All Levitate Reviews

1-25 of 119 Reviews

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User Profile

Tina

Verified reviewer

Insurance, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Levitate Helps Alleviate

Levitate has made staying in touch with our clients possible! We get so much positive feedback from our clients!

PROS

Levitate integrates with our management system, which makes keeping our contact list up-to-date as easy as eating pie! With the correct contact information, we are able to let our clients know about important policy issues, office updates, or insurance coverages that we offer.

CONS

My only complaint is that the success specialist seems to change quite often. The longest we've ever had a success specialist was a year.

Mariah

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Great Product!

PROS

We use Levitate to keep in touch with our current clients but also to reach out to prospects. All of these emails look very personalized and have had great responses! The team at Levitate is always great to deal with and very responsive.

CONS

The thing I like least isn't really even a software issue, just something we had to put a lot of thought into when we got it set up. The tags are SO important and you need to have your system planned out when you get it started or else you are going to have to backtrack through a ton of contacts to get the information where you want it.

Reasons for switching to Levitate

People were not opening our emails, even our own clients. We found out that the way they were being sent most of the emails were just going right to people's spam. Levitate has not had that problem

Vendor Response

Mariah, thank you for such a wonderful review! We're so glad your emails are actually making it to your clients now instead of getting stuck in their spam folders. We appreciate your recommendation on having the tagging plan in place in advance and will be sure to relay that to our implementation team for future clients. Thanks, again!

Replied April 2022

Richard

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed December 2023

NEED a procedure manual as many services are not used regularly and suggest a reference manual

While still new, I can only say that we have not engaged as much as I would have hoped.

PROS

Contact awareness and surveying , Because of security and insurance regulator issues we need preapproval on almost everything we do and interfacing has proven to be an impediment to being as timely as I would like.

CONS

Very little support by way of a reference manual which could help, in my opinion, both for my personal and staff assistavce.

Chris

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Gret product for businesses

Levitate has been fantastic. Easy to use tools and features, but what I like best is the support I get on a regular basis from my product manager and anytime I need help.

PROS

The ability to send customizable emails and social media content. When I"m stuck for the right words, the AI integration is fabulous.

CONS

I wish the texting feature could notify more than one person and was easier to manage with a team all using 1 number.

Reason for choosing Levitate

Cost and ease of use/training were the two most important decision reasons.

Angel

Insurance, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Let Levitate make your work life easier

From [sensitive content hidden] they have seamelessly made my life easier at work. Their customer service and knowledge about their product and the ability to share it has taken hours of work off of my plate. When I need help with something [sensitive content hidden] gets me connected to him or a knowledge platform to complete what I need done. I could literally sing their praises all day long! I have nothing bad at all to say about this AMAZING PRODUCT!

PROS

I love the ease of being able to get help with something our office needs done. Just the ability to use levitate makes our lives so much easier and takes a lot off of my plate to be able to do other tasks that need to be done. [sensitive content hidden] is AMAZING, he's so easy to work with, and beyond helpful! I could talk for hours how much Levitate in the 1-2 months we've been using it has helped out office!!!

CONS

I haven't found anything I don't like about it!

Reason for choosing Levitate

We didn't have any other alternative products

Reasons for switching to Levitate

Leviate offered more product and help for the same price as agency zoom

Chris

Insurance, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

More open rates and client engagement.

Happy. I love that there is support and I don't feel alone in this.

PROS

I love that clients are reading and responding to my emails and texts. It has increased engagement and automated many of our reminder tasks.

CONS

I get a lot of texts notifications in my email which is great that they are using it, but hard to keep up!

Reasons for switching to Levitate

Expensive and not great results. They relied more on me to set up on my own then having a rep do it.

Emily

Financial Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

I am obsessed!

PROS

I love how user friendly it is, simple, and connects I get with the relationship manager (Tre). I love how we continue to develop the software to make it work for us.

CONS

I wish there were built in data fields for DOB & Tax ID. Especially DOB for age based correspondences like RMD age, Social security, etc.

Reasons for switching to Levitate

The progressiveness of Levitate, and how they are still adapting to what customer needs are and their requests.

Denika

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

My 2023 with Levitate

I will use it until you take it away. I use it for all communication

PROS

I like the appointment feature. I like that clients can schedule their own appointment's.

CONS

No cons at all, I love the service you provide

Reasons for switching to Levitate

It didn't include all the features that levitate does

Chloe

Accounting, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Great program!

My experience has been great! I love Levitate!

PROS

I love the AI writing tool! This has made sending emails a breeze. I also love all the premade content!

CONS

The only thing I don't like about Levitate is that sometimes when creating a contact the contact is private. I would like it if there was a feature that makes all contacts pubic to everyone.

Reasons for switching to Levitate

We did not like Mailchimp. It was not a good platform.

Christie

Insurance, 11-50 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Overview to Levitate

PROS

[sensitive content hidden] helps me quarterly to set up for the upcoming months with great content to keep me in front of my clients. I have a great open rate and have many clients comment on the content and great reminders.

CONS

Can bring up problem clients with issues.

Reasons for switching to Levitate

Cost, functionality, ease of use, and support

Anne

Insurance, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Best Email / Client connection I've used

Staying in touch with our customers has been amazing - sharing genuine concern and providing information at my pace and specific to my customer base.

PROS

it is amazing how the simpliest forward-facing email can make an impact. I love that my emails don't look generic or canned or gimicky. The pre-set campaigns are a great jumping-off spot for me, the fact that I can edit existing campaigns is super easy, and let's me add my personal touch. I know it may sound silly, but I love (and my customers even more) the birthday emails - I have tried other programs and don't remember ever getting a response in return until Levitate. With Covid-19 it was really evident how a 2 line email letting folks know we were thinking of them on their birthday meant so much -

CONS

I honestly can't think of anything that I would change - They are always improving the platform and adding features

Vendor Response

Anne, we can't thank you enough for taking the time to write this review! We are happy to hear that you are pleased with the content Levitate offers and the results you have been seeing. We are grateful to have you as a customer!

Replied April 2022

Nicole

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Awesome User-Friendly System for Small Company Solutions

Great overall experience. Responsive and supportive customer support team. Open to customer feedback in designing new modules.

PROS

We have had such a great experience working with Levitate as our CRM. For a small company, Levitate is a intuitive and collaborative system that allows us to organize our contacts and diversify our outreach strategy.

CONS

As a small real estate company, our client interactions are very individualized (no cold calling, different transaction timelines, etc.) - so we weren't able to add many integrations or automations to our internal workflows.

Vendor Response

Thanks for leaving such a great review, Nicole! We're glad Levitate is working well for you and, as you mentioned, are always open to feedback on how to improve so we'll be sharing your thoughts with the team.

Replied April 2022

Lanette

Insurance, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Super system for email campaigns!

Love Love Love them! They are so helpful. They do not make me feel like an idiot because I needed help getting started in their system. I have had so many customers tell me how much they appreciate me reaching out to them regularly thru emails with great and educational content.

PROS

I love that my emails look like I sent each one personally and that it's not a "blast" email. My customers have told me how special they feel that I thought enough to send them the emails. The content to choose from is amazing. I have been able to find many campaigns to fit my insurance office. They are super easy to edit if needed to "make them my own."

CONS

My least favorite is that as I get new customers into my office, I have to remember to add them into Levitate ... Or I can call Levitate and they will pull the reports from my computer for me and fix it. So ... I can't actually say I have a negative comment about Levitate because they help me even when I forgot to add them.

Reason for choosing Levitate

Levitate was better and quite reasonably priced!

Vendor Response

We're so glad to hear Lev is helping you authentically connect with your customers, Lanette! Thanks for taking the time to leave a review.

Replied April 2022

Mallory

Financial Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

An Amazing Selection of Relevant Content

I have enjoyed the ease of use and relevant content that Levitate provides. I use Levitate every day, and I look forward to seeing new content appear weekly.

PROS

Levitate's selection of relevant content is wonderful for emails, blog posts, and social media content. Dozens of posts are readily available to post to your company's LinkedIn directly from Levitate. I also really love Levitate's ability to send bulk emails.

CONS

I wish that Levitate would implement a social media analytics platform within the software so that I could see how my social media posts from Levitate are performing on LinkedIn.

Britney

Insurance, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Success for our business!

Exceptional! We have had such good feedback from our insureds!

PROS

How easy it is to use, the help from the company including follow-ups, the responses from our clients and prospects, making our clients feel appreciated on their birthday.

CONS

Sometimes tags remove themselves from policies or a download from our main system comes back with additional information not needed.

Susan

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

We love Levitate-Game Changer

Fantastic! We’ve been using it for email and texting for years.

PROS

Customer Service has always been top notch. Whenever I reach out with a question, someone is always quick to assist.

CONS

We have had a few kinks integrating with our agency management system. But other than that, no problems.

Tami

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

keeping in touch with Clients

Schedules Birthdays, Holidays or special occasions on the days we have selected. knowing the client is taken care.

PROS

Easy to use. Can schedule emails in a few seconds and know that you can send them out on certain dates. Very convenient.

CONS

Getting notifications everyday, but have since changed in our settings.

Vendor Response

Thanks for the kind review, Tami! We're so glad to hear how easily Lev helps you keep in touch with your clients.

Replied April 2022

Andra

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Expresslane for Nonprofit Posting

I appreciate the ongoing support and checkins. This forces me to be learner of the product I pay for.

PROS

Levitate allows my team to crosspost to all of our social media platforms so quick. It is a time saver and content generator for us. The group emails also give us data on who is engaging with our emails.

CONS

Year 1 was great for the price. Now with year 2 not having that same cost we really need to make sure we are all leveraging the use of the platform to get our dollars worth.

Mark

Insurance, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Levitate makes customer contact easy! to create, schedule and manage.

Our overall experience has been great. This was affordable for our small company and is easy to use and maintain. I have recommended several people at other companies.

PROS

Levitate makes customer contact easy! Easy to create, schedule and manage. Templates for holidays and special events make it easy to deliver messages on those important dates.

CONS

We had no issues. Very easy to integrate and learn how to use.

Reasons for switching to Levitate

More affordable. This was easier to use and easier to maintain and create lists.

Vendor Response

Thanks for the great review, Mark, and for recommending Levitate to others! We appreciate you being a customer and are glad Levitate is making it easy to keep in touch with your clients.

Replied April 2022

Ken

Insurance, 201-500 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Improving & Growing Client Relationships

Levitate has been a great tool for retention by maintaining contact. The customer support offered by Levitate is outstanding form initial on-boarding to day-to-day support and maintenance.

PROS

The feature to automatically send up to date content to the client. Easy to track usage among producers.

CONS

We have no "cons" or shortcoming about the product as it has met all our expectations.

Vendor Response

Thanks for the kind words, Ken! We'll be sure to share them with our success team.

Replied April 2022

John

Insurance, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Satisfied Levitate User

It allows our agency to make constant contact with our clients, giving them important information about insurance and our agency.

PROS

The features are very easy to implement. Our consultant calls every quarter and we decide on what emails to send out and when to send them. It's totally up to the client to make these decisions, but excellent guidance is given by our consultant.

CONS

I really don't have anything that I don't like about the process and the software. We've never had any problems in the years we've been using Levitate.

Reasons for switching to Levitate

I liked the Levitate product much better, plus the cost was less.

Vendor Response

John, we are so happy to hear that you have had nothing but positive experiences with Levitate and your success specialist. We are grateful for your review and for you being such a loyal customer!

Replied April 2022

Stephanie

Insurance, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Levitate is a game changer!

We can quickly reach out to segments of our clients that may be interested in new products or important changes in their policies.

PROS

Finally, I feel like we are keeping in regular contact with our valued clients.

CONS

When we get busy it is easy for the agency to drop the ball on regular communications. The reminders are helpful, but perhaps one designated admin at our office would be more effective.

Vendor Response

We appreciate the great review, Stephanie! We love hearing that you're able to keep in touch with clients more consistently now. Thanks for being a wonderful Levitate customer!

Replied April 2022

Todd

Insurance, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

We like Levitat

We really like Levitate, it works very well for us.

PROS

Ease of use, quality product, reasonable cost.

CONS

Nothing, everything works well for us .

Reason for choosing Levitate

More features for less money.

Reasons for switching to Levitate

Better product, more comprehensive

Vendor Response

We're glad to hear you are having a great experience with Levitate, Todd. Thank you for taking the time to review us!

Replied April 2022

lee

Insurance, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

small agency needs for client engagement

Levitate is a great platform for email communication with clients. The level of support from my specialist is outstanding: The arduous tasks of the mechanical functions of setting up and implementing emails is largely refined by my Levitate specialist. Saves me time and frustration.

PROS

solves a problem for client communication

CONS

sometimes have difficulty when performing tasks on my own

Reasons for switching to Levitate

my former email administrator was unfriendly, difficult, and exasperating.

Vendor Response

We appreciate the review, Lee! Thanks for being a Levitate customer.

Replied April 2022

DUSTIN

Insurance, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

2023 Levitate for our office

Levitate has moved our office into the right direction from 2023 going forward.

PROS

Emails seem like they are coming directly from your office personally.

CONS

There is so much good that comes out of Levitate that it is hard to find the bad.

Showing 1 - 25 of 119 Reviews