Levitate Logo

Levitate combines AI-powered software with dedicated content specialists to help you build real relationships with your network. Levitate makes it easy for businesses to stay in touch with their clients.

91% Genius Score
Levitate Logo

Starting Price


Featured in

Levitate Facts

Pricing ModelSubscriber based
Free TrialYes
Free VersionYes

review new │ Levitate Overview

In today’s digital world, it is easier than ever to build meaningful relationships. With the help of artificial intelligence and machine learning, there are many ways to make business communications a lot simpler. 

Email marketing, in particular, has been evolving at a much faster pace, as many software companies continue to invest in developing email programs and applications that can help businesses reach their target audience more effectively.

Levitate is a powerful tool that can help you find new prospects and build stronger relationships with existing clients. The platform is designed to help you keep your inbox organized and up-to-date, and then deliver the right message at the right time. 

Whether you’re looking for new leads to boost your sales or want to market your brand to a wider audience, Levitate makes it easy to communicate with the people who matter.

Levitate – Best for SMEsLevitate is perfect for small to medium sized business owners who want to build their customer base and boost personal connections through email marketing.

pros and cons new │ Levitate Pros and Cons

Before we dive deep into what you’ll get with a Levitate subscription, let’s take a quick look at some of its pros and cons to give you a bird’s eye view of the service and its features. 

Levitate Pros

tick new Great Email Blast Tool

Levitate is a software that allows you to create, send, schedule, track, and manage all your email blasts. It lets you create highly effective emails that increase engagement with your customers and prospects.

tick new Provides Personalized Emails 

The idea behind the Levitate platform is very simple: by giving a personal touch to every email that you send out, you will be able to build better connections with your clients and prospects. 

tick new State-of-the-Art Contact Management System (CMS)

It’s important for any size business to have an effective contact management system in place. It can be hard to keep track of all the different ways in which you communicate with your customers but Levitate allows you to organize, manage, and automate your email marketing campaigns. 

tick new Excellent Customer Service Support

Levitate is known for its exceptional customer service. Their customer support team is available from Monday to Friday, 8:30 AM – 5:00 PM EST. You can reach out to a Levitate customer representative by calling 888-253-7050 or sending an email at  [email protected].

Levitate Cons

cons new Limited Emails Per Day

With Levitate, you are only able to send 500 emails a day. Email marketing is crucial for building long-lasting relationships with your customers, so if you have a huge email list and want to send lots of emails to keep them engaged, this is not the program for you. 

cons new Limited Email Templates Available

There are only limited email templates available in Levitate. This means that you will have to create your own email campaigns from scratch. This is quite limiting, especially if you need to compose a lot of different types of emails on a daily basis.

cons new Complex Initial Setup

The initial setup of Levitate is a bit tricky. It is not as easy as other email marketing software out there. But, the good news is that you’ll be assigned a success manager not only during the setup process, but also for the entire lifetime of your account. 

cons new Occasional Glitches

Levitate is mostly reliable but there are times when you might experience slow loading times and bugs in the system. The Levitate team continuously works on fixing these issues and making sure that they do not occur again.

Levitate AdvantagesLevitate Disadvantages
plus new It provides a great email blast feature.minus new 500 email limitations per day.
plus new Enables you to personalize email marketing campaigns.minus new Email templates are not that extensive.
plus new Cutting-edge Contact Management System (CMS).minus new The initial set-up can be confusing.
plus new Exceptional customer support.minus new Slow loading times and glitches every once in a while.

Levitate Logo

Try Out Levitate Now

If you are looking for a sophisticated, advanced email marketing platform, Levitate is perfect for you. Levitate enables businesses to connect with their customers on a more personal level than just sending a generic email.

what new │ What is Levitate?

Levitate is a platform that helps small businesses focus on what they do best — building relationships. Established by ShareFile founder Jesse Lipson, Levitate was launched in 2017 to help businesses grow and succeed through effective email marketing. 

The company’s pioneering approach to “Keep-In-Touch Marketing” leverages personal, authentic communication through an AI-driven platform that enables brands to establish a strong connection with their customers and potential buyers.

The beauty of Levitate is to create engaging email templates, send scheduled emails, track your email marketing campaigns, add calls to action, and more – all from a single dashboard. This is the perfect way to connect with your customers in a more personal way as well as automate repetitive email marketing tasks that would otherwise be time consuming. 

Levitate is built specifically for content writers, marketers, and entrepreneurs who want to leverage the power of email marketing to grow and scale their business. 

point new Overall Rating4.5/5.0
point new FunctionalityLevitate is primarily designed to help companies of all sizes build their customer base in no time through personalized email marketing. 
point new Top Feature for BusinessesLevitate is an all in one platform that makes it easy for brands to customize their email campaigns, drive referrals, and promote brand awareness. 
point new Site PerformanceGenerally speaking, Levitate’s site performance is good, though there are some minor glitches that need to be worked on. 
point new Latest OfferingsLevitate offers a Free Plan with no time limit for those who are looking for a simple email marketing solution. For their premium plans, Levitate also offers a limited trial period, so you can get a feel  of how the platform works before committing to a monthly plan.

how new │ How Does Levitate Work?

Levitate is an end-to-end solution that helps businesses build customer relationships through personalized email marketing. It’s a fully automated platform that has been designed to enable brands to quickly create and manage effective email campaigns. The platform is packed with powerful features that help marketers reach their target audience, increase conversions, and generate more leads for their business. 

In addition to assigning new users with a dedicated marketing coach to assist them through the onboarding process, Levitate enables you to manage your contacts like never before. With the ability to assign a specific contact to multiple lists and categories, you can segment your audience based on interests, behaviors, demographics, and other important data points. You can even use this data to send targeted emails, so you can engage with people at a deeper level.

With the ability to create, schedule, track, and manage your email campaigns, you’ll be able to easily automate your workflows, while also having a dedicated support team to help you every step of the way.

Did You Know?
point new Using Levitate, you can create an email calendar to organize all your planned emails and view your progress at a glance. 
point new Your marketing coach will help you plan and schedule emails in advance.
point new Your coach can also help improve your email content strategy. 
point new You can assign specific tags to your contacts, so you can further filter your list by interest, behavior, and demographics.
point new Import contacts from your address book, CRM, MLS platform, etc.

feature new │ Levitate Features

Levitate is equipped with tons of tools and features that will make running and managing your email marketing efforts as easy as possible. Here are some of the top reasons why you should start using Levitate for your email campaigns:

point new Marketing Coach

Levitate is invested in your success as much as you are, which is why they provide you with a marketing coach to help you succeed with your email marketing campaign. Every member of the Levitate team has extensive email marketing experience, so you can rest assured that you’re receiving professional guidance and coaching from day one.

point new Contact Management

Say goodbye to inbox clutter and email overload. With Levitate’s contact management feature, you can easily tag your contacts, add notes, and see exactly where you left off with previous email campaigns. The ability to keep a full history of your emails and track all your stats in one place is key for any successful email marketer.

point new Content Strategy

Levitate’s content strategy is designed to help you get the most out of every email you send. Don’t get bogged down with creating and writing all your emails from scratch. Let your contacts do the work for you. Content can be automatically scheduled to match your current events or the interests of your contacts. 

point new Reporting and Analytics

With Levitate, you can see how many contacts opened your emails, what links they clicked on, and whether they unsubscribed. These stats will help you to determine which emails and offers performed the best and which ones need to be changed for future campaigns.

Why We Need to Use Levitate
point new Enjoy access to a library of pre-made email templates.
point new Easily tag your contacts, add notes, and see exactly where you left off with previous email campaigns.
point new Track all your email marketing stats in one place.
point new Optimize your email campaigns based on data-driven insights.
point new Access curated information about each individual contact in your database.
point new Grow your business with a marketing coach.
point new Gain access to an innovative Contact Management System (CMS).

Levitate Logo

Try Out Levitate!

If you want a better way to manage your email campaigns, improve brand awareness, and boost productivity and profitability, Levitate is the perfect tool for you.

who new │Who Should Use Levitate?

Levitate is ideal for any size business that wants to streamline their email marketing campaigns and connect with customers on a more personal level. Here are some of the individuals and organizations that will benefit from using Levitate:

point new SMEs

If you are a business owner who juggles many responsibilities simultaneously, you know how difficult it can be to get everything done. With Levitate, you can track your leads, monitor client interactions, send follow up emails and reminders to your clients and measure your sales conversions in just a few clicks. 

point new Real Estate Companies and Agents

If you are in the real estate industry, you know how keeping in touch with potential home sellers and buyers is essential for the success of your business. Levitate makes it simple for you to keep in touch with your clients, create custom welcome emails and follow-up emails, manage your contact database, and track your sales leads.

point new Nonprofits and Charities

Nonprofits and charities will benefit from Levitate’s automation feature, which enables them to schedule email campaigns and set up reminders for their donors more efficiently. Levitate leverages AI and machine learning to help you expand your network and sustain your organization’s mission.

point new Use tags to trigger reminders and create personalized email messages.
point new Share reminders to anyone in your team.
point new Optimize your database and segment your contacts.
point new Create a lead funnel and track all of your leads in one place.
point new Create and customize your own templates.
point new Monitor your email campaign performance in real time.
point new Schedule email campaigns in advance or send them on demand.

Levitate Logo

Use Levitate to Modernize Your Email Marketing Process

Levitate is a modern, cloud-based email marketing platform that allows you to create responsive, mobile-ready newsletters and automate your entire email marketing process, including scheduling, deliverability, list segmentation, and so much more.

cost and time new │Levitate Cost & Time

Integrating a new software or process into your workflow is always time consuming. It can take weeks or months to get everything set up and integrated. In the meantime, you are losing out on productivity, revenue, and opportunities. With Levitate, there’s no need to worry about spending a lot of time and effort building an email marketing toolset or getting it all up and running. Once you have subscribed to one of their paid plans, you’ll be assigned a success manager who will be responsible for your account from start to finish. 

When it comes to cost, Levitate is on the higher end of the spectrum. This is because it offers a full range of functionality unlike its competitors that only offers certain features and tools but at a lower price. However, Levitate is affordable enough that most small businesses could afford it. They also have a free trial period that allows users to evaluate the product before making a final decision.

usability new │Levitate Usability

There is a learning curve to using the Levitate platform but its customer support team is quick to answer any questions you may have. In addition, you can always reach out to your success manager if you encounter any difficulties while using the platform.

When it comes to usability, you’ll be pleased to know that Levitate has a modern, clean interface that is easy to navigate. You can easily manage campaigns, track your performance, and get a bird’s eye view of all your contacts in just a few clicks. And, because Levitate seamlessly integrates with some of the most popular apps and online services in the market today, it makes managing your email marketing campaigns easier than ever.

pricing new │Levitate Pricing

Levitate offers three straightforward monthly plans for you to choose from: Personal, Business Silver, and Business Gold. Below is a quick overview of each plan along with the features in it.

point new Personal Plan

Levitate’s Personal Plan is a lightweight, basic plan that’s perfect for individuals who want to test the waters and see how it works before committing to the other two plans. This plan comes with a single-user access, comprehensive email and calendar integration, and unlimited contacts and email sends.

point new Business Silver Plan

Perfect for professionals and small teams, Levitate’s Business Silver Plan provides teams of up of to 5 people with tons of tools, features, and functionality – which include but not limited to – a dedicated success specialist, wide range of integrations, unlimited contacts and email sends, automatic contact enhancements, tag creation and keep-in-touch reminders, live onboarding, access to email template library, HTML email builder, automations and API integrations, robust analytics and reporting. 

point new Business Gold Plan

In addition to all of the tools, features, and functionality included in the Business Silver Plan, Levitate’s Business Gold Plan also comes with custom content writing support (up to 4 templates per year) and unlimited marketing consultations for your team. It also comes with texting support and meeting booking to help you streamline your appointment scheduling. 

Levitate Personal PlanFree
Levitate Business Silver Plan$150/month*billed annually
Levitate Business Gold Plan$199/month*billed annually

Levitate Logo

Try Out Levitate Now

Sign up with a Levitate Personal Plan to experience a unique take on email automation and customer communication management. There’s no time limit to this free plan, so you can get a feel for how Levitate works before subscribing to a paid plan.

tools new │Levitate Tools for Business

Levitate is perfect for business owners, consultants, and freelancers – who do email campaigns on a regular basis – and want to streamline their email marketing processes. Here are some of the best features that Levitate offers for businesses:

point new Reports and Analytics

Levitate can generate reports and analytics about your email performance. You can see how many people opened each message, how many clicked on the call-to-action buttons, and more. These are useful for gauging your campaign’s success. The reports are generated in real-time so you always know what’s going on with your campaigns.

point new Centralized Inbox

With Levitate, all your emails are centralized in one place. You can create multiple email templates, then quickly assign them to individual recipients. You can add as many email addresses as you’d like to your list. This gives you complete control over who receives your messages. For example, you can create an “upcoming sales” list to notify your contacts when new products go live.

point new Email Templates

In addition to a number of built-in email templates that you can use for your marketing campaigns, Levitate lets you customize templates and easily share them with your team members. You can create stunning email templates in minutes and make them easily reusable.

point new Marketing Coach

Upon successful registration to the Business Silver or Business Gold Plan, Levitate will assign you a marketing coach who will help you design and launch your next email campaign – giving you all the information and resources you need to maximize results with minimal effort.

Points to Note
point new Levitate’s Personal Plan is 100% free and comes with no time restrictions. 
point new You can request for a free demo if you wish to try out Levitate before making the commitment.
point new Levitate seamlessly integrates with some of the most popular productivity tools in the market, including Office365, Outlook, GMail, Zillow, Clio, and so much more.

example new │Levitate Real-World Users

More than 2,000 business users rely on Levitate to automate their email marketing campaigns, making it easy for them to send email communications at scale, every day. If you want to increase brand awareness, build customer loyalty, and get more sales, you’ll love working with Levitate. These are some of the businesses using Levitate to enhance their email marketing game.

point new Lamm Insurance Group

Lamm Insurance Group is an independent insurance company serving clients in the greater North Carolina area. The agency offers a wide variety of insurance products, including auto, home, business, and life insurance. They use Levitate to automate their email marketing campaigns so they can send emails with confidence and consistency.

point new Elder Law

Since 2015, Elder Law, P.A. has been providing quality and affordable legal services in South Florida and the surrounding areas. Elder Law uses Levitate to automate their customer communication, marketing campaigns, and appointment reminders to ensure that they are providing the best customer service to their clients. 

point new Pat Avery Real Estate

The real estate industry is one of the most competitive industries out there. Pat Avery Real Estate uses Levitate to stay on top of the competition and keep their customers updated on their new listings, special events, and sales. They use automation to capture leads and convert them into qualified customers.

support new │Levitate Support

There is no doubt that Levitate’s customer support is one of the best in the industry. In addition to providing customer support via phone and email, Levitate’s decision to provide each paying customer with a success manager is a great way for them to ensure customer satisfaction and retention. 

Levitate also has an extensive library of training materials and self-help guides to help you and your team learn how to fully utilize this powerful tool. Levitate is equipped with tons of features and functionality, so it takes a while for new users to figure out the best way to implement them. However, once you do get the hang of it, Levitate can save you a lot of time, resources, and headaches when running your email marketing campaigns. 

Alternative Levitate Software – MailChimp
MailChimp is one of the leading contact management solutions in the market today. It is equipped with dozens of templates and features which make it easy for anyone to design and launch customized email campaigns without having to be a marketing expert. From A/B testing, autoresponder, web forms, and dynamic content to customer surveys, drip campaigns, and event triggered actions, MailChimp can automate nearly anything related to your email marketing
Comparing Levitate to MailChimp
Both Levitate and MailChimp are robust and powerful contact management software that come with a plethora of features to help you streamline your email marketing campaigns. However, Levitate is more suitable for small to medium sized businesses, while MailChimp is better suited for large enterprises. 

conclusion new │Conclusion

Levitate is a very powerful contact management solution that allows its users to build, manage, and send professional looking email campaigns. With a number of features to increase conversion rates and reduce the risk of unsubscribes, it’s definitely a good choice for any business.

The platform does have a learning curve, but if you invest some time into learning the system, you’ll be able to unlock its full potential. With the ability to run dynamic email campaigns, segment customers based on specific criteria, send emails in bulk, and set user-defined triggers, Levitate is a viable option for marketers and business owners who are looking for a robust and feature-packed email marketing platform.

Plus, Levitate is known for its exceptional customer support team, making it a great choice for small business owners who want to get started quickly.

Levitate Logo

Try Levitate Today

If you are looking for a powerful, cost-effective end-to-end solution to automate your email marketing campaigns, look no further than Levitate. It’s a highly-customizable and feature-rich contact management platform that can help your business grow in no time.

Frequently Asked Questions (FAQ)

Jesse Lipson, the creator of ShareFile, founded Levitate in 2017 with the goal of assisting businesses in expanding and succeeding through efficient email marketing.

Levitate coined the term "Keep-in-Touch Marketing" to describe a strategy that provides customers with personalized messages that keep them up to date with their interests. The goal of this strategy is to reduce customer churn by creating a more personal connection between consumers and brands - increasing brand loyalty and revenue.

Levitate is suitable for a wide range of businesses, including those in the accountancy, legal, real estate, insurance, nonprofit, and charitable sectors, as well as mortgage lending industries.

Levitate is compatible with some of the leading insurance apps and online services such as HawkSoft, Vertafore, NASA, and Forge3.



How does SaaSGenius bring you the best SaaS pricing information?

  • Who?
    We are SaaS experts: Our specialists constantly seek the most relevant information to help support your SaaS business.
  • Why?
    We are passionate about users accessing fair SaaS pricing: We offer up-to-date pricing data, reviews, new tools, blogs and research to help you make informed SaaS pricing decisions.
  • How?
    With accurate information: Our website manager tests each software to add a Genius Score using our rating methodology to each product. Our editorial team fact-check every piece of content we publish, and we use first-hand testing, value metrics and leading market data.