Features / Keep in Touch
Know who to call this week, and what to say when you do.
Every business has clients it means to stay close to and slowly loses track of. Levitate watches the relationships you care about, tells you who is drifting, and hands you a real reason to reach out, down to a draft of the message.
Nobody decides to lose touch with a good client.
It happens in the gaps. A busy quarter. A renewal that went smoothly, so nobody called. A referral partner who stopped hearing from you after the holidays. By the time anyone notices, the relationship has cooled, and the person who should have noticed was busy doing the work that relationship paid for.
Keep in Touch is where Levitate started, and it is still the idea underneath everything else we build.
Then let Levitate work out who needs you most.
A cadence tells you when it has been too long. The Keep in Touch Agent tells you who matters right now, and why.
Each night it reads through your contacts: their timeline, whether your recent outreach was personal or automated, their policies, donations, or other account data, and how they have engaged with your events and emails. It checks public news too, so a promotion or a move to a new company does not pass you by. Then it scores everyone and puts the people who most need to hear from you at the top.
You tell it what to watch, in plain language. Clients you have not spoken to in ninety days. Households with only one policy. Donors who gave last year and not yet this year. Then tell it what to look for, whether that is cross-sell opportunities or anyone who changed jobs. It builds the list and does the research.
A real reason to reach out to every client.
Why they are on the list. Plain-language reasoning, not a mystery number.
What drove the score. The specific factors behind it, so you can judge whether you agree.
A suggested message. One click fills in an email you can rewrite before it goes anywhere.
What needs updating. If someone changed jobs, the suggestion says so and prompts you to fix the record.
What turned up online. Recent public news about the person, when there is any.
Levitate spots the right moment to reach out.
Keep in Touch will never blast your book of business. There is no bulk send, by design: every suggestion is meant for one person, from you. Use the draft, rewrite it, or pick up the phone instead. Once you reach out, the agent notices and gives that person a rest. Snooze a suggestion to see it again next time, or tell it never to suggest someone again. The notes you add carry forward, so it keeps getting better at understanding your relationships.
Right where you start your day.
Your highest-priority contacts appear on your dashboard, and Keep in Touch insights arrive in your daily and weekly digest emails, so you never have to go looking. Tell it who you are and how you work, and the suggestions sound like you rather than a template. Admins can set up account-wide jobs for the whole team, and each person can add their own on top. Run it nightly, or on demand before a planning meeting.
Keep in Touch pairs well with:
The client you should call this week is already in your contacts.
Book a demo and we will show you who Keep in Touch would put at the top of your list.“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 Kerkaert, Chiropractor and Owner, Mother Me Chiropractic
Keep in Touch FAQs
Isn't this just a reminder?
The cadence is. The agent goes further: it decides who is most worth contacting right now, explains why, and drafts the message.
Where does the online research come from?
Public sources only, such as news articles, press releases, company websites, and professional profiles, found using the name and company already on the contact. There are no social accounts to connect.
Will it send anything on its own?
No. There is no bulk option, and every suggested message waits for you to review, edit, and send it yourself.
Will it keep suggesting someone I just called?
No. Once you reach out, it pauses suggestions for that person for a while.
Can my whole team use it?
Yes. Admins can set up jobs across the account, and each person can create their own. People see the suggestions for the contacts they own.