“You guys did more for us in the first three months than our old company did in a year.”

Phil Maggard, Agent, Maggard Insurance Group

Your business runs on relationships. We help you keep up with every one.

Relationship Intelligence for any business that grows on repeat clients and referrals, powered by AI and your own Success Specialist.

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Nearly 9,000 businesses · 4.8 stars from 679 reviews

From Relationship Marketing to Relationship Intelligence

Relationship Intelligence is how Levitate uses AI to know who needs your attention, what to say, and when to reach out. It gives a small team the follow-through of a much bigger one.

Audience Intelligence

Spots the people who need your attention: new opportunities, upcoming renewals, clients ready for more, and relationships that have gone quiet.

Communication Intelligence

Turns what Levitate knows about each person into a message that fits them, written in your voice.

Orchestration Intelligence

Chooses the right next step, timing and channel, and how much to automate, across email, texting, reviews and more.

Connects with 25+ tools you already use

Relationship Intelligence at work

A few of the ways Levitate shows up in your week.

Keep in Touch

Every client feels like your only client.

A client mentions their daughter is starting college in the fall. Levitate saves it as a key fact, and when move-in week arrives, it suggests a check-in and drafts the message in your voice. You add a personal line, send it, and the relationship gets a little stronger.

See It in Action

Meeting Prep

Walk into every meeting already caught up.

Before your day starts, Meeting Prep briefs you on each meeting and who'll be in the room: what you talked about last, what's changed since, and what's worth bringing up. No more digging through notes ten minutes before a call.

See It in Action

Email Exec Assistant

Know what needs you before you open your inbox.

Email Exec Assistant briefs you on what's new, what's a priority, and what's still waiting on your reply. On a busy week, nothing important slips through the cracks.

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Websites

Your website, built and kept current for you.

Levitate builds your website and keeps it fresh, so you never need to hire a web manager or learn a site builder. A website comes with your plan, and Website Prestige adds a designer-led site with unlimited edits from our Web team.

Explore Levitate Websites

See Relationship Intelligence in action.

Get a personalized walkthrough built around your industry and your goals.

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Mercedes Skawski, a Levitate Product Expert

Mercedes Skawski, Product Expert

Keeping in touch made easy

Everything you need to stay close to the people who grow your business.

Email, texting, surveys, social, reviews, events and your website, all working from what Levitate knows about each client. It's every touchpoint a relationship needs, in one place, without juggling five different tools.

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The people behind the platform

Our people make our AI better.

With AI, Levitate can now handle the kind of work most small businesses could never afford to hire someone for: remembering every client detail, following up at the right moment, and keeping your marketing running week after week. But software alone doesn't know your business. Every customer gets a Success Specialist who learns your goals, shapes your content, and fine-tunes how Levitate works for you, with award-winning support whenever you need it. And when a business needs something of its own, our AI Solutions team builds it.

A Success Specialist who knows your business
Content made for your clients and your industry
Award-winning support from real people

Three Levitate team members on a couch, smiling as they look over a laptop together

Built for businesses that run on relationships.

See how Levitate works in your industry.

Hear it from our customers.

“I have agents ask me all the time, 'How do you have time to send out all those individual emails?' They truly believe I'm writing each one myself. We went from four people on marketing to just me, covering seven states, and it still works.”
Mark TromblyVP, Marketing, Hospitality Insurance Group
“Levitate immediately leaned into incorporating AI into its tools, and that growth-and-adoption mindset matters to me as a business owner because I don't want to constantly chase new tech - I want tools that evolve with me.”
G.C. Murray II, Esq., DPLCEO & Managing Attorney, Association GC
“Our very first email campaign brought back three former patients, and several others reached out simply because the email reminded them it was time to come back. Seeing those relationships turn into appointments was incredibly exciting.”
Dr. Stephanie KerkaertChiropractor and Owner, Mother Me Chiropractic

Your client data, handled with care.

Levitate protects your client information with SOC 2 Type II controls and a clear set of principles for how our AI uses your data.

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SOC 2 Type II
HIPAA-enabled
PCI DSS (SAQ A)