Levitate Reviews & Product Details - Page 3

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

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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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DR

Denise R.

Owner

Small-Business (50 or fewer emp.)

4/24/2025

"Levitate? You mean the happiness platform! True statement."

5/5

What do you like best about Levitate?

We had a list of features and processes we wanted a program/app to do for us. We watched demo after demo and before the Levitate demo was even over my daughter looked at me and said how quick can they sign us up? It not only checked off every box on our list it had additional benefits, processes, that are already making our work more efficient. Every one of the Levitate employees we have talked with so far have been knowledgeable, friendly, and helpful. It isn't just the awesome system they developed, it's the smiling faces here to help that really make it a great company. Now to what it does for us. Through a Zapier integration it automatically keeps up with our new customers, always adding them to our customer list in Levitate. From there we can run email campaigns, social media, or printed thank you type card campaigns. We can also ask for Google Reviews, respond to Google Reviews, and use AI directly there on the site to help us respond in an appropriate manner. We are also getting set up to send text messages as well. It's a very well thought-out and run company. Amazing. Oh, and I should mention that it was so fast and easy to get set up. They did it with us and it only took 15-30 minutes. I couldn't believe it. Another thing I should mention is the customer support. Even if Morgan is in Zoom meetings all day, she manages to reply to me emails while I'm learning the system. Super grateful for their help. This is a company we will partner with from now on... no question. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

We haven't found any yet. We dove right in and the stuff we didn't understand or figure out (not much, i'ts very intuitive) they jumped right in to help. Review collected by and hosted on G2.com.

What problems is Levitate solving and how is that benefiting you?

We are now able to mass email our customers and through the use of customer tags we can email certain segments of our customer base, pre schedule email campaigns, get helpful ideas for subject matter that helps us create email campaigns, post to Facebook and Instagram at the same time, respond to Google reviews with the help of an AI tool etc... It's more than this. Really neat company. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Denise, WOW—thank you so much for this absolutely amazing review! We’re beyond thrilled to hear how Levitate has checked every box (and then some!) for you and your team. Your kind words about both the platform and our people truly mean the world to us. It’s customers like you who make what we do so rewarding, and we couldn't be more grateful to have you as a partner.

We’re so excited to keep supporting you as you dive even deeper into everything Levitate can offer—and huge shoutout to Morgan for being such a rockstar for you! Thank you again for your trust, your enthusiasm, and your partnership. We’re lucky to work with you!

LN

Lauren N.

Founder and Managing Partner

Small-Business (50 or fewer emp.)

4/24/2025

"Simplifies my life"

5/5

What do you like best about Levitate?

Levitate's features give me time back in my day. Clients can easily scheudle meetings, I can send personalized email on a mass scale, and it sends me reminders for important tasks Levitate also offers insightful and timely content that I can send to clients. If you are not great at learning new technology, Levitate's customer service team is amazing. They teach you how to use the technology and follow up with you to make sure you are utilizing all the features. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

There is nothing I have found so far that I do not like Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Wow, thank you, Lauren! This is exactly what we hope to deliver—more time back in your day and stronger client connections. We’re so glad the platform and our team have made things easy. We’re lucky to have awesome customers like you and can’t wait to keep supporting your success!

AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

4/24/2025

"So easy to use and learn!"

4.5/5

What do you like best about Levitate?

We mostly use Leviate for social media scheduling. We are starting to use it more for DRIP campaigns. We love how easy the reports are to finds and view. The integration with Salesforce has been very smooth. It was very easy to set up our socual media account to scheudle posts. Our designated representative has been fantastic with any questions that we have had. He always gets an answer for us quickly. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The HTML newsletter customization needs some updates to be a little more user firendly. We also would love if they offered automatic resend to non-openers. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much for the thoughtful feedback! We’re so happy to hear Levitate has made social media scheduling, drip campaigns, and reporting so much easier for your team—and that your representative has been a great resource. Appreciate the notes on HTML customization and automatic resends too! I’ll pass those along to our product team as we continue to add new features. Thanks for choosing Levitate to help power your marketing efforts!

EK

Ember K.

Office Manager

Small-Business (50 or fewer emp.)

4/24/2025

"Levitate - AI for marketing is powerful but requires significant client effort"

3.5/5

What do you like best about Levitate?

Levitate provides a platform for mass communication with templates and prompts that simplify client outreach. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Levitate requires significant effort from the company user, and the content generated by AI smacks of the worst of the 21st century - cold and depersonalized emailed content that doesn't represent the family vibe of smaller businesses. Integrations with business software are clunky, and actual use of the platform in my company has been limited due to the necessity of weekly attention to the programming. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you for your honest feedback, Ember. We completely understand that if you’re not using our content library, Levitate can feel like more work upfront compared to typical use—and we appreciate the effort you’ve invested so far. You’ll be happy to know that we’re actively enhancing our AI content creator to better reflect each business’s unique mission and voice, helping to deliver more personal, on-brand content with less heavy lifting. We truly appreciate your partnership and look forward to helping make the process easier and more aligned with your goals moving forward.

KH

Kassie H.

Pre-Litigation Paralegal & Marketing Manager

Small-Business (50 or fewer emp.)

4/30/2025

"10/10"

5/5

What do you like best about Levitate?

Levitate not only creates the content for me but they post it to our social media accounts without me having to do anything besides approve the content. I can approve them months in advance and have it all completed. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I like everything about Levitate, the only thing I would like to see change is have the Happy Birthday messages be automatically approved instead of having to do them each day. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you, Kassie! We're so glad you're enjoying Levitate's content creation and social media posting features. I just connected with your Success Specialist who will be reaching out shortly to teach you how to set up automated birthday messages (we call it "YOLO mode")! We're really striving for that 11/10 happiness score :) Thanks again!

DS

Don S.

Owner

Small-Business (50 or fewer emp.)

4/24/2025

"Levitate has really helped us in the social marketing areas where we were lacking presence."

5/5

What do you like best about Levitate?

Morgan, our specialist, has kept us on track with our goals and keeps us in touch with our customers. It is easy to use for us and we get an added boost with the great support from Morgan. We are still very new with Levitate and I feel like we are scratching the surface for what they have to offer. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I do not think there is any downside to being a part of Levitate. We have had a great experience so far and I do not see that changing. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much, Don! We’re thrilled Morgan’s been such a helpful guide—and we can’t wait for you to keep uncovering everything Levitate has to offer. Also, love the pup in your photo—future Levitate social media material?

RL

Rachel L.

Office Manager

Small-Business (50 or fewer emp.)

5/1/2025

"Great for Personalized Emails"

4.5/5

What do you like best about Levitate?

We love the pre-created templates. We really enjoy the automatic birthday emails. We love the card sending capability. The calendar view makes things easy to manage different campaigns! It integrates wonderfully with our CRM. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

It is difficult to get out a lot of mass emails quickly. The premise of Levitate is to avoid the junk folder but we've had troubles getting all our email campaigns out during business hours! Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Rachel, thank you so much for your wonderful review! We're delighted to hear you're enjoying the templates, birthday emails, handwritten cards, and seamless CRM integration. It's fantastic to know that the calendar view is doing its job!

Thanks again for choosing Levitate and sharing your valuable insights. We're excited to continue supporting your success!

MS

Marlee S.

Insurance Agent – Medicare Insurance Plans

Small-Business (50 or fewer emp.)

4/24/2025

"Easier to contact clients"

5/5

What do you like best about Levitate?

I love the texting feature! It allows my clients to ask me quick questions or tell me if they are running late for a meeting. I also really enjoy the campaign feature. It's nice to be able to send all of my clients a standard email if I'm hosting an event or have useful information from the carriers. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I wish it allowed me to sort by carrier name and plan when I'm sending campaigns. Also, not every prospect transfers over and it's hard for texting. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much, Marlee! We’re glad Levitate’s helping you stay connected through texting and campaigns—it’s awesome to hear. Also, great news: you can sort by carrier name and plan using tags and advanced filters! If you need help getting that set up, your Success Specialist would be happy to walk you through it. Appreciate you sharing your experience!

JM

Jessica M.

Founding Advisor

Small-Business (50 or fewer emp.)

4/29/2025

"Great tool for solo advisors!"

4.5/5

What do you like best about Levitate?

Having a database of emails & social media posts is a fantastic way to stay top of mind to my clients and prospects. It integrates with my CRM smoothly and I am able to target specific groups of my prospects in an effective way. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

I wish I could incorporate my branding in the artwork to make my posts more unique. Currently, I'm saving them to Canva, adding my brand colors and logo and then uploading again to Levitate. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Jessica, thank you for the great review! We're so glad Levitate is helping you stay in front of your clients and prospects efficiently—it’s awesome to hear you're making the most of the integration and utilizing the targeted approach to outreach (our golden rule!).

You can add your logo to social posts natively in Levitate (new feature alert!) But, that said, we totally understand wanting more flexibility, and it makes perfect sense that you're customizing things in Canva to match your full brand aesthetic . That’s fantastic feedback, and I’ll be sure to share it with our team as we continue to enhance the platform.

Thanks again for being part of the Levitate community!

SH

Stuart H.

Owner / Agent

Small-Business (50 or fewer emp.)

4/24/2025

"Great user friendly marketing system to keep in touch with prospects and clients"

4.5/5

What do you like best about Levitate?

I like that Levitate does all the basic stuff such as birthday and holiday emails & social media, but they also have timely news updates as well as the ability to custom your own campaigns. They assign you a rep that helps with laying out your marketing calendar as well as sending you ideas for timely contact messages. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Annual billing is tough. Would prefer monthly. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much, Stuart! We’re thrilled Levitate is helping you stay consistently in touch with clients and prospects. If annual billing ever becomes a hurdle, definitely talk to your Success Specialist about it. They’ll be happy to walk you through your options when it’s time for renewal!