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Levitate

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

Profile Name

Star Rating

103
14
5
1
0

Levitate Reviews

Review Filters
Profile Name
Star Rating
103
14
5
1
0
JC
Jonathan C.
04/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

Streamlined Client Renewals and Cross-Selling Made Easy

Managing my renewal touches with clients as well as cross selling.
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.
April J.
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.

About

Contact

HQ Location:
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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