Last Updated
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
Rating Distribution
Positive
87%
Neutral
7%
Negative
7%
Starting Price
Custom
Levitate Software Specifications
- Campaign Management
- Lead Generation
- Customer Segmentation
- Email Marketing
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
Levitate Software Integrations
Levitate software provides seamless integrations with leading third-party applications, including:
- Zillow
- Clio Software
- Zapier Software
- Wealthbox
- Gmail
- Donorperfect
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.
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.
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.
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.
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.
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
Levitate Software Reviews
Total 15 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars53%
4
Stars33%
3
Stars7%
2
Stars0%
1
Stars7%
Share your experience
Real Estate, 1-10 employees
More than a year
“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
8
Value for money
10
Customer Support
8
Functionality
10
Insurance, 1-10 employees
More than a year
“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
10
Value for money
8
Customer Support
10
Functionality
10
Insurance, 1-10 employees
Less than a year
“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
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Levitate software offer an API?
Yes, Levitate software offers API access.
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.
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 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.
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.
What level of support does Levitate software offer?
Levitate software provides support through a knowledge base, phone, Chat, and FAQs/forums.