All Levitate Reviews
1-25 of 120 Reviews
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Tina
Verified reviewer
Insurance, 2-10 employees
Used weekly for more than 2 years
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!
PROSLevitate 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.
CONSMy only complaint is that the success specialist seems to change quite often. The longest we've ever had a success specialist was a year.
Tiphanie
Insurance, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
Great Open Rate, Easy to Use, Highly Recommend!
Levitate's intuitive, ease of use cannot be beat. Customer service has been fantastic. They've always been quick to respond with an answer or a solution. The customizable templates are a great feature for when I'm short on time or struggling to come up with content on my own. Their platform makes it very easy to upload and edit contacts. I've used several other email marketing platforms and they each paled in comparison to Levitate's open rate. Also, I really appreciate that Levitate is constantly improving and adding features.
CONSThe only con that I've experienced is not being able to create a "fancy" email. I'm also a graphic designer, so I certainly appreciate a visually appealing email. However, my email open rate is great so it must not be a big deal to others.
Reasons for switching to Levitate
Our open rate with Constant Contact was terrible.
Richard
Financial Services, 2-10 employees
Used daily for less than 2 years
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.
PROSContact 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.
CONSVery little support by way of a reference manual which could help, in my opinion, both for my personal and staff assistavce.
Greg
Insurance, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Upgrade your online marketing and presence to the next level!
Awesome experience compared to our last partner that was higher in pricing and more user interaction that wasted time.
PROSLevitate allows for easy management of content and contacts to avoid constant user usage on automated content. Robust list making to allow agents and members to send out communications or marketing material!
CONSN/A. Have not had any issues with Levitate!
Reason for choosing Levitate
[sensitive content hidden] kept reaching out to our agency and eventually after going through some demos and speaking with him about our processes we realized Levitate was a better product.
Reasons for switching to Levitate
[sensitive content hidden] was an amazing partner and he really gave us the comfort to make the switch by showing us how all of our processes can be made 10x easier with Levitate!
Chris
Insurance, 2-10 employees
Used daily for less than 2 years
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.
PROSThe ability to send customizable emails and social media content. When I"m stuck for the right words, the AI integration is fabulous.
CONSI 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
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!
PROSI 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!!!
CONSI 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
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.
PROSI love that clients are reading and responding to my emails and texts. It has increased engagement and automated many of our reminder tasks.
CONSI 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
I am obsessed!
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.
CONSI 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
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
PROSI like the appointment feature. I like that clients can schedule their own appointment's.
CONSNo 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
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!
PROSI love the AI writing tool! This has made sending emails a breeze. I also love all the premade content!
CONSThe 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.
Gary
Financial Services, 1 employee
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Great platform and easy to implement with great coaching assistance!
It has been wonderful with personalized assistance with the same coach each time.
PROSThe personal coaching using Zoom calls. Very helpful.
CONSNothing so far. Levitate is on top of their game and always adding new features.
Reasons for switching to Levitate
It really didn't fit the Financial Services Industry at all.
Anne
Insurance, 2-10 employees
Used daily for more than 2 years
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.
PROSit 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 -
CONSI 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
Bruce
Insurance, 2-10 employees
Used daily for more than 2 years
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.
PROSGreat program and easy to work with! Excellent resource with great communication and Levitate has amazing people.
CONSNone 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
Marc
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
The Levitate Product Has Exceeded Expectations
Customers are able to communicate back on matters that they may have delayed speaking about or not yet thought of. Customers write back to us with service requests and Prospects are coming back to us for quotes and we are easily regaining business which we were not aware was available with minimal effort.
PROSPuts me in touch with my client base and makes the customers feel that they are remembered with a lot of additional effort.
CONSThe features are easy to use and so far, have not seen any negative aspects.
Reason for choosing Levitate
Cost
Vendor Response
This is fantastic to hear, Marc! Thanks for taking the time to write a review.
Replied April 2022
Laura
Law Practice, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
It's worth it. We love Levitate!
The past year with Levitate has been a game-changer. Being able to schedule all our social posts and client emails in one day for the next three months has freed up so much of my time. The bi-monthly meetings with updates on changes and new things added with my levitate person are very helpful.
PROSLevitate has made my job much easier. The time it used to take to schedule our social media posts was excessive. Now, I don't even have to think about it. Levitate does all the work for me. The AI Lion, Leo, is the Best! He is so cute and helpful.
CONSI wish there was an option to change some of the GIF's and media used when you are rewriting with the AI Lion that I call Leo.
Reason for choosing Levitate
We have Clio and Clio Grow in our office and Levitate is an added extension of that. All our client info from Clio is crossed over to Levitate, which means I don't have to add in clients twice. They are pulled from Clio, once again making the use of Levitate much more convenient.
Charlie
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Levitate
The experience with Levitate has been a welcome addition to my Agency. I cant say enough about the support I receive from my Rep, [SENSITIVE CONTENT]. She walks me through everything, gives advice and feedback on issues and really guides me to tailor things for my Agency. Shes awesome!
PROSThe best feature is its ease of use and how it integrates with my CMS
CONSThere is really nothing i like "least". Its just a matter of getting use to where things are.
Reason for choosing Levitate
I chose Levitate for its ease of use and support.
Vendor Response
Thank you for the kind review, Charlie! We are so glad that you are satisfied with the support you receive from your success specialist. We look forward to continuing to work with you and your agency!
Replied April 2022
Rachel
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Great Service and Applications
Customer service is out of this world. [SENSITIVE CONTENT] is outstanding with his knowledge and help to make sure this is working for our business. He cares and easy to get ahold and work over Zoom, call or email.
PROSEasy to use, many options that are around our field, every client gets all my emails without going to spam, open rates are 50% or higher
CONSLove everything!! There is nothing that I have not liked at all!
Reason for choosing Levitate
Better open rates and already made content
Vendor Response
We appreciate you leaving us such a great review, Rachel! Thanks for being an awesome Lev customer.
Replied April 2022
Todd
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Best Marketing platform on the market!!
10 out of 10! From the staff to the content, this is a homerun.
PROSEase of use and tracking how well it is working for us.
CONSNo complaints so far and we have used for over a year.
Reasons for switching to Levitate
I used my CRMS marketing platform and it was a giant pain from start to finish.
Elizabeth
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Perfect for My Law Office
Levitate makes it so easy for me to send email campaigns and know what my results are. I can always get questions answered quickly.
CONSThere is nothing that I dislike about Levitate.
Vendor Response
Thanks for such a stellar review, Elizabeth! We're glad that Levitate is helping you easily keep in touch with clients and track results. We look forward to working together for many more years to come!
Replied April 2022
Joyce
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed March 2022
Great Product
I do not use as often as I want. Goal is to use multiple times a week.
PROSEverything. Client service is phenomenal. Always there with answers to my questions.
CONSNothing not to like. This software is so user friendly.
Vendor Response
Thank you for the great review, Joyce! We'll be sure to let our success team know how happy you are with their service.
Replied April 2022
Anna
Financial Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Levitate is Helpful
Levitate is pretty easy to use. It does what is expected.
CONSThere tend be a lot of glitches so I feel like I talk to customer service a lot.
Vendor Response
Hi Anna, thanks for taking the time to review us! And thank you for your feedback. Our product team is working diligently to minimize glitches for our customers!
Replied April 2022
Gina
Insurance, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2022
Great tool for our small agency
Excellent - the product has helped us keep in contact with our client base, the email content is informative and fun, which our clients like.
PROSEasy to use, able to reach a large client base at one time, helps keep communication fresh, lots of positive feedback from clients
CONSData loading into Levitate from our client management system sometimes isn't correct - I've been hesitant to use automation because of this. I still like to check client information prior to sending emails.
Vendor Response
We appreciate your kind words, Gina! We'll also let our product team know your feedback about the data sometimes loading incorrectly. Thanks for being a great customer!
Replied April 2022
John
Insurance, 2-10 employees
Used monthly for more than 2 years
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.
PROSThe 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.
CONSI 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
Cynthia
Insurance, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
We like Levitate.
Personalized Marketing
PROSEase of use. Finding contacts, adding flyers, using templates, editing material are all easy.
CONSWe really do not see any improvements that we would like to have that the Levitate team is not already in the process of implementing.
Vendor Response
Thanks for the kind words, Cynthia! We appreciate you being a Lev customer.
Replied April 2022
Jan
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Levitateup
Ease of usage and works just as promised
CONSNeed to build in CRM more and it will be perfect