All Levitate Reviews

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Sarah

Verified reviewer

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Insurance Agency Benefits from Levitate

The team at Levitate is excellent. They are thoughtful and innovative. The client education and support are vital and we have never had a problem with them. The implementation of AI has been well done and I expect they will continue to be a leader in their space.

PROS

I use Levitate for email and social media campaigns as well as a couple of monthly newsletters. Levitate has a GREAT dev team, very responsive in support, always flexible and working to improve. They have held our hands through every stage and we see the product improve on a regular basis. The integration of social media and now AI, is vital for us. Levitate made my job easier.

CONS

I really can't complain here. Any time we encountered a road block during implementation, they were on top of it and came up with a solution.

Reasons for switching to Levitate

better integration, more relevant and customizable content, support

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

Michael

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

Great Product

Great working with their support team to successfully implement levitate.

PROS

Very happy with this products ability to generate business. We are very pleased.

CONS

It might actually generate too much business if that’s possible.

Vendor Response

Michael, thanks for the great review! We love to hear that we may actually be helping to create too much business for you - a great problem to have! ;) We appreciate you being a wonderful customer.

Replied April 2022

Diana

Financial Services, 1 employee

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 June 2023

Levitate is a Lifesaver!

Keeping contacts and tasks on target in an organized manner. Levitate makes it so easy to stay in contact with clients and the public by providing well-written pieces to post or send out. Customer service is amazingly personalized and helpful.

PROS

Customer service, content writing, organization

CONS

I wish the writers could turn out even more new content even faster. But there is so much compared with other providers!!

Angela

Insurance, 11-50 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

Wonderful tool for any Marketing Business

Wonderful experience . I am excited about the evolution of this software.

PROS

The software is a great alternative to mass blast emailing. It allows us to touch new clients and stay in touch with our current clients. It is excellent. My sales team love it!

CONS

More customization of the emails. Would like to embed PDF and video. Maybe not so many clicks to get to different menu items. Improve interface.

Reason for choosing Levitate

Honestly the people at Levitate and the level of support and willingness to help meet our companies l needs.

Vendor Response

We appreciate you taking the time to leave such a great review, Angela! We'll also be sure to share your feedback on the interface and embedding different items with our product team. Thanks, again!

Replied April 2022

Laurie

Insurance, 1 employee

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

Thrilled with Levitate

My overall experience has been excellent and I am really thrilled with Levitate. The implementation process was very easy and I was impressed with the level of personal support that I received. Levitate is perfect for my needs as a contact management system and even more so. I also like how easy it is to use, sort data, make lists, etc. Levitate has my full recommendation.

PROS

This product gives me everything that I need. I use it as a contact management system and more and it works great. I like how easy it is to use and I appreciate Levitate's support.

CONS

Nothing really. I honestly don't dislike anything about the product.

Reasons for switching to Levitate

Act was just hard to use and ultimately did not give me what I needed.

Vendor Response

Thank you for the kind words, Laurie! We're thrilled to hear how well Levitate is working for you. We also appreciate you being such a great customer!

Replied April 2022

Duke

Oil & Energy, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2022

Levitate Functionality

It would be 100% approval rating if and when I can get Levitate to work with my cellular device.

PROS

The reminders and ability to store notes.

CONS

I can’t get Levitate to work with my cellular device.

Reasons for switching to Levitate

Levitate seemed to be more appropriate and the price point was more attractive.

Vendor Response

Hi Duke, thank you for taking the time to review us! We are glad you are having an overall positive experience with Levitate. We have also brought your issue to the attention of your success specialist, who will be reaching out ASAP. We appreciate you being a loyal customer!

Replied April 2022

TEd

Insurance, 2-10 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

4

Reviewed March 2022

Cultivating customers into long term clients

PROS

The platform is super simple and easy to use because they support you like a champ along the way. The platform is excellent but the service and support is twice as good.

CONS

Limited features and options for employee benefits.

Reason for choosing Levitate

In the end, customer service. The hand holding. The ease of use. Knowing that someone would jump onto a meeting without a hassle and they would be happy to walk us through a solution. Levitate would say "hey let's meet up in 2 months and send out another message so let's schedule that now." Highly level of customer engagement and follow through. Outstanding.

Reasons for switching to Levitate

Zywave is a mess. Their customer service after on-boarding is no existent. Levitate is the anti-Zywave. Once you purchase into the Zywave platform, they expect you to handle, use, change, rebuild and adjust your system on your own. It's not helpful and it's difficult to use and administer.

Vendor Response

Thanks for taking the time to write such a wonderful review, Ted! We've shared your feedback around having more employee benefits features with the team.

Replied April 2022

David

Legal Services, 11-50 employees

Used weekly 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 May 2023

Law Office Switchover

PROS

Very easy to use and full of functionality.

CONS

Inability to set up email campaigns for other users as the administrator. I have to sign in under their userid to accomplish that.

Reasons for switching to Levitate

Open rates were too low (11%).

Sean

Verified reviewer

Financial Services, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Invaluable tool for staying in touch with clients using relevant material

The onboarding process couldn't have been easier, and the customer service people are friendly and great to work with...especially since I'm not the most 'technologcally-oriented' person!

PROS

The amount of content material available is amazing. And there was a great deal targeted to my specific industry. And they develop it on a timely basis, so nothing ever seems to get too 'stale'. The ability to customize the material and make it specific to my needs is also of great value.

CONS

If I had one complaint its that the software reminds me far too often for 'tasks' that I should be doing, since I'm someone who doesn't want to inundate their clients with too much content.

Anne

Legal Services, 1 employee

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 April 2022

The Few Right Words at the Right Time

My students love the timely contacts with specific information tailored to their status. I have received answers to 25% more of my campaigns since using the Levitate software.

PROS

Most important to AcademyGPPS communications is to address the students by category when general reminders and data are being distributed, but individually for payment receipts and Certificates. The Levitate system allows the right amount of information to be saved per student for specific emails, and unlimited tags to allow efficient group distributions. Additionally, the support provided by the Levitate team to design and customize templates and campaigns is the real value of this product over time! The students need clear concise emails that are timely, but not intrusive, and Levitate allows me to control who is getting what, and when. And, I can even know who opens which emails, and request updated emails in a timely fashion. Fantastic tools!

CONS

There is not a single thing that has not worked exactly as presented and expected. I like it all.

Reason for choosing Levitate

Better presentation of your tools and cost.

Vendor Response

Anne, it is incredible to hear that Levitate has been such a helpful tool for AcademyGPPS. Thank you for taking the time to write this review. We look forward to continuing to support your communication efforts with your students!

Replied April 2022

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

Rob

Insurance, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Very Happy with Levitate

Overall, Levitate is a fairly priced easy to use product that I would definitely recommend to anyone looking for a way to greatly improve their open rates on email campaigns. It also makes it very easy to keep up with customer communications with regular alerts. Reports are also very user friendly with good details.

PROS

Easy to use email campaigns that hit customer's inbox and get read. Our open rate more than tripled the open rate of our previous marketing software. Great friendly customer support. Easy reports and task assignment.

CONS

If you have customers or prospects that have multiple employees or hire new people, it is a real pain entering employees for the customer. Each employee has to be added individually with all the right tags, and details like address, phone, email, website etc. etc. This is a painful process which leads to missed tags, extra tags, misspelled information and a mess to clean up. Also, it would be nice to be able to customize some templates for notes to gather consistent format and information captured when talking/meeting with clients and prospects. Tried to integrate Google Docs to solve this issue with no success.

Reasons for switching to Levitate

Poor open rates on email campaigns and difficulty in using. Levitate solved both problems. It is easy to use and greatly improved our open rates.

Vendor Response

Hi Rob, we are excited to hear how Levitate has more than tripled your email open rates! And thank you for your feedback, we will pass it along to our product team. Thanks for the review and for being a loyal customer!

Replied April 2022

Bruce

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 April 2022

Boettcher Insurance Agency

Great company with an amazing product and wonderful people that makes our job easier.

PROS

Great program and easy to work with! Excellent resource with great communication and Levitate has amazing people.

CONS

None very happy! I really do not see any flaws in the communication process and glad we are have worked together and enjoy our relationship.

Reason for choosing Levitate

Solid software program that helps us keep organized and with excellent communication with our clients and is fast and efficient. Wonderful group....

Reasons for switching to Levitate

Better tracking system and resources

Vendor Response

Thank you for the incredibly kind review, Bruce! Nothing makes us happier than hearing that our customers are pleased with our product and our fantastic team. We appreciate your loyalty and look forward to continuing our relationship!

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