performance of social media posts and campaigns.
Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels.
Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
Social Engagement
Centrally manages social media content and conversations across multiple social channels.
Social Ads
Provides features for managing and optimizing paid advertisements across social channels.
Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Diagnosis (4)
IP Address
IP address quality analysis.
Domains
Sending domain quality analysis.
Content
Email content analysis.
Policy Compliance
Determing email and domain compliance with policies such as DMARC.
Tracking (5)
Processing Time
Measuring of delivery latency/processing time.
Placement
Tracking which folder email appears in.
Open Rate
Tracking open rate across recipients.
Time to Open
Tracking time between delivery and open.
Alerts
Notifications related to placement and opening.
Reporting (4)
Campaign Performance
Measuring overall campaign performance across recipients.
Domain Reputation
Measuring overall reputation related to specific sending domains.
Brand Reputation
Measuring overall reputation of brand based on all email activity.
Blacklist and Whitelist
Tracking recipient tagging of domains for blacklists and whitelists.
Templates (4)
Text and Themes
Allow users to edit text and themes on email templates
Stock Images
Provide a library of stock images to use for emails
Proofing
Offer email proofing capabilities
Mobile Responsive
Provide mobile responsive email templates
Edit (3)
Pre-Made
Offer pre-made email templates
Build
Allow users to create their own email templates
HTML
Use drag-and-drop HTML editing to create email templates
Logistics (4)
Analytics
Provide analytics reporting so that users can see how their campaigns perform
Issues
Allow for users to identify potential issues that would stop their emails from sending
Integrations
Integrate with email software or email marketing and marketing automation platforms
Shareable Link
Ability to share email templates via a link to collect feedback on the created emails easily
Text Messaging (8)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Content & Collaboration (6)
Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
Content Library
Allows users to upload and publish brand content from a shared library.
Shared Inbox
Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
Users and Permissions
Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
Provides features for creating or editing social media assets.
SMS Platform (6)
Reporting
Provides pre-built or customizable performance reports
Automation
Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Social Media Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Deliverability (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Template Builder (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.
Social engagement is the level of interaction people or brands have with online communities, helping build relationships, trust, and audience loyalty.




