Levitate

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.

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.

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.

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.

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.

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.

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.

Pros: Ease of use and how easy it is to track communications with donors. I do feel like there is a lot of self learning, but in general the system is pretty easy to learn.

Cons: I wish it also had CRM capabilities, so I didn't have to use two different management tools. I haven't found the templates and content creation that helpful

Pros: The email templates and the personalized customer service with [sensitive content hidden] . Being able to label the contacts.

Cons: Don't really have anything to complain about. I just need to find the time to use more of the services.

Pros: Ready to use content for social media posts and emails. Communication with Levitate and the helpfulness of the team

Cons: In outlook you have to log in to Levitate every time to see all of the information on the side. Blanket cost even though we can't use some of the services. Data flow has not been helpful for what we were excited about when we first got the system.

Pros: It is easy to use and understand. Their marketing templates are amazing! Levitate also has a great marketing team that is very knowledgeable.

Cons: I don't have any current or past issues with Levitate. Things have been great so far. I am confident if we do encounter an issue, then Levitate will help to solve it.

Pros: $7e

Cons: While the overall interface is clean, the process of organizing clients into specific groups for targeted campaigns isn't as straightforward as it should be. This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other insurance-specific criteria. 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.

Pros: Automated marketing on my behalf, email template help, helps us connect with insureds during important times -- flagging things we need to look at

Cons: When first getting introduced and started with products like this that use AI and automated services there can be a learning curve sometimes

Pros: I really appreciate Levitate’s template library. Having a steady stream of fresh, well‑crafted ideas makes content creation faster and easier, especially for small teams.

Cons: The platform is strong overall. My only minor challenge was getting familiar with where everything lives in the dashboard, but that's a common learning curve with most anything.

Pros: I enjoy the automation of emails being sent to our clients throughout the year. (Ex: Happy Birthdays, reminders, etc.)

Cons: The only Con is the pushiness of the account reps for meetings even after explaining that I'd schedule when ready. Upselling additional products that we don't need.

Pros: The rep that works with me is very helpful. Whether you are an expert marketing or know nothing, Levitate can help you with touch points. It is easy to learn to use and they are very helpful as well.

Cons: I cannot think of anything that I do not like. They have always been helpful and available when I needed them.

Pros: It is easy to understand and the support you get is amazing. The content creation has already brought in more attention to the animal shelter.

Cons: We wish it worked with more than just Stripe. Having options would help to get more to go directly to Levitate.

Pros: The automation, value for the pricing as we made up for it in just a few new clients! The ability to modify really great existing templates and the amount of the templates to choose from is paramount to successful implementation.

Cons: That it takes so long to email a campaign based on the number of emails a day allowed by the email services we use like Yahoo or Gmail etc. Is there a way that Levitate can create an email service that just sends them all out at one time, or at least a larger amount? This severely impacts the ability to send out multiple campaigns at the same time.

Pros: Very happy with the email templates, many insured think the email is direct from me. some even email me back, thanks for the recipe at holidays

Cons: Birthday not lining up in the system and sent to people we just had in contacts or don't insure any more

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

Pros: The ever changing features based on customer requests. My rep is always friendly and willing to submit by questions to someone that can answer them if she can't.

Cons: Ai agent isn't the best. It seems to say the same thing when I use it for the Google Review prompt responses.

Pros: Make creating and managing campaigns easier and more streamlined. The templates and curated content help alleviate any learning curve that might be normal for starting this sort of program.

Cons: Cost; it is the same for almost any speculative spend. You hope you get value for your money and in this case we believe we are.