Our customers love us

New Business

“With Levitate, I’ve been able to get a lot of good messages out to my customers with ease. And the important thing is they’re responding and I'm getting new business.”

Rodger Dawson,
Levitate Customer

Great Content

“The content is phenomenal... it can be tricky to find quality premade content, but everything the Levitate team sends me is spot-on. It sounds just like a lawyer wrote it.”

Denny Esford,
Levitate Customer

No Brainer

“You guys are my favorite employee… it cost me over $20,000 for a part-time employee, so compared to what I pay for Levitate, it’s a no-brainer.”

Rachel Munoz,
Levitate Customer

Case Study

Levinson & Stefani

Levinson & Stefani is in growth mode and realized the need to keep in touch with key prospects and contact groups. Unfortunately, the mass-blast tool they had been using made it difficult to send authentic content to the right people at the right time. Levitate has given them:

  • A single Father's Day email resulted in new lunch meetings with several attorneys Jay hadn't spoken to in months
  • Open and reply rates significantly increased compared to previous mass-blast system
  • Time-saving, relevant campaigns provided in Levitate's content library are easy to edit and tailor based on audience

All-time results with Levitate

Emails Sent:


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Targeted Campaigns

“One of the things about Levitate that really resonated with me is the ability to tag contacts based on whatever criteria I want. Before, we had a significant contact management pain. But Levitate allows us to target campaigns to certain groups within our network to generate the results we want.”

Jay Stefani,
Levinson & Stefani


“Levitate is an absolutely invaluable program because the emails come from my address and I’m able to send out content tailored to my clients.”

Eddie Hilliard,
Levitate Customer

The Best

“This is by far the best platform I’ve used in my 30-year marketing career.”

Jennie Dove-Deere,
Levitate Customer


“I’ve been sending the same email every Monday for 5 years now and the minute I switched to Levitate it was remarkable because people started replying to my email as if they had never seen the others emails.”

Erik Mora,
Levitate Customer

Case Study

Freedom Partners

Freedom Partners, a service provider for financial advisory firms and independent advisors, previously had issues connecting with clients in a meaningful way. Using mass-blast tools, their emails often ended up in Spam folders, preventing information from ever reaching clients’ inboxes. Since switching to Levitate:

  • Open rates increased from ~40% to 80% after purchasing Levitate.
  • They save roughly 96 hours or $19,200 a year through automation of weekly email sends

All-time results with Levitate

Emails Sent:


Avg. Open Rate:


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“I've been sending the same email every Monday for 5 years now, and the minute I switched to this system, it was so remarkable, because people started replying to my email as if they had never seen it.”

Erik Mora,
Co-Founder, Freedom Partners

Timely News

“If there is a tax law change, I can email a specific group before they hear about it on the news. Being proactive like that really impresses clients and prevents me from getting a bunch of calls asking the same questions.”

Carol A. Forrell,
Levitate Customer

Increased Responses

“I’m in charge of staying connected with our volunteers and clients, and the communication through Levitate feels so personalized. I’ve seen a huge increase in responses to the emails that we send out!”

Kris Kerlin,
Levitate Customer

New Business

"Our main goal had always been retention, but in the last six months, we've shifted towards bringing in new business. Asking for referrals and Google reviews in our emails has increased our new business by almost 50%."

Josh Sell,
Levitate Customer


What is Levitate?

Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach. We enable you to send personalized, authentic emails at scale (content templates included!), post and schedule to multiple social media platforms, generate reviews, send client happiness surveys, remember key facts about your contacts, set up customized reminders to reach out, automate your marketing, mail handwritten cards, schedule meetings with a click, and more, helping you accomplish business goals with a personalized approach.

Learn more about how Levitate works here, or better yet -- schedule a demo with one of our team members for a tailored walk-through.

How do I get started?

The best way to get started is to schedule a customized demo with one of our team members.  If you’d prefer to take a peek at the platform first, you can sign up for a free trial on any of our plans via our Plans page.

Is email marketing really that effective?

According to a recent study by Twilio SendGrid, 97% of people -- across generations --consider email to be essential, followed by text messages and social media.  At Levitate, we are big believers in the power and return on investment for email marketing done right.  It’s the most affordable, personal way to manage real relationships with your network when you’ve got the right tool in your corner.

How is this different from Mailchimp, Constant Contact, or other mass blast email providers?

Email service providers like Mailchimp and Constant Contact are designed for a single purpose: sending mass-blast emails.  Levitate is a relationship nurturing platform that includes marketing coaching, pre-written content templates, contact management features, AI-created content, automations, reminders, and more.  Unlike mass blast email providers, emails sent through the Levitate platform use your every day email server (Gmail or Outlook) so emails look and feel like a one-to-one, personal email.  This is one of the reasons why our customers’ emails average 60%+ open rates compared to 20% using mass blast tools.

How is it different from my Agency Management System or CRM?

Levitate complements (and in some cases, integrates with) a number of CRMs, Agency Management Systems, and Practice Management Systems across various industries. While every management system is different, we find Levitate provides the most added value in the areas of content planning/marketing support, managing key facts and dates to help personalize contacts, and the ability to execute keep-in-touch email marketing campaigns that flow through your everyday email server--including robust reporting and analytics.  Check out our Features page for a full list of ways we can add value to your business alongside your management system.

Didn't find the answer you were looking for?

Read more on our FAQs page, or reach out here.

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