Levitate review
A relationship-marketing platform for teams coordinating outreach across channels.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Levitate brings relationship marketing and contact management together for businesses that rely on ongoing client relationships, including small professional-services teams. It supports personalized email campaigns, timed automation flows with conditional branches, texting, social scheduling, surveys, review management, and meeting booking. Contacts can be organized with tags and searched, while lead parsers extract details from form-notification emails. The combination suits teams that want to coordinate routine outreach and follow-up rather than focus on email alone.
Automation is the standout capability: flows can include email, text, newsletter, opportunity, and action-item steps, with timing and conditional branching. AI-assisted personalized content and an AI email automation step can help shape communications. Lead capture works through email parsers and an AI website assistant; a general-purpose native form builder is not verified. That distinction matters for teams whose process depends on building forms directly inside their marketing platform. Salesforce, HubSpot, Clio, MyCase, PracticePanther, Gmail, and Outlook integrations connect Levitate with CRM, practice-management, and email tools.
Pricing is arranged around features, and listed plan prices require contacting sales. The Levitate Essential plan includes email, social, and texting, a dedicated success specialist, an AI assistant, review management, meeting booking, and reporting. Separate Website plans cover up to 20, 30, or 100 pages, with features such as SEO, lead capture, Google Reviews, and, at higher tiers, compliance workflow or advanced SEO and GEO optimization. The product is available on web, iOS, and Android, and the vendor lists email and documentation support and SOC 2 compliance. Choose Levitate if your team needs coordinated, relationship-focused outreach across channels; consider another option if transparent published pricing or native forms are central requirements.
Levitate pros and cons
- Where it wins
- Conditional flows combine timed email, text, and action steps.
- Contact tags, advanced search, and email lead parsers support follow-up.
- Integrates with Salesforce, HubSpot, practice tools, Gmail, and Outlook.
- Where it doesn't
- Plan prices require contacting sales.
- No general-purpose native forms are verified.
- Website plans and the outreach plan are organized separately.
Levitate fact sheet, pricing and score →
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