Levitate Reviews & Product Details

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.