What is Levitate?
Founded in 2017 by ShareFile creator Jesse Lipson, Levitate helps small businesses focus on what they do best: build relationships. Our pioneering approach to keep-in-touch marketing and client happiness leverages personal, authentic communication through an AI-driven platform to keep your business top of mind. Easily send top-performing email templates, client surveys, texts, set up email automations, social media posts, and more -- all with a dedicated success specialist by your side.
Who Uses Levitate?
Small and medium-sized businesses that rely on relationships and word-of-mouth marketing.
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Reviews of Levitate
Insurance Agency Benefits from Levitate
Comments: 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.
Levitate Rises Above the Rest
Comments: Overall, Levitate has been wonderful. I have recommended it to others who are looking for the features that Levitate has. From set-up through customer service, we have had a great experience.
Levitate is easy to use and works with most CRM platforms. The features allow you to work months ahead with scheduling emails, follow-up meetings, and all social media posts.
I feel there are still some features that are evolving. I have not had a dislike about Levitate. Our experience with our Levitate contact has been wonderful. [sensitive content hidden] is efficient and prompt. All questions have been answered, issues resolved, and uploads completed in record time.
More open rates and client engagement.
Comments: Happy. I love that there is support and I don't feel alone in this.
I love that clients are reading and responding to my emails and texts. It has increased engagement and automated many of our reminder tasks.
I get a lot of texts notifications in my email which is great that they are using it, but hard to keep up!
Functionality is Outstanding, Parts are Glitchy
I love the fact that I can easily send client review emails to our clients.
Our firm has had some glitches with the software. Good news is, the support team is very responsive.
Great platform for our Business Needs
Comments: From the ease of use of the website to the Customer Service, this company has far surpassed others that tried using before. I can email, or call. I have been able to schedule meetings a week or two in advance to go over certain items and I have needed immediate help to which I received response very quickly.
Not being limited by the number of contacts we could have in the system is a great feature. I love the option of being able to send direct or group emails in regular email or HTML. I'm setting up the Birthday automation currently. It's going to save us not only time but money on the postage for physical birthday postcards we were sending out. The pre-designed monthly newsletters have been wonderful. All I have to do is add a few local and business-related items to the template and it's ready to go! Saving me so much time. Also, having industry related topics already pre-written and the ability to generate those topics from the AI program is so helpful instead of having to write everything from scratch. I have yet to find any incorrect information as well!
This platform doesn't currently integrate with Saleforce. So, as I get new clients in our Saleforce system, I have to come manually put them into Levitate. The only other thing I would add is to be able to create landing pages as I could on other services. It's not necessary and certainly doesn't sway me from preferring Levitate above other platforms, but it is something I hope they work on in the future.