Levitate Features

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!

The amount of content material available is amazing. And there was a great deal targeted to my specific industry. And they develop it on a timely basis, so nothing ever seems to get too 'stale'. The ability to customize the material and make it specific to my needs is also of great value.

If I had one complaint its that the software reminds me far too often for 'tasks' that I should be doing, since I'm someone who doesn't want to inundate their clients with too much content.

Most important to AcademyGPPS communications is to address the students by category when general reminders and data are being distributed, but individually for payment receipts and Certificates. The Levitate system allows the right amount of information to be saved per student for specific emails, and unlimited tags to allow efficient group distributions. Additionally, the support provided by the Levitate team to design and customize templates and campaigns is the real value of this product over time! The students need clear concise emails that are timely, but not intrusive, and Levitate allows me to control who is getting what, and when. And, I can even know who opens which emails, and request updated emails in a timely fashion. Fantastic tools!

There is not a single thing that has not worked exactly as presented and expected. I like it all.

Anne, it is incredible to hear that Levitate has been such a helpful tool for AcademyGPPS. Thank you for taking the time to write this review. We look forward to continuing to support your communication efforts with your students!

Easy to use email campaigns that hit customer's inbox and get read. Our open rate more than tripled the open rate of our previous marketing software. Great friendly customer support. Easy reports and task assignment.

If you have customers or prospects that have multiple employees or hire new people, it is a real pain entering employees for the customer. Each employee has to be added individually with all the right tags, and details like address, phone, email, website etc. etc. This is a painful process which leads to missed tags, extra tags, misspelled information and a mess to clean up. Also, it would be nice to be able to customize some templates for notes to gather consistent format and information captured when talking/meeting with clients and prospects. Tried to integrate Google Docs to solve this issue with no success.

Hi Rob, we are excited to hear how Levitate has more than tripled your email open rates! And thank you for your feedback, we will pass it along to our product team. Thanks for the review and for being a loyal customer!

We have had such a great experience working with Levitate as our CRM. For a small company, Levitate is a intuitive and collaborative system that allows us to organize our contacts and diversify our outreach strategy.

As a small real estate company, our client interactions are very individualized (no cold calling, different transaction timelines, etc.) - so we weren't able to add many integrations or automations to our internal workflows.

Thanks for leaving such a great review, Nicole! We're glad Levitate is working well for you and, as you mentioned, are always open to feedback on how to improve so we'll be sharing your thoughts with the team.

Automation is so helpful when it comes to keeping in contact with our clients, checking boxes, and helping minimize risk. We value keeping our clients in the loop in regard to office closures, changes in the industry or a specific policy type, and just generally avoiding E&O issues by providing information to our insureds without having to come up with the content ourselves or waiting to be asked by the insured (which is usually too late).

I do not have any complaints at this time.

Thanks for the great review, Brittany! We're so happy you're loving Lev.

I love that my emails look like I sent each one personally and that it's not a "blast" email. My customers have told me how special they feel that I thought enough to send them the emails. The content to choose from is amazing. I have been able to find many campaigns to fit my insurance office. They are super easy to edit if needed to "make them my own."

My least favorite is that as I get new customers into my office, I have to remember to add them into Levitate ... Or I can call Levitate and they will pull the reports from my computer for me and fix it. So ... I can't actually say I have a negative comment about Levitate because they help me even when I forgot to add them.

We're so glad to hear Lev is helping you authentically connect with your customers, Lanette! Thanks for taking the time to leave a review.

The best feature is its ease of use and how it integrates with my CMS

There is really nothing i like "least". Its just a matter of getting use to where things are.

Thank you for the kind review, Charlie! We are so glad that you are satisfied with the support you receive from your success specialist. We look forward to continuing to work with you and your agency!

Easy to use, many options that are around our field, every client gets all my emails without going to spam, open rates are 50% or higher

Love everything!! There is nothing that I have not liked at all!

We appreciate you leaving us such a great review, Rachel! Thanks for being an awesome Lev customer.

Ease of use And I like how it always reminds me that there are other templates available

I wish there were a few more templates that revolve more around holidays. And more tips for home and auto owners

Thank you for your kind words, Chris! We have taken note of your template requests and will speak with our content team. We appreciate you being an amazing customer and are happy you find Levitate so easy to use!

Easy to use. Can schedule emails in a few seconds and know that you can send them out on certain dates. Very convenient.

Getting notifications everyday, but have since changed in our settings.

Thanks for the kind review, Tami! We're so glad to hear how easily Lev helps you keep in touch with your clients.

There are three things I like most about Levitate: 1) Not a traditional email blast. The emails actually get sent from your own account so open and response rates are much better. 2) Automations available. Expand your horizons and save time with a number of possible automations. 3) Content creation. They produce a lot of good content so I don't have to. It's easy to modify their templates to customize for your needs as well.

Honestly, I can't think of a con at the moment.

We appreciate your thoughtful review, Jeffrey! So glad to hear that Levitate is helping you keep in touch with your clients easily.

Levitate makes customer contact easy! Easy to create, schedule and manage. Templates for holidays and special events make it easy to deliver messages on those important dates.

We had no issues. Very easy to integrate and learn how to use.

Thanks for the great review, Mark, and for recommending Levitate to others! We appreciate you being a customer and are glad Levitate is making it easy to keep in touch with your clients.

Easy to use, able to reach a large client base at one time, helps keep communication fresh, lots of positive feedback from clients

Data loading into Levitate from our client management system sometimes isn't correct - I've been hesitant to use automation because of this. I still like to check client information prior to sending emails.

We appreciate your kind words, Gina! We'll also let our product team know your feedback about the data sometimes loading incorrectly. Thanks for being a great customer!

It's a super useful tool to reach all our clients! It was very easy to integrate our management system with Levitate since the Levitate team makes it as seamless & easy as possible. It is very easy to use if you want to send out an extra email on the fly! Also, [SENSITIVE CONTENT] has made our experience with Levitate an amazing one! She's very accommodating & always so helpful!

My only complaint really is not having more customer-specific information on Levitate. If you have the time, you definitely could add some information yourself, but I don't have time to go through each client individually & add that information.

Thanks for the review, Tina! We appreciate your feedback and will share it with the team.

The feature to automatically send up to date content to the client. Easy to track usage among producers.

We have no "cons" or shortcoming about the product as it has met all our expectations.

Thanks for the kind words, Ken! We'll be sure to share them with our success team.

ease of use and so many templates to choose from

always price, I do believe it is priced right though.

We appreciate your review, Robin! Thanks for being a wonderful customer.

Having the ability to email all of our clients at once or even different segments of clients has been the best thing for us. Their system easily integrated with ours so it was simple. Our Levitate team helps recommend content and we approve it and its gone, that simple. It comes from our email so when our clients respond it comes straight to our email inbox. The Levitate team can also help draft specific content.

nothing, its been simple and easy, for a small shop even.

Wow, we appreciate this amazing review, Bennett! We're so glad to hear that Levitate and our team are able to help you keep in touch with clients in a quick and easy way.

Ease of use. Finding contacts, adding flyers, using templates, editing material are all easy.

We really do not see any improvements that we would like to have that the Levitate team is not already in the process of implementing.

Thanks for the kind words, Cynthia! We appreciate you being a Lev customer.

solves a problem for client communication

sometimes have difficulty when performing tasks on my own

We appreciate the review, Lee! Thanks for being a Levitate customer.

very easy to use, we have noticed an increase in customer engagement by email.

wish you built or integrated more with our website.

Grant, thanks for the review! We'll be sure to share your feedback on website integrations with the team.

The product is easy to use. And just as important are the various articles that can be e-mailed to my client list. I get a very good response back from my clients saying that they appreciate the information that I send out to them. And the availability of my Levitate representative [SENSITIVE CONTENT] is great. I can reach out to her either by phone or e-mail and she is very quick to respond back to me if she is not available to talk immediately.

I have not found anything lacking with the software.

Thank you so much for your awesome review, Robert! We're glad you love Levitate and appreciate you being such a great customer.

Easy to use, timely information, and statistics showing its effectiveness.

No complaints, it's just a matter of using product enough to know how to fluently use it.

I like being able to reach out to my clients frequently, and to keep my services in the forefront of their minds. Former clients will remember me more easily when they have recently seen a holiday message.

It was a little clunky at the beginning when my partner and I were parsing out which clients belonged to which of us. Other than that, I found things to take very little time and effort on my part.

Thanks for the wonderful review, Nancy! We love helping you keep in touch with your clients.