Full Features List

Dedicated Marketing Coach will help onboard and train your team, create customized email marketing plans, recommend and write custom content* for you.  

*Business Plus plans only

Integration with Office365, traditional Exchange Server, Gmail, Google Apps, Hotmail, Outlook.com, Live.com, or almost any IMAP email system (traditional Exchange and IMAP for Business Plan only)

Add-ins for Outlook andGmail to make it easy to mark contacts for keep in touch, add tags and key facts, and record notes without ever leaving your email system

Track with Levitate button for Outlook see when recipients have viewed your messages or if they don't reply back to you

See recent meetings from your calendar and easily record notes for those meetings. The notes will automatically get associated with the meeting attendees.

Import contacts from email address book, calendar, and sent messages.

Import contacts from any Excel spreadsheet or CSV. (Business Plan only)

Import contacts from popular CRM systems like Salesforce, Hubspot, and Dynamics. (Business Plan only)

Import contacts from AMSsystems like AMS 360, QQCatalyst, Cigita, TAM, Epic, Hawksoft, EZLynx, andPartner XE. (Business Plan only)

Search and filter contacts based on tags, then export them from Levitate to CSV.

Any time contacts are imported, they are enhanced using publicly available information like profile pictures, social media links (Twitter, LinkedIn, Facebook), company information, web site, bio, and other details. (Business Plan only)

Create custom tags contacts and companies.

Ability to mark contacts for keep in touch with a customizable interval. Levitate syncs with your email and calendar and will let you know about contacts you've marked for keep in touch that you haven't interacted with.

Set up tag notifications to get notified about groups that you have not been in touch with.

Receive weekly emails letting you know which contacts you need to reach out to, with the ability to kick off a message to those contacts with one click from your email.

Record key facts in seconds, so you'll never forget hobbies, spouse names, kids' names, pets, and all of those other details that help deepen business relationships.

Mark certain key dates — birthdays, anniversaries, renewal dates — so Levitate can automatically remind you every year

Set action items with a specific due date and they will show up on your calendar the day they are due.You can also assign the action item to yourself or another team member.

Easily record notes so they'll be available next time you meet with contacts or keep in touch. Mark them private or share them with colleagues so they can benefit from the information next time they are interacting with the contact or company.

Unrestricted access to our email template libraries, featuring unique content for each industry on a variety of seasonal, educational, and timely/news-oriented topics.

Business Plus members additionally receive customized content writing / email ghostwriting as needed.

Integration with your email system so any messages sent through Levitate show up in your sent messages folder and are sent from your email account, not ours.

Create multiple message templates to keep in touch more efficiently rather than having to start from scratch every time. Share templates with your co-workers.

Send email messages to an entire group with the ability to customize the message for individuals. Each recipient gets an individual email from your own account, not an impersonal email marketing system.

Set up "no reply" action items to be notified if a recipient doesn't get back to you.

Individual emails sent with Levitate, or the ones you mark to be tracked with Levitate will notify you whether the recipient has read the email or not.

Receive detailed analytics and reports after each group email campaign with open and reply rates.

Create and send an automated series of emails, action items, or a mix of both triggered by certain tags or events.

Monthly Owner's Report broken down by employee that provides analytics about how well everyone is doing keeping in touch with groups that are important for driving referral and word of mouth business (Business Plan only)

Custom reporting to track stats about your emails, meetings, and action items by company or contact(Business Plan only)

Relationship Analytics allows you to visit the profile of any contact and immediately see statistics about number of emails sent and meetings across your company as well as a feed showing who within your company has met or emailed the contact and when(Business Plan only)

TBD

iPhone and Androidmobile apps

Search for people or companies to review notes and key facts on the go

Easily type or dictate notes about recent meetings and see upcoming meetings so you can review the background about people you're meeting with before you walk into the room

Mark people for keep in touch and record key facts while the information is still fresh

Take a picture of any business card to automatically add it to Levitate. (Business Plan only)

Designated Marketing Coach to help onboard and train you and your team (Business Plan only)

US-based technical support (Business Plan only)

Quickstart help videos and PDFs to walk you through common tasks