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Levitate

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119 reviews
  • 2 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2017

Profile Name

Star Rating

99
14
5
1
0

Levitate Reviews

Review Filters
Profile Name
Star Rating
99
14
5
1
0
Brandine P.
BP
Brandine P.
Owner/Managing Partner at Liberty & Justice Legal, PA
10/07/2025
Validated Reviewer
Verified Current User
Review source: Organic

Always a pleasure to speak with anyone on my team

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.
AJ
April J.
10/02/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Invaluable CRM Partner!

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.
Tina W.
TW
Tina W.
Insurance Agent at HARDIN INSURANCE, INC.
07/10/2025
Validated Reviewer
Review source: Organic

Levitate is Great

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.

About

Contact

HQ Location:
Raleigh, US

Social

@levitateai

What is Levitate?

Levitate is a software platform designed to help businesses enhance their relationship management efforts through personalized communication and marketing automation. By utilizing artificial intelligence, Levitate aims to provide tools that facilitate easy email marketing, contact management, and customer retention strategies, enabling businesses to maintain meaningful connections with their customers. The platform offers solutions specifically tailored for industries such as real estate, financial advising, and insurance, among others.

Details

Year Founded
2017