LevitateReal Magic
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Related Products
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About
Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.
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About
With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Levitate is best suited for small businesses, professional services firms, nonprofits, financial advisors, law firms, agencies, relationship-driven teams, marketers, customer engagement teams, and organizations that need email marketing, social media scheduling, texting, handwritten cards, review generation, surveys, websites, AI content assistance, and dedicated marketing support
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Audience
Insurance agencies in need of a Referral solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$150 per month
Billed annually
Free Version
Free Trial
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Pricing
$2 per employee per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationReal Magic
United States
levitate.ai
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Company InformationRocket Referrals
Founded: 2013
United States
www.rocketreferrals.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Referral Features
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management
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Integrations
Zapier
8am MyCase
Adwerx
Axis LMS
Clio
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
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Integrations
Zapier
8am MyCase
Adwerx
Axis LMS
Clio
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
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