# Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Levitate the right Marketing Automation solution for you? Explore 333 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/211147/Levitate/reviews --- Levitate 4.8 (333) [View alternatives](https://www.capterra.com/p/211147/Levitate/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 7th, 2026 # Reviews of Levitate Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews SF Susana F Client Relationship ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach feel human, not spammy.“ January 25, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different stages, the grouping functionality feels clunkier than it needs to be.“ January 26, 2026 JC Justin C Financial PlannerFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “My intent was to use it mostly for existing client communications, as I was not planning on growing my business anymore, but the great experience so far is making me consider adding a new service line to my business because I can glimpse how effective marketing it could be using Levitate.“ January 23, 2026 BI Brittany I Personal Lines ManagerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Sometimes we schedule out renewal emails too far in advance, and if someone makes a change or leaves our agency, that email still goes out unless we manually stop it.“ January 23, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected with clients systematically and authentically.“ January 26, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other insurance-specific criteria.“ January 26, 2026 AM Andrew M AGENT OWNERInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “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 desired marketing focus.“ January 23, 2026 MT Mario T PresidentReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ January 23, 2026 ## Showing most helpful reviews Showing 1-25 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Destiny D. insurance agent Insurance Used the software for: Less than 6 months ### "Levitate Review: Powerful, Easy-to-Use, and Worth It" January 23, 2026 5.0 My experience with Levitate has been excellent. The platform is intuitive, reliable, and packed with tools that make client communication, marketing, and content creation much easier. I especially appreciate the ongoing updates, AI features, and responsive customer support, which make using Levitate both efficient and enjoyable. Pros Levitate is easy to use and saves a lot of time. I really like the AI content creation, the professional email templates, and how everything is in one place. The platform makes it simple to stay in touch with clients in a personalized way, and the customer support team is responsive and helpful. Cons With such a robust set of features, it can take a little time to explore everything Levitate has to offer. That said, the platform continues to add helpful resources and updates that make discovering new tools easier over time. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Yes! I switched to Levitate from another platform, and I’m so glad I did. Levitate is way more intuitive, stylish, and fun to use, and it has all the features I actually need without the extra clutter Review Source Response from Real Magic February 6, 2026 We love this review, Destiny. 🤩 It’s great to hear how intuitive and time-saving the platform has been, especially with AI and content tools. Thank you for choosing Levitate! We’re so glad you made the switch. SM Shaun M. Producer Insurance Used the software for: 6-12 months ### "Four out of Five Stars- Would Recommend " January 26, 2026 5.0 My experience with Levitate has been overwhelmingly positive and I would recommend it to other insurance professionals looking to systematize their client communication. The platform delivers on its core promise of helping you maintain meaningful relationships at scale without losing the personal touch that's essential in our industry. Pros The onboarding experience with Levitate is exceptional. Unlike many software platforms that leave you to figure things out on your own, Levitate's team ensures you truly understand the product from day one. What sets them apart is their ongoing commitment, they schedule quarterly meetings to review your campaigns, help set up monthly client emails, and make sure you're maximizing the platform's capabilities. This hands-on support is invaluable for busy insurance producers who don't have time to become software experts. The automated touchpoint sequences are a game-changer for post-sale client experience. After closing a policy, the system automatically reaches out to new clients to confirm they have all necessary documents and prompts them for Google reviews at the perfect moment. This automation ensures nothing falls through the cracks during that critical onboarding period when clients form their lasting impression of your service. The social media content they provide is another strong advantage. Having ready-made, insurance-appropriate social posts saves hours of content creation time each month and helps maintain a consistent professional presence across platforms without the usual hassle of figuring out what to post. Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected with clients systematically and authentically. Cons While the overall interface is clean, the process of organizing clients into specific groups for targeted campaigns isn't as straightforward as it should be. This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other insurance-specific criteria. For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different stages, the grouping functionality feels clunkier than it needs to be. Alternatives considered [AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/) Reason for choosing Levitate The decision came down to four key factors that made Levitate the clear winner for my agency's needs. Pricing was competitive and transparent compared to alternatives. Many insurance-specific CRMs like Agency Zoom or full agency management systems price themselves at enterprise levels that are difficult to justify for a single producer or small agency. Levitate offered a sweet spot - affordable enough to make sense for my book size while still delivering robust functionality. Ease of use was critical. I needed something I could actually implement and use consistently, not a complex system that would sit underutilized because it required too much time to master. Levitate's interface is straightforward enough that I can focus on client relationships rather than wrestling with software. Some of the comprehensive agency management systems felt like overkill with features I'd never use. Integration with my existing AMS sealed the deal. Levitate plays well with agency management systems rather than trying to replace them entirely. I didn't want to uproot my entire workflow or migrate all my data to a new platform - I just needed better client communication tools that could work alongside what I already had in place. Carrier marketing dollars made the investment even more practical. Several carriers offer reimbursement or support for marketing technology investments, and Levitate qualified under these programs. This financial support made the ROI calculation easy and reduced my out-of-pocket costs significantly. Combined with their exceptional onboarding and ongoing support, Levitate checked all the boxes without the complexity or cost barriers of alternatives. Review Source JD John D. Lawyer Law Practice Used the software for: 6-12 months ### "Interesting Concept that Did Not Work " December 4, 2025 2.0 It is an interesting concept that doesn’t work. It is rather expensive and all the emails they send clients are not personalized. Our office used it for a year and had no results. Pros The team was nice and helpful. The AI response to reviews worked well. People appreciate being remembered on their birthdays. Cons It simply did not produce positive results. Keeping in touch with clients, current and past , is important. However, the majority of consumers do not appreciate receiving newsletters and other information emailed to them. Many clients who were fully satisfied with my services requested to be removed from the mailing list. It was very expensive considering the poor results. Review Source CA Cassandra A. VP Communication Non-Profit Organization Management Used the software for: 2+ years ### "Levitate overview" January 23, 2026 4.0 Customer service, overall, has been responsive and working with levitate has been easy and opened doors to functions I needed without using separate services. Pros Ease of use in creating newsletters, surveys and other content. I use most of the features within Levitate every month for marketing our mission and connecting with donors. Cons Levitate has limitations that could be fixed but have not been addressed despite opening tickets. Adding text messages to the content calendar, identifying why text messages fail more than they deliver successfully despite a valid cell number, expanding survey question type to include likert scale questions like google forms. Also, there needs to be a search feature added to the website so our customer can just search for what they want vs click and peck. Donors need to be able to be hidden from certain users view because many are very sensitive about their information being shared with anyone except the main contact etc. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Levitate Custom integrations that were easy and user friendly interface. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) 2022 I needed a better system that was also integrated with a customer friendly website design. Review Source Response from Real Magic February 6, 2026 Thank you for such thoughtful and detailed feedback, Cassandra! We're always looking to improve our platform and your feedback is appreciated. We’re glad Levitate has helped consolidate tools and support your mission-driven work. DF Daniel F. Owner Insurance Used the software for: 2+ years ### "One of the best programs to help business keep in touch with clients" January 23, 2026 5.0 We use leveitate on a daily bases to keep in touch with our clients about important insurance matters. It is easy to use and the support staff is wonderful Pros We love the AI option to create content. It makes making content that is well written easy and fun. Cons I wish that texting and such was not an additional charge. Other than that we have nothing to complain about. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Levitate Our company has not signed up for the download of client data Review Source Response from Real Magic February 6, 2026 Daniel, we're so glad to hear you're using Levitate daily to stay connected with clients! We especially love to hear that the AI tools and support team have made content creation easier and more enjoyable. Thank you for being a loyal customer and here's to many more years of success! 🌟 JW Jamesa W. Marketing Manager Construction Used the software for: 1-2 years ### "Thoughts on Levitate" January 23, 2026 5.0 My overall experience has been great. I can foresee this product getting better and better as time moves on and they continue to make updates and adjustments. Pros I like that my account manager is always readily available for any questions I may have. I also enjoy the easy layout of the platform and variety of creative to use and customize. The A.I feature is also a great addition and super helpful. Cons My only con would be the limit of emails that you can send out. Our company has a huge database of contacts, and it can sometimes take weeks for all the emails to send out. Alternatives considered [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Levitate Offered the best product and features at a decent price point. Switched from [ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/) Cost was the main factor in the switch from Marketing Pro was far too expensive. Review Source Response from Real Magic January 29, 2026 We love to hear that your success manager has been responsive and that the platform layout, creative options, and AI features have been valuable for your team, Jamesa! Those are all things we strive for. Thank you for partnering with us and growing alongside Levitate. MM Matthew M. Event Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "A very happy pet charity" January 23, 2026 5.0 The best thing about Levitate are the Levitate associates I have worked with. They have always been very helpful, supportive and Levitate has helped elevate our pet charity, and I feel will do even more for us in 2026 Pros The ease of sending email and social media campaigns. Also managing contacts and tagging. The scheduling feature has also been very beneficial. Cons There are a few wonky things with the interface, but mostly a learning curve. Tagging can be a little confusing, but cleaning up is fairly easy after our initial contact import. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing Levitate Cost and complexity of Salesforce was prohibitive. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hard to use and lack of human support from the company Review Source JW Jaimee W. Senior Relationship Manager Financial Services Used the software for: 2+ years ### "Game Changer" January 23, 2026 5.0 My experience has been great! I am not that technically savvy so there was a bit of a learning curve, but I had support all the way. Pros Levitate is easy to use and enables us to customize emails to our clients. We typically customize our own emails, but have also used the templates provided by Levitate, specifically the social media posts. I love how new features are often added and my regular calls with my Levitate rep keeps me up to date on everything new. Cons I wish I could send 1 email to husband/wife, instead of 2 separate ones. I can't think of anything else that I would change at the moment. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) We wanted a way to make our emails appear to be customized. Review Source Response from Real Magic February 6, 2026 We’re glad the support made the learning curve manageable and that customization has worked well for your team. Talk to your Success Manager about our "Households" feature - that should help you send to a husband and wife in one communication. 😊 Thank you for partnering with us, Jaimee! TH Tiphanie H. Marketing Coordinator Insurance Used the software for: 2+ years ### "A Helpful Tool for Genuine Client Outreach" January 26, 2026 5.0 My experience with Levitate has been really positive. The platform makes it easy to stay in touch with clients in a way that feels genuine. The tools provided work smoothly, and the steady flow of content ideas is a huge help. It’s a thoughtful, relationship‑focused system that supports consistent communication without feeling overwhelming. Pros I really appreciate Levitate’s template library. Having a steady stream of fresh, well‑crafted ideas makes content creation faster and easier, especially for small teams. Cons The platform is strong overall. My only minor challenge was getting familiar with where everything lives in the dashboard, but that's a common learning curve with most anything. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Our open rate with Constant Contact was consistently low, and many of our emails seemed to land in clients’ spam folders. After switching to Levitate, we saw a completely different outcome, our open rate has increased dramatically. Review Source Response from Real Magic January 29, 2026 Thank you so much for the kind words, Tiphanie! We love hearing that Levitate helps you stay connected with clients in a way that feels genuine and makes content creation easier. And that jump in open rates after switching is music to our ears. 🎶 Thanks for sharing your experience. We’re so glad to partner with you! MW Michael W. Owner Insurance Used the software for: 2+ years ### "Levitate Lookback for 2025" January 25, 2026 4.0 Very good overall. Meets almost all of our goals. Looking forward to future updates, content and abilities. Pros The automation, value for the pricing as we made up for it in just a few new clients! The ability to modify really great existing templates and the amount of the templates to choose from is paramount to successful implementation. Cons That it takes so long to email a campaign based on the number of emails a day allowed by the email services we use like Yahoo or Gmail etc. Is there a way that Levitate can create an email service that just sends them all out at one time, or at least a larger amount? This severely impacts the ability to send out multiple campaigns at the same time. Alternatives considered [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Reason for choosing Levitate The people at Levitate had better answers than the other company. Review Source AS Alex S. Owner and Financial Planner Financial Services Used the software for: 6-12 months ### "Everything in one place" December 18, 2024 5.0 Fantastic. I tell everyone about Levitate. Pros I love all of the different features, their ease of use, and that we get constant support keeping everything up to date with a dedicated support specialist. We are trying to use just about everything including social media, email campaigns, event management, client feedback, texting, and website management. Cons The only things we aren’t using is the appointment management. We wish it was more like calendly, so we haven’t been able to use that. I’d love if the survey were more customizable. Also, we just started using Zocks, but I think that’s totally something Levitate could incorporate. We just love the all in one place feel that Levitate is helping with. Alternatives considered [FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/) Reason for choosing Levitate Not very good website creation. I thought it looked terrible and then we looked at Levitate and they could do websites too, so we were super excited to have everything in one place. Review Source Response from Real Magic December 19, 2024 Thanks for the awesome review, Alex! We love hearing how Levitate is helping you keep everything in one place—that’s exactly the goal! Also, here’s a little secret just for you: customizable surveys are coming soon, so keep an eye out. 😉 Thanks for spreading the word about us—it means so much! Let us know if there’s anything else we can do to make Levitate work even harder for you.  LV Lynn V. Owner Financial Services Used the software for: 2+ years ### "Levitate is a great marketing/CRM system " December 18, 2024 5.0 The team at Levitate is very responsive and helpful in the learning experience, as well as taking suggestions to improve their product and provide a better experience for the end-user.. Pros It’s very easy and user-friendly. Allows you to market to prospects while keeping track of your existing clients as a client relationship management system. They provide great content for social media marketing as well as email marketing. The system allows me to track prospects through the sales process to completion. Cons Some of the search tools are not as robust as I would like. Switched from [Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/) Pipeline was very difficult to use and did not have nearly as many features the Levitate has Review Source Response from Real Magic December 20, 2024 Thank you for your glowing review, Lynn! We’re thrilled to hear that Levitate’s ease of use, helpful team, and robust features have been valuable for your marketing and client management needs. Your feedback about the search tools is greatly appreciated, and we’ll share it with our product team as we continue to make improvements. We’re also glad Levitate has been a better fit for your business than your previous CRM. If there’s ever anything we can do to enhance your experience further, please don’t hesitate to reach out! SF Susana F. Client Relationship Manager Insurance Used the software for: 1-2 years ### "A Game-Changer for Client Connection and Follow-Up" January 25, 2026 5.0 My overall experience with Levitate has been extremely positive. It’s one of those platforms that quietly makes you better at what you already do — strengthening client relationships, staying top-of-mind, and communicating with intention Pros What I appreciate the most about Levitate is how effortlessly it elevates client relationship management. The platform feels intuitive from day one, so instead of wrestling with menus or settings, you’re actually working on relationships. The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach feel human, not spammy. It keeps everything organized, reduces mental load, and honestly makes you look way more thoughtful and intentional with your clients. It’s the kind of tool that quietly boosts your business — and I’m here for that. Cons The only thing I liked least about Levitate is that there’s a small learning curve with some of the deeper features. The basics are super intuitive, but to really squeeze all the value out of the platform, you need a bit of time to explore and customize. It’s not a deal-breaker at all — once you get familiar, it pays off Review Source KP Kole P. Insurance Agent Insurance Used the software for: 2+ years ### "Extremely pleased! Great for business use" January 23, 2026 5.0 I love Levitate. I use it constantly, every day. Our business relies heavily on email, so its uses for that are incredibly valuable. The AI assistant is helpful in creating email/social media campaigns, as well. Pros I love the ability to track emails read status, as well use for organizing contacts, and creating and sending email campaigns. Cons Just a minor complaint, but I wish we could have multiple email addresses for one contact. For example, we keep husband & wife as one contact, since they're one customer in our eyes. I wish we could have each of their email address, and click to determine which it goes to. Review Source Response from Real Magic March 6, 2026 It’s awesome to hear how central Levitate has become to your daily workflow, Kole! That's exactly what we strive for. We appreciate the feedback about email addresses. You may want to talk to your Success Specialist about our Households feature as an easy way to reach out to one or both people in a household, depending on your communication. We're glad the tools have been so valuable for your business. Thank you for choosing us! SB Saydee B. Events and promotions director Farming Used the software for: 1-2 years ### "Levitate Review " January 24, 2026 4.0 Overall, great experience. Good customer service. User friendly. They are always releasing new features, which is a sign that they are always looking to improve the platform. Pros User friendly. Easy to learn and teach others. Features are easy to find on the platform and easy to learn. Cons Lack of features. Mostly that you can’t embed a video into a newsletter. Sometimes it seems like the platform glitches, which makes it hard, but we have always been able to get through. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Cost, features that weren’t available on CC Review Source EW Elizabeth W. Registered assistant Financial Services Used the software for: 2+ years ### "Thanks Levitate" January 23, 2026 4.0 I have really enjoyed working with Levitate and would recommend it to others. Levitate is easy to use and I continue to learn more things about its capabilities all the time. Pros Email templates and campaigns. It makes our lives so much better. I have enjoyed getting to learn other areas that Levitate can make our interactions with our clients easier. Cons Even after unsubscribing to emails, we have clients still getting them because we household our clients. Review Source Response from Real Magic January 29, 2026 Thank you for the feedback regarding households/unsubscribing and for being a long-time customer. 🙂 We’re thrilled Levitate has made email campaigns easier and improved how you connect with clients. We truly appreciate the partnership, Elizabeth! SN Shannon N. Administrative assistant Insurance Used the software for: 2+ years ### "Levitate is awesome!" January 26, 2026 5.0 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 KI Kegan I. President Non-Profit Organization Management Used the software for: 1-2 years ### "Levitate is a non-profits best friend!" January 23, 2026 5.0 We have been very happy with Levitate. We use it for our non-profit animal shelter and spay/neuter clinic to track customer satisfaction, follow up with additional services and to target donors. Pros We like to be able to import contacts from multiple sources and be able to add tags to reach different types of contacts for multiple purposes. Cons The learning curve is the worst part. It takes time to figure it out but once you do, its really easy to use. Review Source Response from Real Magic March 6, 2026 We love hearing how Levitate supports your nonprofit’s outreach and donor engagement, Kegan! We appreciate your honesty about the learning curve and are glad it’s paying off. We're always here to help - reach out any time! SG Sarah G. Marketing Director Legal Services Used the software for: 6-12 months ### "Love Working With Levitate" February 4, 2026 5.0 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 CB Christopher B. Principal Agent Insurance Used the software for: 2+ years ### "Wonderful Company" January 23, 2026 5.0 It has been very good! I refer them every time I speak with other Agents in my field. \[sensitive content hidden\] is my contact and he is an amazing help to my business growth! Pros Levitate as a whole has been wonderful for my business since I started with them in 2021. The also do my website! Cons Communication for the website specific could be a bit better as far as servicing and such! I find sometimes I'm in a jam and can't contact 1 point of contact. Review Source Response from Real Magic January 28, 2026 Your trust and referrals truly mean so much to us, Christopher. We’re grateful to have partnered with you over the years and to support your business growth, from marketing to your website. Thank you for being part of Levitate! MW Marissa W. Operations Manager Insurance Used the software for: Less than 6 months ### "Levitate is a great resource for all businesses. " January 23, 2026 5.0 I have had an overall amazing experience with everyone I have worked with thus far. Still in process of setting up everything and looking forward to the future! Pros There are a lot of features we are able to utilize to help grow our business. Also, the vast amount of marketing and other resources we will be able to use for contacting our customers. Cons The data integration from AMS360. There are a few fields that we use for certain reasons to make our day to day easier but causes an issue on Levitate. So, we have to reupdate our whole process and all the current customers. Review Source Response from Real Magic March 6, 2026 We love hearing how positive the experience has been so far! We'll also share your feedback about the AMS360 integration with our team. Thank you for choosing Levitate, Marissa. We’re excited to support you reaching your business goals! JB John B. Attorney and Owner Law Practice Used the software for: 6-12 months ### "Great 1st Year with Levitate" January 23, 2026 5.0 9 out of 10. Very pleased with the user interface, really good social media templates, and great response from team members. Look forward to a continued relationship. Pros Levitate AI is a strong choice for businesses that value meaningful communication over mass outreach. With solid security, thoughtful content tools, and useful analytics, it delivers a balanced and effective relationship-marketing experience. Cons Getting bugged a little bit with other Levitate departments trying to sell me website upgrades. They are ignoring that I've already said "no" multiple times and different people are calling. Didn't anticipate this. Review Source Response from Real Magic March 6, 2026 It’s great to hear your first year with Levitate has been such a positive one. Thank you for choosing us, John. We'll share your feedback about the websites sales push with the team. We’re excited to continue supporting your practice and building the relationship ahead! AK April K. Legal Assistant Law Practice Used the software for: 6-12 months ### "Marketing Automation for the Win" January 23, 2026 5.0 Working with Levitate has provided us with an easy way to consistently and directly engage with past clients, as well as maintain an active online presence with both social media and web-based marketing. Pros Working with Levitate's sales, support, and customer service teams has been an absolute pleasure. Each interaction with Levitate's personnel has been nothing short of excellent whether its training on the platform, answering questions, providing helpful tips, or collecting data. Cons I believe the lack of integration with case management system FileVine leaves some room for improvement. Without the integration, we aren't able to take advantage of the full scope of process automation which Levitate supports, due to manual data collection and reconciliation. Review Source Response from Real Magic February 6, 2026 We’re so glad Levitate has helped you stay consistently connected with past clients while keeping your online presence active. It also means a lot to hear such positive feedback about our sales and support teams. Thank you for partnering with us, April. We look forward to many more years of success! RM Randall M. Financial Advisor Financial Services Used the software for: 6-12 months ### "Randy McCullers" January 26, 2026 5.0 \[sensitive content hidden\] made it all very easy and made great suggestions. Now to just learn more about the services I haven't used yet Pros The email templates and the personalized customer service with \[sensitive content hidden\] . Being able to label the contacts. Cons Don't really have anything to complain about. I just need to find the time to use more of the services. Review Source DV Dominique V. Sr Manager Grants and Impact Non-Profit Organization Management Used the software for: 6-12 months ### "Thoughts for Development Professionals. " January 23, 2026 4.0 They check in more often than most other software providers. Really want to make sure you know how to and are using the product effectively. I'm sure there's even more it can do that we haven't yet touched. Pros Lots of features. Makes like easier as a development professional. Viewing if clients have opened emails or not is probably my favorite feature. Cons Been having some issues with the HTML newsletters. Working with Levitate to resolve the issues. Hopefully soon. Review Source Response from Real Magic January 28, 2026 We’re glad the regular check-ins and email reporting features have been helpful. Thank you for choosing Levitate and working closely with our team, Dominique! We love having you as a customer. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.