Reporting & Analytics

See what's working with a click

We like to make your life simpler and our reporting feature is no exception. Monitor your outreach results in real time, all in one place.


No complicated analytics tools here. Easily access all the info you need at the click of a button

Stay Timely

See data in real time for email and survey sends. No waiting days for data to populate

Be Insightful

Access reports for email, social media, cards, client info, employee usage and more to help make quick decisions for your business and marketing efforts

All your data in one place

With a variety of pre-populated reports ready for you, gauging performance of your outreach efforts is easier than ever. No complicated spreadsheets or downloads here.

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Email performance data that’s easy to understand

We make it simple to track email data, such as views, clicks, replies and more. Whether you’re looking for high-level performance metrics or granular data by contact, our reporting has everything you need.

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Track automated outreach

See how your automated communications, like birthday wishes and renewal reminders, are performing and easily adjust for maximum results.

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“You guys are my favorite employee…it cost me over $20,000 for a part-time employee, so compared to what I pay for Levitate, it’s a no-brainer.”

—Rachel Munoz, Levitate Customer


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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