Levitate

Relationship marketing as authentic as you are

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What is Levitate?

Levitate is a relationship-based CRM software designed to help businesses stay connected with clients using personalized communication. It combines AI-driven tools, automation, and smart reminders to help teams send relevant messages and nurture long-term relationships. Known as a leading Levitate software platform, it focuses heavily on authentic outreach rather than bulk messaging.

Pricing of Levitate

Keep-In-Touch

USD 0.00

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Up to 5 users
Dedicated Success Specialist
Email
calendar
and outside lead source provider integration
Unlimited contacts and email sends
Tag creation and keep-in-touch reminders
Access to the tried-and-tested email template library
HTML email builder and template library
Automation
API integrations
Robust analytics on companies and contacts
Up to 5 users
Dedicated Success Specialist
Email
calendar
and outside lead source provider integration
Unlimited contacts and email sends
Tag creation a

Client Happiness

USD 0.00

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Includes features of Keep-In-Touch plan
plus
Custom content writing (4 templates/year) and unlimited marketing consultations for you and your team
Texting Support
Meeting Booking
Surveys
Social Media
Includes features of Keep-In-Touch plan
plus
Custom content writing (4 templates/year) and unlimited marketing consultations for you and your team
Texting Support
Meeting Booking
Surveys
Social Media

Key Features of Levitate

Key Features:

Analytics/ROI Tracking
Dashboard
Event Triggered Actions
Template Management
Reporting/Analytics
Customer Surveys
A/B Testing
Auto-Responders
Subscriber Management
Mailing list management
Mobile Optimized Emails
Click Tracking
Event Triggered Actions
Email Distribution
Email Management
Real Time Notifications
Campaign Management
Email Templates
Activity Dashboard
Team Management
Contact Management
Audience Targeting
Location Tracking

Key Specification

Other Categories:	Email marketing software Email Management Software Business Email Software Email Verification Tools Email Tracking Tools & Software
Deployment:	Cloud Hosted
Customer Support:	Email,Live Chat
Customization:	Yes
Languages Support:	English

Who uses Levitate

Personal

StartUps

Company Details

Company Name:	Levitate
Headquarter:	Raleigh , North Carolina United States
Social Media:	Facebook Twitter LinkedIn

Levitate Description

Who Uses Levitate?

Levitate company mainly supports:

Insurance agencies (popular for levitate insurance workflows)
Financial advisors
Real estate professionals
Law firms
Service-based businesses
Anyone who relies on referrals and long-term customer relationships

Why Choose Levitate?

Businesses choose Levitate because it blends smart automation with humanized communication. Its Levitate AI engine helps users send thoughtful messages at the right time without feeling robotic. The platform simplifies follow-ups, anniversaries, renewals, and relationship-building while keeping everything organized in the intuitive Levitate app.

Benefits of Levitate

Personalized Communication: Supports authentic, relationship-focused outreach.
Time-Saving Automation: AI assists with reminders, content prompts, and scheduling.
Better Engagement: Strong performance in Levitate email marketing for client retention.
Industry-Focused Templates: Especially helpful for levitate insurance and financial services.
Integrated Workflows: Simplifies message planning, follow-ups, and customer engagement.

Features of Levitate

Key features include:

Smart content suggestions powered by Levitate AI
Email and text marketing tools
Reminder-based relationship management
Contact organization and personalization tools
Ready-made industry templates
Mobile access through the Levitate app
Automation for newsletters, greetings, and follow-ups
Reporting and engagement tracking

How to Use Levitate?

Log into the platform and set up your contacts.
Use the AI prompts to plan consistent communication.
Create newsletters, texts, or emails through levitate email marketing tools.
Track reminders to follow up with clients regularly.
Use the mobile Levitate app for on-the-go access.
Monitor engagement metrics to improve outreach strategy.

Levitate Demo

A typical demo showcases:

How AI suggestions work
Setting up personalized communication plans
Using templates for industries like insurance
Managing contacts and reminders
Sending messages through the app or desktop dashboard

This helps new users understand Levitate’s relationship-building workflow.

Levitate Pricing

The pricing for Levitate software varies based on team size and features such as messaging tools, automation, and AI assistance. Plans often include templates, customer communication tools, and access to the Levitate app. Users can choose packages that match their business type, especially industries needing regular follow-ups.

Levitate Review

Reviews of Levitate marketing highlight its accuracy in strengthening customer relationships and improving message consistency. Users appreciate the AI-powered reminders, easy content templates, and the simplicity of the platform. Many insurance agents note that levitate insurance features help streamline renewal communication. Overall, Levitate is praised for its personalized approach to email marketing and its ability to increase client retention.