# Page 13 | Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 13 - 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 # Page 13 - Reviews of Levitate ## Showing most helpful reviews Showing 301-325 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AG Alexis G. Marketing Manager Insurance Used the software for: Less than 6 months ### "levitate review" December 15, 2023 5.0 It has been great! Since starting it has helped us plan out our emails Pros Very easy to use, and easy to learn. Customer service has been great Cons Can't call our clients out of the system Review Source KM Kelley M. Marketing Manager Financial Services Used the software for: Less than 6 months ### "Great solution " December 10, 2023 4.0 Extremely easy set up, team is nice and helpful. No complaints so far. Pros The ability to send emails as someone else in our organization is key for us. Also the intervention with our CRM, Redtail, which is very industry specific and often doesn’t integrate with other platforms. Cons Would love to have Twitter (X) as part of the social platforms, as well as the ability to create variations on social posts. Review Source MR Matt R. Agency Principal Insurance Used the software for: 1-2 years ### "Review" March 31, 2022 5.0 This has been a very positive experience Pros I really love the ability to send birthday wishes to my clients and they love it too Cons I can't really think of anything that I don't like Review Source Response from Real Magic April 11, 2022 We appreciate the great review, Matt! Thanks for being a Lev customer. DP Daryl P. Agency Owner Insurance Used the software for: 2+ years ### "Great company but even greater customer support" March 31, 2022 5.0 Pros Love that fact that I can talk to my contact manager whenever I need to assist me with setting up campaigns Cons Service is a little pricey but the cost is more than made up with the great customer service Review Source Response from Real Magic April 5, 2022 Daryl, thank you for your wonderful review! We're so happy to hear that our customer success reps make setting up campaigns easier for you. Appreciate you being a customer and look forward to many more years of success together! RC Ronald C. Principal Insurance Used the software for: 1-2 years ### "My first review" March 31, 2022 5.0 I like it Pros Ease of use, you make it easy to use and administer. Cons The interface of the product to me agency Management Toll could be better Reason for choosing Levitate I always wanted to try it and it seemed perfect at the time, pandemic Review Source Response from Real Magic April 11, 2022 Thank you so much for the review, Ronald! We're glad you're enjoying Levitate. GK Gary K. President Financial Services Used the software for: Less than 6 months ### "Great platform and easy to implement with great coaching assistance!" December 15, 2023 5.0 It has been wonderful with personalized assistance with the same coach each time. Pros The personal coaching using Zoom calls. Very helpful. Cons Nothing so far. Levitate is on top of their game and always adding new features. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) It really didn't fit the Financial Services Industry at all. Review Source SD Sarah D. Administrative Assistant Accounting Used the software for: 6-12 months ### "Great Platform with Amazing Support" December 18, 2023 5.0 Pros We enjoyed the Leo AI function and the ease of contacting/scheduling with our Client Success manager. Cons There were not any functions we did not like. In fact, we look forward to the opportunity to further explore all features and how we may better impact our business. Review Source SO Stephanie O. CEO Insurance Used the software for: Less than 6 months ### "Great streamline Product" December 15, 2023 5.0 Fantastic no complaints and the sales and customer service team are outstanding Pros The look, easy, features, AI and the cards! Cons I wish there was a few more bells and whistles involved Review Source jC joe C. managing member Accounting Used the software for: Less than 6 months ### "worth the time" August 25, 2022 5.0 this software is more than I expected it to be. I have a brand new admin person that really knew nothing about an accounting office and she has been able to pick up how to do the emails, calendars, wave emails, and tags....every week she has new discoveries Pros the most beneficial thing about this software is their support we have tried other software that give you access to videos and wish you good luck... Cons still looking for the cons so far it has done everything it said it could do ....and more Reason for choosing Levitate support and ease of use Review Source JB John B. CPA Owner Accounting Used the software for: Less than 6 months ### "Hope for the Future " December 19, 2023 5.0 It was delayed because of an unusual computer problem which took Microsoft 35 hours to correct over several months. It was fixed three days ago and I can't wait to start. Pros Great support and an easy to use application. Cons I have not had any complaints as of now. But others I know love Levitate. Reason for choosing Levitate Great sales agent and team was so organized and helpful. Review Source LG Lisa G. President Insurance Used the software for: 6-12 months ### "Easy Peasy Marketing" March 31, 2022 5.0 Pros Ease of doing business. Like that I can touch my clients by sending them out levitate communication Cons Can come across as a form letter with many of the letters that are generic Review Source Response from Real Magic April 5, 2022 Lisa, we are thankful for your 5-star review of Levitate! We have passed along your feedback to our content team. Thank you for being a customer! DM Dan M. Attorney, Partner Law Practice Used the software for: 6-12 months ### "Levitate to the Next Level" December 12, 2023 5.0 Pros Communication with multiple clients, but in a way that feels personalized. Cons Contact importing and management can be cumbersome, particularly if you have a large contact list. Review Source HL Holli L. CSR Insurance Used the software for: 1-2 years ### "Great product" December 15, 2023 5.0 Pros I love the vast amount of different campaigns there are available. Cons No cons that we have have found as of yet. Review Source MW Murray W. VP Insurance Used the software for: 2+ years ### "Thank You" March 31, 2022 5.0 Wonderful, couldn't be happier with the value and service Pros The ease of using it, once I take the time to set up an email blast or program. I let the system work and it have delivered for our agency Cons That I can't use it more, I don't have any cons. Review Source Response from Real Magic April 11, 2022 Thanks for the great review, Murray! We're so happy you're loving Lev. TW Terrie W. Agency Owner Insurance Used the software for: 6-12 months ### "Loving how Levitate helps me stay close and relevant with my customers " March 31, 2022 5.0 Great! Couldn't be happier Pros The templates are great. I love how fresh ones are sent to me based on current events. My customers love it. Cons There is an issue that has me getting 11 emails everyday telling me that a report was unable to complete? Review Source Response from Real Magic April 11, 2022 We're so glad your customers are loving our content templates, Terrie! We've also let your success rep know about the email issue you mentioned. Thanks for taking the time to leave a review! LW Luke W. Broker Insurance Used the software for: 6-12 months ### "Senior Moments " December 18, 2023 5.0 Very happy with the service. Our clients love when we think of them for short holiday emails. Pros How easy everything is. The AI option for an email is amazing! Cons Nothing! The Dashboard is great and easy to move around. Review Source FV Freddy V. Agency Principal Insurance Used the software for: 1-2 years ### "Excellent Customer Service " March 31, 2022 5.0 It has been excellent, \[SENSITIVE CONTENT\] has been great help to us since the beginning. Pros The ability to breakdown the data we have available to reach to a specific clientele. Cons it can be scary to set up when you arent familiar with it. Review Source Response from Real Magic April 11, 2022 Thanks for the review, Freddy! We're so glad to have you as a Levitate customer. dM doreen M. Agent Insurance Used the software for: 6-12 months ### "Customer email management" April 5, 2022 5.0 Support was great; meetings to help with campaigns. Pros Being able to send short birthday emails to clients that look like they were personally written to them; customize each one that goes out, create batch emails, and be on top of client issues Cons There was nothing difficult to use with this software. Review Source Response from Real Magic April 7, 2022 Thanks for taking the time to review us, Doreen! We are glad to hear that you are having a positive experience with Levitate! ED ELISABEL D. CSR Insurance Used the software for: Less than 6 months ### "MAKING JOB EASIER" December 15, 2023 5.0 Pros BEING ABLE TO STANDARIZE POST AND FORGET ABOUT HAVING TO CONSTANTLY CHECKING. Cons I WOULD LIKE FOR AUTOGENERATED CAMPAIGNS ARE MORE RELATED TO THE KIND OF BUSINESS. Review Source AA Ashley A. Attorney Law Practice Used the software for: Less than 6 months ### "Love the concept, too expensive " December 15, 2023 5.0 Pros I love the ease of sending e-mails to reconnect with clients and colleagues. Cons The cost of levitate is too high. I will not be able to afford it next year. Review Source KL Kim L. Account Manager Insurance Used the software for: 1-2 years ### "Easy to Use" March 31, 2022 5.0 Great people to work with, and they made the process pretty easy to get set up. Pros I find that the software is easy to use and is fairly intuitive. Cons That it's not able to guess and fix our mistakes! (That's a joke) Review Source Response from Real Magic April 13, 2022 So glad you're loving Lev, Kim! We'll work on our mistake-fixing AI next. ;) JP John P. Managing Director Insurance Used the software for: 2+ years ### "Levitate Is Tops!" March 31, 2022 5.0 Very positive, and support is top notch. Pros Very easy to use. Very easy to set up which makes future use simple. Cons There honestly is nothing about this product that I don't like. Review Source Response from Real Magic April 5, 2022 Thanks for the kind words, John! It makes us happy to know you're happy. Appreciate you being a Levitate customer! GE Georgia E. Agent/Producer Insurance Used the software for: 2+ years ### "Levitate is a MUST for the Insurance Agency " March 31, 2022 5.0 Awesome! Pros The Templates and availability to set up for months! Cons Not enough time to look at all of the features and templates! Review Source Response from Real Magic April 13, 2022 We appreciate your review, Georgia! So glad you're loving our templates and scheduling feature. bK brian K. Underwriter Insurance Used the software for: 6-12 months ### "A great service" March 31, 2022 5.0 its been great to keep in contact with all people across the industry. Pros I really like how easy it is use for all options. This is a great service to use if have a lot of contacts that you need to keep in contact with frequently Cons Nothing really it is a great product that I have had no problems with Review Source Response from Real Magic April 11, 2022 Thanks for the love, Brian! We're so happy to hear that Levitate is helping you easily keep in touch with your network. SW Summer W. Account Manager, Licensed Agent Insurance Used the software for: 1-2 years ### "Levitate Review" December 15, 2023 5.0 Pros Levitate has helped us to make mass email content quickly and posting to social media easy. Cons The graphics/photos available could use updating or more content available Review Source Similar Products Featured