G2

April J.

Managing Partner

Small-Business (50 or fewer emp.)

10/2/2025

"Invaluable CRM Partner!"

5/5

What do you like best about Levitate?

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. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

There is really nothing that I can say that I truly dislike about this system. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

Levitate makes it easier for me to organize our communications and marketing efforts ahead of time. We are able to design and draft our messages in advance, then schedule them to be sent out later. The platform also allows us to reach out to our clients via text, which has proven effective since our clients tend to respond quickly to text messages. This feature has been particularly helpful for maintaining timely communication. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you for the wonderful review, April! We’re so glad Levitate helps your agency stay connected with clients and partners, and that the integration and scheduling features make communication easier. We also appreciate your kind words about our team! It means a lot to us!