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 Redtail, and value the unlimited contact uploads. They find it easy to keep track of client interactions and maintain accurate records. Users also mention the ease of syncing with email for saving client correspondences and the robust system integration for multiple tag filters. Of the 21 Levitate users who gave detailed accounts of their use of Contact Database, 100% rated this feature as important or highly important.

Reviewers indicate Levitate's Email Campaign Management is valuable for staying in touch with clients. They appreciate the ability to draft, schedule, and automate emails, and the ease of segmenting email lists using tags. Users report positive feedback on the AI-generated content and the ability to track campaign effectiveness. They find the integration with social media and the availability of templates and analytics helpful. Users also highlight the capability's role in maintaining client engagement and sending personalized emails. Of the 55 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 Customizable Branding allows them to maintain their brand identity in communications. They appreciate the ability to add logos, pictures, and personalized messages, ensuring clients recognize the content as coming from their firm. Reviewers find this aspect important for establishing and growing brand awareness. They highlight the ease of making their emails look professional and consistent, which helps in building trust and recognition among clients. Of the 23 Levitate users who gave detailed accounts of their use of Customizable Branding, 96% rated this feature as important or highly important.

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“I can make our brand identity be consistent on the platform”

Oskar A.

Brand and Communication Specialist

“Crucial for clients to see all correspondence as part of my firm.”

iB

ilisa B.

Managing partner

Reviewers find Levitate's Campaign Scheduling helpful for planning and automating email and social media posts. They appreciate the ability to schedule content months in advance, which saves time and ensures timely communication. Users report that this capability allows them to focus on other tasks without worrying about sending emails manually. They also value the flexibility to schedule reminders and the ease of managing campaigns, which enhances their overall productivity. Of the 42 Levitate users who gave detailed accounts of their use of Campaign Scheduling, 93% rated this feature as important or highly important.

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“This is my favorite thing about Levitate. Scheduling all of my social media posts ahead of time makes my life easier. You can schedule 3 months in advance. It is awesome! ”

LN

Laura N.

Legal Assistant

“Love being able to schedule emails and reminders ahead of time so we don't have to pause (or remember) in the middle of the work day to send them”

Aubrey F.

Owner

Users highlight Levitate's Contact Management for its role in organizing and maintaining client information. They appreciate the integration with Clio and other management systems, which keeps contact lists up-to-date. Reviewers find the tagging system useful for differentiating clients and targeting communications. They report that this aspect helps in tracking client interactions and preferences, improving efficiency and ensuring accurate information. Users also mention the ease of editing and updating contact details as a significant advantage. Of the 26 Levitate users who gave detailed accounts of their use of Contact Management, 92% rated this feature as important or highly important.