Levitate

Levitate

Real Magic
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Insurance agencies in need of a Referral solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Billed annually
Free Version
Free Trial

Pricing

$2 per employee per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Real Magic
United States
levitate.ai

Company Information

Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com

Alternatives

Alternatives

Categories

Categories

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

Integrations

Zapier
8am MyCase
Adwerx
Axis LMS
Clio
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Wufoo
Zillow
iHOUSEweb
realtor.com

Integrations

Zapier
8am MyCase
Adwerx
Axis LMS
Clio
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Wufoo
Zillow
iHOUSEweb
realtor.com
Claim Levitate and update features and information
Claim Levitate and update features and information
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