# Page 3 | Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Levitate ## Showing most helpful reviews Showing 51-75 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NH Nathan H. Principal Insurance Used the software for: 1-2 years ### "Highly recommend " January 24, 2026 5.0 My experience primarily with \[sensitive content hidden\] has been great. He does a great job explaining things but does not push. Pros Levitate has helped me grow my business in the way i am comfortable. Not using hard sales techniques, follow up is very good. Cons The Levitate platform is a little busy. If you are not in it every day it is a little hard to navigate Review Source NP Nick P. Owner and financial advisor Financial Services Used the software for: 6-12 months ### "Owner/financial advisor" January 24, 2026 5.0 I hate marketing because it’s difficult in my industry to measure ROI. My focus with levitate is primarily client communication and it has been amazing for that. My clients love it. Pros Customer support and communication through the scheduled meetings. I feel like my rep has become a friend. The platform itself is set and forget and as a business owner it makes things much easier. Cons Graphics for social media could be less generic. I would also like more options for snail mail marketing Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) My business was growing so I could afford it. Review Source BN Bill N. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Secretariat Center" January 23, 2026 5.0 It's been excellent--great collaboration. \[sensitive content hidden\] has done a great job of supporting us in our various stakeholder communications. Pros Team is creative, works with us. We are able to schedule marketing and fundraising during the year at key times. Cons Nothing that I can think of. The software is a bit daunting at first, but not too difficult. I found that using Ai doesn't always fit the tone of the desired messaging. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Levitate More flexible in content and scheduling to meet our needs. Review Source Response from Real Magic February 6, 2026 It’s wonderful to hear how collaborative the experience has been and how Levitate supports your stakeholder communications throughout the year. We love working with organizations doing such meaningful work. Thank you for partnering with us, Bill! 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! BS Britney S. Insurance agent Insurance Used the software for: 1-2 years ### "Excellent marketing platform" January 23, 2026 5.0 Levitate has helped us keep in touch with our current clients, bring back old clients due to great marketing. We streamline relationships with our clients saving time. Pros How easy the platform is to use. It makes it so simple to get the work out to our clients and saves time. Cons Sometimes the website slows down or I am unable to make an update to a contact. However the levitate team is so great with getting any issues resolved in a timely manner. Review Source Response from Real Magic February 6, 2026 We’re glad Levitate has helped you reconnect with past clients and streamline relationships, Britney! That's what we strive for. Saving time while staying connected is a big win. Thank you for choosing Levitate! 😊 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! VR Verified Reviewer Director of Operations Financial Services Used the software for: 6-12 months ### "smart automation ensures that every communication feels personalized, timely, and relevant, helping to nurture relationships seamlessly" December 20, 2024 5.0 Overall, my experience with Levitate has been highly positive. One of the standout aspects was the exceptional support from \[sensitive content hidden\] and the entire service team. They were incredibly responsive and thorough in assisting with the setup process, ensuring everything was tailored to meet our specific needs. They walked me through the platform step-by-step, making sure I felt confident using the tools and optimizing the system for my goals. The automations are another highlight—Levitate makes it so easy to manage client touchpoints without having to manually follow up each time. The platform’s smart automation ensures that every communication feels personalized, timely, and relevant, helping to nurture relationships seamlessly. It's a great tool that saves time and improves client engagement, all with fantastic customer support along the way. Pros What I liked most about Levitate is its intuitive, user-friendly interface combined with powerful automation capabilities. It streamlines the email outreach process, allowing businesses to efficiently manage campaigns and build stronger customer relationships. The personalized email sequences, coupled with its AI-driven suggestions, make it easy to scale efforts without sacrificing quality. Its seamless integration with CRM systems helps maintain consistency and tracking, making it a great tool for anyone looking to enhance their lead generation and sales efforts. Cons One of the downsides of Levitate is that its learning curve can be a bit steep for new users, especially those unfamiliar with email marketing automation. While the interface is generally user-friendly, some advanced features and customization options may require a bit of time to fully understand and optimize. Additionally, the pricing structure might not be the most cost-effective for smaller businesses or those just starting to scale, as some essential features are locked behind higher-tier plans. Alternatives considered [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Levitate I chose Levitate over alternative products primarily because of its blend of user-friendly design and powerful automation features tailored for relationship management. While other platforms offer automation, Levitate stood out for its emphasis on personalizing client communication at scale. The ability to create custom email sequences that feel human and not "templated" was a big draw. Additionally, the seamless integration with CRM systems made it easy to maintain consistency across different touchpoints without duplicating efforts. Another key factor was the exceptional customer support—Jessica and the team provided outstanding assistance during setup and continue to be a resource as we optimize our use of the platform. These factors, combined with Levitate’s focus on strengthening client relationships rather than just generating leads, made it the clear choice for our needs. Review Source SS Steven S. Chief Operating Officer Financial Services Used the software for: Less than 6 months ### "Setting the Standard for Client Communication Platforms" January 28, 2026 5.0 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. Alternatives considered [Paladin](https://www.capterra.com/p/175487/Paladin/) Reason for choosing Levitate Recommendation from Magellan. Also, Yasmine did a great job showing us the benefits of using Levitate. 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. Review Source RC Ross C. Owner Insurance Used the software for: 1-2 years ### "Love It!!!" January 24, 2026 5.0 Great so far. It has made things so easy around the office. Keep in touch emails have been a gamechanger. Pros Automation of my emails and texts have made it easy to keep in touch with my customers. Staff has benn very helpful. Cons Could be a little cheaper. I wish when we make changes to a policy a automatic text could go out. Same with emails. Review Source TT Tracey T. Owner Operator Insurance Used the software for: 2+ years ### "Levitate Rocks" January 26, 2026 5.0 Great value for your cost. They have always been available to help me when I had a question. They maintained contact quarterly to make sure that I had appropriate touch points with my clients Pros The rep that works with me is very helpful. Whether you are an expert marketing or know nothing, Levitate can help you with touch points. It is easy to learn to use and they are very helpful as well. Cons I cannot think of anything that I do not like. They have always been helpful and available when I needed them. Review Source Response from Real Magic January 29, 2026 This was such a pleasure to read. 🙂 We’re so glad Levitate has delivered strong value over the years and that our team has consistently been there to support you, Tracey. That's our ultimate goal! Those regular check-ins are one of our favorite ways to stay connected, and we truly appreciate your continued partnership. LO Lewis O. Owner Law Practice Used the software for: 1-2 years ### "Levitate delivers for online marketing!" January 23, 2026 5.0 10/10, I highly recommend for any business owner evaluating social media and drip marketing options. Pros Levitate generates quality, relevant content and makes tracking ROI straightforward. It was easy learn and has been worth the investment. Cons Sometimes the content is too generic and you need to spend time improving it, but generally that hasn't been too much of an issue. Switched from [Scorpion](https://www.capterra.com/p/168728/Scorpion/) Scorpion was expensive and was difficult to manage. Review Source Response from Real Magic January 29, 2026 Lewis, thank you for the enthusiastic recommendation! We’re glad Levitate has helped simplify social and drip marketing while making ROI easier to track. We'll share your feedback with our content team also, as we're always looking for ways to improve. We really appreciate you choosing Levitate and being a customer! CB Cheri B. Broker Owner Insurance Used the software for: 2+ years ### "Love Levitate" January 23, 2026 5.0 I use Levitate to contact my customers for their annual appointments (including links to my calendar)to have regular contact with if then abilities and to plan/execute my social media accounts. Pros The high level of support is what differentiates Levitate from its competitors and the reason I use it regularly. Cons The cost is high, I realize I’m paying for the time of staff members to work with me to implement the plan. If it wasn’t for \[sensitive content hidden\] I wouldn’t utilize the program. Review Source Response from Real Magic February 6, 2026 We really appreciate this perspective. The hands-on support is a big part of what makes Levitate different, and we’re glad it’s been valuable for you. Thank you for being a long-time customer, Cheri! AM Andrew M. AGENT OWNER Insurance Used the software for: 6-12 months ### "Great content and superb customer servie" January 23, 2026 5.0 I can't say enough about how great \[sensitive content hidden\] has been from getting our account initially set up to our quarterly reviews. The initial starting campaigns produced several new positive Google reviews which is exactly what we were looking to achieve. Pros 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. Cons The cost can be a little more than competitors. But their hands on approach helps with the value for the cost. Switched from [Fuse](https://www.capterra.com/p/166782/Connect/) Wasn't receiving any google reviews and reps didn't keep in touch. Review Source Response from Real Magic February 6, 2026 Those early Google review results are a huge win. ⭐ We’re glad the onboarding, quarterly reviews, and hands-on support have paid off. Thank you for choosing Levitate, Andrew! We really value the partnership and the trust you’ve placed in our team. BH Brady H. Manager Insurance Used the software for: Less than 6 months ### "Amazing Platform" January 23, 2026 5.0 Phenomenal. Anytime I have had problems, I get an answer almost immediately. the team is great to work with and is very supportive. Pros .The employees are great to work with. From the beginning of setting up levitate to having it up and running, it felt like the process was effortless. Cons It is hard to have any cons, when the customer service is great, and all the employees are very responsive. Review Source Response from Real Magic January 28, 2026 This made our day. 🙂 Hearing that onboarding felt effortless and that support has been quick and responsive is exactly what we strive for. Thank you for being a customer and trusting our team from the start, Brady! 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. AV Alicia V. Relationship Manager Financial Services Used the software for: 6-12 months ### "Some benefits but pricey for what services we can use" January 26, 2026 3.0 Maybe I need to play with the system longer but overall my experience has been mediocre at best, especially because we can't use some of the services. The cost to benefit does not seem to be there. Pros Ready to use content for social media posts and emails. Communication with Levitate and the helpfulness of the team Cons In outlook you have to log in to Levitate every time to see all of the information on the side. Blanket cost even though we can't use some of the services. Data flow has not been helpful for what we were excited about when we first got the system. Review Source LD Leann D. Marketing Associate Financial Services Used the software for: 2+ years ### "I enjoy Levitate but would like to know how to use its features better" December 19, 2024 4.0 I really enjoy Levitate! It makes it easy for our company to batch send out a bunch of emails to clients and to schedule social media content. I just wish I knew how to use provided features in a better way, like manually adjusting a group of contacts with different tags. Pros The increase in valuable social media content provided and being able to create email automations to easily send a batch of content to our clients. Cons Limit in types of surveys, manually entering in new contacts or adjusting tags manually, and having to download and edit social media content to include our logo and disclosures. Review Source Response from Real Magic December 20, 2024 Leann, thank you for sharing your thoughts! It’s wonderful to hear that Levitate makes batch emails and social media scheduling easier for your company. 🎉 We appreciate your feedback about improving tag adjustments, survey types, and logo customization for social media content. You'll be excited to hear we recently launched a feature to automatically add your logo to social graphics! Your success specialist can show you how to use. If you’d like help exploring features or finding ways to streamline tasks, our team is here to support you—don’t hesitate to reach out! 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.  JE Jaimie E. Director of Marketing Financial Services Used the software for: 1-2 years ### "Worth Every Penny" December 18, 2024 5.0 A+++, 10 out of 10 all the way, favorite marketing platform ever. Pros It replaced several sub par software solutions and has made my life much, much easier as a marketer in so many ways. Hands down the best marketing software I have ever used, specifically for the financial industry. Cons Have had a few glitches here and there (as to be expected with any software) but the support team is phenomenal and always finds a fix. They are always available and I have yet to find an issue they were not able to solve in a timely manner. Switched from [FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/) Because FMG didn't allow for drip campaigns. Review Source Response from Real Magic December 19, 2024 Hi Jaimie, wow—thank you for such an incredible review! We’re beyond excited to hear how much Levitate has simplified your marketing efforts and become your favorite platform for the financial industry. It’s great to know our Success/Support teams have been able to resolve any hiccups quickly and effectively—that’s exactly what we strive for! Your kind words and trust mean so much to us, and we’re here anytime you need us. Cheers to many more A+++ experiences ahead! 😊 Oskar A. Brand and Communication Specialist Insurance Used the software for: 2+ years ### "A very great all around toolbox for marketing" December 18, 2024 5.0 Implementation of automated features may take some time to setup but once everything is in place its a very seamless experience. From social media scheduling, email marketing to internal and client communications its a products that covers a large amount of needs for most marketers. Pros Its a very well rounded marketing platform with additional quality of life features Cons There are a few features and integration's that could make life even easier. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing Levitate price was better and we can still pull data from our client base Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) more features, good value for what you get Review Source Response from Real Magic December 20, 2024 Hi Oskar, thank you for your thoughtful and detailed review! We’re so happy to hear that Levitate has become a well-rounded tool for your marketing needs and that it supports everything from social media scheduling to client communications. We appreciate your feedback on the setup process and your suggestions for additional features and integrations—this insight helps us improve. It’s great to know Levitate’s value and functionality stood out to you. If there’s ever anything more we can do, please don’t hesitate to reach out. Thank you for choosing Levitate! 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! tD ted D. Owner Insurance Used the software for: 2+ years ### "levitate with insurance agency" December 18, 2024 5.0 its been great and met our needs for the last few years Pros love the cross-platform implimentation from our management system to our email to our facebook page Cons phon telephone app isnt always fully functional, sometimes text messages dont load Reason for choosing Levitate the emails come straight form us and no one has been able to do that for us. also the price is very fair Review Source Response from Real Magic December 20, 2024 Thank you for your loyalty over the past few years and for sharing your experience, Ted! We’re glad Levitate has been meeting your needs and that you’re enjoying the cross-platform integration. We appreciate your feedback about the text messages not loading at times—we’ll make sure our team looks into this. If there’s anything else we can do to improve your experience, please let us know! BL Benjamin L. Financial Advisor Financial Services Used the software for: 2+ years ### "Levitate Pros & Issues" January 23, 2026 4.0 Pros I like the content and being able to keep in touch with clients. Having the option for clients to view availability also helps us save time and is more efficient. Cons I don't like when someone schedules a meeting through the calendar link, it doesn't give them a option to automatically add it to their calendar or the link to reschedule if something comes up. Review Source Response from Real Magic February 6, 2026 Thanks for sharing your honest feedback. We’re glad the content and scheduling tools have helped you stay connected more efficiently, Benjamin. We appreciate you being a customer and value insights like yours as we continue improving the experience! RC Roseann C. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "So glad we chose Levitate" February 2, 2026 5.0 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 DC David C. Owner operator Insurance Used the software for: 6-12 months ### "Awesome service for my prospects and client base" December 17, 2024 5.0 Very professional and well organized Any challenge that I came up against they resolved quickly Keeping me educated on how to make this work best is that awesome Support Pros Awesome support and helpful people to keep you on track and educating you on how to use the system most productively Grateful for that immensely Cons Don’t see a negative with this very functional system Switched from [Quotit](https://www.capterra.com/p/228326/Quotit/) They showed so many of the different angles of how to put out good information and have it happen quickly Review Source Response from Real Magic December 20, 2024 David, we love hearing how much you value the professional support and guidance from our team! 😊 We’re glad the system has been both functional and effective, helping you share great information quickly. If there’s anything more we can do to enhance your experience, just let us know! Thanks for leaving us such a glowing review. Similar Products Featured ## Related categories [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/) ## 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.