# Page 2 | Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 2 - Reviews of Levitate ## Showing most helpful reviews Showing 26-50 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use HN Hailey N. Marketing, Communications and Fundraising Manager Non-Profit Organization Management Used the software for: 2+ years ### "Levitate for a Marketing and Communications Manager" January 23, 2026 4.0 I’ve had a great experience with Levitate. I love working with \[sensitive content hidden\] and feel like he’s always there when I have questions. Overall, Levitate really makes my job easier. Pros Levitate.ai helps me keep everything in one place. I like being able to use the texting automations, schedule social media posts, and look back at the calendar to see what’s already gone out. It makes planning and staying organized much easier. Cons I really wish Levitate.ai had a photo gallery for texting, with an easy way to save and reuse images. I’d also love the ability to post more photos on social media, since visuals are such a big part of engaging content. When I email images, they often resize once sent, and images in text messages can get really distorted, which makes it harder to share visuals the way I intend. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Our emails were always being sent to spam. Review Source Response from Real Magic January 29, 2026 Thank you for the thoughtful and detailed feedback, Hailey! We’re glad Levitate has helped keep everything organized and made planning easier in your role. We truly appreciate your long-term partnership and insights, which help shape how the platform continues to evolve! 😊 BI Brittany I. Personal Lines Manager Insurance Used the software for: 2+ years ### "Levitate rocks! " January 23, 2026 5.0 We've had a wonderful experience with Levitate, our rep, Louis, has been the same basically the entire time that we've been subscribed, and I'm excited to continue to work with them and watch the progression as new features roll out. Pros I like that Levitate is as hands on as you want it to be. We have quarterly meetings with our rep to schedule out emails and social posts based on our agency's goals or focuses, or simply what they recommend. We make sure the automations are up to date, we review open rates, and overall I think it's been great for those small touches with our clients to make sure they feel supported. This has been exceptionally valuable for our agency and our clients. Cons 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. This has caused confusion a handful of times. Nothing worth making a fuss about, but probably one of the main "issues" we've ever run into. Review Source Response from Real Magic February 6, 2026 We love hearing this! Having consistent support and quarterly planning that aligns with your agency goals is exactly how we want the partnership to feel. We appreciate your feedback about the renewal emails and will pass along to the team. Thank you for trusting Levitate over the years, Brittany! JC Justin C. Financial Planner Financial Services Used the software for: 6-12 months ### "Easy to learn, rapidly adding features, fantastic customer service" January 23, 2026 5.0 The more I incorporate all the features that are available, the more I come to appreciate it's overall value. 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. Pros Ease of use. I've previously used an email campaign software that looked more like it was made for developers and programmers rather than having a UI that was consumer friendly. Syncing into my CRM and contacts was a breeze. Learning curve is virtually none, it's all very well designed and easy to pick up. Cons I think it's quite pricy compared to some of the alternatives, but the pace of progress on new features and customer service detail is very, very good. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Not great UI. Charged based on number of contacts. Review Source Response from Real Magic January 29, 2026 Thank you for such a thoughtful review, Justin. It’s exciting to hear how Levitate has supported your client communications and even opened the door to new ideas for your business. 🙂 We’re grateful you chose Levitate and love being part of what’s next for you! AP Anne P. Owner Insurance Used the software for: 1-2 years ### "Levitate is a must for a business to stay in touch with their clients. " January 23, 2026 5.0 Wonderful! I am so glad I was referred to them years ago. It is something I don't have to think about and there is money put back in my pocket from the emails. Pros We love everything about Levitate. The mass emails we are able to pick from, and adjust for our agency, makes it easy and stress free. The insured's constantly give us positive feedback to what was sent. Also, our rep. is amazing and so easy to work with. He knows what we like so the conversations are quick and painless. Cons The price goes up every year, just like everything in the market. Maybe there could be a discount given for longevity. Review Source Response from Real Magic February 6, 2026 This made us smile. 😊 Knowing Levitate feels effortless and is putting real value back into your business is exactly what we strive for. We’re grateful you’ve trusted us for so long and love supporting your agency. Thank you for being such a great partner, Anne! CB Cory B. President Insurance Used the software for: 2+ years ### "Great overall experience with Levitate" January 23, 2026 5.0 We have used Levitate for 3 years and have a great experience with using their systems. It has saved us an enormous amount of time and headache and the reach to clients has been fantastic. Pros As a business owner, Levitate frees up my time and makes sure to consistently be engaging clients on my behalf. For me the best part of it is having a dedicated person who meets with me 4 times a year or more if I need to go over items to send out to clients and if I need to create something they will help to make sure it is done correctly. This takes so much time and energy off my plate. Cons I wish they had a similar pipeline manager system to agency zoom, then we could reduce our needs for multiple products. Review Source Response from Real Magic February 6, 2026 Freeing up your time while keeping client engagement consistent is exactly what we aim for with Levitate! Thank you for trusting us over the past three years and providing your feedback regarding pipeline management, Cory. We truly value the partnership! AA Aaron A. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Helping take our communication to the next level" January 22, 2026 4.0 Our experience has been amazing, especially the people that we have interacted with, including initial sales, on boarding, and coaching. This has exceeded my expectations. Pros This product has helped us to centralize our communication and evaluate better how people are consuming our messaging. Cons Sometimes some of the interfaces are a little bit clunky and or missing some of the features that other platforms have, but the team has been super receptive to feedback and will hopefully integrate some of our suggestions. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Needed more functionality and consolidation to one platform Review Source Response from Real Magic January 23, 2026 Hi Aaron, thank you for sharing your experience! We’re so glad Levitate has helped centralize your communication and give you better insight into how your messaging is being received. It’s especially great to hear that our sales, implementation, and success teams exceeded your expectations. We truly appreciate your thoughtful feedback on the platform, as well. Your input helps us continue improving. Thanks for being part of Levitate! SB Shelia B. COO Law Practice Used the software for: 1-2 years ### "Practice Changer" January 25, 2026 5.0 It has been a positive experience. It is able to handle all the tasks that I expected it to. Love my rep and her reliability. Pros The ever changing features based on customer requests. My rep is always friendly and willing to submit by questions to someone that can answer them if she can't. Cons Ai agent isn't the best. It seems to say the same thing when I use it for the Google Review prompt responses. Alternatives considered [Hona](https://www.capterra.com/p/10016532/Hona/) Reason for choosing Levitate Still considering Hona as they expand their texting automation feature. They also integrate with Filevine which is our CRM system critical to our practice. Switched from [Online Surveys](https://www.capterra.com/p/226206/Online-Surveys/) more automation features were available in Levitate Review Source AC Arthur C. Partner and Owner Law Practice Used the software for: 6-12 months ### "Can't go wrong with Levitate" January 23, 2026 5.0 It's been great. \[sensitive content hidden\] is wonderful and we love her - she has helped us make campaigns and stay on top of using the platform. Pros Levitate is easy to use, comprehensive, and is such good bang for the buck. We do not have to think much when setting up a campaign for email or social media - the platform does it all and the quality of the templates are really really good. We have used other marketing agencies and firms in the past and Levitate blows them all away. Cons Nothing. Seriously. The experience has been great so far for the six or seven months we've been using the platform and are even moving on to the website management as well. Switched from [SpeakEZ](https://www.capterra.com/p/210525/Speak-EZ/) Bang for buck, higher return on investment, better team, better product and platform. Modern and up to the minute cutting edge. Review Source Response from Real Magic January 29, 2026 Hearing that Levitate has outperformed past agencies and made marketing feel effortless is music to our ears! We'll be sure to share your glowing feedback about your success manager with her. We’re honored to be your partner and truly appreciate the trust you’ve placed in us as you expand into using even more Levitate services, Arthur. 😊 KA Keirsten A. Client Care Coordinator Law Practice Used the software for: 1-2 years ### "Loving Levitate " January 26, 2026 5.0 Levitate has been amazing. Their marketing help is well appreciated. Their marketing team is extremely knowledgeable. They were able to give us some amazing tips on our newsletter. Pros It is easy to use and understand. Their marketing templates are amazing! Levitate also has a great marketing team that is very knowledgeable. Cons I don't have any current or past issues with Levitate. Things have been great so far. I am confident if we do encounter an issue, then Levitate will help to solve it. Review Source JF Jodi F. Program Director Arts and Crafts Used the software for: 1-2 years ### "Genesee-Orleans Regional Arts Council" January 23, 2026 5.0 Overall our experience using Levitate is extremely positive. I like having the checkins every couple of months to talk about new things and to make sure all is going well. Pros Levitate is very user friendly and has many perks. Perks like linking to google so we can better manage our google business accounts. Also using AI to help make better flow for our emails. Cons It can be overwhelming. There are many added benefits that we pay for but do not use simply because it is too much for one person to do alone. Alternatives considered [Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) Reason for choosing Levitate it was extremely hard to use and implement Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Better open rates, ease of contact imports, went over the allowed amount of contacts Review Source Response from Real Magic January 29, 2026 Jodi, we’re glad Levitate has been user friendly and helpful for managing communications across your organization. We appreciate you being a customer and value your honest perspective as we continue making the platform easier to use! SV Stephen V. Associate agent Insurance Used the software for: 2+ years ### "Simplifies customer interactions " January 25, 2026 5.0 Overall experience has been good. We have had a sort of revolving door with reps but I do not think that is all that uncommon in these sort of potions in a company like this. Pros Make creating and managing campaigns easier and more streamlined. The templates and curated content help alleviate any learning curve that might be normal for starting this sort of program. Cons Cost; it is the same for almost any speculative spend. You hope you get value for your money and in this case we believe we are. Switched from [Hearsay Social](https://www.capterra.com/p/124035/Hearsay-Social/) Hearsay was subsidized by nationwide but is no longer Review Source MC McKinzie C. Office Assistant Events Services Used the software for: 1-2 years ### "Levitate Review" January 28, 2026 5.0 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 CH Chad H. Advisor Financial Services Used the software for: 1-2 years ### "Great value to keep up with clients" January 23, 2026 5.0 We have seen amazing open rates, and the Google review option has shot our amount of reviews way up. Our clients like the very friendly messaging and it doesn’t come off as too business like. Pros The system is very easy to learn and execute. You have a wealth of letters that you can use with your clients. Whenever a letter may not feel exactly right the AI function allows it to rewrite in incredible fashion. We have five license which come in at a great value. Cons It really is an easy system. I put it more on myself that I need to spend more time digging into it because there’s so many great features that sometimes I get bogged down. Alternatives considered [Snappy POS](https://www.capterra.com/p/246436/Snappy/) Reason for choosing Levitate We like the simplicity emails that get better open rates and wanted something more for our clients Review Source Response from Real Magic February 6, 2026 Those open rates and Google review results are exciting to hear about, Chad! It’s great that the messaging feels friendly and authentic to your clients, too - that's our goal. We’re glad Levitate has been a strong value for your business and appreciate you being a customer! ZW Zachary W. Owner Insurance Used the software for: 1-2 years ### "People in sales need to be using Levitate!" January 24, 2026 5.0 Been a Levitate user for a couple of years now and my team loves the program. We can't imagine working as insurance agents without it. It truly has been a game changer. Levitate also built me a custom website that is AMAZING. Thank you to the entire Levitate team! Pros Ease of use, so many different features, fantastic value for money spent, the AI content creation tools, super helpful customer support that responds even on weekends, account security, variety of email templates, data analytics, and how it helps me improve my marketing and create more sales. Cons In all honesty, I don't really have any complaints about using Levitate. The price has gone up over the years but they explain when and why these increases happen and have been understanding and helpful when payment issues arise. Switched from [AgentMethods](https://www.capterra.com/p/98968/AgentMethods-Website-Builder/) I found other agentmethods websites that looked exactly like mine and they didn't have all of the marketing/content creation tools. Levitate is a great fit! Review Source CC Cassidy C. Media Relations Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Thanks Levitate!" January 23, 2026 5.0 We used Constant Content before, and trying to get in touch with a person was next to impossible. When we did get in contact, we were meant to feel like a burden. I feel like our email open rate has improved since using Levitate. Pros I love the customer service! They are so helpful, timely and professional. Shoutout sensitive content hidden\] for making our experience wonderful. I enjoy the template options for the different platforms. Cons Sometimes the custom content is not usable, but it will continue to get better I'm sure. Editing the graphic is still figuring out a learning curve on both my end and the AI end. Also, I am still learning the send rate time, keeping that in mind when sending/creating an email. It has helped open rates though. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Their software is dated and customer service is the worst. Review Source Response from Real Magic February 6, 2026 We’re so glad the difference in support stood out right away. No one should feel like a burden when they need help. 😊 Thank you for choosing Levitate, Cassidy, and for trusting us with your marketing! BF Brandie F. Marketing Strategist Financial Services Used the software for: 6-12 months ### "Meh...it's growing on me" January 26, 2026 3.0 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 CP Christine P. Office Administrator Accounting Used the software for: 1-2 years ### "Clients read our emails and we don't have to do much to have that happen!" January 23, 2026 4.0 We enjoy Levitate when we send out bulk messages to clients and get a large number of responses. For some reason, they actually READ our emails! Pros That the emails look like they are coming from us personally, and not a bulk service. It was easy to learn how to use and a great way to market ourselves. Our clients enjoy our holiday and birthday check ins, and I love the affordability of Levitate. Cons I don't like that I can't see lists by last name, but rather, first names. Sorting our database isn't the easiest, but we have learned to work around it. Review Source Response from Real Magic February 6, 2026 We love hearing that your clients are actually reading your emails. Making messages feel personal is exactly the goal! Thank you for being a Levitate customer, Christine, and for sharing such helpful feedback regarding the contact list view. MT Mario T. President Real Estate Used the software for: 1-2 years ### "Super Happy" January 23, 2026 5.0 Great! Service checks all boxes we need for on-line marketing at this time. Meeting quarterly with our rep insures all needs are being met. Pros We've worked with other providers that aren't responsive. The Levitate team is easy to contact, and very helpful. Cons 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. Alternatives considered [OutboundEngine](https://www.capterra.com/p/149002/OutboundEngine/) Reason for choosing Levitate For the price, and functionality (we have three individuals using the service), it was the best option. The features on top won outright. Switched from [OutboundEngine](https://www.capterra.com/p/149002/OutboundEngine/) More features and better value for Levitate. Review Source Response from Real Magic March 6, 2026 We’re glad Levitate has checked all the boxes for your marketing needs and that the team has been easy to work with. 😊 We've also shared your feedback about the unsubscribe feature with our product team. Thank you for partnering with us, Mario! AJ Andra J. CEO Non-Profit Organization Management Used the software for: 2+ years ### "LEVITATE helps us move forward Faster" January 23, 2026 5.0 Levitate offers great training support. There are many features that have helped our small org do larger things with less manpower Pros Levitate makes it very easy for us to cross-post across 3 social media platforms. The tagging feature helps us communicate with groups of people and track the success of those email communications. Cons One drawback currently is the inability to post videos/reels across social media platforms. These get more attention and views as opposed to a regular post. We post more of these lately and with Levitate not offering this feature it does make us consider is the platform worth the cost if it can't do our major weekly functions. Review Source Response from Real Magic February 6, 2026 Helping organizations do more with less is exactly what we strive for, so this means a lot. Thank you for sharing such thoughtful feedback about wanting video capabilities and for being a long-time partner. We appreciate your perspective as we continue building features that support your mission, Andra! KF Kirk F. Owner Insurance Used the software for: 2+ years ### "Helps me stay in front of current and future clients" January 23, 2026 5.0 Great experience. I appreciate the relationship I have built with my rep..no turnover which makes it easier for me. Pros I love that there is a lot of premade content that is relevant to the insurance industry as well as compliant. The interface is easy to use and allows me to add value to the relationships with my clients Cons Trying to get used to the new interface. It certainly is not inexpensive either to have my web page and social content Review Source Response from Real Magic March 6, 2026 We’re glad the consistency and industry-specific content have made it easier to stay in front of clients, Kirk! Thank you for being a long-time partner. We truly appreciate the trust you’ve placed in us. MW Michael W. President and Owner Insurance Used the software for: 1-2 years ### "Good Product and Support. Not Payment Friendly" January 24, 2026 4.0 Overall, I have enjoyed using this to keep in touch with clients and the support I've received is A+ Pros I like the suggestions provided in the site to use as emails and social media, also my support rep \[sensitive content hidden\] has been great to work with. Cons I do not like that I have to pay a full year up front. I'm ok with a 12 month contract with monthly payments, but the most they offer is breaking it into 2 payments. Also, I wish it had more templates and suggestions geared towards supplelmental insurance plans. Most is for home and auto or health insurance. I'd like to see more template suggestions for accident plans, critical illness, cancer, disabilities, etc. Review Source SC Steven C. President Insurance Used the software for: 1-2 years ### "Why I love Levitate" January 26, 2026 5.0 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 AA Amy A. Firm Manager Legal Services Used the software for: 1-2 years ### "Highly recommend! " January 23, 2026 5.0 We’ve been using Levitate for over a year now we are loving it and learning new capabilities all of the time. Highly recommend. Pros Levitate has been a great platform, the content creation, all of the great templates, the different marketing platforms are really impressive and I’ve still yet to fully utilize everything! \[sensitive content hidden\] is awesome and always makes himself available when I need him, and you truly can’t beat the cost, you definitely get your moneys worth with all of these tools at your fingertips. Definitely recommend! Cons Haven’t found anything at this point. Maybe not having their support open after hours or weekends, but that’s not a huge deal to me. Review Source Response from Real Magic February 6, 2026 We love hearing this. 😊 It’s great that Levitate continues to unlock new capabilities for your team even after a year in and we’re so glad the templates, tools, and support have delivered real value for your firm. Thank you for partnering with us, Amy! AGP Anna Grace P. Customer Service Representative Insurance Used the software for: 6-12 months ### "Levitate is Fantastic!" January 23, 2026 5.0 I am pretty satisfied with our time with Levitate. It has become easy to use and such a simple way to keep in touch with all of our clients. It keeps our social media active with a few minutes of scheduling posts, and I love being able to schedule everything one day of the week and not worry about it the rest. It has made keeping a personal touch with clients the easiest part of my job. Pros I love the ability to automatically communicate with all my customers. It gives a quick ability to check in and make that person connection with just a simple email. Cons There is a bit of a learning curve. I was a little hesitant and didn't use many features at first (and didn't really know how), but with Levitate Zoom calls they answered any questions I had and showed us all how to use these amazing features. Review Source Response from Real Magic February 6, 2026 We love how you described this, Anna Grace. Scheduling once and staying connected all week is exactly the kind of ease we want to deliver! Thank you for being a customer. We’re so glad Levitate has made keeping that personal touch the easiest part of your job. CF Carly F. Director of Digital Marketing Financial Services Used the software for: 6-12 months ### "Levitate Review " January 23, 2026 5.0 Overall, I have had a great experience with levitate. Super easy to lern, great customer support. A lot of new content often Pros Super user friendly, great for content creation and keeping the socials alive. Makes sending out mass emails much easier and more efficient. Cons If I could add anything, I would say maybe having a newsletter option for email would be a great add on, as well as text messaging options. Review Source Response from Real Magic February 6, 2026 So glad Levitate has been easy to learn and helpful for keeping content and social channels active. Thank you for being a customer, Carly! 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