# Levitate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Levitate the right Email Marketing solution for you? Explore 333 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/211147/Levitate/reviews --- Levitate 4.8 (333) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Levitate Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews SF Susana F Client Relationship ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach feel human, not spammy.“ January 25, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different stages, the grouping functionality feels clunkier than it needs to be.“ January 26, 2026 JC Justin C Financial PlannerFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “My intent was to use it mostly for existing client communications, as I was not planning on growing my business anymore, but the great experience so far is making me consider adding a new service line to my business because I can glimpse how effective marketing it could be using Levitate.“ January 23, 2026 BI Brittany I Personal Lines ManagerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Sometimes we schedule out renewal emails too far in advance, and if someone makes a change or leaves our agency, that email still goes out unless we manually stop it.“ January 23, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected with clients systematically and authentically.“ January 26, 2026 SM Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other insurance-specific criteria.“ January 26, 2026 AM Andrew M AGENT OWNERInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “Our rep at Levitate has been great with content creation and reviewing with us on a quarterly basis to make sure we are reaching our desired marketing focus.“ January 23, 2026 MT Mario T PresidentReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “I have clients that request to be removed at times, and there is no follow-up notice to let them know they've been removed.“ January 23, 2026 ## Showing most helpful reviews Showing 1-25 of 333 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Destiny D. insurance agent Insurance Used the software for: Less than 6 months ### "Levitate Review: Powerful, Easy-to-Use, and Worth It" January 23, 2026 5.0 My experience with Levitate has been excellent. The platform is intuitive, reliable, and packed with tools that make client communication, marketing, and content creation much easier. I especially appreciate the ongoing updates, AI features, and responsive customer support, which make using Levitate both efficient and enjoyable. Pros Levitate is easy to use and saves a lot of time. I really like the AI content creation, the professional email templates, and how everything is in one place. The platform makes it simple to stay in touch with clients in a personalized way, and the customer support team is responsive and helpful. Cons With such a robust set of features, it can take a little time to explore everything Levitate has to offer. That said, the platform continues to add helpful resources and updates that make discovering new tools easier over time. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Yes! I switched to Levitate from another platform, and I’m so glad I did. Levitate is way more intuitive, stylish, and fun to use, and it has all the features I actually need without the extra clutter Review Source Response from Real Magic February 6, 2026 We love this review, Destiny. 🤩 It’s great to hear how intuitive and time-saving the platform has been, especially with AI and content tools. Thank you for choosing Levitate! We’re so glad you made the switch. SS Steven S. Chief Operating Officer Financial Services Used the software for: Less than 6 months ### "Setting the Standard for Client Communication Platforms" January 28, 2026 5.0 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. Alternatives considered [Paladin](https://www.capterra.com/p/175487/Paladin/) Reason for choosing Levitate Recommendation from Magellan. Also, Yasmine did a great job showing us the benefits of using Levitate. 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. Review Source JD John D. Lawyer Law Practice Used the software for: 6-12 months ### "Interesting Concept that Did Not Work " December 4, 2025 2.0 It is an interesting concept that doesn’t work. It is rather expensive and all the emails they send clients are not personalized. Our office used it for a year and had no results. Pros The team was nice and helpful. The AI response to reviews worked well. People appreciate being remembered on their birthdays. Cons It simply did not produce positive results. Keeping in touch with clients, current and past , is important. However, the majority of consumers do not appreciate receiving newsletters and other information emailed to them. Many clients who were fully satisfied with my services requested to be removed from the mailing list. It was very expensive considering the poor results. Review Source CA Cassandra A. VP Communication Non-Profit Organization Management Used the software for: 2+ years ### "Levitate overview" January 23, 2026 4.0 Customer service, overall, has been responsive and working with levitate has been easy and opened doors to functions I needed without using separate services. Pros Ease of use in creating newsletters, surveys and other content. I use most of the features within Levitate every month for marketing our mission and connecting with donors. Cons Levitate has limitations that could be fixed but have not been addressed despite opening tickets. Adding text messages to the content calendar, identifying why text messages fail more than they deliver successfully despite a valid cell number, expanding survey question type to include likert scale questions like google forms. Also, there needs to be a search feature added to the website so our customer can just search for what they want vs click and peck. Donors need to be able to be hidden from certain users view because many are very sensitive about their information being shared with anyone except the main contact etc. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Levitate Custom integrations that were easy and user friendly interface. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) 2022 I needed a better system that was also integrated with a customer friendly website design. Review Source Response from Real Magic February 6, 2026 Thank you for such thoughtful and detailed feedback, Cassandra! We're always looking to improve our platform and your feedback is appreciated. We’re glad Levitate has helped consolidate tools and support your mission-driven work. MC McKinzie C. Office Assistant Events Services Used the software for: 1-2 years ### "Levitate Review" January 28, 2026 5.0 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 SG Sarah G. Marketing Director Legal Services Used the software for: 6-12 months ### "Love Working With Levitate" February 4, 2026 5.0 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 ED Emily D. Office Manager Insurance Used the software for: 1-2 years ### "Levitate works for my team!" February 18, 2026 5.0 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 RC Roseann C. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "So glad we chose Levitate" February 2, 2026 5.0 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 IW Ishaiaih W. OFFICE ASSISTANT Non-Profit Organization Management Used the software for: 6-12 months ### "WORTH THE TRY!" February 4, 2026 4.0 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 MV Michele V. Office Manager Law Practice Used the software for: 1-2 years ### "Levitate is so easy to use and saves time!" February 2, 2026 5.0 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 BN Bill N. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Secretariat Center" January 23, 2026 5.0 It's been excellent--great collaboration. \[sensitive content hidden\] has done a great job of supporting us in our various stakeholder communications. Pros Team is creative, works with us. We are able to schedule marketing and fundraising during the year at key times. Cons Nothing that I can think of. The software is a bit daunting at first, but not too difficult. I found that using Ai doesn't always fit the tone of the desired messaging. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Levitate More flexible in content and scheduling to meet our needs. Review Source Response from Real Magic February 6, 2026 It’s wonderful to hear how collaborative the experience has been and how Levitate supports your stakeholder communications throughout the year. We love working with organizations doing such meaningful work. Thank you for partnering with us, Bill! AS Alex S. Owner and Financial Planner Financial Services Used the software for: 6-12 months ### "Everything in one place" December 18, 2024 5.0 Fantastic. I tell everyone about Levitate. Pros I love all of the different features, their ease of use, and that we get constant support keeping everything up to date with a dedicated support specialist. We are trying to use just about everything including social media, email campaigns, event management, client feedback, texting, and website management. Cons The only things we aren’t using is the appointment management. We wish it was more like calendly, so we haven’t been able to use that. I’d love if the survey were more customizable. Also, we just started using Zocks, but I think that’s totally something Levitate could incorporate. We just love the all in one place feel that Levitate is helping with. Alternatives considered [FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/) Reason for choosing Levitate Not very good website creation. I thought it looked terrible and then we looked at Levitate and they could do websites too, so we were super excited to have everything in one place. Review Source Response from Real Magic December 19, 2024 Thanks for the awesome review, Alex! We love hearing how Levitate is helping you keep everything in one place—that’s exactly the goal! Also, here’s a little secret just for you: customizable surveys are coming soon, so keep an eye out. 😉 Thanks for spreading the word about us—it means so much! Let us know if there’s anything else we can do to make Levitate work even harder for you.  LV Lynn V. Owner Financial Services Used the software for: 2+ years ### "Levitate is a great marketing/CRM system " December 18, 2024 5.0 The team at Levitate is very responsive and helpful in the learning experience, as well as taking suggestions to improve their product and provide a better experience for the end-user.. Pros It’s very easy and user-friendly. Allows you to market to prospects while keeping track of your existing clients as a client relationship management system. They provide great content for social media marketing as well as email marketing. The system allows me to track prospects through the sales process to completion. Cons Some of the search tools are not as robust as I would like. Switched from [Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/) Pipeline was very difficult to use and did not have nearly as many features the Levitate has Review Source Response from Real Magic December 20, 2024 Thank you for your glowing review, Lynn! We’re thrilled to hear that Levitate’s ease of use, helpful team, and robust features have been valuable for your marketing and client management needs. Your feedback about the search tools is greatly appreciated, and we’ll share it with our product team as we continue to make improvements. We’re also glad Levitate has been a better fit for your business than your previous CRM. If there’s ever anything we can do to enhance your experience further, please don’t hesitate to reach out! LO Lewis O. Owner Law Practice Used the software for: 1-2 years ### "Levitate delivers for online marketing!" January 23, 2026 5.0 10/10, I highly recommend for any business owner evaluating social media and drip marketing options. Pros Levitate generates quality, relevant content and makes tracking ROI straightforward. It was easy learn and has been worth the investment. Cons Sometimes the content is too generic and you need to spend time improving it, but generally that hasn't been too much of an issue. Switched from [Scorpion](https://www.capterra.com/p/168728/Scorpion/) Scorpion was expensive and was difficult to manage. Review Source Response from Real Magic January 29, 2026 Lewis, thank you for the enthusiastic recommendation! We’re glad Levitate has helped simplify social and drip marketing while making ROI easier to track. We'll share your feedback with our content team also, as we're always looking for ways to improve. We really appreciate you choosing Levitate and being a customer! TW T.J. W. Venue Coordinator Sports Used the software for: 1-2 years ### "Levitate is a Key Program in our Organization Operation" December 17, 2024 4.0 Overall, Levitate has been a key program that our entire staff uses for marketing and general updates to our members. Pros We can easily access our entire client base and provide email or text update about everything from new products, programs to facility hours. Cons While I love most of Levitate’s features, I have experience various bugs when it comes to sending mass texts. Overall I think this needs to be refined a bit before our organization can fully implement it. Switched from [Canva](https://www.capterra.com/p/168956/Canva/) They simply did not do what they promised and we needed to find a product they filled all of our marketing/ content needs. Review Source Response from Real Magic December 20, 2024 It’s great to hear how integral Levitate has been for your organization’s marketing and communication, T.J.! We’re glad it helps you stay connected with your members through emails and text updates. Your feedback about the texting feature is invaluable, and we’ll work on refining it to better meet your needs. If there’s anything more we can do to enhance your experience, please let us know! 😊 SF Susana F. Client Relationship Manager Insurance Used the software for: 1-2 years ### "A Game-Changer for Client Connection and Follow-Up" January 25, 2026 5.0 My overall experience with Levitate has been extremely positive. It’s one of those platforms that quietly makes you better at what you already do — strengthening client relationships, staying top-of-mind, and communicating with intention Pros What I appreciate the most about Levitate is how effortlessly it elevates client relationship management. The platform feels intuitive from day one, so instead of wrestling with menus or settings, you’re actually working on relationships. The “keep-in-touch” system is extremely smart — subtle reminders, meaningful templates, and helpful automations that make your outreach feel human, not spammy. It keeps everything organized, reduces mental load, and honestly makes you look way more thoughtful and intentional with your clients. It’s the kind of tool that quietly boosts your business — and I’m here for that. Cons The only thing I liked least about Levitate is that there’s a small learning curve with some of the deeper features. The basics are super intuitive, but to really squeeze all the value out of the platform, you need a bit of time to explore and customize. It’s not a deal-breaker at all — once you get familiar, it pays off Review Source KP Kole P. Insurance Agent Insurance Used the software for: 2+ years ### "Extremely pleased! Great for business use" January 23, 2026 5.0 I love Levitate. I use it constantly, every day. Our business relies heavily on email, so its uses for that are incredibly valuable. The AI assistant is helpful in creating email/social media campaigns, as well. Pros I love the ability to track emails read status, as well use for organizing contacts, and creating and sending email campaigns. Cons Just a minor complaint, but I wish we could have multiple email addresses for one contact. For example, we keep husband & wife as one contact, since they're one customer in our eyes. I wish we could have each of their email address, and click to determine which it goes to. Review Source Response from Real Magic March 6, 2026 It’s awesome to hear how central Levitate has become to your daily workflow, Kole! That's exactly what we strive for. We appreciate the feedback about email addresses. You may want to talk to your Success Specialist about our Households feature as an easy way to reach out to one or both people in a household, depending on your communication. We're glad the tools have been so valuable for your business. Thank you for choosing us! SB Saydee B. Events and promotions director Farming Used the software for: 1-2 years ### "Levitate Review " January 24, 2026 4.0 Overall, great experience. Good customer service. User friendly. They are always releasing new features, which is a sign that they are always looking to improve the platform. Pros User friendly. Easy to learn and teach others. Features are easy to find on the platform and easy to learn. Cons Lack of features. Mostly that you can’t embed a video into a newsletter. Sometimes it seems like the platform glitches, which makes it hard, but we have always been able to get through. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Cost, features that weren’t available on CC Review Source CP Christine P. Office Administrator Accounting Used the software for: 1-2 years ### "Clients read our emails and we don't have to do much to have that happen!" January 23, 2026 4.0 We enjoy Levitate when we send out bulk messages to clients and get a large number of responses. For some reason, they actually READ our emails! Pros That the emails look like they are coming from us personally, and not a bulk service. It was easy to learn how to use and a great way to market ourselves. Our clients enjoy our holiday and birthday check ins, and I love the affordability of Levitate. Cons I don't like that I can't see lists by last name, but rather, first names. Sorting our database isn't the easiest, but we have learned to work around it. Review Source Response from Real Magic February 6, 2026 We love hearing that your clients are actually reading your emails. Making messages feel personal is exactly the goal! Thank you for being a Levitate customer, Christine, and for sharing such helpful feedback regarding the contact list view. SN Shannon N. Administrative assistant Insurance Used the software for: 2+ years ### "Levitate is awesome!" January 26, 2026 5.0 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 KI Kegan I. President Non-Profit Organization Management Used the software for: 1-2 years ### "Levitate is a non-profits best friend!" January 23, 2026 5.0 We have been very happy with Levitate. We use it for our non-profit animal shelter and spay/neuter clinic to track customer satisfaction, follow up with additional services and to target donors. Pros We like to be able to import contacts from multiple sources and be able to add tags to reach different types of contacts for multiple purposes. Cons The learning curve is the worst part. It takes time to figure it out but once you do, its really easy to use. Review Source Response from Real Magic March 6, 2026 We love hearing how Levitate supports your nonprofit’s outreach and donor engagement, Kegan! We appreciate your honesty about the learning curve and are glad it’s paying off. We're always here to help - reach out any time! AGP Anna Grace P. Customer Service Representative Insurance Used the software for: 6-12 months ### "Levitate is Fantastic!" January 23, 2026 5.0 I am pretty satisfied with our time with Levitate. It has become easy to use and such a simple way to keep in touch with all of our clients. It keeps our social media active with a few minutes of scheduling posts, and I love being able to schedule everything one day of the week and not worry about it the rest. It has made keeping a personal touch with clients the easiest part of my job. Pros I love the ability to automatically communicate with all my customers. It gives a quick ability to check in and make that person connection with just a simple email. Cons There is a bit of a learning curve. I was a little hesitant and didn't use many features at first (and didn't really know how), but with Levitate Zoom calls they answered any questions I had and showed us all how to use these amazing features. Review Source Response from Real Magic February 6, 2026 We love how you described this, Anna Grace. Scheduling once and staying connected all week is exactly the kind of ease we want to deliver! Thank you for being a customer. We’re so glad Levitate has made keeping that personal touch the easiest part of your job. NH Nathan H. Principal Insurance Used the software for: 1-2 years ### "Highly recommend " January 24, 2026 5.0 My experience primarily with \[sensitive content hidden\] has been great. He does a great job explaining things but does not push. Pros Levitate has helped me grow my business in the way i am comfortable. Not using hard sales techniques, follow up is very good. Cons The Levitate platform is a little busy. If you are not in it every day it is a little hard to navigate Review Source BS Britney S. Insurance agent Insurance Used the software for: 1-2 years ### "Excellent marketing platform" January 23, 2026 5.0 Levitate has helped us keep in touch with our current clients, bring back old clients due to great marketing. We streamline relationships with our clients saving time. Pros How easy the platform is to use. It makes it so simple to get the work out to our clients and saves time. Cons Sometimes the website slows down or I am unable to make an update to a contact. However the levitate team is so great with getting any issues resolved in a timely manner. Review Source Response from Real Magic February 6, 2026 We’re glad Levitate has helped you reconnect with past clients and streamline relationships, Britney! That's what we strive for. Saving time while staying connected is a big win. Thank you for choosing Levitate! 😊 AK April K. Legal Assistant Law Practice Used the software for: 6-12 months ### "Marketing Automation for the Win" January 23, 2026 5.0 Working with Levitate has provided us with an easy way to consistently and directly engage with past clients, as well as maintain an active online presence with both social media and web-based marketing. Pros Working with Levitate's sales, support, and customer service teams has been an absolute pleasure. Each interaction with Levitate's personnel has been nothing short of excellent whether its training on the platform, answering questions, providing helpful tips, or collecting data. Cons I believe the lack of integration with case management system FileVine leaves some room for improvement. Without the integration, we aren't able to take advantage of the full scope of process automation which Levitate supports, due to manual data collection and reconciliation. Review Source Response from Real Magic February 6, 2026 We’re so glad Levitate has helped you stay consistently connected with past clients while keeping your online presence active. It also means a lot to hear such positive feedback about our sales and support teams. Thank you for partnering with us, April. We look forward to many more years of success! Talk to a Capterra advisor for free and get results within 15 minutes.