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Levitate
Relationship marketing as authentic as you are.
Last updated: August 2024
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Recommended
Lynn B.
Law Practice, 1-10 employees
Used monthly for 1-2 years
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My experience with Levitate has been great. As I mentioned, they stay with you throughout the year so that you make good use of the product and get your money's worth.
I like the customer contact. A representative was assigned to me, and they make regular meeting appointments to keep you on track with your email and social media campaigns. It would be so easy to fail to make use of the product without this support. I also love to browse the content library to get ideas.
The cost, but I do believe it is worth it IF you pay attention to the representatives, have your regular meetings, and send out the campaigns regularly.
Britney S.
Insurance, 11-50 employees
Used daily for 1-2 years
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Exceptional! We have had such good feedback from our insureds!
How easy it is to use, the help from the company including follow-ups, the responses from our clients and prospects, making our clients feel appreciated on their birthday.
Sometimes tags remove themselves from policies or a download from our main system comes back with additional information not needed.
Mallory S.
Financial Services, 1-10 employees
Used daily for 6-12 months
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I have enjoyed the ease of use and relevant content that Levitate provides. I use Levitate every day, and I look forward to seeing new content appear weekly.
Levitate's selection of relevant content is wonderful for emails, blog posts, and social media content. Dozens of posts are readily available to post to your company's LinkedIn directly from Levitate. I also really love Levitate's ability to send bulk emails.
I wish that Levitate would implement a social media analytics platform within the software so that I could see how my social media posts from Levitate are performing on LinkedIn.
Chloe L.
Accounting, 1-10 employees
Used daily for 6-12 months
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My experience has been great! I love Levitate!
I love the AI writing tool! This has made sending emails a breeze. I also love all the premade content!
The only thing I don't like about Levitate is that sometimes when creating a contact the contact is private. I would like it if there was a feature that makes all contacts pubic to everyone.
Denika G.
Insurance, 1-10 employees
Used daily for 1-2 years
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I will use it until you take it away. I use it for all communication
I like the appointment feature. I like that clients can schedule their own appointment's.
No cons at all, I love the service you provide
Emily C.
Financial Services, 1-10 employees
Used daily for 6-12 months
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I love how user friendly it is, simple, and connects I get with the relationship manager (Tre). I love how we continue to develop the software to make it work for us.
I wish there were built in data fields for DOB & Tax ID. Especially DOB for age based correspondences like RMD age, Social security, etc.
Chris E.
Insurance, 1-10 employees
Used daily for 1-2 years
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Levitate has been fantastic. Easy to use tools and features, but what I like best is the support I get on a regular basis from my product manager and anytime I need help.
The ability to send customizable emails and social media content. When I"m stuck for the right words, the AI integration is fabulous.
I wish the texting feature could notify more than one person and was easier to manage with a team all using 1 number.
Richard C.
Financial Services, 1-10 employees
Used daily for 1-2 years
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While still new, I can only say that we have not engaged as much as I would have hoped.
Contact awareness and surveying , Because of security and insurance regulator issues we need preapproval on almost everything we do and interfacing has proven to be an impediment to being as timely as I would like.
Very little support by way of a reference manual which could help, in my opinion, both for my personal and staff assistavce.
Aubrey F.
Insurance, 1-10 employees
Used daily for 6-12 months
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I love that I can automate email series based on the type of client they are. We can schedule birthday, holiday, and wedding anniversary greetings. Automations to remind customers to leave us reviews or touch base about new opportunities are so much smoother than manually tracking.
There are a couple glitches with our scheduled automations that our happiness consultant is helping us with, but the platform is still super smooth and easy.
Blake B.
Insurance, 1-10 employees
Used daily for 1-2 years
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They are very receptive to any changes we want to make, questions we have, help with the site. It is rare we ever have an issue, but when one does come up, they are right there to help us. They are honest in their recommendations and truly feel like they just want the business owner to be happy and get the results they are looking for.
There are so many features you can use with Levitate. I love the texting option, data base of clients, stores conversations/keeps records, and is very easy to filter and do marketing campaigns.
If there was a better way to export addresses to do a mailing, see all the clients without having to specifically search for them, more easily filter the contacts.
Anna T.
Financial Services, 51-200 employees
Used daily for 1-2 years
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Levitate is pretty easy to use. It does what is expected.
There tend be a lot of glitches so I feel like I talk to customer service a lot.
Hi Anna, thanks for taking the time to review us! And thank you for your feedback. Our product team is working diligently to minimize glitches for our customers!
Bruce B.
Insurance, 1-10 employees
Used daily for 2+ years
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Great company with an amazing product and wonderful people that makes our job easier.
Great program and easy to work with! Excellent resource with great communication and Levitate has amazing people.
None very happy! I really do not see any flaws in the communication process and glad we are have worked together and enjoy our relationship.
Thank you for the incredibly kind review, Bruce! Nothing makes us happier than hearing that our customers are pleased with our product and our fantastic team. We appreciate your loyalty and look forward to continuing our relationship!
Rob R.
Insurance, 1-10 employees
Used weekly for 1-2 years
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Overall, Levitate is a fairly priced easy to use product that I would definitely recommend to anyone looking for a way to greatly improve their open rates on email campaigns. It also makes it very easy to keep up with customer communications with regular alerts. Reports are also very user friendly with good details.
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!
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!
Todd S.
Insurance, 1-10 employees
Used daily for 6-12 months
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We really like Levitate, it works very well for us.
Ease of use, quality product, reasonable cost.
Nothing, everything works well for us .
We're glad to hear you are having a great experience with Levitate, Todd. Thank you for taking the time to review us!
Bennett G.
Insurance, 1-10 employees
Used monthly for 2+ years
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It's been great, we couldn't be happier with what we can provide our clients for the cost.
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.
robin b.
Insurance, 1-10 employees
Used daily for 1-2 years
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excellent vendor!!
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.
Erick L.
Insurance, 1-10 employees
Used weekly for 2+ years
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Extremely happy with this service and product. Brought our company into the age of tech
Very good customer service. I can always talk with someone live. That matters hugely to me
More features than we really need. I would purchase a slimmed down version if it was available at a lower cost
Thanks for the kind words, Erick! We appreciate you being such a wonderful customer and look forward to many more years of helping you keep in touch with your clients.
Jeffrey R.
Financial Services, 1-10 employees
Used monthly for 1-2 years
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It's a great product that continues to improve and their team is willing to work with you to customize your experience, take feedback, etc.
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.
Tami C.
Financial Services, 1-10 employees
Used daily for 1-2 years
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Schedules Birthdays, Holidays or special occasions on the days we have selected. knowing the client is taken care.
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.
Rachel M.
Insurance, 1-10 employees
Used daily for 1-2 years
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Customer service is out of this world. [SENSITIVE CONTENT] is outstanding with his knowledge and help to make sure this is working for our business. He cares and easy to get ahold and work over Zoom, call or email.
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.
Lanette F.
Insurance, 1-10 employees
Used weekly for 1-2 years
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Love Love Love them! They are so helpful. They do not make me feel like an idiot because I needed help getting started in their system. I have had so many customers tell me how much they appreciate me reaching out to them regularly thru emails with great and educational content.
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.
Brittany I.
Insurance, 1-10 employees
Used weekly for 1-2 years
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We have had an incredibly positive experience in our first year with Levitate.
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.
TEd H.
Insurance, 1-10 employees
Used monthly for 1-2 years
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The platform is super simple and easy to use because they support you like a champ along the way. The platform is excellent but the service and support is twice as good.
Limited features and options for employee benefits.
Thanks for taking the time to write such a wonderful review, Ted! We've shared your feedback around having more employee benefits features with the team.
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!