Levitate Integrations

DonorPerfect is the nonprofit platform that makes it easy to do good. In a single system, development teams can make better decisions, build meaningful connections, and boost revenue by 25% in the first year. From solicitation to stewardship, DonorPerfect is known for its simple tools that drive community impact. Any size organization can manage contacts, automate tasks, analyze trends, measure progress, and share updates—all from one reliable source, and with top-rated support. Trusted by 75,000 nonprofit professionals, DonorPerfect makes it easy to do good. From sustaining your mission to simplifying daily tasks, DonorPerfect provides an all-in-one system for fundraising success, support, and sustainability. Out of the box, DonorPerfect includes powerful features like Constant Contact email marketing, advanced custom reporting, and automated donor management, allowing nonprofits to make informed decisions and meaningful connections.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Zillow is the leading real estate and rental marketplace dedicated to empowering consumers with data, inspiration and knowledge around the place they call home, and connecting them with the best local professionals who can help. Zillow serves the full lifecycle of owning and living in a home: buying, selling, renting, financing, remodeling and more. It starts with Zillow's living database of more than 110 million U.S. homes - including homes for sale, homes for rent and homes not currently on the market, as well as Zestimate home values, Rent Zestimates and other home-related information. Zillow operates the most popular suite of mobile real estate apps, with more than two dozen apps across all major platforms.

Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.

The #1 Open House Lead Generation System. As the industry’s top end-to-end open house lead generation system, Spacio provides the resources, tools and integrations you need to succeed. Our solution provides real estate professionals with a system to capture every high quality lead, resources to run better open house, and the assurance that no opportunity with slip through the cracks. Efficient and quick lead generation. Never miss an opportunity to capture a lead by digitally collecting visitors contact information on our app. Automated emails for 100% follow up with leads. Integrates directly with CRM after each open house for supercharged lead qualification and nurture. Make data-driven decisions on marketing spend and sales strategies. Generate beautiful seller reports to keep clients in the loop after an open house. Gain powerful social insights on verified contacts in real time to help facilitate in-person relationship building during an open house.

Leverage your MLS data and rank for local search engine keywords using our dynamic Saved Search landing pages. As new homes are added to your MLS, your landing pages update themselves so your content is always fresh and relevant. We've even adopted Google's AMP (Accelerated Mobile Page) technology to help you rank higher for mobile searches. Capture seller leads with Market Report search forms and Market Report landing pages! Market Report search forms draw sellers into your lead funnel, and Market Report pages are configured to prompt them to register! Even your listing details pages are enhanced with Market Report data, as yet another entry point to your seller lead funnel. Want to freshen up your homepage? Need to add a new page? Have a new agent to add to your website's roster? Simply call, email or schedule an appointment with our Elite Service® Team, and we'll take care of these changes for you.

Never lose another real estate lead. Automatically import and distribute leads. From 200+ sources. Turn leads into clients with always-on follow up that tells agents who to call, when. Instantly assign leads to agents, respond to new leads and send notifications and reminders to agents. New leads and inbound calls from listings or your website flow in and are automatically put into Action Plans. Emails and texts automatically go out, making speed to lead instant. Log in and click the "tasks" button. See the tasks for the day, and start checking them off, one by one (No guessing required). Then respond to all your emails, missed calls, texts and voicemails in one central spot. Review lists of active clients, pending clients and top clients. Pinpoint the ones that need contact. Text them. Go to lunch. Between appointments and showings, respond to push notifications, send texts, make contact notes and redistribute leads to others.

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.

For years, millions of home shoppers have turned to realtor.com® to find their dream home. Operated by Move, Inc., realtor.com® offers a comprehensive list of for-sale properties, as well as the information and tools to make informed real estate decisions. Today, more than ever, realtor.com® is The Home of Home Search℠. Realtor.com® also offers homeowners a bevy of useful tools and resources through the My Home℠ dashboard. My Home℠ dashboard allows property owners to manage their home like the important investment it is by tracking their home’s value over time, researching and managing home improvements, and scouting other similar properties in the neighborhood.

LoopNet is the most visited commercial real estate marketplace, covering For Sale and For Lease properties across all commercial property categories. LoopNet helps investors and tenants find the perfect property or space for their next investment or business. Whether it’s an office with a view, a high-traffic location for a new restaurant, a turn-key multifamily property for investment portfolios or land for new development, we have you covered. Our intuitive search helps you get to the information that matters most and allows you to get an in-depth look at prospective properties or spaces through property and neighborhood videos, high-def photos, and listing details and financials.You can search properties or spaces, track your favorites, quickly contact the broker, and set up alerts for new properties as well as get updates on specific properties you are interested in.

Join 200,000+ customers and 150+ enterprises using Adwerx to reach customers online and through streaming TV. Create and launch personalized brand ads automatically across streaming TV, social media and premium websites. Recruit and retain talent with a platform that grows individual producers' business by 35% and reduces employee turnover by 42%. Tailor the platform for your audience, message, and brand standards using local, hyper-targeted ads. Talk with our team to customize ads, set up campaigns, and develop a marketing strategy designed to achieve your goals. Custom-audience, web retargeting, and hyperlocal geo-targeting keep your brand top-of-mind where it matters most. Producers are empowered to promote their personal brands with compliant, brand-locked, ad templates. We understand that great customer support goes beyond troubleshooting. Our teams are dedicated to helping you succeed with our services, and they’re also incredibly real people.