Levitate

Levitate is a marketing platform that aims to assist relationship-based businesses in their growth through engaging and meaningful outreach. According to the vendor, Levitate allows businesses to send personalized emails at scale, simplifies social media management with ready-made posts, facilitates personalized texting to deepen relationships, enables easy calendar sharing and meeting booking, offers a unique feature of sending handwritten cards to clients, helps boost client happiness scores and generate reviews, and provides a suite of tools for content planning support, marketing coaching, contact management, customized reminders, and marketing automation. The platform is suitable for businesses of all sizes, including insurance agencies, financial advisors, accounting firms, nonprofit organizations, mortgage brokers, and real estate agents, among others.

Key Features

Personal-feeling emails, sent at scale: According to the vendor, Levitate provides businesses with the ability to send personalized emails at scale, allowing for more authentic and personalized engagement. Users can choose from pre-written content templates or create their own content to send personalized emails to their contacts.

Simplify social media with ready-made posts: Levitate aims to simplify social media management by offering ready-made posts tailored to different industries. Users can schedule and post content to multiple social media platforms directly from the Levitate platform.

Deepen relationships with personalized texting: The vendor claims that Levitate enables users to deepen their relationships through personalized texting. Users can easily send personalized text messages to their contacts, including clients, donors, colleagues, referral sources, prospects, and volunteers.

Easily share calendar and book meetings: Levitate provides a meeting booking feature that allows users to easily share their calendar and book meetings. According to the vendor, this feature eliminates the need for back-and-forth emails by providing a convenient way to share availability and schedule meetings.

Your words, handwritten (by robots 🤖): Levitate offers a unique feature that allows users to send handwritten cards to their contacts. The platform uses robots to handwrite personalized cards, aiming to create a personal touch and make clients feel appreciated.

Boost Client Happiness Score™ and generate reviews: According to the vendor, Levitate helps businesses boost their Client Happiness Score™ and generate positive reviews. The platform offers a survey feature to gauge client satisfaction and collect feedback, which can be used to improve services and enhance client relationships.

Content planning support and marketing coaching: Levitate provides tools and support for content planning and marketing coaching. According to the vendor, users can receive personalized content recommendations and guidance to enhance their relationship marketing efforts.

Remember key facts and dates about contacts: Levitate helps users manage their contacts by remembering key facts and dates about each contact. According to the vendor, this feature aims to assist users in staying informed and maintaining meaningful connections.

Set up customized reminders to reach out: The vendor states that Levitate allows users to set up customized reminders to reach out to contacts on important occasions or milestones. This feature ensures that users do not miss any important opportunities for engagement.

Automation features to streamline marketing processes: Levitate offers automation features to streamline marketing processes and save time. According to the vendor, users can automate repetitive tasks such as sending follow-up emails or scheduling social media posts, allowing them to focus on building relationships and growing their business.