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Jennifer F.

Principal

Mid-Market (51-1000 emp.)

4/26/2025

"Fantastic CRM for Seamless Content Distribution Across Multiple Platforms"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

TW

Tina W.

Insurance Agent

Small-Business (50 or fewer emp.)

7/10/2025

"Levitate is Great"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

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danny m.

Accounting Manager

Small-Business (50 or fewer emp.)

4/24/2025

"Great tool for keeping in touch with clients"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

LS

Ladessa S.

Recruiter and Partner Relations Development Manager

Small-Business (50 or fewer emp.)

4/24/2025

""Levitate Helped Us Deepen Connections & Drive Results"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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.

AD

Alexandra D.

Operations Manager

Small-Business (50 or fewer emp.)

4/24/2025

"Levitate is a game changer."

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I have had zero issues with levitate and dont believe i will have any in the future. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

EJ

Elizabeth J.

Administrative Assistant/Intake Coordinator

Small-Business (50 or fewer emp.)

4/24/2025

"Made Client Follow-Ups So Much Easier!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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.

AP

Adam P.

Chief Operational Officer

Small-Business (50 or fewer emp.)

5/5/2025

"Levitate is near effortless to keep up with client interaction"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

CC

Cameron C.

Project Executive

Mid-Market (51-1000 emp.)

4/24/2025

"I like Levitate, but there is room for improvement"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

KL

Kai L.

Principal Agent

Small-Business (50 or fewer emp.)

4/24/2025

"Paid for itself on the 3rd email!!"

5/5

What do you like best about Levitate?

It was so easy to implement. The onboard process was very easy. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!

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Paula L.

Insurance Agent

Small-Business (50 or fewer emp.)

4/24/2025

"Highly Recommend!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I genuinely can't think of anything that I dislike about Levitate. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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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!