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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
Value for money
4.9
/5
64
Starting from
199
Per month
Flat Rate
Value for money contenders
Functionality
4.9
/5
64
Total features
25
1 categories
Functionality contenders
Overall Rating
5.0
/5
64
Positive reviews
100
%
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1
63
1
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Rachel M.
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Gina N.
BB
Bruce B.
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Tina H.
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Rob R.
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Kim L.
Overall rating contenders
Mariah B.
Insurance, 1-10 employees
Used daily for 1-2 years
Review source
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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!
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!
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!
Duke P.
Oil & Energy, 11-50 employees
Used daily for 1-2 years
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It would be 100% approval rating if and when I can get Levitate to work with my cellular device.
The reminders and ability to store notes.
I can’t get Levitate to work with my cellular device.
Hi Duke, thank you for taking the time to review us! We are glad you are having an overall positive experience with Levitate. We have also brought your issue to the attention of your success specialist, who will be reaching out ASAP. We appreciate you being a loyal customer!
Q. What type of pricing plans does Levitate offer?
Levitate has the following pricing plans:
Starting from: $199.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of Levitate?
Levitate has the following typical customers:
Freelancers, Non Profit, Small Business
Q. What languages does Levitate support?
Levitate supports the following languages:
English
Q. Does Levitate support mobile devices?
Levitate supports the following devices:
Android, iPad, iPhone
Q. Does Levitate offer an API?
No, Levitate does not have an API available.
Q. What other apps does Levitate integrate with?
Levitate integrates with the following applications:
Vertafore AMS360, Clio, HawkSoft CMS, Redtail CRM
Q. What level of support does Levitate offer?
Levitate offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support