levitate

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1. 11/2/2026

   Updated: best for, features, limitations, plans, sources, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: ["Relationship-based businesses seeking scalable, authentic communication to engage clients, donors, colleagues, referral sources, prospects, and volunteers."]

   After: ["Small businesses that rely on repeat clients and referrals and want to automate personalized client communication.","Businesses needing a dedicated Success Specialist to tailor AI-driven communication and marketing efforts."]

   features

   Before: ["Personal-feeling emails sent at scale.","Scheduling ready-made social media posts specific to your industry.","Personalized texting through the Levitate platform with a unique phone number.","Handwritten cards printed in an authentic handwritten style for meaningful outreach.","Surveys and review generation to boost Client Happiness Score™ and generate 5-star reviews."]

   After: ["Audience Intelligence spots people who need attention such as new opportunities, renewals, or quiet relationships.","Communication Intelligence generates personalized messages in your voice based on client data.","Orchestration Intelligence selects the next step, timing, channel, and automation level across email, texting, reviews, and more.","Keep in Touch feature monitors client relationships, identifies who is drifting, and suggests personalized outreach messages.","Exec Assistants include an Email Exec Assistant that monitors your inbox and drafts replies, and a Meeting Prep assistant that briefs you on clients before meetings."]

   limitations

   Before: []

   After: ["Levitate subscriptions require a one-year commitment with annual billing and no monthly payment option.","The platform does not send automated bulk messages; all suggested communications require user review and approval before sending."]

   plans

   Before: []

   After: [{"name":"Relationship Intelligence Platform","note":"Contact the provider for a quote.","annual":null,"monthly":null,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

   sources

   Before: [{"url":"https://www.levitate.ai/","label":"Levitate - Relationship Marketing as Authentic as You Are"},{"url":"https://www.levitate.ai/plans","label":"Plans"},{"url":"https://www.levitate.ai/features","label":"Everything you need for authentic outreach"}]

   After: [{"url":"https://www.levitate.ai/","label":"Levitate | Relationship Intelligence for Small Businesses"},{"url":"https://www.levitate.ai/plans","label":"Plans | Levitate"},{"url":"https://www.levitate.ai/features/keep-in-touch","label":"Client Retention Software: Know Who to Call | Levitate"},{"url":"https://www.levitate.ai/features/exec-assistants","label":"AI Executive Assistant for Email and Meeting Prep | Levitate"}]

   summary

   Before: "Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach using personalized emails, social media posts, review generation, and more. It combines authentic communication tools, dedicated success specialists, and AI to create genuine content and build lasting relationships."

   After: "Levitate is an AI-powered Relationship Intelligence Platform designed for small businesses to manage and nurture client relationships through personalized communication and automation. It integrates AI with a dedicated Success Specialist to help businesses know who to contact, what to say, and when to reach out, supporting multiple communication channels and website management."

   useCases

   Before: ["Driving new business through personalized outreach and engagement.","Generating 5-star reviews and improving client happiness scores."]

   After: ["Managing client relationships and nurturing repeat clients and referrals for small businesses.","Automating personalized communication and follow-ups across multiple channels including email, texting, social media, and reviews."]

   walkthrough

   Before: ["Schedule a customized demo with a team member to see how Levitate works and choose the best plan for your business.","Meet quarterly with a dedicated Success Specialist to plan, schedule, and strategize outreach based on business goals.","Use the AI assistant to create or rewrite content for emails and social media posts to engage your network authentically."]

   After: ["Keep in Touch scans contacts nightly, scores who needs attention based on engagement and public news, and suggests personalized messages for outreach.","Levitate builds and hosts a website with SEO foundation, content tailored by a Success Specialist, and integrates lead capture and Google reviews."]

2. 9/14/2026

   Updated: best for, features, integrations, sources, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: []

   After: ["Relationship-based businesses seeking scalable, authentic communication to engage clients, donors, colleagues, referral sources, prospects, and volunteers."]

   features

   Before: ["Personal-feeling emails sent at scale.","Scheduling and posting customizable social media posts with images.","Personalized texting through the Levitate platform with a unique phone number.","Handwritten-style cards printed and sent at scale for meaningful outreach.","Surveys and review generation to boost Client Happiness Score™ and generate 5-star reviews."]

   After: ["Personal-feeling emails sent at scale.","Scheduling ready-made social media posts specific to your industry.","Personalized texting through the Levitate platform with a unique phone number.","Handwritten cards printed in an authentic handwritten style for meaningful outreach.","Surveys and review generation to boost Client Happiness Score™ and generate 5-star reviews."]

   integrations

   Before: ["Integrates with Adwerx, CLIO, DONORPERFECT, GOOGLE BUSINESS PROFILE, AMS360, HAWKSOFT, MYCASE, NASA ECLIPSE, PRACTICE PANTHER, QUICKBOOKS, REDTAIL, SALESFORCE, SERVICETITAN, VERTAFORE, WEALTHBOX, XANATEK, and ZAPIER."]

   After: []

   sources

   Before: [{"url":"https://www.levitate.ai/","label":"Levitate - Relationship Marketing as Authentic as You Are"},{"url":"https://www.levitate.ai/integrations","label":"We build our relationships to strengthen yours — Levitate"}]

   After: [{"url":"https://www.levitate.ai/","label":"Levitate - Relationship Marketing as Authentic as You Are"},{"url":"https://www.levitate.ai/plans","label":"Plans"},{"url":"https://www.levitate.ai/features","label":"Everything you need for authentic outreach"}]

   summary

   Before: "Levitate is a marketing platform designed to help relationship-based businesses grow through authentic, personalized outreach using email, social media, texting, and more. It combines AI-powered tools with dedicated success specialists to create genuine content and manage client engagement at scale."

   After: "Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach using personalized emails, social media posts, review generation, and more. It combines authentic communication tools, dedicated success specialists, and AI to create genuine content and build lasting relationships."

   useCases

   Before: []

   After: ["Driving new business through personalized outreach and engagement.","Generating 5-star reviews and improving client happiness scores."]

   walkthrough

   Before: []

   After: ["Schedule a customized demo with a team member to see how Levitate works and choose the best plan for your business.","Meet quarterly with a dedicated Success Specialist to plan, schedule, and strategize outreach based on business goals.","Use the AI assistant to create or rewrite content for emails and social media posts to engage your network authentically."]