Joined April 2021 | Last Updated April 2025

Levitate’s Client Happiness Platform is your one-stop shop for driving engagement, referrals, account rounding, and simply staying top of mind. With award-winning content and world-class customer support, Levitate will help you do just that.

Features & Quick Stats

Best for Best for small & medium-sized agencies
EasyEase-of-Use

Key Features

  • Emails & Automation
  • Content
  • Social Media
  • Texting
  • AI Handwritten Cards
  • Meeting Booking
  • Surveys & Review
  • Generation Websites
  • Reporting and Analytics

How Levitate Helps Independent Agents & Brokers

Levitate stands out by catering specifically to the needs of small businesses, unlike many email tools tailored for the enterprise space. Recognizing that genuine 1:1 communication is vital for the success of independent agents and brokers, Levitate was purposefully crafted to help create authentic interactions with prospects, clients, and referral sources. Our platform ensures that small businesses can seamlessly nurture and strengthen key relationships, fostering meaningful connections that drive their business growth.

Integrations

  • One-Way Integrations: EZLynx, Applied Epic
  • Two-Way Integrations: AMS360, HawkSoft, Xanatek, NASA Eclipse, QQCatalyst

AI Capabilities

Levitate’s AI Assistant is designed to help you create high-quality content quickly and easily. With this tool, you can generate emails and social media posts in just a few clicks, saving you time and effort. The AI content creation tool uses advanced algorithms to analyze your topic and generate customizable content that is both informative and engaging.

Certifications & Awards

2023 Stevie Winner – Silver, Inc. 5000: No. 502 America’s Fastest-Growing Private Co., 2023 AVA Digital Awards: Gold Winner, 2023 “The Sammy” Technology Award: Sales and Marketing, Martech Breakthrough Awards: Best Content-Sharing Platform, The SaaS Awards Winner 2023: Best SaaS Product for Email Marketing, The SaaS Awards Winner 2023: Highest Customer Satisfaction with a SaaS Product, The SaaS Awards Winner 2023: Best SaaS Product for Small Business/SMBs

Levitate Resources

AI Content Creation: 7 Tips for Writing Strong Prompts

AI Content Creation: 7 Tips for Writing Strong Prompts

April 28, 2024 2 min read
Levitate Secures SOC 2 Type I and II Certification, Reinforcing Commitment to Data Security

Levitate Secures SOC 2 Type I and II Certification, Reinforcing Commitment to Data Security

February 8, 2024 2 min read