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Levitate

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122 reviews
  • 2 profiles
  • 7 categories
Average star rating
4.7
Serving customers since
2017

Profile Name

Star Rating

102
14
5
1
0

Levitate Reviews

Review Filters
Profile Name
Star Rating
102
14
5
1
0
Todd C.
TC
Todd C.
President of Carlson Wealth Management
04/29/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Levitate is most helpful to my busniess

Great customer service. I leave a lot my website maintenance to them . They never disappoint.
JM
Jessica M.
04/29/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Great tool for solo advisors!

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.
Sean L.
SL
Sean L.
04/29/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Levitate is definitely an upgrade to my Client Contact program

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.

About

Contact

HQ Location:
Raleigh, North Carolina

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
Website
www.levitate.ai