# Levitate Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Levitate Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more. Source: https://www.capterra.com/p/211147/Levitate --- # Levitate Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Levitate ## What is Levitate? Founded in 2017 by ShareFile creator Jesse Lipson, Levitate helps small businesses focus on what they do best: build relationships. Our pioneering approach to keep-in-touch marketing and client happiness leverages personal, authentic communication through an AI-driven platform to keep your business top of mind. Easily send top-performing email templates, client surveys, texts, set up email automations, social media posts, and more -- all with a dedicated success specialist by your side. ## What is Levitate used for? [Email Marketing](https://www.capterra.com/email-marketing-software/)[Content Marketing](https://www.capterra.com/content-marketing-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 333 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 1% Starting price $349 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Email Marketing / 2026 Our "Best of" badge program showcases products with the highest ratings... - Content Marketing / 2025 Our "Best of" badge program showcases products with the highest ratings... Do you work for Levitate?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://levitate.ai&name=Levitate) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Levitate 4.8 (333) VS. [4.6 (3,477)](https://www.capterra.com/p/132996/brevo/reviews/) Starting Price $349 Flat Rate, Per Month Starting Price $9 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (333) Ease Of Use 4.6 (13,381) Value For Money 4.6 (327) Value For Money 4.5 (10,137) Customer Service 4.9 (332) Customer Service 4.5 (9,927) ## Levitate alternatives [4.3 (2,926)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.7 (836)](https://www.capterra.com/p/153508/Omnisend/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (6,235)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (655)](https://www.capterra.com/p/147415/EmailOctopus/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/211147/Levitate/alternatives/) ## FAQs about Levitate Overview ### What problems does Levitate solve? Levitate helps teams solve inconsistent client follow-up, time-consuming content creation, and impersonal mass emailing by automating personalized email, social, text, and reminder workflows. Insurance agencies, small businesses, nonprofits, and sales teams use it to keep prospects and clients engaged, manage touchpoints, and reduce manual campaign work across CRM-connected communication. Answer based on 226 reviews Overview ### Which roles and teams benefit most from Levitate? Levitate is most used by business owners, presidents, and other executives who want to strengthen client relationships and drive referrals through consistent outreach. Office managers, administrative staff, and marketing teams use it to automate follow-ups, newsletters, and contact organization, while advisors, attorneys, agents, and brokers use it to maintain personalized communication at scale. Answer based on 333 reviews Overview ### What company size and industries is Levitate built for? Levitate is built for small businesses, with 100% of reviewers coming from that segment, especially insurance firms at 53%. It also serves financial services at 17% and law practices at 9%, aligning with businesses that depend on relationships and word-of-mouth marketing, often for email marketing. Answer based on 333 reviews Features and Usability ### What are the key features of Levitate? Levitate includes core email marketing features like email campaigns, automated email sequences, and contact segmentation with tags and personalization. Differentiating features include scheduled social media posting, CRM integrations, content and template libraries, email tracking with campaign analytics, and workflow automation for recurring client communication. Answer based on 126 reviews Overview ### How well does Levitate help with client communication? Levitate helps teams stay in touch with clients consistently without making messages feel like bulk marketing. It supports reminders, templates, segmentation, and outreach that feels personal, which appeals to insurance agencies and relationship-driven businesses. Some users find grouping, account context, and sync issues harder to manage in more complex client databases. Answer based on 78 reviews Integrations ### Which third-party tools and platforms does Levitate integrate with? Levitate integrates with Clio, HawkSoft CMS, EZLynx, Wealthbox, Gmail, Microsoft Outlook, Redtail CRM, and Google Calendar. It also connects with Microsoft Excel imports, Google Drive, Instagram, RingEX, AgencyBloc AMS+, QuickBooks Online, Salesforce Platform, and Zapier across CRM, email, scheduling, social, and accounting workflows. Answer based on 83 reviews Getting Started and Support ### How easy is it to onboard and train a team on Levitate? Levitate is generally easy to onboard for everyday users, with live online sessions, webinars, videos, and documentation giving teams a clear starting point. Reviewers say basic tasks are intuitive, while admins, advisors, and less technical users may need more time for integrations, automation, scheduling, tagging, and deeper customization. Answer based on 21 reviews Getting Started and Support ### What customer support options does Levitate offer, and how do users rate the experience? Levitate offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as responsive, helpful, and hands-on during onboarding and ongoing use, with regular check-ins and dedicated reps. A few mention glitches, confusing areas, and occasional difficulty getting immediate live help. Answer based on 126 reviews Features and Usability ### How good is Levitate for email marketing? Levitate makes email marketing easy for small business and agency teams that want personal-looking outreach at scale. It offers ready-made templates, AI writing help, tagging, automation, and campaign tracking. Some users want deeper customization, easier template management, and fewer sending limits for very large contact databases. Answer based on 81 reviews ## Who uses Levitate? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 217 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 217 reviews Administrative 28% Administrative 28% Sales & Business Development 18% Marketing 13% Legal 9% Others 32% Top industries Based on 217 reviews Insurance 47% Financial Services 21% Non-Profit Organization Management 14% Law Practice 12% Other 6% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Email Campaign Management 4.8 (182) 90.11% of 182 reviewers that rated this feature as important or highly important It gives you tools to send, automate, and personalize emails to clients. Users think campaign management is intuitive, helps maintain regular contact, and allows segmentation, though some wish template access was easier and note occasional unwanted client replies. Template Management 4.6 (154) 83.12% of 154 reviewers that rated this feature as important or highly important It helps you access, customize, and organize a wide variety of templates for different needs. Some reviewers find the customizable templates save time and keep messaging consistent, though others wish for better template organization and more advanced customization options. Campaign Scheduling 4.8 (136) 91.18% of 136 reviewers that rated this feature as important or highly important Levitate offers flexible scheduling for emails and social posts, letting you plan content months in advance. Reviewers appreciate the time-saving automation, ease of use, and ability to batch schedule, though some wish for more font options and video support for social media. Customizable Branding 4.6 (102) 88.24% of 102 reviewers that rated this feature as important or highly important You can tailor emails with your logo, colors, and personal touches so communications look authentic. Reviewers appreciate how this helps reinforce their brand identity and professionalism, making messages appear as if sent directly from their own desk. Engagement Tracking 4.8 (101) 80.20% of 101 reviewers that rated this feature as important or highly important With this capability, you can easily monitor who opens, clicks, and responds to your emails or posts. Reviewers appreciate how it helps them verify client engagement, refine content, and demonstrate communication effectiveness, especially for client follow-up and reporting. Contact Management 4.6 (112) 91.07% of 112 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Levitate 52 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Manage the process of evaluating documents or requests submitted for approval Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Create and automatically send premade copy in response to customer messages Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Levitate offers flexible scheduling for emails and social posts, letting you plan content months in advance. Reviewers appreciate the time-saving automation, ease of use, and ability to batch schedule, though some wish for more font options and video support for social media. Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Organize and group data or items based on various criteria Track the amount of clicks on individual products to measure campaign results Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback You can tailor emails with your logo, colors, and personal touches so communications look authentic. Reviewers appreciate how this helps reinforce their brand identity and professionalism, making messages appear as if sent directly from their own desk. Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience It gives you tools to send, automate, and personalize emails to clients. Users think campaign management is intuitive, helps maintain regular contact, and allows segmentation, though some wish template access was easier and note occasional unwanted client replies. Create and send email blasts/campaigns Set up automated email sequences to streamline outreach and engage leads/contacts Track delivered, received, and opened emails With this capability, you can easily monitor who opens, clicks, and responds to your emails or posts. Reviewers appreciate how it helps them verify client engagement, refine content, and demonstrate communication effectiveness, especially for client follow-up and reporting. Predefined actions automatically performed on the occurance of specific events Find & retrieve relevant data or documents Use AI to generate content in the form of text, images, videos, etc. Add, edit, and manipulate HTML code directly Store and manage images Manage contacts across multiple mailing lists Optimize content to ensure it is easily accessible for mobile users Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Adjust communications based on previous interactions or personal preferences Preview materials before finalizing projects Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Control and schedule the publication of content across various channels Analyze and gain insights into data in real-time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Add or remove subscribers from mailing lists Attach digital tags to documents and assets for identification, search, or monitoring purposes It helps you access, customize, and organize a wide variety of templates for different needs. Some reviewers find the customizable templates save time and keep messaging consistent, though others wish for better template organization and more advanced customization options. Set up connections to third-party platforms to improve business processes Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (333) 4.7 Based on 333 reviews ## Pricing Value for money 4.6 (327) Free Trial Client Happiness Advanced $349.00 Flat Rate,Per Month Value for money 4.6 (327) 4.6 Based on 327 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Clio](https://www.capterra.com/p/105428/Clio/)[ DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)[ 8am MyCase](https://www.capterra.com/p/115613/MyCase/)[ PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (332) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (332) 4.9 Based on 332 reviews ## User reviews Overall rating 4.8 Based on 333 reviews Filter by rating 5(289) 4(36) 3(5) 2(2) 1(1) Mentioned topic Sorted by most recent ED Emily D. Office Manager Insurance ### "Levitate works for my team!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 18, 2026 Getting started was slow but now we love several of the features the system offers without having to manually oversee daily. Pros I love the automation features in Levitate. My team never have to worry about missing things and customers can schedule appointments with our team for any of their needs. Cons There was not a lot of training when we took over from another agency so it took some time to learn the system. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Sarah G. Marketing Director Legal Services ### "Love Working With Levitate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 4, 2026 I handle sending out the newsletters, emails and social media for the firm. It is so quick to login to Levitate and post something on all social media at once and there are many email templates to choose from. Plus, our rep sets up campaigns for us and all I have to do is login and approve them. Pros I love the content creation and east to email past and previous clients. It also asks our clients for reviews when their case closes and only asks them to add a review to Google if they put 5 stars. Cons It should be easier to customize captions on linked in vs facebook vs instagram. Instagram prefers shorter captions and linked in should sound more formal. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IW Ishaiaih W. OFFICE ASSISTANT Non-Profit Organization Management ### "WORTH THE TRY!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 4, 2026 I like it its cool, but with most people wanting texts I gravitate towards free platforms. With our specific company, we have seniors that don't even use the internet at all! Pros I like the templates and how AI is incorporated to make it easier. Then sending is easy once you have everyone's info entered and grouped. I like the grouping feature. Cons The texting feature is not included. Most people text and usually don't look at their emails so for this reason the texting feature should be free. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RC Roseann C. CEO Non-Profit Organization Management ### "So glad we chose Levitate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2026 The onboarding process and information was given over several calls/zoom meetings. It made learning and navigating stress free. Pros I can't say enough good things about Levitate. For years I've been looking for some relief in managing our social media and email platforms. We are very small, and the time it has save to put out a quality email, letter or social media post has helped tremendously. Totally recommend Levitate. Scheduling out all the posts for a couple moths, especially during the holidays was a game changer. Cons No issues. Every thing went smooth. Their ideas helped create some great social media posts. I hope the price stays consistent and we can afford to keep going with Levitate. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MV Michele V. Office Manager Law Practice ### "Levitate is so easy to use and saves time!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2026 I love Levitate! It is very user friendly and the customer success specialist is so helpful! I like how it does the work for you. Pros The content calendar is my favorite feature of Levitate. I love how you can upload posts to multiple social media platforms at the same time, and how you can schedule the posts up to 3 month Cons We use CasePeer as our Case Management Software and Levitate does not integrate with CasePeer, so the new client contacts added to CasePeer do not automatically upload to Levitate for the automations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Steven S. Chief Operating Officer Financial Services ### "Setting the Standard for Client Communication Platforms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2026 Levitate has been an excellent addition to our business. Implementation was smooth, the support team has been incredibly responsive, and based on our experience with other systems, this is easily the most effective platform we’ve used. Pros Levitate has been fantastic and we are super excited about the possibilities! Onboarding was a breeze and the ongoing support has been extraordinary. Having used other platforms in the past, I can unequivocally say that Levitate is the best!! Cons Nothing to see here! Levitate has exceeded our expectations with respect to every aspect of implementation and ease of use. Switched from [Snappy POS](https://www.capterra.com/p/246436/Snappy/) We did not see any traction after a year. Levitate was recommended to us by Magellan Financial. Alternatives considered [Paladin](https://www.capterra.com/p/175487/Paladin/) Reasons for choosing Levitate Recommendation from Magellan. Also, Yasmine did a great job showing us the benefits of using Levitate. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC McKinzie C. Office Assistant Events Services ### "Levitate Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 28, 2026 Since i got hired on my job the first thing i was able to learn was levitate, i use so all day and for so many things. It really makes my life so much easier. Pros Everything about Levitate is literally the best, there isn't one thing i would change. It's so user friendly and just simple! Cons Right now, I don't have anything negative about Levitate. It really is so easy to learn and understand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BF Brandie F. Marketing Strategist Financial Services ### "Meh...it's growing on me" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 January 26, 2026 Overall, Levitate helps us achieve our goal of getting our clients to open our emails. The sales pitch to us was great. The ease of use hasn't been wonderful. The onboarding and check-ins are beneficial but I find myself not wanting to use Levitate because it takes me longer to create automations than I feel like it should. Pros Our email open and click rates looks fantastic compared to service providers. It is doing the job... Cons Analytics has not met my expectations. I only see high-level, basic data found only in the reports dashboard. Exporting a report is disappointing. There's no data in it. I'd like to run a report on my newsletter emails as a whole campaign or a single email report with data, not contacts. I need metrics like average open rate, bounce rates, unsubscribe rates, average click rate, email list health, etc. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Needed a way to reach inboxes. The boss urged the change. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SN Shannon N. Administrative assistant Insurance ### "Levitate is awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 26, 2026 Since I started using the tool it's been great. It's so user friendly so I don't have to spend a ton of time in it. Pros Its easy to navigate. My contact representative is also super helpful and makes it easy for us to use. Cons I cannot think of something I like least about the system. Every time I use the tool it simple to use. Never had any major issues and if I cannot figure it out then I reach out to my contact person who has been super helpful. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SC Steven C. President Insurance ### "Why I love Levitate" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2026 I think it is a great vehicle for reaching out to my clients through out the year and hope to get even more proficient at it this year. My account rep, \[sensitive content hidden\] is the best and helps me whenever I need it. \[sensitive content hidden\] keeps in touch with me every quarter to make sure my touch points with customers are up to date and relevant. I couldn't be more happy with the service. Pros Ease of reaching my entire client list with timely and constant messaging through email and social media Cons Sometimes tough to figure out how to send a message. And with my busy schedule, it is sometimes difficult to reach out to my account rep. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/211147/Levitate/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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