# Levitate Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Levitate Software - reviews, pricing plans, popular comparisons to other Email Marketing products and more.

Source: https://www.capterra.com/p/211147/Levitate/pricing

---

# 

 Levitate Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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: building relationships. Our pioneering approach to keep-in-touch marketing leverages personal, authentic communication through an AI-driven platform to keep your business top of mind. Send top-performing email templates and schedule out sends in our content calendar, create workflow campaigns, social media, meeting booking and more -- all with a dedicated marketing coach 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/)

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

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Levitate alternatives

Highest Rated

[4.8 (653)](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

[4.6 (3,406)](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

[4.3 (2,911)](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

[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

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

## 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

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Email Campaign Management

4.8 (182)

90.11% of 182 reviewers that rated this feature as important or highly important

Levitate offers streamlined management for sending, segmenting, and automating email campaigns. Users think it’s easy to reach clients, personalize messages, and track results. Many highlight the time-saving automation, accessible templates, and ability to keep communications frequent and relevant.

Template Management

4.6 (154)

83.12% of 154 reviewers that rated this feature as important or highly important

You benefit from a wide range of customizable templates for various campaigns. Reviewers appreciate the mix of pre-made and editable templates, easy personalization, and organizational tools, saying it saves time and supports creative, targeted messaging for different client groups.

Campaign Scheduling

4.8 (136)

91.18% of 136 reviewers that rated this feature as important or highly important

It helps you plan and automate emails and social posts well in advance, saving time and reducing manual effort. Reviewers indicate scheduling is intuitive, allows for long-term planning, and makes it simple to maintain consistent communication without daily oversight.

Customizable Branding

4.6 (102)

88.24% of 102 reviewers that rated this feature as important or highly important

Levitate gives you the ability to present emails with your own branding, logo, and personalized sender details. Some reviewers find this valuable for reinforcing brand identity, ensuring clients recognize communications, and making outreach appear more personal and professional.

Engagement Tracking

4.8 (101)

80.20% of 101 reviewers that rated this feature as important or highly important

With this capability, you can easily monitor email opens, clicks, and responses, helping you understand which content resonates. Reviewers appreciate the clear, accessible data and value knowing exactly who engages, making it easier to refine outreach and demonstrate effectiveness.

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

Levitate 52 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

It helps you plan and automate emails and social posts well in advance, saving time and reducing manual effort. Reviewers indicate scheduling is intuitive, allows for long-term planning, and makes it simple to maintain consistent communication without daily oversight.

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 present emails with your own branding, logo, and personalized sender details. Some reviewers find this valuable for reinforcing brand identity, ensuring clients recognize communications, and making outreach appear more personal and professional.

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 streamlined management for sending, segmenting, and automating email campaigns. Users think it’s easy to reach clients, personalize messages, and track results. Many highlight the time-saving automation, accessible templates, and ability to keep communications frequent and relevant.

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 email opens, clicks, and responses, helping you understand which content resonates. Reviewers appreciate the clear, accessible data and value knowing exactly who engages, making it easier to refine outreach and demonstrate effectiveness.

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

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

Streamlining repetitive tasks and activities through automated and predefined workflows

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 benefit from a wide range of customizable templates for various campaigns. Reviewers appreciate the mix of pre-made and editable templates, easy personalization, and organizational tools, saying it saves time and supports creative, targeted messaging for different client groups.

Set up connections to third-party platforms to improve business processes

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

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

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.

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

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.

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

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

### "So glad we chose Levitate"

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

The onboarding process and information was given over several calls/zoom meetings. It made learning and navigating stress free.

Pros

I can't say enough good things about Levitate. For years I've been looking for some relief in managing our social media and email platforms. We are very small, and the time it has save to put out a quality email, letter or social media post has helped tremendously. Totally recommend Levitate. Scheduling out all the posts for a couple moths, especially during the holidays was a game changer.

Cons

No issues. Every thing went smooth. Their ideas helped create some great social media posts. I hope the price stays consistent and we can afford to keep going with Levitate.

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

Popular comparisons

[Gmail vs Levitate](https://www.capterra.com/compare/202338-211147/Gmail-vs-Levitate)[Mailchimp vs Levitate](https://www.capterra.com/compare/110228-211147/MailChimp-vs-Levitate)[Brevo vs Levitate](https://www.capterra.com/compare/132996-211147/brevo-vs-Levitate)[MailerLite vs Levitate](https://www.capterra.com/compare/136603-211147/MailerLite-vs-Levitate)[Constant Contact vs Levitate](https://www.capterra.com/compare/31898-211147/Constant-Contact-vs-Levitate)[Omnisend vs Levitate](https://www.capterra.com/compare/153508-211147/Omnisend-vs-Levitate)[Success.ai vs Levitate](https://www.capterra.com/compare/211147-10013316/Levitate-vs-Success-ai)[HubSpot Marketing Hub vs Levitate](https://www.capterra.com/compare/171840-211147/HubSpot-Marketing-vs-Levitate)[ActiveCampaign vs Levitate](https://www.capterra.com/compare/79367-211147/ActiveCampaign-vs-Levitate)

[Systeme.io vs Levitate](https://www.capterra.com/compare/198994-211147/Systeme-vs-Levitate)[EmailOctopus vs Levitate](https://www.capterra.com/compare/147415-211147/EmailOctopus-vs-Levitate)[Jira vs Levitate](https://www.capterra.com/compare/19319-211147/JIRA-vs-Levitate)[Salesforce Marketing Cloud vs Levitate](https://www.capterra.com/compare/211147-248536/Levitate-vs-Salesforce-Marketing-Cloud)[Benchmark Email vs Levitate](https://www.capterra.com/compare/71152-211147/Benchmark-Email-vs-Levitate)[Marketing 360 vs Levitate](https://www.capterra.com/compare/148516-211147/Marketing-360-vs-Levitate)[Adobe Campaign vs Levitate](https://www.capterra.com/compare/135159-211147/Adobe-Campaign-vs-Levitate)[EngageBay CRM vs Levitate](https://www.capterra.com/compare/178819-211147/EngageBay-Marketing-vs-Levitate)[MailerFind vs Levitate](https://www.capterra.com/compare/211147-10001468/Levitate-vs-MailerFind) 

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