Features / Surveys
Ask the right questions. Act on the answers.
Build surveys your clients will actually finish. Every answer lands on their record, tagged and ready for your next move.
Feedback, NPS, intake forms and more.
Most feedback ends up in a spreadsheet nobody opens.
You send a survey, get some answers, and they sit in an export. Meanwhile the unhappy client never hears back and the happy one never gets asked for a referral. In Levitate, every answer becomes part of the relationship.
Build any survey you need.
Choose star ratings, NPS, linear scales, dropdowns, checkboxes, long answers and file uploads. Group questions into sections that appear only when they're relevant, and brand every survey with your logo and colors. Or have your AI assistant build one for you.
How Levitate's AI worksSurveys people actually finish.
Respondents only see the questions that apply to them, and longer surveys can be saved and finished later from the same link. Share it by email, link or QR code, or add it to your Levitate website as a native form.
Know who loves you, and who needs a call.
Add a Net Promoter Score question and Levitate tags every respondent as a Promoter, Passive or Detractor automatically. Follow up with just your detractors, thank your promoters, or filter any report by group.
Every answer starts the next step.
Responses land on the contact's timeline, can update their profile, apply tags and start an automation the moment they submit. A low score can trigger a personal check-in, and a completed intake form can kick off onboarding.
Turn happy clients into Google reviews.
Satisfaction surveys let clients rate their experience in a tap, and leaving you a Google review is just as easy.
Google ReviewsSurveys pair well with:
Turn feedback into follow-up.
Book a demo and see what your clients would tell you if you asked.“One Levitate email campaign brought in over $20,000 in new business.”
Timothy Walt, Founder, CVW Financial
Surveys FAQs
What kinds of surveys can I send?
Satisfaction surveys, NPS surveys, custom surveys and intake forms. Event registration and donation forms have their own pages.
Can clients upload documents in a survey?
Yes. Add a file upload question to any survey.
Can I brand my surveys?
Yes. Add your logo, colors and fonts so every survey looks like it came from you.
Can I build a survey with AI?
Yes. Through the Levitate MCP server, a connected AI assistant can build a complete survey for you, including show-and-hide logic.
Can a survey response start an automation?
Yes. Submitting a survey can enroll the respondent in an automation right away.