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Levitate Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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Integrates with

Quickbooks
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What is Levitate?
Levitate is a relationship marketing platform built for small businesses that want to stay connected with clients, generate referrals, and grow without adding more work to their plate. The platform combines email marketing, text messaging, social media management, online reviews, surveys, event marketing, website tools, appointment scheduling, and AI-powered content creation in one place. Levitate also includes a dedicated Success Specialist who helps customers plan campaigns, create content, and consistently put the platform to work. Unlike traditional marketing software that leaves small business owners to manage everything themselves, Levitate pairs easy-to-use technology with hands-on human support. Its AI tools help users quickly draft personalized emails, social posts, review responses, and other marketing content while maintaining the business's authentic voice. Levitate is designed especially for relationship-driven businesses including insurance agencies, financial advisors, law firms, accounting firms, healthcare practices, nonprofits, home services companies, and other professional service businesses. Businesses use Levitate to stay top of mind with clients, nurture long-term relationships, earn more online reviews, increase referrals, automate routine outreach, and maintain a consistent marketing presence across multiple channels. With marketing automation, AI-powered content creation, CRM-style relationship management, and dedicated human support in one platform, Levitate helps small businesses do more marketing without becoming full-time marketers.
Pricing
Free Trial available
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Levitate Screenshots
Levitate was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Levitate
- Team types
- Individuals, Freelancers / Consultants
Why teams choose Levitate
Designed specifically for dealerships, enhancing user relevance.
Combines multiple functionalities into a single platform for efficiency.
User-friendly interface facilitates quick adoption.
Is Levitate right for you?
What buyers should know before choosing Levitate
Levitate offers a tailored solution for dealerships, integrating various functionalities into one platform. Its user-friendly interface and comprehensive features make it a strong contender in the CRM space for automotive businesses.
Levitate pros and cons
- Levitate pros
Designed specifically for dealerships, enhancing user relevance.
Combines multiple functionalities into a single platform for efficiency.
User-friendly interface facilitates quick adoption.
- Levitate cons
May not cater to non-dealership businesses.
Advanced features may require training.
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What is the pricing of Levitate?
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What buyers like
- User-friendly interface
- Dealership features
- Integrated chat functionality
Common complaints
- Limited to dealership industry
- Higher learning curve for advanced features
- May lack customization options
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What are the features of Levitate?
An AI assistant is a virtual digital assistant that is powered by artificial intelligence technology to understand and respond to user comma…
API integration is a feature that allows different software systems, platforms, or applications to seamlessly communicate with each other. I…
Appointment scheduling is a vital feature of software that allows users to efficiently manage their appointments and schedule time slots for…
Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…
Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes t…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Custom workflows are a feature often found in various software applications, allowing users to automate and customize their work processes t…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Drag and drop page building is at the core of the new Builder. Just drag and drop to place your content anywhere on your page, and adjust it…
Drip campaigns are a series of automated emails sent in response to user actions or predefined schedules. They let you interact with groups…
Email marketing is a type of marketing that informs your customers via email list of new products, discounts, and other services. It can als…
File sharing is defined as the act of sharing or providing access to digital information or resources such as documents, multimedia (audio/v…
lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentra…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
An interface built on the Model Context Protocol, an open standard that lets AI assistants read data and take actions in an external system…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. T…
Multi-language support is a software feature that enables users to access and interact with the program in multiple languages. This feature…
A pre-built template is a document that can be used as a starting point for creating a new one. A template is pre-formatted in some way when…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
Real-time collaboration or live editing in the workspace, in the same email template – by multiple users at the same time, with the automati…
A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physic…
Social media integration is a marketing method that allows you to augment your current branding and marketing efforts using social media pla…
Surveys are a vital tool for gathering information and feedback from a specific group of people. It allows organizations and businesses to u…
Templates are pre-designed formats or layouts that are used as a starting point for creating various documents or designs. They serve as a f…
Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party API…
Two Factor Authentication, also known as 2FA, is a security feature that adds an extra layer of protection to your online accounts. It requi…
Levitate security and data handling
Key compliance certifications and security features for IT and security teams evaluating Levitate.
Certifications
Developer & data
Levitate Support Options
Frequently Asked Questions About Levitate
Common questions buyers ask before choosing Levitate.
Levitate is a CRM Software. Levitate offers List Management, Marketing Automation, Project Management, Contact Management, Appointment Scheduling and many more functionalities.
Buyers commonly note the following limitations of Levitate: May not cater to non-dealership businesses.; Advanced features may require training.; Customization options could be limited..
Some top alternatives to Levitate includes Bigin by Zoho CRM, Creatio CRM, SymVolli, Wyvern Magic and Pobuca Connect.
Levitate offers Subscription, Free Trial pricing models
Yes, Levitate can integrate with Quickbooks, Salesforce, Zoom, Outlook and many more.You can find more integration for Levitate here
The starting price is not disclosed by Levitate. You can visit Levitate pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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