# Page 4 | Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Levitate ## Showing most helpful reviews Showing 76-100 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TW T.J. W. Venue Coordinator Sports Used the software for: 1-2 years ### "Levitate is a Key Program in our Organization Operation" December 17, 2024 4.0 Overall, Levitate has been a key program that our entire staff uses for marketing and general updates to our members. Pros We can easily access our entire client base and provide email or text update about everything from new products, programs to facility hours. Cons While I love most of Levitate’s features, I have experience various bugs when it comes to sending mass texts. Overall I think this needs to be refined a bit before our organization can fully implement it. Switched from [Canva](https://www.capterra.com/p/168956/Canva/) They simply did not do what they promised and we needed to find a product they filled all of our marketing/ content needs. Review Source Response from Real Magic December 20, 2024 It’s great to hear how integral Levitate has been for your organization’s marketing and communication, T.J.! We’re glad it helps you stay connected with your members through emails and text updates. Your feedback about the texting feature is invaluable, and we’ll work on refining it to better meet your needs. If there’s anything more we can do to enhance your experience, please let us know! 😊 DN David N. Attorney Law Practice Used the software for: 1-2 years ### "Great Results with Levitate for Several Years" December 17, 2024 5.0 Excellent. I have had great results from using levitate! Pros Great email and social media content. Outstanding delivery system for both email and social media posts. Cons Email list management is sometimes challenging. The tagging system is good but I often have trouble emailing to the correct audience. This is often a function of how large my lists are and complicated. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Mailchimp was time consuming to use and did not provide great results. I outsourced alot of the labor to send out emails by using Levitate. Review Source Response from Real Magic December 20, 2024 Thank you for your thoughtful review, David! We’re so glad Levitate has been delivering great results for you over the years and that you’ve found value in our email and social media tools. It’s great to know we can take the heavy lifting off your plate and make outreach easier and more effective. Thank you for trusting us to support your success. Let us know if there’s ever anything we can do to make your experience even better! CC Chris C. President Insurance Used the software for: 1-2 years ### "Great partner to grow with" December 17, 2024 5.0 Been a great partner for my agency, making my touch points count and feel more authentic than other systems I have used. Pros It has helped me stay in touch with all my clients in a way that does not feel like a robot. I love the quarterly meetings to plan and schedule all my content. Cons The phone app is not the best; it seems more like a web shortcut than an app to me. Alternatives considered [SPLICE Dialog Suite](https://www.capterra.com/p/130383/SPLICE-Dialog-Suite/) Reason for choosing Levitate Many more features and abilities to set up the look and feel as a one-off that we wanted. Review Source Response from Real Magic December 20, 2024 Thank you, Chris! We’re so glad Levitate has been a valuable partner for your agency. 😊 It’s great to hear you enjoy the quarterly planning meetings as well! We appreciate your feedback about the mobile app—it's helpful as we continue to improve. Let us know if there’s anything else we can do to support you! 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! SD Sara D. Administrative Assistant Accounting Used the software for: 2+ years ### "2026 Review" January 26, 2026 3.0 Overall I am happy with Levitate and the services that we currently have. I appreciate the campaigns that are created on our behalf. Pros I enjoy the automation of emails being sent to our clients throughout the year. (Ex: Happy Birthdays, reminders, etc.) Cons The only Con is the pushiness of the account reps for meetings even after explaining that I'd schedule when ready. Upselling additional products that we don't need. Review Source DS Douglas S. Agency Manager Insurance Used the software for: 2+ years ### "Insurance Agency Manager Review" December 17, 2024 5.0 Thank you to \[sensitive content hidden\] and others who have worked on our account. We have been using Levitate for about 2 years and the overall service and results have been very good. Pros You don't have to be a pro at social media, advertising or CRM. They assist you every step of way. They are quick to respond. The Website development team went over the top with creating our website and it is performing well in our market. You get the feeling that Levitate is a well ran organization with the expertise, quick friendly responses and results. Cons Cost, but pricing is very, very competitive. Waiting for more AI integration to be implemented. Simulated handwritten cards can be pricey. Alternatives considered [Fuse](https://www.capterra.com/p/166782/Connect/) Reason for choosing Levitate Ease of use, developers and support personnel were and are spot on. Review Source Response from Real Magic December 19, 2024 Thank you for the wonderful review, Douglas! We’re thrilled to hear how Levitate has supported your agency, from social media and CRM to website development—it’s great to know the results are making a difference for you. We also truly appreciate your kind words about our team; they’ll be excited to hear your feedback! Thanks for trusting us for the past two years—we’re honored to be part of your success! KB Kelly B. Account Manager and Levitate Admin Insurance Used the software for: 2+ years ### "Levitate is Magic" December 18, 2024 5.0 Levitate is Magic! My success specialist, Nate is incredible. He is so friendly, intuitive and on point. I love how automated it is without sounding canned. It makes our agency appear more friendly and like I said, has really improved morale. It helps us to connect more with our clients. We are very happy with this product! Pros Levitate has really improved the morale at our agency with our clients and employees alike. The Data analytics are so clear and help us see what is going well. Cons I don't have a bad word to say about it. Maybe my boss would say its a little expensive. Alternatives considered [EZ FORMS](https://www.capterra.com/p/145103/EZ-FORMS/) Reason for choosing Levitate Levitate is just so much more friendly and easy to use. Switched from [BrightLocal](https://www.capterra.com/p/182621/BrightLocal/) Brightfire made some mistakes and our customers were not happy. Their content sounds canned and isn't very creative. Review Source Response from Real Magic December 20, 2024 Hi Kelly, thank you for your fantastic feedback! We’re so glad Levitate has been a game-changer for your agency, improving morale, strengthening client connections, and providing clear data insights. It’s wonderful to hear that Nate has been such a positive part of your experience—he’ll be thrilled to know he’s made an impact! We appreciate your thoughts on pricing and will keep that in mind as we continue to grow. If there’s ever anything more we can do for you, please don’t hesitate to reach out. Thank you for your support and trust in Levitate! JB Joren B. Agent Insurance Used the software for: Less than 6 months ### "Legacy Insurance Review" January 23, 2026 5.0 My experience has been great! The monthly meetings are super helpful and the service is great! I also love the layout templated provided. Pros The simplicity of using it and contacting support. Just the automation in general helps our agency so much by saving us time! Cons I can't name anything specific! I feel like it is tailored to so many different things you can either use all of its perks or just some of it. Review Source Response from Real Magic March 6, 2026 We’re glad the monthly meetings, templates, and automation have been such a time-saver. Thank you for partnering with us, Joren! It’s great to hear Levitate has fit your agency so well and we look forward to many years of success together. Todd M. Agency Principal Insurance Used the software for: 1-2 years ### "Levitate Will Elevate Your Business" December 18, 2024 5.0 It has been helpful. I feel like my business has grown significantly due to Levitate and I probably haven't fully used the Levitate platform. Pros Ease of use. Good interaction with the Levitate team. They guide you through the whole process and are invested in your success. Cons Wish they had even more integration and features. Review Source Response from Real Magic December 20, 2024 Hi Todd, thank you for sharing your experience! We’re so glad to hear Levitate has played a role in helping your business grow and that you’ve found our team supportive throughout the process. Your feedback on adding more integrations and features is very helpful, and we’ll be sure to pass it along to our product team. If you ever need tips on getting even more out of the platform, don’t hesitate to reach out. We’re here to help you succeed! SB Sharon B. Vice President Non-Profit Organization Management Used the software for: Less than 6 months ### "5 star review " January 25, 2026 5.0 I absolutely love our customer specialist, \[sensitive content hidden\] . He is on top of anything I ask and explains things very well. Pros It is easy to understand and the support you get is amazing. The content creation has already brought in more attention to the animal shelter. Cons We wish it worked with more than just Stripe. Having options would help to get more to go directly to Levitate. Review Source YV Yasmine V. Technical Advisor for Global Health Non-Profit Organization Management Used the software for: 1-2 years ### "Great Company with Ease of Use" December 17, 2024 5.0 Great for our nonprofit communication and our needs! Pros It's a great tool to send personalized emails to large groups of people. So many other email formats look like form emails but levitate makes it possible for us to send messages that feel very personal in a quick and timely way. The staff at Levitate are also super helpful and give a lot of hands on support for troubleshooting which you do not get with larger software companies. Cons There are a lot of integrations that would be useful to have as a part of the software but the levitate team is very open to receiving that feedback and adding potential integrations to the pipeline for development. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Price and personalization ability of emails Review Source Response from Real Magic December 20, 2024 Levitate seems to be a great match for your nonprofit, Yasmine! 😊 It’s wonderful to hear how it helps you send personal, impactful emails quickly and efficiently...that's what we strive for. We’re also glad our team’s hands-on support has made a difference. Your feedback on integrations is much appreciated, and we’re always working to enhance the platform. If there’s anything more we can do, just let us know! CH Cora H. Client Coordinator Law Practice Used the software for: 6-12 months ### "Good experience" January 23, 2026 4.0 Customer support is great and interactive. I can always get a response to a question and they always go the extra mile (i.e. zoom call walkthroughs). Pros I like the customization and reliability of the software. I like the time it saves us when we are trying to provide mass information to our clients. Cons It is picky when it comes to CLIO, and will only attach to contact "custom fields", rather than matters. Review Source Response from Real Magic February 6, 2026 We’re glad the support and walkthroughs have been helpful and that Levitate is saving your team time, Cora. We appreciate the feedback about our CLIO integration and will share it with the team...we're always looking for ways to improve. 😊 Thank you for partnering with us! AM Amelia M. Executive Assistant Financial Services Used the software for: 1-2 years ### "Personalization made easy!" December 17, 2024 5.0 I love how user friendly the system is and any problem I have, the Levitate team is always on it! Pros I love the automations and how I can send emails to all of our clients with it feeling personalized. The scheduling feature syncs with our Redtail calendar and it makes scheduling a breeze. Cons I just wish our broker dealer allowed Levitate texting to be compliant. Reason for choosing Levitate How user friendly and personalized it was. Switched from [FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/) Each advisor couldnt send personalized individual emails to their own clients and it made it look like we didnt know our clients Review Source Response from Real Magic December 20, 2024 It’s awesome to hear how Levitate is making personalization so simple and seamless for you, Amelia! 🎉 Automations and calendar syncing really are game-changers, right? We appreciate your feedback about the texting feature and understand the challenge with compliance. If there’s ever anything else we can do to make your experience even better, let us know! MM Mckay M. Broker Insurance Used the software for: 2+ years ### "Streamlining CRM" December 18, 2024 5.0 Well worth the money. Top notch customer experience too. We are reminded when we don’t have campaigns scheduled and our rep Blake has been nothing but great. Pros How seamlessly it helps you keep in touch with your clients and track their information. It allows you to streamline sending out campaigns, saving valuable time and letting you focus on other priorities, all while ensuring your CRM stays top-notch. Cons the lack of a dedicated section for creating reminders for your team. Instead of having to individually input reminders onto each client profile, you’d prefer a centralized space for team-wide task management. Otherwise, there’s really not much to dislike! Review Source Response from Real Magic December 20, 2024 Hi Mckay, thank you for your glowing review! We’re thrilled to hear how Levitate has streamlined your client interactions and saved you valuable time—it’s like having a personal assistant for your CRM! We’re also glad Blake has been such a rockstar for your team; we’ll be sure to give him a high five. Your suggestion for a centralized reminder system is spot-on, and we’ll pass that along to our product team. If there’s ever anything else we can do to make Levitate even better for you, just give us a shout. We’re lucky to have you on board! IW Ishaiaih W. OFFICE ASSISTANT Non-Profit Organization Management Used the software for: 6-12 months ### "WORTH THE TRY!" February 4, 2026 4.0 I like it its cool, but with most people wanting texts I gravitate towards free platforms. With our specific company, we have seniors that don't even use the internet at all! Pros I like the templates and how AI is incorporated to make it easier. Then sending is easy once you have everyone's info entered and grouped. I like the grouping feature. Cons The texting feature is not included. Most people text and usually don't look at their emails so for this reason the texting feature should be free. Review Source MV Michele V. Office Manager Law Practice Used the software for: 1-2 years ### "Levitate is so easy to use and saves time!" February 2, 2026 5.0 I love Levitate! It is very user friendly and the customer success specialist is so helpful! I like how it does the work for you. Pros The content calendar is my favorite feature of Levitate. I love how you can upload posts to multiple social media platforms at the same time, and how you can schedule the posts up to 3 month Cons We use CasePeer as our Case Management Software and Levitate does not integrate with CasePeer, so the new client contacts added to CasePeer do not automatically upload to Levitate for the automations. Review Source LF Lauren F. Client Relations and Media Manager Financial Services Used the software for: 2+ years ### "The tool you didn’t know you needed!" December 19, 2024 5.0 Fantastic!!! From day one, they have been kind and responsive and very helpful. I love the new content that push out and the webinars showcasing new features. We love Levitate! Pros Ease of function, compliance minded, support team is amazing, innovative and coming out with new features often, LOVE the campaign and social media features. Cons Some difficulties correcting remaining tags from previous Redtail integration and would love capability to set anniversary, birthday, and client anniversary reminders separately. Alternatives considered [Slack](https://www.capterra.com/p/135003/Slack/) Reason for choosing Levitate Superior product than others that we reviewed. Review Source Response from Real Magic December 20, 2024 Lauren, thank you for your kind words! We’re so glad to hear how much you love Levitate. Your feedback about improving tag corrections and adding separate reminders for anniversaries and birthdays is greatly appreciated—we’ll keep it in mind as we continue enhancing the platform. Let us know if there’s anything else we can do to help! Elizabeth T. Director of Practice Development Law Practice Used the software for: Less than 6 months ### "Levitate Fan" December 17, 2024 5.0 I am a big fan of Levitate and use it daily in my work. Pros In addition to the functionality and automation, I am constantly blown away by the quality of the customer service. Cons I wish the reporting were more robust and customizable without having to work from a spreadsheet. I also wish the task management features were more robust. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Functionality and automation are better in Levitate. Review Source Response from Real Magic December 20, 2024 Elizabeth, we love hearing that you’re such a big fan of Levitate and use it daily! 😊 It’s fantastic that the functionality, automation, and customer service continue to impress you. Your feedback on reporting and task management is incredibly helpful, and we’ll keep it in mind as we work on enhancements. If there’s anything else we can do to improve your experience, let us know! sB susan B. principle Insurance Used the software for: 2+ years ### "Touch points" January 25, 2026 5.0 appreciate the planning calls to schedule content out for a few months. letting people know about closing during holidays and products to think about. Pros Very happy with the email templates, many insured think the email is direct from me. some even email me back, thanks for the recipe at holidays Cons Birthday not lining up in the system and sent to people we just had in contacts or don't insure any more Review Source Ashley H. Director of Client Service and Operations Financial Services Used the software for: 1-2 years ### "Levitate is the best marketing tool" December 17, 2024 5.0 Levitate has every capability one could hope for in a marketing platform. We get access to tons of social media, blog, email, and all around informational content that we can disseminate to our clients. There's even an option for the content to run through compliance first which is super helpful. Our \[sensitive content hidden\] is amazing, and always helps us when we have questions. Plus, he's learned what our brand stands for, and what type of content we want to provide, and even sets our marketing calendar for us. As a small firm, we just don't have the time or bandwidth for marketing, so this relationship has been absolutely invaluable and we're excited to continue partnering with Levitate for years to come. Pros The content, the excellent hands-on service, our dedicated brand manager, the ease of marketing to clients Cons There have been zero negative experiences Review Source Response from Real Magic December 20, 2024 Ashley, it’s incredible to hear how much Levitate has streamlined your marketing efforts and become such a valuable partner for your firm! 🎉 We’re thrilled that the hands-on service, tailored content, and compliance options have been a perfect fit for your needs. If there’s anything else we can do to make your experience even better, don’t hesitate to reach out—we’re excited to keep supporting your success! AT Allen T. President Financial Services Used the software for: 1-2 years ### "Looking for an Awesome CRM - try Levitate, it works!" December 17, 2024 5.0 It's been a nice addition to keeping in touch with our past, current and prospective clients. Pros Using a CRM that works with you to ensure the content is what you want going to your customers and is 'key' to being 'top of mind' with my customers. Cons I have no cons with Levitate. It was a big step but we quickly found out what we were missing and it takes a huge load off of our plate working with Levitate. Review Source Response from Real Magic December 20, 2024 Wow, what a wonderful review, Allen. Thank you for taking the time to share! We’re thrilled to hear how Levitate has helped you stay connected with your clients and kept your business top of mind...that's always our goal. 😊 If you ever have questions or need further support, we’re here to help! LS Luis S. Chief of Staff Insurance Used the software for: 2+ years ### "Levitate Review" December 18, 2024 4.0 great experience once we got a hold of the product. Pros Levitate has become an integral part of our office processes, impacting client experience and reducing E&O. We can quickly notify our clients of important information and recurring messages that have increase stickiness and retention Cons we had difficulty solving kinks with the integration with AMS, and the learning curve for the automation was a bit difficult. additionally, we are unable to cleanly differentiate between commercial and personal accounts if they share the same email. Alternatives considered [Indio](https://www.capterra.com/p/178007/Indio/) Reason for choosing Levitate Pricing, AMS integration, implementation roadmap. Review Source Response from Real Magic December 20, 2024 Hi Luis, thank you for your detailed review! We’re delighted to hear that Levitate has become a vital part of your office processes, helping to enhance client retention and streamline communications. We appreciate your feedback regarding AMS integration, the learning curve, and account differentiation—it’s valuable insight that helps us improve the platform. If there’s anything we can do to assist with these challenges or further enhance your experience, please don’t hesitate to reach out. Thank you for choosing Levitate and for being a valued customer! Jennifer F. Principal Financial Services Used the software for: 6-12 months ### "Love Levitate!" December 18, 2024 5.0 amazing staff and awesome support. I feel really at ease my content will be very highly quality as well. Pros It is seamless and makes it easy to connect with clients, use social media and communicate. Cons I would like it to connect in with more social media and use other calendars to sync up Review Source Response from Real Magic December 19, 2024 Jennifer, thank you for your wonderful review! We're so glad to hear you're enjoying Levitate and finding it seamless for staying connected with your clients and managing your social media. Your feedback about expanding social integrations is incredibly helpful—we’re always looking for ways to improve. It’s great to know our team and support have made such a positive impact, and we’re excited to keep delivering high-quality content for you. BL Barbara L. Principal..Owner Insurance Used the software for: 2+ years ### "Worth the investment " December 17, 2024 5.0 On a scale of 1-10 I'd say 10, their process are easy. Pros I have been partnering with Levitate for 3yrs years. What they offer is high qualify connections with my agency client base. They keep my agency engaged by 8 -12 week meetings. I believe this lets our clients know we are more than just a premium collection. I recommend their program. Cons I do not have any cons to share, they are professional, creative and engaging. Review Source Response from Real Magic December 20, 2024 Barbara, it’s amazing to hear that you rate Levitate a perfect 10 and have found such value in your 3-year partnership with us! 😊 We’re thrilled that our tools and regular check-ins have helped you maintain meaningful connections with your clients. Thank you for your recommendation and kind words—if there’s ever anything more we can do to support you, just let us know! DJ Daniella J. Marketing Coordinator Non-Profit Organization Management Used the software for: Less than 6 months ### "Friendly people, good service" December 17, 2024 4.0 Great! I like that you're implementing new features, like setting an end date with campaigns. Pros Whenever I have needed help, anyone I spoke with or emailed has been very helpful. Cons HTML formatting can be weird with outlook, so just not the best experience in that regard. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) This switch was made right before I joined the company. From what I heard the analytics were not as good. Review Source Response from Real Magic December 20, 2024 Daniella, we love that you're enjoying the new features like campaign end dates and that our team has been helpful whenever you’ve needed support! 😊 We appreciate your feedback about HTML formatting with Outlook—it’s definitely something we’ll keep in mind as we work on improvements. Thanks for sharing your experience, and let us know if there’s anything else we can do to help! 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.