Levitate 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Levitate

4.8

(333)

Pricing

Starting at $349.00 per month

About Levitate

Levitate is a simple marketing software platform designed to help small businesses grow and keep clients happy through the lost art of keeping in touch.

Our solution allows businesses to easily keep in touch with clients via text, send personal emails at scale, schedule meetings, remember key facts about their contacts, customize reminders to reach out, and accomplish business goals with a personalized approach.

Levitate's average open rate is 60%. How do we do it? Personalized & authentic emails.

Levitate Screenshots

Levitate Pricing and Plans

Starting price: $349.00 per month

Free Trial

Free Version

Client Happiness Advanced

$349.00

flat rate, per month

No plan information available

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Levitate Features

Popular features found in Marketing Automation
A/B Testing
Campaign Analytics
Drip Campaigns
Landing Pages/Web Forms
Lead Management
Multi-Channel Marketing
Multivariate Testing
ROI Tracking
Sales Analytics
Segmentation
Social Marketing
More features of Levitate
Activity Dashboard
Approval Process Control
Audience Targeting
Autoresponders
Campaign Management
Campaign Planning
Campaign Scheduling
CAN-SPAM Compliance
Categorization/Grouping
Click Tracking
Contact Management
Content Library
Content Management
CRM
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Templates
Data Import/Export
Drag & Drop
Dynamic Content
Editorial Calendar
Email Campaign Management
Email Marketing
Email Sequences
Email Tracking
Engagement Tracking
Event Triggered Actions
Filtering
Generative AI
HTML Editor
Image Library
List Management
Mobile Optimization
Personalization
Preview Functionality
Process/Workflow Automation
Product Recommendations
Publish Scheduling
Real-Time Analytics
Reporting/Analytics
Reporting & Statistics
Social Media Integration
Subscriber Management
Tagging
Template Management
Third-Party Integrations
Workflow Management

Levitate Integrations

Redtail CRM

Integration rated 4.9 from 12 reviews

HawkSoft CMS

Integration rated 5.0 from 11 reviews

Clio

Zillow Rental Manager

Microsoft Outlook

Wealthbox

See all 14 integrations

Levitate User Reviews

Overall Rating

4.8

Ratings Breakdown

87%

11%

Secondary Ratings

Ease of Use

4.8

Value for money

4.6

Customer support

4.9

Functionality

4.7

Samantha S.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed December 2024

Director of Operations

Overall, we have had such a positive experience. Kelly Martyn our representative is wonderful. If we have any questions or issues, her response is quick and thorough.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Levitate is complete. The platform is great to monitor client interaction. The feature of placing information directly into Wealthbox is a plus for us. We enjoy the new articles and sending letters is easy.

Cons:

Honestly, there is not one thing that we dislike.

Reasons for choosing Levitate

Yes, we close Levitate over many products.

Reasons for switching to Levitate

We wanted a platform that working with our CRM.

Justin C.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Reviewed January 2026

Easy to learn, rapidly adding features, fantastic customer service

The more I incorporate all the features that are available, the more I come to appreciate it's overall value. My intent was to use it mostly for existing client communications, as I was not planning on growing my business anymore, but the great experience so far is making me consider adding a new service line to my business because I can glimpse how effective marketing it could be using Levitate.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. I've previously used an email campaign software that looked more like it was made for developers and programmers rather than having a UI that was consumer friendly. Syncing into my CRM and contacts was a breeze. Learning curve is virtually none, it's all very well designed and easy to pick up.

Cons:

I think it's quite pricy compared to some of the alternatives, but the pace of progress on new features and customer service detail is very, very good.

Reasons for switching to Levitate

Not great UI. Charged based on number of contacts.

Vendor Response

Thank you for such a thoughtful review, Justin. It’s exciting to hear how Levitate has supported your client communications and even opened the door to new ideas for your business. 🙂 We’re grateful you chose Levitate and love being part of what’s next for you!

Replied January 2026

Alicia V.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 12 months

Reviewed January 2026

Some benefits but pricey for what services we can use

Maybe I need to play with the system longer but overall my experience has been mediocre at best, especially because we can't use some of the services. The cost to benefit does not seem to be there.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ready to use content for social media posts and emails. Communication with Levitate and the helpfulness of the team

Cons:

In outlook you have to log in to Levitate every time to see all of the information on the side. Blanket cost even though we can't use some of the services. Data flow has not been helpful for what we were excited about when we first got the system.

Aaron A.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for less than 12 months

Reviewed January 2026

Helping take our communication to the next level

Our experience has been amazing, especially the people that we have interacted with, including initial sales, on boarding, and coaching. This has exceeded my expectations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product has helped us to centralize our communication and evaluate better how people are consuming our messaging.

Cons:

Sometimes some of the interfaces are a little bit clunky and or missing some of the features that other platforms have, but the team has been super receptive to feedback and will hopefully integrate some of our suggestions.

Reasons for switching to Levitate

Needed more functionality and consolidation to one platform

Vendor Response

Hi Aaron, thank you for sharing your experience! We’re so glad Levitate has helped centralize your communication and give you better insight into how your messaging is being received. It’s especially great to hear that our sales, implementation, and success teams exceeded your expectations. We truly appreciate your thoughtful feedback on the platform, as well. Your input helps us continue improving. Thanks for being part of Levitate!

Replied January 2026

Shelia B.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed January 2026

Practice Changer

It has been a positive experience. It is able to handle all the tasks that I expected it to. Love my rep and her reliability.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ever changing features based on customer requests. My rep is always friendly and willing to submit by questions to someone that can answer them if she can't.

Cons:

Ai agent isn't the best. It seems to say the same thing when I use it for the Google Review prompt responses.

Reasons for choosing Levitate

Still considering Hona as they expand their texting automation feature. They also integrate with Filevine which is our CRM system critical to our practice.

Reasons for switching to Levitate

more automation features were available in Levitate

Arthur C.

Verified reviewer

Law Practice

2-10 employees

Used weekly for less than 12 months

Reviewed January 2026

Can't go wrong with Levitate

It's been great. [sensitive content hidden] is wonderful and we love her - she has helped us make campaigns and stay on top of using the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Levitate is easy to use, comprehensive, and is such good bang for the buck. We do not have to think much when setting up a campaign for email or social media - the platform does it all and the quality of the templates are really really good. We have used other marketing agencies and firms in the past and Levitate blows them all away.

Cons:

Nothing. Seriously. The experience has been great so far for the six or seven months we've been using the platform and are even moving on to the website management as well.

Reasons for switching to Levitate

Bang for buck, higher return on investment, better team, better product and platform. Modern and up to the minute cutting edge.

Vendor Response

Hearing that Levitate has outperformed past agencies and made marketing feel effortless is music to our ears! We'll be sure to share your glowing feedback about your success manager with her. We’re honored to be your partner and truly appreciate the trust you’ve placed in us as you expand into using even more Levitate services, Arthur. 😊

Replied January 2026

Jodi F.

Verified reviewer

Arts and Crafts

2-10 employees

Used weekly for less than 2 years

Reviewed January 2026

Genesee-Orleans Regional Arts Council

Overall our experience using Levitate is extremely positive. I like having the checkins every couple of months to talk about new things and to make sure all is going well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Levitate is very user friendly and has many perks. Perks like linking to google so we can better manage our google business accounts. Also using AI to help make better flow for our emails.

Cons:

It can be overwhelming. There are many added benefits that we pay for but do not use simply because it is too much for one person to do alone.

Reasons for choosing Levitate

it was extremely hard to use and implement

Reasons for switching to Levitate

Better open rates, ease of contact imports, went over the allowed amount of contacts

Vendor Response

Jodi, we’re glad Levitate has been user friendly and helpful for managing communications across your organization. We appreciate you being a customer and value your honest perspective as we continue making the platform easier to use!

Replied January 2026

Stephen V.

Verified reviewer

Insurance

2-10 employees

Used weekly for more than 2 years

Reviewed January 2026

Simplifies customer interactions

Overall experience has been good. We have had a sort of revolving door with reps but I do not think that is all that uncommon in these sort of potions in a company like this.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Make creating and managing campaigns easier and more streamlined. The templates and curated content help alleviate any learning curve that might be normal for starting this sort of program.

Cons:

Cost; it is the same for almost any speculative spend. You hope you get value for your money and in this case we believe we are.

Reasons for switching to Levitate

Hearsay was subsidized by nationwide but is no longer

Chad H.

Verified reviewer

Financial Services

2-10 employees

Used monthly for less than 2 years

Reviewed January 2026

Great value to keep up with clients

We have seen amazing open rates, and the Google review option has shot our amount of reviews way up. Our clients like the very friendly messaging and it doesn’t come off as too business like.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is very easy to learn and execute. You have a wealth of letters that you can use with your clients. Whenever a letter may not feel exactly right the AI function allows it to rewrite in incredible fashion. We have five license which come in at a great value.

Cons:

It really is an easy system. I put it more on myself that I need to spend more time digging into it because there’s so many great features that sometimes I get bogged down.

Reasons for choosing Levitate

We like the simplicity emails that get better open rates and wanted something more for our clients

Vendor Response

Those open rates and Google review results are exciting to hear about, Chad! It’s great that the messaging feels friendly and authentic to your clients, too - that's our goal. We’re glad Levitate has been a strong value for your business and appreciate you being a customer!

Replied February 2026

Zachary W.

Verified reviewer

Insurance

2-10 employees

Used weekly for less than 2 years

Reviewed January 2026

People in sales need to be using Levitate!

Been a Levitate user for a couple of years now and my team loves the program. We can't imagine working as insurance agents without it. It truly has been a game changer. Levitate also built me a custom website that is AMAZING. Thank you to the entire Levitate team!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, so many different features, fantastic value for money spent, the AI content creation tools, super helpful customer support that responds even on weekends, account security, variety of email templates, data analytics, and how it helps me improve my marketing and create more sales.

Cons:

In all honesty, I don't really have any complaints about using Levitate. The price has gone up over the years but they explain when and why these increases happen and have been understanding and helpful when payment issues arise.

Reasons for switching to Levitate

I found other agentmethods websites that looked exactly like mine and they didn't have all of the marketing/content creation tools. Levitate is a great fit!

Showing 1 - 10 of 333 Reviews

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