How do we power small business growth?

We combine the best people in the business with the first-ever, keep-in-touch marketing platform.

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1. Marketing Coaches

Meet your new secret weapon.

  • Onboarding and training for your entire team
  • Define and understand your business goals
  • Partner to develop your quarterly content and tactics calendars
  • Share best practices from other successful clients
  • Year-round strategic support
2. Contact Management

Your contacts like you've never seen them.

Import contacts from your address book, CRM, MLS, lead provider, or just about any system that can export a spreadsheet.

  • See recent interactions and meetings
  • Automatically enhanced with publicly-available Facebook and Linkedin info
  • Easily add key facts and dates
  • Tag and categorize to stay organized
3. Tags and Reminders

Simple, easy-to-use reminders.

  • Use tags to trigger reminders to reach out
  • Tag contacts by type (e.g. client, prospect), policies held, or any other categories you may want to use to communicate
  • Share reminders with fellow agents / team members
4. Content Strategy

We make it easy.

  • Access tried-and-tested email templates for your industry
  • Plan with your coach, and schedule emails months in advance
  • Stay up-to-the-minute with content events relevant to your network
  • Need customized content support? We've got you covered.
5. Personal Email Campaigns

Emails look personal, because they are.

Get Personal

Sayonara, spam folders. Levitate campaigns are sent through your everyday email server (Outlook, Gmail), so they’re received as personal, one-to-one messages in recipient inboxes.

The Cheat Sheet

Our email integrations allow you to see everything you know about a client, before you start writing them an email.

6. Reporting and Analytics

Track every send, and manage your team.

  • View and reply statistics for every send
  • Opportunity board for pipeline / sales tracking
  • Employee engagement reporting
  • Email tracking so you know when every contact reads your email

Customized Solutions for Your Industry

Insurance
Mortgage Lenders
Financial Advisors
More Industries
Real Estate

Let's get started.

Or give us a call at 888-253-7050

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