# Page 4 | Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Levitate the right Email Marketing 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) 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 March 13th, 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 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! 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! 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. AB Andrew B. Managing Attorney Law Practice Used the software for: 1-2 years ### "Outstanding Partner for Law Firm" January 23, 2026 5.0 Outstanding product -- very pleased to partner with this company! It's features are more comprehensive than those I use, but it truly delivers excellent value. Pros Ability to email groups of clients on distinct matters directly relating to their cases, and the ability to do social media posts Cons It's not the most compact and accessible user interface. Also, the previews don't always fully reflect how the social media post appears once it's posted. Review Source Response from Real Magic January 28, 2026 We’re glad the platform has delivered strong value for your firm and supported your client communications, Andrew. We truly appreciate the opportunity to work with you! Thank you for partnering with Levitate and sharing your feedback. 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 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! 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! 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! 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! 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! JF Jane F. Customer Service Representative Insurance Used the software for: Less than 6 months ### "Effortless Marketing and Client Communication" January 23, 2026 5.0 Our experience with Levitate has been excellent, marketing and client outreach are simple, professional, and time-saving. Pros Levitate saves us time by handling email blasts and social posts, keeping our marketing professional and consistent. Cons Sometimes customizing posts or emails can be a bit limited, but overall the platform is very helpful. Review Source Response from Real Magic January 29, 2026 We love hearing that marketing and outreach have felt effortless and time saving, Jane. 🙂 That’s exactly what we aim to deliver. We appreciate your feedback about the limitations around customizing posts and emails and will share with the team. Thank you for being a Levitate customer! 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! 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! 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! 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 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! 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. VR Verified Reviewer Public Relations Specialist Insurance Used the software for: Less than 6 months ### "Levitate - New User Review " December 17, 2024 5.0 As I am currently onboarding in my new position, Levitate has proven in a short amount of time to be an asset to help streamline getting to know our clients and learn new ideas for marketing campaigns. Customer support has been very helpful and responsive, including customizable logos for social media. I am looking forward to seeing all the potential Levitate has to offer and working with them to further our business objectives. Pros I have only been using Levitate for the past few weeks, but it has greatly improved my ability to onboard with my new position and get to know our client base with ease. Customer support has shown to be prompt and effective and I am already looking forward to diving deeper into all it has to offer to support our overall objective. Cons I have not experienced any negatives at this time. Review Source Response from Real Magic December 19, 2024 Thank you for sharing your experience, and welcome to Levitate! We’re so excited to have you on board and thrilled to hear that Levitate is already making your onboarding process smoother and helping you connect with your client base. It’s great to know our customer support team has been helpful—they’re always here to assist as you dive deeper into the platform. We’re looking forward to supporting you and seeing all the ways Levitate can help you achieve your business goals! Hunter E. Owner Insurance Used the software for: 6-12 months ### "Southern Insurance Professionals LLC" December 18, 2024 5.0 We have received a great response from our client database since using levitate and our social media presence has increased exponentially. Pros I love how Levitate syncs with our agency management system and the simplicity of using the content generated by the Levitate team. Cons Not many negatives about this service, it's great! Review Source Response from Real Magic December 19, 2024 Thank you, Hunter, for sharing your experience! It’s incredible to hear how Levitate has helped streamline your processes and amplify your social media presence. We love knowing that you’re seeing such great engagement from your clients—it’s exactly why we do what we do. If there’s ever anything we can do to enhance your experience even further, don’t hesitate to reach out. We’re here for you every step of the way! 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 Talk to a Capterra advisor for free and get results within 15 minutes.