Name: Levitate
Price: 249 USD
Rating: 7 (5 reviews)
Author: Real Magic

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Streaming Analytics

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Crypto Asset Management

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Debugging

Edge Computing

Event Monitoring

Fraud Detection

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Packet Analyzer

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

WAN Optimization

Web Content Filtering

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales

Microsegmentation

Security

Animal Shelter

Animation

Computer-Aided Design (CAD)

Construction Management

Debt Collection

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Salesforce Marketing Cloud

Salesforce

Intuit Mailchimp

Intuit

Constant Contact

Marigold Engage+

Marigold

Bronto Marketing Platform (discontinued)

The Bronto Marketing Platform

Iterable

Drip Ecommerce CRM

Drip Global, Inc

Sitecore Send

Sitecore

Oracle CRM On Demand

Oracle

HubSpot Marketing Hub

HubSpot

### Client Engagement Strategies
Users generally praise Levitate's ability to enhance client communication and engagement. The platform's client engagement strategies are highlighted for their effectiveness in maintaining contact with both existing clients and prospects. While some users appreciate the personalized touch and ease of communication facilitated by Levitate, others express concerns about the challenges of managing multiple contacts and the need for more customization options in templates. Despite these minor drawbacks, Levitate's client engagement strategies seem to be a valuable asset for businesses looking to strengthen relationships with their client base.

### Contact and CRM Integration
Users have varying opinions on Levitate's contact and CRM integration capabilities. Some users praise Levitate for its intuitive and collaborative CRM system, which helps them organize contacts effectively and diversify their outreach strategies. On the other hand, some users express concerns about the integration with specific CRMs like Canopy, highlighting the need for smoother integration processes. Despite mixed feedback, Levitate's ability to streamline contact management and CRM functions remains a focal point for users, with some experiencing enhanced organization and communication efficiency.

### Customer Support and Feedback
Users consistently praise Levitate's exceptional customer support and feedback features. They highlight the responsiveness and supportiveness of the customer support team, emphasizing how it has significantly enhanced their experience with the platform. Reviewers also appreciate the willingness of the team to listen to feedback and incorporate it into the development of new modules. The general sentiment is that Levitate excels in providing top-notch customer support and actively seeks input from users to improve their overall experience.

### Email Campaign Management
Users consistently praise Levitate for its efficient email campaign management capabilities. They highlight the ease of use, customization options, and the ability to send personalized emails that don't feel like generic blasts. The platform's pre-set campaigns and templates are lauded for their versatility and effectiveness in engaging recipients. Additionally, users appreciate the tracking and reporting features that help them analyze the performance of their email campaigns and make data-driven decisions for future strategies.

### Template Customization
Users have highlighted the ease of customizing templates in Levitate for their email campaigns, praising the flexibility it offers in tailoring messages to specific audiences. While some reviewers expressed a desire for more options like embedding PDFs and videos, overall, Levitate's template customization feature seems to meet the diverse needs of its users. The ability to personalize templates for different groups and individuals has been a key factor in users' positive experiences with the platform.

### Analytics and Reporting
Users unanimously agree that Levitate's email campaigns significantly improve open rates and customer engagement. When it comes to analytics and reporting, users appreciate the detailed insights provided by Levitate. The reports are user-friendly and offer valuable information that helps in tracking the success of email campaigns. Levitate's reporting capabilities have been praised for their ease of use and the ability to track open rates effectively. Users find that the analytics and reporting features enhance their overall email marketing strategy, providing them with the necessary data to make informed decisions and optimize their campaigns for better results.

### Automation and Workflow
Users generally praise Levitate for its automation and workflow features. While some users appreciate the ease of setting up workflows and the efficiency gained from automations, others feel limited by the lack of integrations for more personalized client interactions. The consensus leans towards positive feedback on Levitate's automation and workflow capabilities, with users valuing the time-saving benefits and the ability to streamline processes.

### Task and Time Management
Users generally praise Levitate's efficiency in managing tasks and saving time. The software's automation features have been highlighted as a significant time-saver, allowing users to streamline their daily tasks and focus on more strategic activities. Additionally, the AI capabilities have been commended for simplifying the process of creating professional emails promptly. Levitate's task and time management functionalities seem to be a strong suit according to user feedback, with many expressing satisfaction with the ease and efficiency it brings to their workflow.

### Team Collaboration and Communication
Users consistently praise Levitate's communication and client interaction features. The feedback highlights the platform's ability to facilitate efficient and personalized communication with clients, enhancing engagement and response rates. Levitate's team collaboration tools are commended for their user-friendly interface and effectiveness in streamlining communication processes within organizations. Users appreciate the platform's capacity to track and archive communications, enabling better coordination and organization among team members. The positive sentiment towards Levitate's team collaboration and communication capabilities underscores its value in enhancing productivity and fostering stronger client relationships.

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.

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.

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.

Basic

Lead Gen & CRM

Lite

Standard

Premium

Constant Contact Lead Gen & CRM

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Max Classic

Keap

Levitate

Software for bulk creation, sending and tracking of Emails for marketing purposes.

Real Magic

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Ability to test dynamic content

Users can test dynamic content prior to launching a campaign.

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Pre-Send Testing

This set of features allows marketers to test out and preview various elements of their emails before sending out email campaigns. URL validation, inbox display, and email review are some of the activities included in pre-send testing.

URL Validation

This allows marketers to validate URLs and find any broken links before sending out their email campaigns.

Link Tracking

This allows marketers to verify that proper link tracking is set up before sending out their email campaigns.

Image Validation

This allows marketers to validate images used in their emails to ensure images and GIFs display correctly in their audience’s inboxes.

Inbox Display

This allows marketers to see how their emails will be displayed within different web browsers and within different email service provider (ESP) platforms.

Email Accessibility Tools

This type of tool scans emails before they are sent out to ensure that design and code are optimized for accessibility across different browsers.

Spelling and Grammar Check

This feature checks emails for spelling and grammatical mistakes before they are sent out.

Spam Testing

Spam testing allows marketers to test their email against most major spam filters before sending out their email campaigns.

Email Previews

This allows marketers to test out emails to see how they will display across multiple different applications and web browsers.

Assign Reviewers

This gives marketers the ability to assign individuals to review an email from within the email marketing software.

Email Version Control

This allows marketers to keep track of which individual made a revision to an email and when.

Task Lists

This gives marketers the ability to create task lists associated with the email review and approval process.

Review Status Updates

These status updates may be pushed through third-party tools, or sent directly via the application itself.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Levitate

Overview

What is Levitate?