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Levitate is a marketing software platform designed to help small businesses grow through the lost art of keeping in touch. Founded in 2017 by ShareFile creator Jesse Lipson, Levitate helps small businesses focus on what they do best: building relationships. Our solution allows businesses to send personal emails at scale, keep in touch with clients via text, schedule meetings, remember key facts about their contacts, customize reminders to reach out, and accomplish your business’s goals with a personalized approach.
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
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Value for money
4.9
/5
68
Starting from
No pricing info
Value for money contenders
Functionality
4.9
/5
68
Total features
30
2 categories
Functionality contenders
Overall Rating
5.0
/5
68
Positive reviews
100
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67
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Overall rating contenders
Sarah F.
Insurance, 1-10 employees
Used daily for 1-2 years
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The team at Levitate is excellent. They are thoughtful and innovative. The client education and support are vital and we have never had a problem with them. The implementation of AI has been well done and I expect they will continue to be a leader in their space.
I use Levitate for email and social media campaigns as well as a couple of monthly newsletters. Levitate has a GREAT dev team, very responsive in support, always flexible and working to improve. They have held our hands through every stage and we see the product improve on a regular basis. The integration of social media and now AI, is vital for us. Levitate made my job easier.
I really can't complain here. Any time we encountered a road block during implementation, they were on top of it and came up with a solution.
Mariah B.
Insurance, 1-10 employees
Used daily for 1-2 years
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We use Levitate to keep in touch with our current clients but also to reach out to prospects. All of these emails look very personalized and have had great responses! The team at Levitate is always great to deal with and very responsive.
The thing I like least isn't really even a software issue, just something we had to put a lot of thought into when we got it set up. The tags are SO important and you need to have your system planned out when you get it started or else you are going to have to backtrack through a ton of contacts to get the information where you want it.
Mariah, thank you for such a wonderful review! We're so glad your emails are actually making it to your clients now instead of getting stuck in their spam folders. We appreciate your recommendation on having the tagging plan in place in advance and will be sure to relay that to our implementation team for future clients. Thanks, again!
Michael P.
Insurance, 11-50 employees
Used weekly for 1-2 years
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Great working with their support team to successfully implement levitate.
Very happy with this products ability to generate business. We are very pleased.
It might actually generate too much business if that’s possible.
Michael, thanks for the great review! We love to hear that we may actually be helping to create too much business for you - a great problem to have! ;) We appreciate you being a wonderful customer.
Angela M.
Insurance, 11-50 employees
Used daily for 2+ years
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Wonderful experience . I am excited about the evolution of this software.
The software is a great alternative to mass blast emailing. It allows us to touch new clients and stay in touch with our current clients. It is excellent. My sales team love it!
More customization of the emails. Would like to embed PDF and video. Maybe not so many clicks to get to different menu items. Improve interface.
We appreciate you taking the time to leave such a great review, Angela! We'll also be sure to share your feedback on the interface and embedding different items with our product team. Thanks, again!
Laurie R.
Insurance, self-employed
Used daily for 1-2 years
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My overall experience has been excellent and I am really thrilled with Levitate. The implementation process was very easy and I was impressed with the level of personal support that I received. Levitate is perfect for my needs as a contact management system and even more so. I also like how easy it is to use, sort data, make lists, etc. Levitate has my full recommendation.
This product gives me everything that I need. I use it as a contact management system and more and it works great. I like how easy it is to use and I appreciate Levitate's support.
Nothing really. I honestly don't dislike anything about the product.
Thank you for the kind words, Laurie! We're thrilled to hear how well Levitate is working for you. We also appreciate you being such a great customer!