
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%
Satisfaction score
Ease of use
9
Value for money
8
Customer Support
9
Functionality
9
Peter
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
Veronica
Insurance, 1-10 employees
Free Trial
“I'll never stop reaching out to them
Pros
Nothing really. We ended up on their call list and no matter what we do, they just keep calling and won't stop.
Cons
For nearly a year now, Levitate salespeople have continued calling us, even though we have asked them to stop. We have never been interested in their services but they just don't stop calling. I will not do business with a company that engages in spam calling like this.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Kaylie
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
rodger
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
Mindy
Insurance, 11-50 employees
Less than a year
“Quick and responsive
Pros
The system is really efficient. Every feature seems to be perfectly suited to our agency's needs.
Cons
I would love to see more creative templates that allow a more personalized touch.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sheillah
Accounting, 1-10 employees
Less than 6 months
“In love with the customer service
Pros
CUSTOMER SERVICE of this tool is exceptional. Always available and I get instant responses to my inquiries. Very helpful.
Cons
The return on investment didn't quite meet expectations as promised.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
10
Functionality
7
Tammy
Law Practice, 1-10 employees
Less than a year
“Excellent for law firms
Pros
I really like how Levitate makes it so easy to manage client communications and social media posts!
Cons
We had some challenges with integrating mass email services into our email security system, but their IT team worked closely with ours and they got everything sorted.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Financial Services, 11-50 employees
Less than a year
“Smart automation makes interactions timely and seamless.
Pros
What I like best about it is how intuitive and easy to use it is. Its powerful automation capabilities really streamline the email outreach process, making it easy to manage campaigns and build stronger customer relationships. The AI driven suggestions help me scale my efforts without sacrificing quality. The seamless CRM integration ensures consistency and tracking, making it perfect for businesses looking to boost lead generation and sales.
Cons
One downside to Levitate is that the learning curve can be steep for newcomers specially for those unfamiliar with email marketing automation. While the platform itself is user friendly, some advanced features and customization options can take some time to fully grasp. Plus the pricing structure might not be ideal for smaller businesses or those just starting to scale, as some key features are locked behind higher tier plans.
Rating Distribution
Ease of use
9
Value for money
6
Customer Support
9
Functionality
8
Katherine
Insurance, 1-10 employees
More than a year
“An amazing system, very pleased!
Pros
I really appreciate how simple it is to set up email templates and reuse them. It also makes reaching a large audience much easier!
Cons
I just want to improve its ability to integrate with other systems we currently use.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Shannon
Insurance, 1-10 employees
Less than a year
“This is an excellent tool!
Pros
The system is very user friendly and offers lots of communication options for reaching out to our clients.
Cons
There have been times when I couldn't find a client, even though they are in the system with an email address. They need to fix that.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Tullio
Insurance, 1-10 employees
More than a year
“The ups and downs of this software
Pros
The content suggestions, graphic design tools and AI integration in response creation are all great. Plus it is very industry specific, which adds value.
Cons
We have had issues with connecting to our data application, which has affected the automation process.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
8
Functionality
7
Nicole
Financial Services, 1-10 employees
More than a year
“Fantastic software, fantastic company
Pros
It's so easy to automate emails, campaigns and social media posts. I can also keep track of client issues and I love how easy everything is to use. The staff is great too, they are super helpful whenever we run into an issue. Looking forward to continuing with them.
Cons
I wish I could search for something in a client's profile without knowing their exact name like contract numbers or birthdays. Also you can only send email attachments up to 3MB, which isn't enough. I end up having to send attachments through my regular email.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michelle
Insurance, 1-10 employees
More than a year
“Their service goes beyond expectations
Pros
I love the service and follow up we get from Levitate. We are really happy with the content and how simple to use it is.
Cons
Updating client information and syncing with Salesforce has been an issue but with the new integration, it seems like that will be resolved.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Scott
Accounting, 1-10 employees
Less than 6 months
“You are doing wonders
Pros
Its scheduling feature is fantastic! I can upload posts for the next three months and not have to think about them again for a while.
Cons
The only downside I experienced was the time it took to get Facebook set up after I took over the marketing side.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lauren
Financial Services, 1-10 employees
More than a year
“You would need this
Pros
It is simple to use, compliance focused and the support team is amazing. They are always innovating and releasing new features. I especially love the campaign and social media features.
Cons
I had some trouble correcting tags from the previous Redtail integration and I would love the ability to set separate reminders for anniversaries, birthdays and client milestones.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8