Levitate Reviews & Product Details

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AJ

April J.

Managing Partner

Small-Business (50 or fewer emp.)

10/2/2025

"Invaluable CRM Partner!"

5/5

What do you like best about Levitate?

Levitate has been an excellent tool for our insurance agency, helping us maintain consistent communication with both our clients and affiliate partners. I can't say enough good things about the team at Levitate—the staff truly stands out as a valuable resource. They are always helpful and friendly! They always manage to find the right solutions for our needs. This system integrates with our management system which streamlines keeping our client file updated. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

There is really nothing that I can say that I truly dislike about this system. Review collected by and hosted on G2.com.

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

Levitate makes it easier for me to organize our communications and marketing efforts ahead of time. We are able to design and draft our messages in advance, then schedule them to be sent out later. The platform also allows us to reach out to our clients via text, which has proven effective since our clients tend to respond quickly to text messages. This feature has been particularly helpful for maintaining timely communication. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you for the wonderful review, April! We’re so glad Levitate helps your agency stay connected with clients and partners, and that the integration and scheduling features make communication easier. We also appreciate your kind words about our team! It means a lot to us!

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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Rupal S.

Software engineer

Mid-Market (51-1000 emp.)

10/6/2025

"Remarkable software for CRM and marketing operations"

4.5/5

What do you like best about Levitate?

Levitate is one specialized platform for all your digital campaigning and advertising work. Helping in many ways to reach to good number of leads and clients easily.

This software will help you to keep a constant and reliable relation with all your online and offline customers seamlessly. And will also some time helps in building new relations too.

Platform has a very simple to use and user friendly interface to work with and have many incredible features and plugins in this.

It includes so many versatile AI tools in this which leads to automate your workflow, schedule posts, ads and reach to more people easily. Even the versatile editing tools help to designs, edit and modify the marketing posts and publish them on social media handles.

This can be used with multiple communicative platform, even you can configure it with your email portals to send personalized campaigning emails with it easily. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

It is not allowed to integrated and connect with our servers, so sometimes it is getting difficult for us to manage the things and share content internally. Review collected by and hosted on G2.com.

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

This application was a great solution in our team, as is supported us to create, designs marketing templates, posts and schedule campaigns to reach more people and increase our leads daily. With this we have been easily manage our multiple social media handles and keeping track over all the insights and analytical reports. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the wonderful review, Rupal! We’re thrilled to hear that Levitate has become such a valuable part of your marketing and relationship management toolkit. It’s great to know that our AI features, campaign tools, and simple interface are helping you reach more clients and build lasting relationships. Look out for some exciting new AI updates soon!

We also appreciate your note about your server integration limitations - feedback like this helps us continue improving the platform. Our product team is always exploring ways to make sharing and collaboration even easier, so we’ll be sure to keep this in mind for future updates.

Thanks again for taking the time to share your experience - we’re so glad you’re part of the Levitate community!

BP

Brandine P.

Owner/Managing Partner

Small-Business (50 or fewer emp.)

10/7/2025

"Always a pleasure to speak with anyone on my team"

5/5

What do you like best about Levitate?

My customer service person/associate Sophia M. is always so knowledgeable. She helps me set up my quarterly campaigns, she makes me feel like she remembers me every time we speak, she advises me of new products/services, but it never feels sales-y. She also helps integrate my client list from my practice management software seamlessly. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Sometimes the tech people are so knowledgeable that I feel like I have to say "explain it to me like I'm five years old" so that I understand. I know this isn't really a negative, but I can't really think of another. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the thoughtful review, Brandine! We absolutely love hearing this and will make sure Sofia sees your kind words - she truly is amazing at what she does. It’s great to know that her support helps make your campaigns and integrations run smoothly, and that you always valued when you connect.

UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/1/2025

"Creative Team for My Small Organization"

5/5

What do you like best about Levitate?

As a staff of one, having Levitate as a creative partner has been a game-changer! The user-friendly platform has allowed me to automate my social posts and personalize and segment my emails with just a few clicks. I have a dedicated support person who helps brainstorm and bring my ideas to life. An AI component helps me fine-tune emails and experiment with tone (lighthearted, serious, humorous, etc.). It's easy to incorporate graphics. Communication has never been easier! Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The only problem I've run into was collecting RSVPs for an event. Something went wrong on the back end and I ended up collecting them manually, but that was an uncommon glitch. I will try again and fully expect it to work next time. Review collected by and hosted on G2.com.

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

I've struggled for years with keeping up on social posts and regular email communications with donors and other stakeholders. With Levitate, I check in with my support person regularly, we plan communications for the coming quarter and their team often will design social posts and emails that I can then go in and tweak as needed. It's a huge time-saver, and regular meetings keep things from slipping too far down on the to-do list and not getting done. (That was a big problem before I started working with Levitate.) Automation , segmentation and contact management have never been easier. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the kind and detailed feedback! We’re thrilled Levitate has been a true partner and time-saver for you, especially as a one-person team. It’s great to hear how the combination of automation, AI, and your Success Specialist has made communications easier and more effective. Thanks again for trusting us to help bring your ideas to life and streamline your outreach!

KL

Kaleigh L.

Chief Development Officer

Mid-Market (51-1000 emp.)

5/1/2025

"Great for Personalized Outreach – A Valuable Tool for Nonprofits"

5/5

What do you like best about Levitate?

Levitate makes it easy to send personalized emails that look like they come directly from me, which has significantly improved our open and engagement rates compared to traditional HTML-formatted emails. I also really appreciate the automation features, which help us stay in touch with supporters consistently without extra manual work. As a nonprofit organization, this has been especially helpful in keeping our communications warm and genuine without overloading our small team. It was very easy to implement and the customer support is top notch. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The biggest challenge for us is that Levitate does not currently integrate with Network for Good, our donor management system. This creates extra steps in syncing data and tracking engagement across platforms, which can be time-consuming for our staff. Review collected by and hosted on G2.com.

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

Levitate is helping us solve the challenge of maintaining consistent, personalized communication with our supporters without requiring a large time investment. As a nonprofit, we have limited capacity, but it's crucial to keep donors and community partners engaged. Levitate allows us to automate thoughtful, timely emails that feel authentic and personal. This has strengthened our relationships, increased email open rates, and helped us build trust and connection with our audience in a scalable way. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Kaleigh, thank you so much for your wonderful review! We're delighted that Levitate has significantly improved your email open and engagement rates with personalized outreach, and that our automation features are making consistent, genuine communication easier for your nonprofit.

We also appreciate your feedback about integration with Network for Good/Bonterra. Customer demand helps us prioritize our integration roadmap and I've passed this note back to our product team.

Thanks again for choosing Levitate and for sharing how it’s positively impacting your important work. We're proud to support your mission!

EA

Eveling A.

Assistant and CSR

Small-Business (50 or fewer emp.)

5/1/2025

"A Game-Changer for Customer Interaction and Marketing"

5/5

What do you like best about Levitate?

We've been using Levitate for a while now, and it's made a huge difference in our agency's communication. It has strengthened our relationship with insureds by allowing for more personalized and timely interactions. We've also noticed a significant reduction in emails landing in spam folders, which has been a game-changer for our outreach. On top of that, it’s really boosted the content we share on our social media platforms. We also love that Levitate provides us with a dedicated person who meets with us quarterly to help plan our social media content. After trying other tools, we’re really happy we made the decision to go with Levitate—it’s been a great fit for our needs. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

One thing we’d love to see in the future is a sales dashboard. Having everything in one place would make managing and tracking all aspects of our business even more seamless. Review collected by and hosted on G2.com.

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

Levitate has been instrumental in solving several key challenges for our agency. It has significantly improved our communication with insureds by allowing for more personalized and timely interactions. The tool has also helped ensure our emails no longer get lost in spam folders, which has been a major boost to our outreach efforts. Additionally, Levitate has played a crucial role in enhancing our social media content. With the support of a dedicated person who meets with us quarterly to plan our content, we've seen an increase in engagement and consistency. Overall, Levitate has streamlined our communication and marketing efforts, making it easier to connect with our customers and maintain an active presence online. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Eveling, thank you for your fantastic review! We're thrilled Levitate has significantly enhanced your agency’s communication and outreach, particularly by reducing spam issues and boosting your social media presence. It's wonderful to hear that your Success Specialist and quarterly planning meetings are making a positive impact for your team.

We appreciate your suggestion about incorporating a sales dashboard—it's feedback like this that helps us continue evolving to meet our customers' needs. We're currently updating our data/opportunity boards, which might soon align closely with your suggestion.

Thanks again for choosing Levitate and sharing your valuable insights. We look forward to supporting your continued success!

JH

Jennifer H.

Executive Director

Small-Business (50 or fewer emp.)

4/30/2025

"Game Changer!"

5/5

What do you like best about Levitate?

Levitate has become an essential tool for our team at Meals on Wheels Erie. It has completely transformed the way we plan, create, and schedule our social media posts, newsletters, and email campaigns. The platform is incredibly user-friendly and interactive, making it easy (and even fun!) to stay on top of our communications. The customer support is top-notch. Regular check-ins with our Success Specialist, Tommy, keeps us up to date with all the new options and trainings. The redesign team has made our personalized communications and newsletters look and feel exactly the way we like.

Since implementing Levitate, we’ve seen a noticeable increase in our fundraising capacity—so much so that the software more than pays for itself. It allows us to maintain consistent outreach and connect more meaningfully with our supporters.

If you're looking for a powerful, intuitive platform to elevate your communications and fundraising, we highly recommend Levitate. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

If I had to name one downside, it would be that making changes to some of the customized offerings can be a bit cumbersome, since they require help from the Levitate team rather than being editable on my end. That said, their redesign team is always responsive, creative, and willing to collaborate, which helps offset this limitation. Overall, it’s a small tradeoff for such a valuable tool. Review collected by and hosted on G2.com.

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

As part of our ongoing effort to improve communications, donor engagement, and fundraising, we have expanded our use of the Levitate platform. Originally adopted to streamline our social media, email campaigns, and newsletters, Levitate has proven to be an efficient, easy-to-use tool that allows us to plan, create, and schedule content more effectively than ever before. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Jennifer, thank you so much for sharing your incredible feedback! We're thrilled to hear Levitate has become such an essential and impactful tool for your team. It's fantastic to know that the platform has made planning and executing your communications enjoyable and effective—especially in boosting your fundraising efforts!

Thanks again for recommending Levitate. We're honored to support your important work and look forward to continuing to grow together!

SL

Sean L.

Director

Small-Business (50 or fewer emp.)

4/29/2025

"Levitate is definitely an upgrade to my Client Contact program"

5/5

What do you like best about Levitate?

Levitate has some great content with a wide variety to choose from that lets me improve my regular client contact. So far, feedback has been positive from my clients. The content varies widely from amusing posts to important financial updates and reminders. Its easy to use on a regular basis and there is not a steep learning curve. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The long lead time to implement my new website is the only major negative Ive had so far. Ive had to wait several months for the website team to catch up to their backlog and I still dont have the site yet but Im hoping it will be worth the wait once it is done. I wish making a call to customer support was easier but they have been quick to respond to emails. One other problem I have is that Levitate has started having problems with my email integration and is making me reintegrate frequently. I hope this is solved soon. 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, Sean! We’re happy to hear Levitate is helping you stay more connected with clients and that the content is landing well. Totally understand the frustration around the website timeline — and we appreciate your patience. I have all the faith that it WILL be worth the wait! Good news on the email front: that issue has been resolved, so check your inbox for the update! We’re excited for you to see the full value once everything’s in place.

JF

Jennifer F.

Principal

Mid-Market (51-1000 emp.)

4/26/2025

"Fantastic CRM for Seamless Content Distribution Across Multiple Platforms"

5/5

What do you like best about Levitate?

Levitate has been a game-changer for our firm. Its content distribution capabilities are outstanding, allowing us to easily share newsletters, personalized emails, and social media posts across multiple platforms from a single, intuitive dashboard. The scheduling and automation features save us a significant amount of time while keeping our outreach consistent and professional.

We also love how Levitate integrates with our legal practice management software, CLIO. This integration simplifies contact management, ensuring that our client lists stay updated automatically without manual data entry. The ability to tag, segment, and personalize communications based on client status or practice area has made our marketing efforts much more targeted and effective.

Levitate also has a dedicated support person assigned to each account. This has allowed us to address questions and concerns quickly and efficiently, allowing us to focus on our marketing priorities.

Overall, Levitate has enhanced both our client communication and our internal efficiency — a rare combination that makes it an invaluable tool for our business. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The biggest challenge we've faced relates to how Levitate manages communications with contacts. Our clients are primarily businesses whereas Levitate is designed to communication with consumers/individuals. Thus we have to manage business contact information for communications manually. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much, Jennifer! We love hearing how Levitate has helped streamline your marketing efforts. It’s great to know the Clio integration and your Success Specialist's support have been valuable for your firm as well. We appreciate your feedback about managing business contacts and are always looking for ways to better support all of our customers' unique needs. Thanks again for taking the time to share your experience!

TW

Tina W.

Insurance Agent

Small-Business (50 or fewer emp.)

7/10/2025

"Levitate is Great"

5/5

What do you like best about Levitate?

Levitate makes staying in contact with our clients so much easier! We could reach out and check in on our clients throughout the year, and we used Levitate multiple times a month. And, if we ever needed help, the support team was always ready to help! It was easy to integrate them with our management system. They did most, if not all, of the work for us. Levitate later started offering social media posting, website designing, and even text messaging! Implementing them into our agency and everyday workflow was a simple process. We almost always only heard good things from our clients about the emails. They enjoyed getting emails and updates from our agency. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

Year after year, Levitate continued to have a price increase every time it came to renewing our annual subscription. Also, as they grew, their services seemed less personable. Even though we had Levitate integrated with our management system, there were still some issues with automatically bridging our new clients over to Levitate. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thank you so much for the glowing review, Tina! We are so glad you've been loving Levitate for several years and that your clients enjoy your outreach - that's exactly what we want to hear!

DM

danny m.

Accounting Manager

Small-Business (50 or fewer emp.)

4/24/2025

"Great tool for keeping in touch with clients"

4.5/5

What do you like best about Levitate?

Levitate is great in allowing me to not only manage my clients, but also having the ability to market to them depending on their profile and needs. Reaching out to them in segments allows has never been easy. The integration from hawksoft to levitate has had a few hiccups but is not something that has been a deal breaker as levitate has been very helpful in fixing all issues thus far. Review collected by and hosted on G2.com.

What do you dislike about Levitate?

The integration from hawksoft to levitate has had a few hiccups but is not something that has been a deal breaker as levitate has been very helpful in fixing all issues thus far. My only issue is thre has not been an integration on language for our clients. I have to manually enter or bulk enter them as we go which has not been easy. The integration of information going into levitate from hawksoft could be a bit better. Review collected by and hosted on G2.com.

Response from Crystal R. of Levitate

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Thanks so much, Danny! We’re really glad Levitate is making it easier to stay connected with your clients and that you’ve had such a great experience with Robert—he’s a rockstar! Appreciate your patience with your AMS issue too. I’ll definitely bug my friend Kenny over at Hawksoft about the language field issue and pass your feedback along to our team as well. Thanks again for working with us and for being such an awesome partner!