Levitate is a SaaS platform designed to help small and medium-sized businesses build and maintain authentic client relationships through personalized, scalable communication. The platform integrates AI-driven content creation for emails, social media, and handwritten cards, alongside tools for texting, meeting scheduling, surveys, review generation, and website creation. Levitate emphasizes genuine, one-to-one outreach, enabling users to automate routine marketing tasks while preserving a personal touch. The system includes analytics, reporting, and integrations with industry-specific software, making it especially suitable for service-focused businesses that rely on ongoing client engagement. Dedicated success specialists support onboarding and ongoing strategy, ensuring users maximize the platform’s capabilities.

Key Features

AI Content Creation Generates high-quality, personalized content for multiple channels.

• AI assistant for emails, social posts, and handwritten cards
• Customizable templates and content suggestions

Multi-Channel Communication Centralizes outreach across various platforms.

• Email marketing with high open rates
• Text messaging and social media scheduling
• Handwritten card automation

Client Engagement Tools Enhances relationship management and feedback collection.

• Meeting booking and reminders
• Surveys and review generation
• Contact tagging and segmentation

Automation and Personalization Streamlines repetitive tasks while maintaining authenticity.

• Automated drip campaigns and reminders
• Personalization at scale for 1:1 communication

Analytics and Reporting Provides insights into engagement and campaign performance.

• Real-time analytics dashboards
• Reporting on open rates, responses, and client happiness

Integrations Connects with industry-specific and general business tools.

• Two-way and one-way integrations with agency management systems (e.g., AMS360, HawkSoft)
• Website generation and management

Benefits

Stronger Client Relationships Facilitates ongoing, authentic communication.

• Personalized outreach increases loyalty and retention
• Multi-channel approach meets clients where they are

Time and Resource Efficiency Automates routine marketing and engagement tasks.

• AI-generated content saves time
• Success specialists assist with onboarding and strategy

Improved Business Growth Drives referrals and repeat business through consistent engagement.

• High open and response rates
• Tools for review and feedback collection