Integrations / PracticePanther
More referrals from the people already in PracticePanther.
Connect PracticePanther, and your contacts, their birthdays and the fields you track come into Levitate on their own. Stay in front of past clients and referral sources, and every email, call, card and text is logged back in PracticePanther.
PracticePantherAlways current.
Contacts sync from PracticePanther.
Your fields, ready to use.
Custom fields and locations come in as tags.
Logged in PracticePanther.
Your outreach is recorded on the contact's notes.
Reach the right people without building a list
The custom fields and tags you keep in PracticePanther come into Levitate ready to use. Send a newsletter to every referral source, or a check-in to every past client in one city, in a few clicks.
You're never on your own
Your Success Specialist turns on your PracticePanther integration, sets up your tags with you, and stays with you long after launch day. It's the award-winning support behind every Levitate account.
Personal touches all year
Birthdays come in ready to drive automations, so clients and referral sources hear from you on the days that matter to them.
Levitate's AI knows your clients
AI Email Campaigns write each person their own email using what you know about them, and Meeting Prep sends you a brief before a consultation.
Everything lands back in PracticePanther
Emails, notes, calls, handwritten cards and texts sent from Levitate are logged on the contact's notes in PracticePanther, so your team sees every touch.
Put your PracticePanther data to work.
“I got one client immediately. They signed up already, and that’s $5,000 — that pays for Levitate.”
Brian Dennis, Attorney at Law