Full Features List

Your dedicated Success Specialist will onboard and train your team, assist in creating customized marketing plans, recommend content, and help you become another Levitate success story.

Integration with Office 365, traditional Exchange Server, Gmail, Google Apps, Hotmail, Outlook.com, Live.com, or almost any IMAP email system.

Add-ins for Outlook and Gmail 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.

See when recipients have viewed your messages or if they don't reply back to you with the Levitate button in Outlook.

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.

Import contacts from popular CRM systems like Salesforce, Hubspot, and Dynamics.

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

Levitate will provide you with a unique phone number that you can text with (calls are not supported but we’ll forward any calls you receive to this number to your actual phone number).

Send attachments (PNGs, PDFs, JPGs) or set up a texting automation.

Set up a shared number to allow all your Levitate users to text from one number, accessing the same text threads. It's like the Office Phone for texting!

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 robust and timely email and social media template library. You won’t find boring boilerplate here. Featuring unique content for your industry on a variety of seasonal, educational, and news-worthy topics.

Customer Happiness plan customers also receive 4 custom written email or social templates.

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.

Custom reporting to track stats about your emails, meetings, and action items by company or contact.

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.

Use Levitate’s premade content from our Social Media library or build and schedule your own social media content and post them to Facebook, Instagram, and LinkedIn.

iPhone and Android mobile apps.

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

Easily type or dictate notes about recent meetings so you can be prepared before your next interaction.

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

Text, tag, and send birthday wishes right from your mobile app.

Business Card Scanning. Take a picture of any business card and automatically add them to Levitate.

Gauge your customer satisfaction via Customer Satisfaction Surveys.

Prompt your happy clients to leave that feedback as a Google or Facebook review.

Reporting capabilities consolidate the feedback, including month over month breakdowns so you can make sure your client happiness is increasing.

Dedicated Success Specialist will help onboard and train your team.

US-based technical support during business hours - available by phone or email.

A full knowledge-base of help videos and articles to help walk you through common tasks and questions.

A CEO that still reads every support ticket.

For clients with Google, Office365, and Exchange servers, you can send someone a link and they can schedule a meeting with you based on your calendar availability.

You can limit the times and method of meetings or you can let the recipient choose the type of meeting they'd like to book (i.e. Zoom, in-person, phone call).