# Compare EngageBay CRM vs Levitate 2026 | Capterra > Unsure of what to choose? Check Capterra to compare EngageBay CRM and Levitate based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/178819-211147/EngageBay-Marketing-vs-Levitate --- # EngageBay CRM vs Levitate Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: EngageBay CRMLevitate2/4 selected [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $14.99/month Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.5 Customer Service 4.8 Reviews Sentiment Based on [907 reviews](#user-reviews) Positive 878 Neutral 22 Negative 7 [## Levitate](https://www.capterra.com/p/211147/Levitate/)[4.8 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) Starting Price $349.00/month Value-for-Money 4.6 Functionality 4.7 Ease of Use 4.8 Customer Service 4.9 Reviews Sentiment Based on [333 reviews](#user-reviews) Positive 325 Neutral 5 Negative 3 What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 13,971 reviews from email marketing software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology \--%Fit Missing features Not enough reviews Feature ratings Email Campaign Management 4.6 Campaign Scheduling NA Newsletter Management NA Email Tracking \-- Customizable Branding 4.6 64%Fit Missing features Not enough reviews Feature ratings Email Campaign Management 4.8 Campaign Scheduling 4.8 Newsletter Management NA Email Tracking \-- Customizable Branding 4.6 User satisfaction User satisfaction 4.7 User reviews[907](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Ease of use 4.5 Functionality 4.6 Value for money 4.7 Customer support 4.8 User satisfaction 4.8 User reviews[333](https://www.capterra.com/p/211147/Levitate/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.6 Customer support 4.9 Price starts from Price starts from $14.99Per User, Per Month - Free version - Free trial Price starts from $349Flat Rate, Per Month - Free version - Free trial Best for Best for Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers. Best for Small and medium-sized businesses that rely on relationships and word-of-mouth marketing. ## User reviews Pros & cons NJ Nick J. Marketing Analyst > "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560) Jelyn T. Marketing Manager > "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) VR Verified Reviewer Sales Representative > "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) HS Himanshu S. Sales Manger > "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) JW Jason W. President and CEO > "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256) HS Himanshu S. Sales Manger > "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) JE Jamie E. Managing Director > "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902) CM Chandra M. Marketing Analyst > "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that out." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146) YT Yohannes T. CEO > "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228) SP Stephanie P. Marketing Consultant > "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815) VR Verified Reviewer Sales Representative > "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) NB Nancy B. President > "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443) AL Angelina L. Social Media Manager > "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all integrated..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) MS Mike S. Operations Marketing > "The mobile app has limited features and doesn't offer full range of features that are available on desktop version." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) SS Satyam S. Assistant Manager- Digital Marketing > "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) AG Ayesha G. Founding Principal > "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513) CV Chai V. Founder > "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378) RB Richard B. Web Developer > "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170) BS Bruno S. Product Manager > "It offers tools for marketing, sales, contact management, automations, and more." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366) TC Tamesha C. Insurance Agent > "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781) MC Milap C. Digital Marketing Expert > "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490) JD Jerker D. CEO > "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) Rémy G. COO > "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743) JD Jerker D. CEO > "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) NP Nipa P. Business Administrator > "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) AH Andy H. Director > "It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder to..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) PN Phil N. CEO > "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) SK Shiva K. Chief research officer > "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311) JP Jigs P. Development Head > "Customer support is responsive, and the platform offers good customization options for workflows and dashboards." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049) TB Tayfun B. Shop-Team > "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167) AS Anuvind S. Engineer > "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024) BM Bree M. Administrator > "The email broadcast feature - the sending limits are far too low to begin with, and the email template function (within broadcasts) is very clunky. Why..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4714244) SK Satou K. Administrator > "The CRM, email marketing, sequences work smoothly together." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808) ZT Zbigniew T. CEO > "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841) Jelyn T. Marketing Manager > "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) JD Jamie D. Owner > "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981) AH Andy H. Director > "It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) PN Phil N. CEO > "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) LW Laura W. Marketing Assistant > "I use several different CRMs in my position and this one has by far been my favorite." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957) MR Maria R. Marketing Manager > "The only thing that I dislike is the delay in updating campaign stats." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089) ZP Zalak P. BDM > "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213) JD Jay D. Business Developer > "they take 15 minutes for customers when sometimes you need more to fix a problem." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6252413) JK Jim K. Owner > "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097) RS Rob S. CEO > "Support tickets are better but they close them without resolving anything so you have to keep bugging them." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) LW Laura W. Marketing Assistant > "Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957) VR Verified Reviewer Founder > "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334) NM Nishant M. Digital Marketing > "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275) CS Chris S. Owner > "Our forms on our website seem to sometimes load slowly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959) CS Chris S. COO > "They have a good set of features to manage campaigns and receive feedback on email sent and opened." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203) JD Jerker D. CEO > "I can't even filter on the objects attached to a contact." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) LM Lee M. Operations manager > "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538) AP Anthony P. Director > "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758) SS Satyam S. Assistant Manager- Digital Marketing > "The CRM is intuitive, with customizable pipelines and contact management features." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) BD Brian D. Trusteee > "It can be confusing for new users who aren't used to using analytical databases." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283671) AL Angelina L. Social Media Manager > "This consolidation streamlines workflow and reduces the need for multiple software subscriptions." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) JS Jaskaran S. Co Founder > "Automation flow can be a bit complex to navigate" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614) GY Grace Y. Founder and CEO > "Pipeline management is clear and simple , and automation makes sure no follow ups is missed." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156) DK Dale K. None > "Those emails eventually stopped being delivered to my inbox." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6306398) LJ Latrease J. Patient Service Representative > "I enjoyed the notifications from the sales department" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721) KA Kathy A. VP of Marketing > "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271) RB Rui B. R&D Manager > "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429) AS Amy S. Loan Originator > "Does not interface with Apple mail and iCal" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652) RN Robert N. Full-Stack Developer > "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658) AP Aswathy P. Marketing Operation Associate > "The lack of downloading the report options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062) VR Verified Reviewer Facebook Ads Strategist, Founder > "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) YD Yogesh D. Manager > "One of the main challenges is that forms section integration is complex and require significant time and resources to set up and maintain." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4733923) Brendan C. Business Development Rep > "What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4720484) AK Amir K. Owner > "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) ST Simon T. Operations Manager > "Its a promising fit for our business based on the feature set it offers." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6797739) NP Nipa P. Business Administrator > "Lacks Twitter/X integration." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) SAK Sameer Ali K. SALES CONSULTANT > "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details at..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723) DJ Dominik J. Managing Director > "It's very buggy." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691) VR Verified Reviewer Facebook Ads Strategist, Founder > "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) KD Kaleigh D. Marketing Manager > "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862) SK Sandeep K. Manager > "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280) NB Nick B. Senior Operations > "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647) MS Mike S. Operations Marketing > "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) RL Rongle L. Manager > "I don't like receiving to many emails from it." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315357) SG Sumit G. Digital Marketing Manager > "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952) MV Marteen V. Sales Manager > "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850) [View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) SF Susana F. Client Relationship Manager > "The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084895) SM Shaun M. Producer > "For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) JC Justin C. Financial Planner > "My intent was to use it mostly for existing client communications, as I was not planning on growing my business anymore, but the great..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084181) BI Brittany I. Personal Lines Manager > "Sometimes we schedule out renewal emails too far in advance, and if someone makes a change or leaves our agency, that email still goes..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084025) SM Shaun M. Producer > "Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) SM Shaun M. Producer > "This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) AM Andrew M. AGENT OWNER > "Our rep at Levitate has been great with content creation and reviewing with us on a quarterly basis to make sure we are reaching our..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084063) MT Mario T. President > "I have clients that request to be removed at times, and there is no follow-up notice to let them know they've been removed." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084247) SM Shaun M. Producer > "This automation ensures nothing falls through the cracks during that critical onboarding period when clients form their lasting..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) CC Cassidy C. Media Relations Manager > "We used Constant Content before, and trying to get in touch with a person was next to impossible. When we did get in contact, we were..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084036) MW Michael W. Owner > "The ability to modify really great existing templates and the amount of the templates to choose from is paramount to successful..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084924) VR Verified Reviewer Director of Operations > "One of the downsides of Levitate is that its learning curve can be a bit steep for new users, especially those unfamiliar with email..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6632766) AA Amy A. Firm Manager > "Levitate has been a great platform, the content creation, all of the great templates, the different marketing platforms are really..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084007) Trista M. Marketing and Licensed Agent > "I also wish there was a way to have a folder for just templates you created for your own use as sometimes it can be a headache trying..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629962) Destiny D. insurance agent > "The platform makes it simple to stay in touch with clients in a personalized way, and the customer support team is responsive and..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084194) CA Cassandra A. VP Communication > "Levitate has limitations that could be fixed but have not been addressed despite opening tickets." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084028) JB John B. Attorney and Owner > "With solid security, thoughtful content tools, and useful analytics, it delivers a balanced and effective relationship-marketing..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084182) IW Ishaiaih W. OFFICE ASSISTANT > "The texting feature is not included." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7090282) LH Louise H. Personal Lines Insurance > "We enjoy using it to help insureds by connecting with them automatically during important times of their policy period" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085233) JD John D. Lawyer > "It is rather expensive and all the emails they send clients are not personalized." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7055725) AC Arthur C. Partner and Owner > "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..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084171) VR Verified Reviewer Director of Operations > "Additionally, the pricing structure might not be the most cost-effective for smaller businesses or those just starting to scale, as..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6632766) ED Emily D. Office Manager > "My team never have to worry about missing things and customers can schedule appointments with our team for any of their needs." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7097818) AV Alicia V. Relationship Manager > "Blanket cost even though we can't use some of the services." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085356) SV Stephen V. Associate agent > "The templates and curated content help alleviate any learning curve that might be normal for starting this sort of program." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084654) LD Lauren D. Marketing Coordinator > "Sometimes figuring out how the email will be sent and formatted can be an issue if you are sending an email out with tabs or spaces." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629757) CH Chad H. Advisor > "We have seen amazing open rates, and the Google review option has shot our amount of reviews way up." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084023) LS LESLIE S. Self Employed > "My team had an issue where others are able to see each others book of business, and emails were sent to wrong clients." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630678) CP Christine P. Office Administrator > "We enjoy Levitate when we send out bulk messages to clients and get a large number of responses. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084039) AB Andrew B. Managing Attorney > "It's not the most compact and accessible user interface." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084002) SF Susana F. Client Relationship Manager > "It keeps everything organized, reduces mental load, and honestly makes you look way more thoughtful and intentional with your clients." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084895) AP Anne P. Owner > "The price goes up every year, just like everything in the market. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084072) AA Aaron A. Executive Director > "This product has helped us to centralize our communication and evaluate better how people are consuming our messaging." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7083714) MB Moira B. Agent and Marketing Coordinator > "Sometimes there are errors when pulling information from our AMS - even when double-checking data." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629853) BS Britney S. Insurance agent > "Levitate has helped us keep in touch with our current clients, bring back old clients due to great marketing." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084021) CD Christopher D. Life and Annuity Sales Development > "The inability to copy and paste graphics into email body" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628082) SM Shaun M. Producer > "The automated touchpoint sequences are a game-changer for post-sale client experience." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085342) HY Hannah Y. Account Manager > "We tried to send a text to clients before the storm and some of them received the message days after the storm and they were mad about..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630850) LO Lewis O. Owner > "Levitate generates quality, relevant content and makes tracking ROI straightforward." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084239) MC Michael C. Owner and Advisor > "Sometimes things seem a little complex. And the reminders about “losing touch” with people are not very helpful because not every..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629819) CA Cassandra A. VP Communication > "Customer service, overall, has been responsive and working with levitate has been easy and opened doors to functions I needed without..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084028) BI Brittany I. Personal Lines Manager > "Nothing worth making a fuss about, but probably one of the main "issues" we've ever run into." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084025) DV Dominique V. Sr Manager Grants and Impact > "Viewing if clients have opened emails or not is probably my favorite feature." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084091) SV Stephanie V. Outreach and Volunteer Coordinator > "I want to use the social media functions, but can't figure out how to tag organizations." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628074) RC Roseann C. CEO > "Scheduling out all the posts for a couple moths, especially during the holidays was a game changer." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7089142) NAP Nancy Allison P. broker > "We share an account with the agency and so I have a hard time figuring out how to email only my clients" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630808) MT Mario T. President > "Service checks all boxes we need for on-line marketing at this time." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084247) DK Dave K. Owner > "Hard to track all the acts that go to spam, hard to know daily who got what" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629269) CB Cory B. President > "As a business owner, Levitate frees up my time and makes sure to consistently be engaging clients on my behalf." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084054) BF Brandie F. Marketing Strategist > "Analytics has not met my expectations." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085555) BF Brandie F. Marketing Strategist > "Overall, Levitate helps us achieve our goal of getting our clients to open our emails." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085555) MS Megan S. Insurance Agent > "If I have to have a complaint, it would be sometimes it can be hard to delete the old policy." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629786) CP Christine P. Office Administrator > "Our clients enjoy our holiday and birthday check ins, and I love the affordability of Levitate." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084039) DJ Daniella J. Marketing Coordinator > "HTML formatting can be weird with outlook, so just not the best experience in that regard." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627858) AJ Andra J. CEO > "There are many features that have helped our small org do larger things with less manpower" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084015) KI Kegan I. President > "The learning curve is the worst part." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084205) VR Verified Reviewer President > "Reduces time with relevant industry content creation for both newsletters and social media posts. But gives me the freedom, when I have..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629999) JD John D. Lawyer > "It was very expensive considering the poor results." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7055725) JB John B. Attorney and Owner > "Levitate AI is a strong choice for businesses that value meaningful communication over mass outreach." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084182) AS Alex S. Owner and Financial Planner > "The only things we aren’t using is the appointment management." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629211) MV Michele V. Office Manager > "The content calendar is my favorite feature of Levitate. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7089096) HY Hannah Y. Account Manager > "I don't love how long it takes to send text messages out." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6630850) KF Kirk F. Owner > "I love that there is a lot of premade content that is relevant to the insurance industry as well as compliant. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084227) CR Carol R. Agent Broker > "One issue with too many emails going out at once. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6437766) SC Steven C. President > "I think it is a great vehicle for reaching out to my clients through out the year and hope to get even more proficient at it this year." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7085430) RM Regina M. Digital Marketing Specialist > "I have to do a lot of manual maintenance because of this." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6629867) AA Amy A. Firm Manager > "sensitive content hidden\] is awesome and always makes himself available when I need him, and you truly can’t beat the cost, you..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084007) CA Cody A. Vice President of Sales and Marketing > "This is hard maybe controlling users with the team" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627984) LV Lane V. Marketing, Special Events Director > "We’ve sent several email blasts to our donors, and I believe that because of the seamless branding that makes it appear that our emails..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6627974) MP Myrthelonge P. Marketing Coordinator > "Levitate has some API issues that must be implemented to continue competing with the leading platforms." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6103590) EW Elizabeth W. Registered assistant > "I have enjoyed getting to learn other areas that Levitate can make our interactions with our clients easier." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084124) JB John B. CPA Owner > "It was delayed because of an unusual computer problem which took Microsoft 35 hours to correct over several months. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6093117) AT Allen T. President > "Using a CRM that works with you to ensure the content is what you want going to your customers and is 'key' to being 'top of mind' with..." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6628101) ME Mallory E. Administrative Assistant > "This platform doesn't currently integrate with Saleforce. " [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6090914) AK April K. Legal Assistant > "Working with Levitate's sales, support, and customer service teams has been an absolute pleasure." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084219) TW Terrie W. Agency Owner > "There is an issue that has me getting 11 emails everyday telling me that a report was unable to complete?" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___3442490) IW Ishaiaih W. OFFICE ASSISTANT > "I like the templates and how AI is incorporated to make it easier." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7090282) AA Ashley A. Attorney > "I will not be able to afford it next year." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___6087113) CF Carly F. Director of Digital Marketing > "Makes sending out mass emails much easier and more efficient." [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___7084014) LM Lee M. Broker > "sometimes have difficulty when performing tasks on my own" [See full review](https://www.capterra.com/p/211147/Levitate/#Capterra___3442623) [View Reviews](https://www.capterra.com/p/211147/Levitate/reviews/) ## User interface 4.65 (907) 4.83 (333) ## 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. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit A/B Testing 207 Important Activity Dashboard 150 Important AI Copilot 120 Important EngageBay CRM 31/45 - A/B Testing - Activity Dashboard - AI Copilot - API - Autoresponders - Campaign Analytics - Campaign Scheduling - CAN-SPAM Compliance - Click Tracking - Contact Management - Customer Journey Mapping - Customer Segmentation - Customer Surveys - Customizable Branding - Customizable CTAs - Customizable Fields - Drip Campaigns - Dynamic Content - Email Campaign Management - Email Sequences - Email Tracking - Engagement Tracking - Event Triggered Actions - GDPR Compliance - Generative AI - HTML Editor - Image Library - Landing Pages/Web Forms - Lead Capture - List Management - Mobile Optimization - Multi-Channel Marketing - Multi-Language - Newsletter Management - Personalization - Preview Functionality - Process/Workflow Automation - Product Recommendations - Real-Time Analytics - Reporting/Analytics - ROI Tracking - Subscriber Management - Template Management - Third-Party Integrations - WYSIWYG Editor [See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features) Levitate Top features 34/45 - A/B Testing - Activity Dashboard - AI Copilot - API - Autoresponders - Campaign Analytics - Campaign Scheduling - CAN-SPAM Compliance - Click Tracking - Contact Management - Customer Journey Mapping - Customer Segmentation - Customer Surveys - Customizable Branding - Customizable CTAs - Customizable Fields - Drip Campaigns - Dynamic Content - Email Campaign Management - Email Sequences - Email Tracking - Engagement Tracking - Event Triggered Actions - GDPR Compliance - Generative AI - HTML Editor - Image Library - Landing Pages/Web Forms - Lead Capture - List Management - Mobile Optimization - Multi-Channel Marketing - Multi-Language - Newsletter Management - Personalization - Preview Functionality - Process/Workflow Automation - Product Recommendations - Real-Time Analytics - Reporting/Analytics - ROI Tracking - Subscriber Management - Template Management - Third-Party Integrations - WYSIWYG Editor [See all features](https://www.capterra.com/p/211147/Levitate/#features) ### Recognition No recognitions have been awarded to EngageBay CRM No recognitions have been awarded to Levitate ### Deployment & support EngageBay CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Levitate Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details EngageBay CRM - By EngageBay - Located in United States - Founded in 2016 Levitate - By Real Magic - Located in United States - Founded in ## Popular Comparisons [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $14.99/month Price $20/month 4.6 Features 4.4 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-178819/HubSpot-CRM-vs-EngageBay-Marketing) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [Gmail](https://www.capterra.com/p/202338/Gmail/)[4.81 (13,316)](https://www.capterra.com/p/202338/Gmail/reviews/) $349/month Price $0 4.7 Features 4.7 4.8 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/202338-211147/Gmail-vs-Levitate) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) $14.99/month Price $25/month 4.6 Features 4.4 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-178819/Salesforce-vs-EngageBay-Marketing) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[4.48 (17,565)](https://www.capterra.com/p/110228/MailChimp/reviews/) $349/month Price $13/month 4.7 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/110228-211147/MailChimp-vs-Levitate) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $14.99/month Price $14/month 4.6 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [Brevo](https://www.capterra.com/p/132996/brevo/)[4.62 (3,406)](https://www.capterra.com/p/132996/brevo/reviews/) $349/month Price $9/month 4.7 Features 4.5 4.8 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/132996-211147/brevo-vs-Levitate) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $14.99/month Price $7/year 4.6 Features 4.5 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-vs-Bigin-by-Zoho-CRM) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [MailerLite](https://www.capterra.com/p/136603/MailerLite/)[4.71 (2,256)](https://www.capterra.com/p/136603/MailerLite/reviews/) $349/month Price $10/month 4.7 Features 4.5 4.8 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/136603-211147/MailerLite-vs-Levitate) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $14.99/month Price $50/month 4.6 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-178819/Dynamics-365-vs-EngageBay-Marketing) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[4.34 (2,911)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) $349/month Price $12/month 4.7 Features 4.2 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/31898-211147/Constant-Contact-vs-Levitate) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $14.99/month Price $250/month 4.6 Features 4.7 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/178819-210630/EngageBay-Marketing-vs-Kylas) [Levitate](https://www.capterra.com/p/211147/Levitate/)[4.83 (333)](https://www.capterra.com/p/211147/Levitate/reviews/) vs [Omnisend](https://www.capterra.com/p/153508/Omnisend/)[4.73 (836)](https://www.capterra.com/p/153508/Omnisend/reviews/) $349/month Price $16/month 4.7 Features 4.5 4.8 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/153508-211147/Omnisend-vs-Levitate)