Levitate - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate Levitate's Contact Database for its functionality and intuitive design. They highlight the helpfulness of the 'tags' capability for organizing and targeting different client types. Users report seamless integration with Wealthbox and Outlook, allowing for easy data capture. They find it valuable to have all contacts in one place, making communication and management simpler. Reviewers also mention the ease of syncing with CRMs like Redtail and the ability to handle a large number of contacts without limitations. Of the 23 Levitate users who gave detailed accounts of their use of Contact Database, 100% rated this feature as important or highly important.

Reviewers indicate that Levitate's Email Campaign Management is easy to use and effective for reaching clients. They appreciate the ability to draft, schedule, and segment emails, which saves time and improves targeting. Users find the AI-generated content and templates helpful, along with the integration of social media. They value the detailed analytics and reports on email performance, which help in understanding engagement and effectiveness. The platform's reminders and customization options are also highlighted as beneficial. Of the 41 Levitate users who gave detailed accounts of their use of Email Campaign Management, 98% rated this feature as important or highly important.

Users report that Levitate's List Management is efficient and helps in organizing contacts for targeted campaigns. They find the tagging capability useful for creating specific lists and appreciate the ease of adding and subtracting tags. Reviewers mention the seamless integration with Redtail and the ability to import contacts from spreadsheets. They indicate that the system updates data frequently, ensuring accuracy. Some users note that managing contacts can be clunky, but overall, it simplifies their workflow. Of the 18 Levitate users who gave detailed accounts of their use of List Management, 89% rated this feature as important or highly important.

Reviewers find Levitate's Campaign Scheduling helpful for planning and automating email and social media posts. They appreciate the ability to schedule content in advance, which saves time and ensures timely communication. Users highlight the ease of use and the ability to see gaps and opportunities in their schedule. They also mention the convenience of setting up campaigns before compliance approval and the integration with social media platforms. Overall, this aspect makes their job easier and more organized. Of the 22 Levitate users who gave detailed accounts of their use of Campaign Scheduling, 86% rated this feature as important or highly important.

Users appreciate Levitate's Engagement Tracking for providing clear and accurate data on email and social media performance. They find it valuable to see open rates, responses, and the popularity of posts. Reviewers indicate that this capability helps them understand the effectiveness of their marketing efforts and make data-driven decisions. They also mention that it supports their metrics and reporting needs, making it easier to track engagement and demonstrate the value of Levitate to their business. Of the 19 Levitate users who gave detailed accounts of their use of Engagement Tracking, 84% rated this feature as important or highly important.