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Levitate Software

Levitate Software

Last Updated May 31, 2025

Overview

Levitate software empowers businesses to streamline client communication with features like email automation, social media scheduling, AI-driven content, and seamless integrations. While some users experience a learning curve during setup, the platform's ease of use, innovation, and personalized support help businesses achieve long-term success.

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Overall Rating

Based on 15 users reviews

4.3

Rating Distribution

Positive

87%

Neutral

7%

Negative

7%

Starting Price
Custom

What Is Levitate Software?

Levitate software features a marketing platform built to support relationship-driven businesses through personalized, authentic outreach. It enables email campaigns at scale using content templates, social media scheduling, review generation, client surveys, and contact memory tools. Additional features include automated reminders, marketing automation, handwritten card delivery, and easy meeting scheduling. By combining personalization with automation, the software helps drive growth and engagement while simplifying communication across multiple channels and touchpoints.

Levitate Software Pricing

Levitate software pricing includes the following packages:

  • Client Happiness + AI
  • Client Happiness Advanced
  • Client Happiness Prestige
Take advantage of the free trial or request a Levitate software price analysis to make a suitable choice for your business.

Levitate Software Integrations

Levitate software provides seamless integrations with leading third-party applications, including:

Users can schedule a Levitate software demo to learn more about its integration.

Who Is Levitate Software For?

Levitate software is designed to support businesses across various industries, including:

  • Financial
  • Real estate
  • Legal
  • Nonprofit
  • Insurance
  • Home services
  • Accounting

Is Levitate Software Right For You?

Levitate software is a relationship-focused marketing platform designed to support small business growth. The software enables scalable, personalized email outreach, text communication, meeting scheduling, contact memory, and automated follow-ups. By blending technology with personalization, Levitate fosters meaningful engagement, making it ideal for businesses prioritizing strong client connections and long-term relationship building.

Still unsure about Levitate software? Contact us at (661) 384-7070 for expert assistance from our team with any further queries.

Pros And Cons of Levitate Software

Pros

  • Offers great new features for campaign management

  • Content feels curated and personal, with positive feedback from practitioners

  • Improved social media presence, ease of use, and helpful one-on-one meetings

Cons

  • Difficulty pulling back or canceling emails

  • The setup process can be intimidating for those unfamiliar with the system

Frequently Asked Questions

Yes, Levitate software offers API access.

The Levitate software cost structure follows a subscription-based pricing model, offering packages such as Client Happiness + AI, Client Happiness Advanced, and Client Happiness Prestige. A free trial is available, and users can request a price analysis to find the best fit for their business.

Levitate software offers seamless integrations with top third-party applications, including Gmail, Zapier, Clio, DonorPerfect, Zillow, and Wealthbox, enhancing workflow efficiency and enabling smooth data synchronization across various platforms.

Levitate software offers language support in English.

Levitate software offers a dedicated mobile application for iOS or Android devices.

Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services, offering tools tailored to relationship-based business growth.

Levitate software provides support through a knowledge base, phone, Chat, and FAQs/forums.