Email & Automations

Emails look personal
because they are

The problem with most marketing emails? No one sees them because they get filtered straight to the spam folder. Since Levitate emails are sent using your existing email address (not a third party), they actually make it to the inbox, making connecting authentically a breeze.

Stay Relevant

With content that fits your needs - even for niche topics and industries

Save Time

With automations and know that your network is getting the right message at the right time, automatically

Be Authentic

With personal-looking emails sent from your address

Personal emails sent at scale

Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.

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Work smarter with automations

Streamline those critical (but repetitive) client communications with unlimited access to our Automations feature—leaving you and your Success Specialist time to focus on the fun stuff.

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Quality over quantity

Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.

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Case Study

Freedom Partners

“I’ve been sending the same email every Monday for 5 years now and the minute I switched to Levitate it was remarkable because people started replying to my email as if they had never seen the others emails.”

—Erik Mora, Levitate Customer

80% average open rate

vs 40% before Levitate

in savings

through automation of weekly email sends. That’s 96 hours saved.

Freedom Partners, a service provider for financial advisory firms and independent advisors, previously had issues connecting with clients in a meaningful way. Using mass-blast tools, their emails often ended up in Spam folders, preventing information from ever reaching clients’ inboxes.

All-time results with Levitate

  • 2,684 emails sent

  • 80.68% average open rate

  • 7.07% average reply rate


What is Levitate?

Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach. We enable you to send personalized, authentic emails at scale (content templates included!), post and schedule to multiple social media platforms, generate reviews, send client happiness surveys, remember key facts about your contacts, set up customized reminders to reach out, automate your marketing, mail handwritten cards, schedule meetings with a click, and more, helping you accomplish business goals with a personalized approach.

Learn more about how Levitate works here, or better yet -- schedule a demo with one of our team members for a tailored walk-through.

How do I get started?

The best way to get started is to schedule a customized demo with one of our team members.  If you’d prefer to take a peek at the platform first, you can sign up for a free trial on any of our plans via our Plans page.

Is email marketing really that effective?

According to a recent study by Twilio SendGrid, 97% of people -- across generations --consider email to be essential, followed by text messages and social media.  At Levitate, we are big believers in the power and return on investment for email marketing done right.  It’s the most affordable, personal way to manage real relationships with your network when you’ve got the right tool in your corner.

How is this different from Mailchimp, Constant Contact, or other mass blast email providers?

Email service providers like Mailchimp and Constant Contact are designed for a single purpose: sending mass-blast emails.  Levitate is a relationship nurturing platform that includes marketing coaching, pre-written content templates, contact management features, AI-created content, automations, reminders, and more.  Unlike mass blast email providers, emails sent through the Levitate platform use your every day email server (Gmail or Outlook) so emails look and feel like a one-to-one, personal email.  This is one of the reasons why our customers’ emails average 60%+ open rates compared to 20% using mass blast tools.

How is it different from my Agency Management System or CRM?

Levitate complements (and in some cases, integrates with) a number of CRMs, Agency Management Systems, and Practice Management Systems across various industries. While every management system is different, we find Levitate provides the most added value in the areas of content planning/marketing support, managing key facts and dates to help personalize contacts, and the ability to execute keep-in-touch email marketing campaigns that flow through your everyday email server--including robust reporting and analytics.  Check out our Features page for a full list of ways we can add value to your business alongside your management system.

Didn't find the answer you were looking for?

Read more on our FAQs page, or reach out here.

Let's get started!

We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.

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