---
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 4, 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

Top alternative

Featured

Overall rating

Based on 333 user reviews

Reviews sentiment

Positive

98%

Neutral

2%

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://levitate.ai&name=Levitate)

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 fits small businesses and agencies in insurance, financial services, and law that rely on relationship-based outreach.
-   Reviewers are positive about its industry-specific content, high open rates, flexible email tools, and responsive support.
-   It helps teams automate and personalize client communications, save time on content, and track engagement for follow-up.
-   Some key downsides are texting limitations, occasional data management challenges, and pricing concerns for smaller teams.
-   Levitate works best for email-centric, high-touch client communication but may not meet needs for advanced texting or complex data integration.

## 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 (333)

VS.

[4.3 (2,946)](https://www.capterra.com/p/31898/Constant-Contact/reviews/)

Starting Price

$349

Flat Rate, Per Month

Starting Price

$12

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (333)

Ease Of Use

4.3 (13,473)

Value For Money

4.6 (327)

Value For Money

4.1 (10,215)

Customer Service

4.9 (332)

Customer Service

4.2 (10,004)

## Levitate alternatives

[4.7 (836)](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

[4.5 (6,253)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (655)](https://www.capterra.com/p/147415/EmailOctopus/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.2 (531)](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/211147/Levitate/alternatives/)

## FAQs about Levitate

Overview

### What problems does Levitate solve?

Levitate solves inconsistent client follow-up, time-consuming content creation, and impersonal mass outreach by automating personalized emails, reminders, newsletters, and social posts in one place. Insurance agencies, small businesses, nonprofits, and sales teams use it to maintain touchpoints, track contacts, reduce manual campaign work, and strengthen renewals, referrals, and re-engagement.

Answer based on 226 reviews

Overview

### Which roles and teams benefit most from Levitate?

Levitate is most used by owners, presidents, and CEOs who want consistent client outreach and stronger referral generation. Financial advisors, insurance agents, brokers, and attorneys use it to nurture relationships at scale, while office managers, administrative staff, and marketing teams support follow-ups, campaigns, and day-to-day communication workflows.

Answer based on 333 reviews

Overview

### What company size and industries is Levitate built for?

Levitate serves small businesses, with 100% of reviewers coming from that segment, especially Insurance at 53%. It also appears in Financial Services at 17% and Law Practice at 9%. The fit aligns with relationship-driven, word-of-mouth businesses, most often for email marketing, which 61% of reviewers use it for.

Answer based on 333 reviews

Features and Usability

### What are the key features of Levitate?

Levitate includes core email marketing tools like email campaigns, email sequences, autoresponders, and scheduling, plus CRM-based contact management with tagging, customer segmentation, and email tracking. Differentiating features include a content library with customizable templates, social media scheduling, text messaging automation, calendar links, third-party integrations, and generative AI for drafting content.

Answer based on 126 reviews

Overview

### Is Levitate good for client communication?

Levitate helps teams maintain consistent, personal client communication without adding much manual work. Insurance agencies, relationship-focused businesses, and new account managers often value reminders, ready-made content, and outreach tracking, while some users note clunky client grouping, syncing issues, and limited context for contacts with multiple accounts or policies.

Answer based on 78 reviews

Integrations

### Which third-party tools and platforms does Levitate integrate with?

Levitate integrates with Clio, HawkSoft CMS, Wealthbox, EZLynx, Gmail, and Redtail CRM, with reviewer mentions also covering Google Calendar and Instagram. Catalog listings add Microsoft Outlook, QuickBooks Online, Salesforce Platform, and Zapier, giving Levitate 10 third-party integrations across CRM, email, scheduling, accounting, and social media.

Answer based on 83 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Levitate?

Levitate is generally easy to onboard for everyday users, with live online training, webinars, videos, and documentation giving teams clear ways to learn. Reviewers say basic tasks are intuitive and support is responsive, while admins, advisors, and less technical users may need more time for automations, scheduling, integrations, and customization.

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 generally describe support as responsive, helpful, and hands-on, with dedicated representatives, training, and regular check-ins that ease onboarding. Some reviewers mention occasional glitches, confusing areas, and difficulty getting live help quickly in certain situations.

Answer based on 126 reviews

Features and Usability

### How well does Levitate work for email marketing?

Levitate makes email marketing easy for small business and insurance teams through templates, automation, and personalized outreach. Many users like the professional look, AI writing help, and organic feel of messages, though some mention send limits, editing constraints, template organization issues, and a learning curve for advanced customization.

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 20,387 Marketing Automation reviews

Capterra data shows that buyers of Email Marketing software rank the following features as their top priorities:

-   **Email Campaign Management** (**50%** of reviewers rated this feature as critical)
-   **Campaign Scheduling** (**44%**)
-   **Campaign Analytics** (**40%**)

Levitate supports all three of the features reviewers value most: **Email Campaign Management**, **Campaign Scheduling**, and **Campaign Analytics**. Together, these capabilities help businesses create and manage email outreach, send campaigns at the right time, and track performance results, allowing teams to improve communication, measure what works, and make better marketing decisions.

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.

Campaign Scheduling

4.8 (136)

91.18% of 136 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.

Campaign Analytics

4.5 (72)

86.11% of 72 reviewers that rated this feature as important or highly important

Track and interpret campaign performance metrics

Mobile Optimization

4.7 (90)

67.78% of 90 reviewers that rated this feature as important or highly important

Optimize content to ensure it is easily accessible for mobile users

Contact Management

4.6 (112)

91.07% of 112 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

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.

Levitate 53 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Autoresponders: Create and automatically send premade copy in response to customer messages
- Campaign Analytics: Track and interpret campaign performance metrics
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Campaign Planning: Plan and strategize marketing campaigns
- Campaign Scheduling: 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.
- CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act
- Categorization/Grouping: Organize and group data or items based on various criteria
- Click Tracking: Track the amount of clicks on individual products to measure campaign results
- Contact Management: Manage, organize, and store contact information
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customer Surveys: Tool to send questionnaires to customers to gauge feedback
- Customizable Branding: 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.
- Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period
- Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
- Email Campaign Management: 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.
- Email Marketing: Create and send email blasts/campaigns
- Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts
- Email Tracking: Track delivered, received, and opened emails
- Engagement Tracking: 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.
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- Filtering: Find & retrieve relevant data or documents
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- HTML Editor: Add, edit, and manipulate HTML code directly
- Image Library: Store and manage images
- List Management: Manage contacts across multiple mailing lists
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users
- Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
- Personalization: Adjust communications based on previous interactions or personal preferences
- Preview Functionality: Preview materials before finalizing projects
- Product Recommendations: Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
- Publish Scheduling: Control and schedule the publication of content across various channels
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Subscriber Management: Add or remove subscribers from mailing lists
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Template Management: 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.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: 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 (333)

4.7

Based on 333 reviews

## Pricing

Value for money

4.6 (327)

Free Trial

Client Happiness Advanced

$349.00

Flat Rate,Per Month

Value for money

4.6 (327)

4.6

Based on 327 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 (332)

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 (332)

4.9

Based on 332 reviews

## User reviews

Overall rating

4.8

Based on 333 reviews

Filter by rating

5(289)

4(36)

3(5)

2(2)

1(1)

Mentioned topic

Sorted by most recent

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.

SC

Steven C.

President

Insurance

### "Why I love Levitate"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 26, 2026

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. My account rep, \[sensitive content hidden\] is the best and helps me whenever I need it. \[sensitive content hidden\] keeps in touch with me every quarter to make sure my touch points with customers are up to date and relevant. I couldn't be more happy with the service.

Pros

Ease of reaching my entire client list with timely and constant messaging through email and social media

Cons

Sometimes tough to figure out how to send a message. And with my busy schedule, it is sometimes difficult to reach out to my account rep.

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/)

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