TrustRadius Insights
Levitate has become a valuable tool for businesses looking to enhance their customer communication and relationship-building efforts. With …
Starting at $249 per month
View PricingOverview
What is Levitate?
Levitate is a marketing platform that aims to assist relationship-based businesses in their growth through engaging and meaningful outreach. According to the vendor, Levitate allows businesses to send personalized emails at scale, simplifies social media management with ready-made posts, facilitates...
Recent Reviews
Leaving a review helps other professionals like you evaluate Email Marketing Software
Be the first one in your network to review Levitate, and make your voice heard!
Get StartedPricing
Basic
$249
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Levitate?
Levitate is a marketing platform that aims to assist relationship-based businesses in their growth through engaging and meaningful outreach. According to the vendor, Levitate allows businesses to send personalized emails at scale, simplifies social media management with ready-made posts, facilitates personalized texting to deepen relationships, enables easy calendar sharing and meeting booking, offers a unique feature of sending handwritten cards to clients, helps boost client happiness scores and generate reviews, and provides a suite of tools for content planning support, marketing coaching, contact management, customized reminders, and marketing automation. The platform is suitable for businesses of all sizes, including insurance agencies, financial advisors, accounting firms, nonprofit organizations, mortgage brokers, and real estate agents, among others.
Key Features
Personal-feeling emails, sent at scale: According to the vendor, Levitate provides businesses with the ability to send personalized emails at scale, allowing for more authentic and personalized engagement. Users can choose from pre-written content templates or create their own content to send personalized emails to their contacts.
Simplify social media with ready-made posts: Levitate aims to simplify social media management by offering ready-made posts tailored to different industries. Users can schedule and post content to multiple social media platforms directly from the Levitate platform.
Deepen relationships with personalized texting: The vendor claims that Levitate enables users to deepen their relationships through personalized texting. Users can easily send personalized text messages to their contacts, including clients, donors, colleagues, referral sources, prospects, and volunteers.
Easily share calendar and book meetings: Levitate provides a meeting booking feature that allows users to easily share their calendar and book meetings. According to the vendor, this feature eliminates the need for back-and-forth emails by providing a convenient way to share availability and schedule meetings.
Your words, handwritten (by robots 🤖): Levitate offers a unique feature that allows users to send handwritten cards to their contacts. The platform uses robots to handwrite personalized cards, aiming to create a personal touch and make clients feel appreciated.
Boost Client Happiness Score™ and generate reviews: According to the vendor, Levitate helps businesses boost their Client Happiness Score™ and generate positive reviews. The platform offers a survey feature to gauge client satisfaction and collect feedback, which can be used to improve services and enhance client relationships.
Content planning support and marketing coaching: Levitate provides tools and support for content planning and marketing coaching. According to the vendor, users can receive personalized content recommendations and guidance to enhance their relationship marketing efforts.
Remember key facts and dates about contacts: Levitate helps users manage their contacts by remembering key facts and dates about each contact. According to the vendor, this feature aims to assist users in staying informed and maintaining meaningful connections.
Set up customized reminders to reach out: The vendor states that Levitate allows users to set up customized reminders to reach out to contacts on important occasions or milestones. This feature ensures that users do not miss any important opportunities for engagement.
Automation features to streamline marketing processes: Levitate offers automation features to streamline marketing processes and save time. According to the vendor, users can automate repetitive tasks such as sending follow-up emails or scheduling social media posts, allowing them to focus on building relationships and growing their business.
Levitate Features
- Supported: Auto-Responders
- Supported: CAN SPAM Compliance
- Supported: Campaign Analytics
- Supported: Contact Database
- Supported: Contact Management
- Supported: Customer Surveys
- Supported: Customizable Fields
- Supported: Drip Campaigns
- Supported: Dynamic Content
- Supported: Email Campaign Management
- Supported: Event Triggered Actions
- Supported: Image Library
- Supported: List Management
- Supported: Mobile Optimized Emails
- Supported: Multi-Channel Marketing
- Supported: Reporting/Analytics
- Supported: Subscriber Management
- Supported: Template Management
- Supported: Customizable Branding
- Supported: Customizable Templates
- Supported: Engagement Tracking
Levitate Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Levitate has become a valuable tool for businesses looking to enhance their customer communication and relationship-building efforts. With Levitate, users are able to keep in touch with customers and prospects more effectively, improving response rates and fostering ongoing communication. The software's email campaign feature has been particularly appreciated by users, as it allows them to reach out to contacts and generate leads without the labor-intensive process typically associated with such campaigns.
Additionally, Levitate serves as a reliable CRM system, eliminating the need for users to rely on their previous CRM software. The implementation of AI in Levitate has been well-received, positioning the software as a leader in its space. This AI functionality not only streamlines contact management but also enables users to schedule content ahead of time, automating contact with clients and prospects and freeing up time for other tasks.
Users have found Levitate's client education and support to be vital, with no encountered issues. This support further enhances the user experience by providing guidance and assistance when needed. One of the key problems that Levitate solves is staying in touch and remaining relevant to business contacts. Users appreciate the numerous campaigns and tailored information offered by Levitate, which help them maintain regular communication and deliver relevant marketing content.
Moreover, organizations relying on Levitate have experienced enhanced relationship-building and fundraising efforts by connecting with donors on a more personal level and more frequently. Levitate's newsletter campaigns have proven successful in improving open rates, generating responses, and even generating additional revenue for users. The user-friendly reports provided by Levitate offer valuable details that help improve email campaign open rates.
Levitate also assists organizations in reaching their client base more efficiently, prospecting for new clients, staying in contact with existing ones, as well as conducting virtual workshops. By bringing together various communication platforms into one cohesive app, Levitate acts as a team communication software application that enhances collaboration and efficiency within businesses. The ability to add key details about contacts, such as personal information, further makes it easier for users to manage and maintain relationships.
Time-saving tool: Several users have found Levitate to be a time-saving tool for creating and sending professional emails promptly. They appreciate the AI feature, which allows them to quickly create emails and save valuable time.
Personalized email capabilities: Many reviewers highly value Levitate's ability to personalize emails for individual recipients or specific groups. This feature enables them to tailor their communication effectively and enhance customer engagement.
Excellent customer support: Numerous users have praised Levitate's exceptional customer support. They particularly appreciate the assistance provided in conducting large email campaigns, learning the application, utilizing the Outlook plugin, leveraging automation features, and receiving guidance on effective email strategies.
Complex User Interface: Several users have found the user interface of Levitate to be complex and difficult to navigate, stating that it has taken them a while to get the hang of the system. They feel that a simpler and more intuitive interface would improve their overall experience.
Limited Integration: Some users have expressed a desire for Levitate to integrate with a wider range of systems, such as Outlook and their CRM. They feel that the current integration capabilities could be improved to streamline their workflow and enhance productivity.
Manual Processes: A few users have mentioned that certain processes in Levitate, like sending an email, feel more manual than they would prefer. They wish for a smoother and more automated experience within the software to save time and effort.