Levitate software: Pricing, Free Demo & Features

Name: Levitate Software
Rating: 4.3 (15 reviews)

Last Updated Jun 23, 2026

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.

Overall Rating

Based on 15 users reviews

4.3

All Reviews

Rating Distribution

Positive

87%

Neutral

Negative

Starting Price

Custom

Levitate Software Specifications

Campaign Management
Lead Generation
Customer Segmentation
Email Marketing
Social Media Management
Content Management
Analytics and Reporting
Marketing Automation
Budget Tracking
Event Management

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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.

Levitate Software Features

Emails And Automations

Levitate software syncs with Gmail, Outlook, and other major providers to streamline communication. Unlimited automations reduce manual tasks, ensuring consistent, timely client engagement across repetitive email touchpoints.

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Artificial Intelligence (AI)

An integrated assistant named 'Lev' rewrites content, creates original messages, and translates into ten languages. Levitate.ai enhances message variety, improves clarity, and supports faster content production for business outreach.

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Handwritten Cards

The platform enables scalable sending of personalized cards in a handwritten style. Businesses can maintain human connections and celebrate milestones like birthdays without compromising efficiency or reach.

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Surveys And Review Generation

Quick surveys gauge client satisfaction, while five-star responses can automatically prompt review requests. This feature provides valuable feedback and supports brand visibility through streamlined testimonial collection.

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Reporting And Analytics

A unified dashboard delivers insights into open rates, replies, and survey results. This allows businesses to monitor performance, track engagement, and refine outreach strategies based on real-time analytics.

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Pros And Cons of Levitate Software

A quick look at Levitate Software's strengths and weaknesses to
help you decide if it's the right fit

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

Levitate Software Reviews

Insights from real users on Levitate Software’s features,
performance, and overall experience.

Total 15 reviews

4.3

All reviews are from verified customers

Rating Distribution

Stars

53%

Stars

33%

Stars

Share your experience

Peter

Real Estate, 1-10 employees

More than a year

4.0

February 2025

“Let's rise together”

Pros

The content they provide is great for engaging with email recipients who are not necessarily business related.

Cons

No phone support but their email support is excellent.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

rodger

Insurance, 1-10 employees

More than a year

5.0

January 2025

“I'm a loyal, happy customer”

Pros

What I love most is the consistency this company offers. In sales, I need to show my clients that I'm committed to the long term relationship and staying in touch with them regularly on a solid platform like this really helps strengthen that bond.

Cons

When entering data like address or city, I wish it would auto populate to save me some keystrokes.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Kaylie

Insurance, 1-10 employees

Less than a year

5.0

January 2025

“We absolutely love Levitate!”

Pros

Levitate has really taken our social media presence and customer relationships to the next level. The platform is very easy to use and I love having one on one meetings with a Levitate rep to get answers to any questions I have.

Cons

Nothing to mention so far! We haven't had any issues or cons arise.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 15 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What language does Levitate software support?

Levitate software offers language support in English.

Does Levitate software have a mobile app?

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

What other apps does Levitate software integrate with?

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.

What types of pricing plans does Levitate software offer?

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.

Who are the typical users of Levitate software?

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.

Does Levitate software offer an API?

Yes, Levitate software offers API access.

What level of support does Levitate software offer?

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