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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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 there 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

I wish 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.

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

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.