--- title: "Levitate Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Levitate Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more." source_url: "https://www.capterra.com/p/211147/Levitate/" page_type: "product" language: "en" --- # Levitate Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Levitate ## What is Levitate? Founded in 2017 by ShareFile creator Jesse Lipson, Levitate helps small businesses focus on what they do best: build relationships. Our pioneering approach to keep-in-touch marketing and client happiness leverages personal, authentic communication through an AI-driven platform to keep your business top of mind. Easily send top-performing email templates, client surveys, texts, set up email automations, social media posts, and more -- all with a dedicated success specialist by your side. ## What is Levitate used for? [Email Marketing](https://www.capterra.com/email-marketing-software/)[Content Marketing](https://www.capterra.com/content-marketing-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) Recognitions Shortlist Best ease of use Overall rating Based on 334 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price $349 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Email Marketing / 2026 - Marketing Automation / 2026 Our "Best of" badge program showcases products with the highest ratings... - Content Marketing / 2025 Our "Best of" badge program showcases products with the highest ratings... Do you work for Levitate?[Manage this product listing](https://www.g2.com/products/levitate/claim_requests/new?auto=true) Rating Breakdown 4.8 +− Features4.7 Value for Money4.6 Ease of Use4.8 Customer Service4.9 Rating Breakdown 4.8 Features4.7 Value for Money4.6 Ease of Use4.8 Customer Service4.9 ## Levitate Reviewers Verdict Updated September 2026 AI summary - Levitate is a strong fit for small to midsize businesses seeking to improve personalized client outreach and content-driven engagement. - Reviewers are positive about its responsive support, steady flow of relevant content ideas, intuitive campaign tools, and effective engagement tracking. - It helps teams stay top-of-mind with clients, boost open rates, and manage branded communications with less manual effort. - Buyers should weigh a few practical considerations: some report texting limitations, occasional data management hurdles, and pricing that may not suit all budgets. - Levitate fits teams valuing guided support and easy campaign management, but those needing advanced texting or integrated CRM features may want to compare options. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Levitate 4.8 (334) VS. [### Gmail](https://www.capterra.com/p/202338/Gmail/) [4.8 (13,559)](https://www.capterra.com/p/202338/Gmail/reviews/) Starting Price $349 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (334) Ease Of Use 4.8 (13,495) Value For Money 4.6 (328) Value For Money 4.8 (10,234) Customer Service 4.9 (333) Customer Service 4.4 (10,023) ## Levitate alternatives [Brevo Marketing Platform](https://www.capterra.com/p/132996/brevo/) [4.6 (3,521)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132996/brevo/) [MailerLite](https://www.capterra.com/p/136603/MailerLite/) [4.7 (2,324)](https://www.capterra.com/p/136603/MailerLite/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/136603/MailerLite/) [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) [4.3 (2,953)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/31898/Constant-Contact/) [Omnisend](https://www.capterra.com/p/153508/Omnisend/) [4.7 (837)](https://www.capterra.com/p/153508/Omnisend/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153508/Omnisend/) [View all alternatives](https://www.capterra.com/p/211147/Levitate/alternatives/) ## FAQs about Levitate Overview ### What problems does Levitate solve? Levitate helps teams solve inconsistent client follow-up, time-consuming content creation, and impersonal mass email outreach by automating personalized touchpoints, newsletters, social posts, reminders, and review requests in one place. Insurance agencies, small businesses, nonprofits, sales teams, and client-facing staff benefit most from stronger relationship management without manual campaign work. Answer based on 226 reviews Overview ### Which roles and teams benefit most from Levitate? Levitate is most used by small-business owners, presidents, and CEOs, along with office managers, marketing teams, and client-facing professionals such as attorneys, financial advisors, insurance agents, and brokers. These roles use it to automate outreach, nurture referrals, manage follow-ups, and strengthen client relationships through consistent personalized communication. Answer based on 333 reviews Overview ### What company size and industries is Levitate built for? Levitate serves small businesses that rely on relationships and word-of-mouth marketing, with 100% of reviewers from small companies and Insurance leading at 53%. It also appears in Financial Services at 17% and Law Practice at 9%, with Email Marketing as the most common use case for 61% of reviewers. Answer based on 333 reviews Features and Usability ### What are the key features of Levitate? Levitate includes core email marketing features like email campaigns, email sequences, autoresponders, and email tracking, plus CRM-based contact management with tagging and customer segmentation. Differentiating features include social media scheduling, content templates and libraries, AI-assisted writing, workflow automation, calendar scheduling links, and third-party CRM integrations. Answer based on 126 reviews Overview ### Is Levitate good for staying in touch with clients? Levitate helps businesses maintain consistent, personal client communication through reminders, templates, and automated outreach that feels direct. Insurance agencies and relationship-driven teams value the time savings and account support, though some users want better segmentation, clearer account context in messages, and smoother syncing with connected systems. Answer based on 78 reviews Integrations ### Which third-party tools and platforms does Levitate integrate with? Levitate integrates with Clio, HawkSoft CMS, EZLynx, Gmail, Wealthbox CRM, and Redtail CRM, with additional connections for Google Calendar and RingEX. It connects across legal, insurance, financial CRM, email, scheduling, and texting workflows, and supports 10 third-party tools and platforms in its official integration catalog. Answer based on 83 reviews Getting Started and Support ### How easy is it to onboard and train a team on Levitate? Levitate is relatively easy to onboard for most teams, with live online sessions, webinars, videos, and documentation supporting rollout. Reviewers say basic tasks are intuitive and nontechnical users can get started quickly with support, while admins and users handling integrations, automations, scheduling, and customization usually need more time. Answer based on 21 reviews Getting Started and Support ### What customer support options does Levitate offer, and how do users rate the experience? Levitate offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users often describe support as responsive, helpful, and hands-on, with assigned representatives, onboarding guidance, and regular check-ins. Some report software glitches, confusing tasks, and occasional difficulty getting live help quickly, but overall sentiment toward support is strongly positive. Answer based on 126 reviews Features and Usability ### How well does Levitate handle email marketing? Levitate makes email marketing easy for small business and insurance teams with templates, automation, and personal-looking outreach. Many users like the AI writing help, tagging, and campaign setup, though some note limits on customization, send pacing, contact structure, and a learning curve for advanced features. Answer based on 81 reviews ## Who uses Levitate? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 6,612 Marketing Automation reviews Capterra data shows that buyers of Marketing Automation software rank the following features as their top priorities: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Lead Capture** (**51%**) Levitate supports **Email Marketing** and **Event Triggered Actions**, giving teams the tools to run campaigns and send timely follow-ups based on customer behavior. However, it does not include **Lead Capture**. Instead, it offers other important capabilities that reviewers also value, such as **CRM** (**54%**) and **Data Import/Export** (**48%**), helping businesses manage contact relationships and move customer data between systems while keeping marketing activity organized. Email Marketing 4.9 (25) 100.00% of 25 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Event Triggered Actions 4.8 (46) 73.91% of 46 reviewers that rated this feature as important or highly important Predefined actions automatically performed on the occurance of specific events Data Import/Export 4.4 (70) 88.57% of 70 reviewers that rated this feature as important or highly important Import and export data to and from software applications Email Campaign Management 4.8 (182) 90.11% of 182 reviewers that rated this feature as important or highly important Levitate offers tools to draft, schedule, and personalize email campaigns, helping you stay connected with clients. Users think the platform is easy to use, supports automation, and enables segmentation, making it efficient to reach targeted groups and maintain ongoing communication. Template Management 4.6 (154) 83.12% of 154 reviewers that rated this feature as important or highly important You can access, customize, and organize a wide variety of templates for different messaging needs. Some users say Levitate’s templates save time, support consistency, and are easy to modify, though a few wish for improved search and more customization options. Campaign Scheduling 4.8 (137) 91.24% of 137 reviewers that rated this feature as important or highly important This aspect lets you plan and automate emails and social posts in advance, saving time and reducing manual effort. Some reviewers find scheduling intuitive and helpful for long-term planning, allowing them to batch content and maintain consistent outreach without daily management. Levitate 53 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Manage the process of evaluating documents or requests submitted for approval Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Create and automatically send premade copy in response to customer messages Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns This aspect lets you plan and automate emails and social posts in advance, saving time and reducing manual effort. Some reviewers find scheduling intuitive and helpful for long-term planning, allowing them to batch content and maintain consistent outreach without daily management. Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Organize and group data or items based on various criteria Track the amount of clicks on individual products to measure campaign results Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback Levitate gives you the ability to personalize emails with your logo, colors, and firm details, ensuring messages reflect your brand. Reviewers indicate this helps maintain a professional appearance and strengthens brand recognition, making communications feel authentic and direct. Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Levitate offers tools to draft, schedule, and personalize email campaigns, helping you stay connected with clients. Users think the platform is easy to use, supports automation, and enables segmentation, making it efficient to reach targeted groups and maintain ongoing communication. Create and send email blasts/campaigns Set up automated email sequences to streamline outreach and engage leads/contacts Track delivered, received, and opened emails With this capability, you can easily monitor who opens, clicks, and responds to your emails and posts. Reviewers appreciate how Levitate provides clear, accessible engagement data, making it simple to assess campaign effectiveness and tailor future content for better results. Predefined actions automatically performed on the occurance of specific events Find & retrieve relevant data or documents Use AI to generate content in the form of text, images, videos, etc. Add, edit, and manipulate HTML code directly Store and manage images Manage contacts across multiple mailing lists Automate workflows and trigger campaigns based on customer actions Optimize content to ensure it is easily accessible for mobile users Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Adjust communications based on previous interactions or personal preferences Preview materials before finalizing projects Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Control and schedule the publication of content across various channels Analyze and gain insights into data in real-time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Add or remove subscribers from mailing lists Attach digital tags to documents and assets for identification, search, or monitoring purposes You can access, customize, and organize a wide variety of templates for different messaging needs. Some users say Levitate’s templates save time, support consistency, and are easy to modify, though a few wish for improved search and more customization options. Set up connections to third-party platforms to improve business processes Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (334) 4.7 Based on 334 reviews ## Pricing Value for money 4.6 (328) Free Trial Client Happiness Advanced $349.00 Flat Rate,Per Month Value for money 4.6 (328) 4.6 Based on 328 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Clio](https://www.capterra.com/p/105428/Clio/)[ DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)[ 8am MyCase](https://www.capterra.com/p/115613/MyCase/)[ PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (333) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (333) 4.9 Based on 333 reviews ## User reviews Overall rating 4.8 Based on 334 reviews Filter by rating 5(289) 4(37) 3(5) 2(2) 1(1) Mentioned topic Sorted by most recent DL Denis L. Customer Service Rep Transportation/Trucking/Railroad ### "Levitateden" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 13, 2026 really helped the business maintain relationships with clients while reducing time spent on marketing. Pros Customer Support was ecstatic they assigned me a real person who helped with onboarding, strategy, content planning. Cons 2 things to mention, the cost is more expensive than basic email marketing tools and limited customization, more control would be nice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RC Roseann C. CEO Non-Profit Organization Management ### "Glad we did it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2026 It has been great, we've gotten great responses and financial support from those we reached through Levitate. Pros Takes the work and planning of my schedule, and the fact that all I have to do is review and schedule is great! Cons No cons as of yet. I wish I had more time to spend looking through all they can do for me, but as for now, they have been a life saver. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 19, 2026 Roseann, thank you for this! Taking the planning off your plate is exactly what we're here for, and hearing that it's turning into real responses and financial support from your community made our day. As for wishing you had more time to explore, your success manager can help with exactly that and show you the most impactful features to use based on your organization's needs. You can also browse our knowledge base anytime at help.levitate.ai. Thanks for being a customer! 😊 ED Emily D. Office Manager Insurance ### "Levitate works for my team!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 18, 2026 Getting started was slow but now we love several of the features the system offers without having to manually oversee daily. Pros I love the automation features in Levitate. My team never have to worry about missing things and customers can schedule appointments with our team for any of their needs. Cons There was not a lot of training when we took over from another agency so it took some time to learn the system. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SG Sarah G. Marketing Director Legal Services ### "Love Working With Levitate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 4, 2026 I handle sending out the newsletters, emails and social media for the firm. It is so quick to login to Levitate and post something on all social media at once and there are many email templates to choose from. Plus, our rep sets up campaigns for us and all I have to do is login and approve them. Pros I love the content creation and east to email past and previous clients. It also asks our clients for reviews when their case closes and only asks them to add a review to Google if they put 5 stars. Cons It should be easier to customize captions on linked in vs facebook vs instagram. Instagram prefers shorter captions and linked in should sound more formal. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. IW Ishaiaih W. OFFICE ASSISTANT Non-Profit Organization Management ### "WORTH THE TRY!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 4, 2026 I like it its cool, but with most people wanting texts I gravitate towards free platforms. With our specific company, we have seniors that don't even use the internet at all! Pros I like the templates and how AI is incorporated to make it easier. Then sending is easy once you have everyone's info entered and grouped. I like the grouping feature. Cons The texting feature is not included. Most people text and usually don't look at their emails so for this reason the texting feature should be free. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MV Michele V. Office Manager Law Practice ### "Levitate is so easy to use and saves time!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2026 I love Levitate! It is very user friendly and the customer success specialist is so helpful! I like how it does the work for you. Pros The content calendar is my favorite feature of Levitate. I love how you can upload posts to multiple social media platforms at the same time, and how you can schedule the posts up to 3 month Cons We use CasePeer as our Case Management Software and Levitate does not integrate with CasePeer, so the new client contacts added to CasePeer do not automatically upload to Levitate for the automations. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SS Steven S. Chief Operating Officer Financial Services ### "Setting the Standard for Client Communication Platforms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2026 Levitate has been an excellent addition to our business. Implementation was smooth, the support team has been incredibly responsive, and based on our experience with other systems, this is easily the most effective platform we’ve used. Pros Levitate has been fantastic and we are super excited about the possibilities! Onboarding was a breeze and the ongoing support has been extraordinary. Having used other platforms in the past, I can unequivocally say that Levitate is the best!! Cons Nothing to see here! Levitate has exceeded our expectations with respect to every aspect of implementation and ease of use. Switched from [Snappy POS](https://www.capterra.com/p/246436/Snappy/) We did not see any traction after a year. Levitate was recommended to us by Magellan Financial. Alternatives considered [Paladin](https://www.capterra.com/p/175487/Paladin/) Reasons for choosing Levitate Recommendation from Magellan. Also, Yasmine did a great job showing us the benefits of using Levitate. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MC McKinzie C. Office Assistant Events Services ### "Levitate Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 28, 2026 Since i got hired on my job the first thing i was able to learn was levitate, i use so all day and for so many things. It really makes my life so much easier. Pros Everything about Levitate is literally the best, there isn't one thing i would change. It's so user friendly and just simple! Cons Right now, I don't have anything negative about Levitate. It really is so easy to learn and understand. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BF Brandie F. Marketing Strategist Financial Services ### "Meh...it's growing on me" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 January 26, 2026 Overall, Levitate helps us achieve our goal of getting our clients to open our emails. The sales pitch to us was great. The ease of use hasn't been wonderful. The onboarding and check-ins are beneficial but I find myself not wanting to use Levitate because it takes me longer to create automations than I feel like it should. Pros Our email open and click rates looks fantastic compared to service providers. It is doing the job... Cons Analytics has not met my expectations. I only see high-level, basic data found only in the reports dashboard. Exporting a report is disappointing. There's no data in it. I'd like to run a report on my newsletter emails as a whole campaign or a single email report with data, not contacts. I need metrics like average open rate, bounce rates, unsubscribe rates, average click rate, email list health, etc. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Needed a way to reach inboxes. The boss urged the change. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SN Shannon N. Administrative assistant Insurance ### "Levitate is awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 26, 2026 Since I started using the tool it's been great. It's so user friendly so I don't have to spend a ton of time in it. Pros Its easy to navigate. My contact representative is also super helpful and makes it easy for us to use. Cons I cannot think of something I like least about the system. Every time I use the tool it simple to use. Never had any major issues and if I cannot figure it out then I reach out to my contact person who has been super helpful. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/211147/Levitate/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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