Levitate Reviews & Product Details - Page 7

Levitate Product Details

Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. Founded in 2017 by Jesse Lipson, the creator of ShareFile, Levitate focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks. This platform is particularly beneficial for small business owners who often juggle multiple responsibilities and seek effective ways to connect with their clientele. The target audience for Levitate includes small business owners, entrepreneurs, and professionals who understand the value of personalized communication but may lack the time or resources to implement it effectively. Levitate addresses this need by providing a suite of features that streamline client interactions. Users can send personalized emails at scale, ensuring that each client feels valued and recognized. The platform also facilitates social media presence, and communication through text messages, enabling businesses to reach clients in a way that is convenient and immediate. Key features of Levitate include the ability to send surveys, schedule meetings, and remember important details about contacts, which can enhance the quality of interactions. For instance, by recalling key facts such as birthdays or past conversations, users can tailor their communications to resonate more deeply with clients. This personalized approach not only fosters stronger relationships but also helps businesses achieve their goals more effectively. Additionally, Levitate offers the support of a dedicated success specialist/marketing coach, providing users with guidance and strategies to maximize their outreach efforts without the need to pay for third-party consultants or other marketing professionals. Levitate also offers custom-built websites, written and designed for each business, rather than relying on templates. Create and post blogs with AI-assistance. Facebook or Google Local Service Ads are also optional add-ons. Levitate stands out in the crowded marketing tool landscape by emphasizing relationship management rather than traditional marketing tactics. Its user-friendly interface and comprehensive features enable small businesses to engage with clients in a meaningful way, ultimately leading to increased loyalty and retention. By integrating various communication methods and offering personalized support, Levitate empowers small businesses to thrive in a competitive environment while focusing on what they do best: building lasting relationships with their clients.

Product Website

Seller

Levitate

Discussions

Levitate Community

Product Description

The next big marketing movement? Less marketing. Levitate combines AI-powered software with dedicated content specialists to help you build real relationships with your network.

Overview by

Meghan Hardy (Levitate Marketing)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Levitate Integrations

(33)

Verified by Levitate

Levitate Media

Skip promotional folders by sending 1:1 emails at scale. Start conversations and build deeper relationships with your clients and donors.

Hundreds of timely, personal, ready-made content. Easily editable or create your own. Write customer emails, social posts, and blogs in seconds with Levitate's built-in AI assistant.

Levitate Demo - Your Custom Content Calender

Work with your dedicated Success Specialist or use our recommendations for outreach and social media presence across platforms.

Levitate Demo - Simple reporting and analytics.

Everything you need to know, nothing you don't. See opens, clicks, and replies to your campaigns.

Levitate Demo - Social Media Made Simple.

From funny to informative, access hundreds of social media posts and images to make staying top-of-mind a breeze.

Levitate Demo - Emails that feel personal - because they are.

Send personalized emails at scale. Integrate with the email you already use.

Official Downloads

(4)

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G2 reviews are authentic and verified.

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JA

Janet A.

Dispatcher

Small-Business (50 or fewer emp.)

4/24/2025

"Astonishing service"

5/5

What do you like best about Levitate?

How Efficient it is and so easy to work with Review collected by and hosted on G2.com.

What do you dislike about Levitate?

i don't have any thing i dislike they have been great so far Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you, Janet! We’re so happy to be part of your process and truly appreciate the kind words and trust you’ve placed in us!

AL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

4/24/2025

"Levitate for Law Firms"

4.5/5

What do you like best about Levitate?

Levitate is helping our office reach our current and future clients with polished mass communications. As a firm that provides bilingual services, we have found the AI tool useful to generate translations that we then only need to check, rather than draft from scratch ourselves. The levitate team has also been responsive and supportive during implementation and we look forward to using the product more. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

We wish updating our list of clients and associated contact information from Filevine was easier, faster, and more frequent. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much for sharing your experience! We’re so pleased Levitate is helping your firm connect with clients more efficiently—and that the AI translation tool is making a real difference for you!

We appreciate the feedback on Filevine too... As you know, while we don’t *currently* have a direct integration, you *never know* what could be on the horizon..... so definitely keep your eyes peeled for future announcements....!

Thanks again for choosing Levitate to help power your outreach.

LA

Layla A.

Social Media Marketing Manager

Small-Business (50 or fewer emp.)

4/24/2025

"It makes it easy to draw up social media content."

4/5

What do you like best about Levitate?

That it has a lot of social media campaigns for insurance based stuff. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I wish there was more campaigns for other types of things Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks, Layla! We’re so glad Levitate is making it easier to create social content. We appreciate your feedback and are always looking to expand our campaign library to give you even more options!

UH

Verified User in Higher Education

Small-Business (50 or fewer emp.)

4/24/2025

"Great Customer Service and Consistent Check In's!"

4.5/5

What do you like best about Levitate?

Our client success manager, Alec, is phenomenal! He always checks in for updates, helps us setup our automations, and consistently schedules meetings to confirm things are moving smoothly even if its just a catch up conversation. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I wish we could do more personalizations in the automations or even be able to Carbon Copy certain contact groups on email threads. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much! We’re lucky to have Alec on the team—he’ll be thrilled to hear this. Love that Levitate is helping you stay on top of reviews and birthdays! We’re always working to improve, so we appreciate the feedback on automation personalization too.

CM

Cory D. D. M.

Director of Marketing

Small-Business (50 or fewer emp.)

4/24/2025

"Seamless integration with tons of backend support"

5/5

What do you like best about Levitate?

Levitate is easy to use and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

curenntly the mobile app needs a pretty big refresh Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much, Cory! We’re glad to hear Levitate’s ease of use is making a difference for you. And you’re in luck—big mobile app updates are rolling out in the next week or so! We’re excited for you to see the improvements. Thanks again for the feedback and for working with us!

WM

Wendy M.

Executive Director

Small-Business (50 or fewer emp.)

4/24/2025

"Great program"

4.5/5

What do you like best about Levitate?

Saves time and energy on sending our social media and email campaigns. All around good program. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Not syncing my donations for me to view. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you, Wendy! We’re so glad Levitate is helping you save time and make outreach a little easier — we know every minute matters when you’re doing important work. Thanks for being part of the Levitate community!

AL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

4/24/2025

"Great service with web based texting"

5/5

What do you like best about Levitate?

web based texting is a huge tool for my office, good support by company, easy to set up, good communication from Levitate team Review collected by and hosted on G2.com.

What do you dislike about Levitate?

dislike the most recent update -- client list does not have phoen numbers and emails listed in the search results, only visible after clicking through to entry Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the feedback! We’re glad texting has been so helpful for you— and it’s great to hear Levitate is keeping your client outreach running smoothly. We also really appreciate the note on the recent Contacts page update. I’ll share that with our design team so they can take it into consideration as we continue improving the experience.

KP

Kayla P.

Marketing Communications Specialist

Small-Business (50 or fewer emp.)

4/25/2025

"Levitate Advocate"

5/5

What do you like best about Levitate?

Improved Open Rate and User Friendly Functionality Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The restriction on using alias emails for marketing within the platform. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you, Kayla! It’s wonderful to hear Levitate is making it easier for you to connect and communicate with your audience. We’re so grateful to have advocates like you cheering us on — and if there’s ever anything we can do to help you be even more successful, just let us know!

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

4/24/2025

"Easy to set up and keeping me in touch with clients when I don't have the time to do it myself."

5/5

What do you like best about Levitate?

That it is set up in advance, but you can still send out unplanned emails and posts. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I wish I could send out drip campaigns to my leads in MyCase to help convert more. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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We're thrilled to hear that Levitate is helping you stay in touch with clients even when time is tight—that’s exactly what we designed it for. We love that you're finding flexibility with both planned and on-the-fly communications!

Thanks again for being part of the Levitate community. We're honored to support your practice!

AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/24/2025

"Recommend"

4/5

What do you like best about Levitate?

I love the email feature. I can send mass emails and see who reads, who clicks on my links. It’s been very helpful in identifying donors who are actively reading our information. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I don’t have any complaints. I do wish the campaign suggestions were a little more tailored. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much for sharing this! We’re thrilled to hear that Levitate is helping you connect with donors and better understand your engagement through email tracking.

And thank you for the feedback on campaign suggestions—we’ll definitely pass it along to our Content team! Our nonprofit clients vary greatly in their missions and the communities they serve, which makes the suggestions a bit trickier -- so we definitely encourage you to take advantage of the customized content that is offered with your subscription!