--- description: Review of Levitate Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Levitate | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Marketing Automation Software](/directory/1686/automation/software) > [Levitate](/software/348636/levitate) # Levitate Canonical: https://www.softwareadvice.co.nz/software/348636/levitate Page: 1 / 15\ Next: [Next page](https://www.softwareadvice.co.nz/software/348636/levitate?page=2) > Levitate is a simple marketing software platform designed to help small businesses grow and keep clients happy through the lost art of keeping in touch. Our solution allows businesses to easily keep in touch with clients via text, send personal emails at scale, schedule meetings, remember key facts about their contacts, customize reminders to reach out, and accomplish business goals with a personalized approach. Levitate's average open rate is 60%. How do we do it? Personalized \& authentic emails. > > Verdict: Rated **4.8/5** by 333 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 333 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Real Magic ## Commercial Context - **Starting Price**: US$349.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Approval Process Control - Audience Targeting - Autoresponders - CAN-SPAM Compliance - CRM - Campaign Analytics - Campaign Management - Campaign Planning - Campaign Scheduling - Categorisation/Grouping - Click Tracking - Contact Management - Content Library - Content Management - Customer Segmentation - Customer Surveys - Customisable Branding - Customisable CTAs - Customisable Templates ## Integrations (16 total) - 8am MyCase - Clio - DonorPerfect - Gmail - HawkSoft CMS - Microsoft Outlook - PracticePanther Legal Software - QQCatalyst - QuickBooks Online - Redtail CRM - Salesforce Platform - ServiceTitan - Vertafore AMS360 - Wealthbox - Zapier ... and 1 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Marketing Automation Software](https://www.softwareadvice.co.nz/directory/1686/automation/software) ## Related Categories - [Marketing Automation Software](https://www.softwareadvice.co.nz/directory/1686/automation/software) - [Content Marketing Software](https://www.softwareadvice.co.nz/directory/1839/content/software) - [Social Media Marketing Tools](https://www.softwareadvice.co.nz/directory/3905/social-media-marketing/software) - [Email Marketing Software](https://www.softwareadvice.co.nz/directory/4697/email-marketing/software) ## Alternatives 1. 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If we have any questions or issues, her response is quick and thorough. ----- ### "Four out of Five Stars- Would Recommend" — 5.0/5 > **Shaun** | *26 January 2026* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: The onboarding experience with Levitate is exceptional. Unlike many software platforms that leave you to figure things out on your own, Levitate's team ensures you truly understand the product from day one. What sets them apart is their ongoing commitment, they schedule quarterly meetings to review your campaigns, help set up monthly client emails, and make sure you're maximizing the platform's capabilities. This hands-on support is invaluable for busy insurance producers who don't have time to become software experts. The automated touchpoint sequences are a game-changer for post-sale client experience. After closing a policy, the system automatically reaches out to new clients to confirm they have all necessary documents and prompts them for Google reviews at the perfect moment. This automation ensures nothing falls through the cracks during that critical onboarding period when clients form their lasting impression of your service. The social media content they provide is another strong advantage. Having ready-made, insurance-appropriate social posts saves hours of content creation time each month and helps maintain a consistent professional presence across platforms without the usual hassle of figuring out what to post. Overall, Levitate delivers where it matters most, combining powerful automation with genuine human support to help you stay connected with clients systematically and authentically. > > **Cons**: While the overall interface is clean, the process of organizing clients into specific groups for targeted campaigns isn't as straightforward as it should be. This becomes particularly problematic when you're trying to segment your book by coverage type, renewal dates, or other insurance-specific criteria. For someone managing multiple client segments, commercial lines versus personal lines, workers' comp clients, or prospects at different stages, the grouping functionality feels clunkier than it needs to be. > > My experience with Levitate has been overwhelmingly positive and I would recommend it to other insurance professionals looking to systematize their client communication. The platform delivers on its core promise of helping you maintain meaningful relationships at scale without losing the personal touch that's essential in our industry. ----- ### "Meh...it's growing on me" — 3.0/5 > **Brandie** | *26 January 2026* | Financial Services | Recommendation rating: 4.0/10 > > **Pros**: Our email open and click rates looks fantastic compared to service providers. It is doing the job... > > **Cons**: Analytics has not met my expectations. I only see high-level, basic data found only in the reports dashboard. Exporting a report is disappointing. There's no data in it. I'd like to run a report on my newsletter emails as a whole campaign or a single email report with data, not contacts. I need metrics like average open rate, bounce rates, unsubscribe rates, average click rate, email list health, etc. > > Overall, Levitate helps us achieve our goal of getting our clients to open our emails. The sales pitch to us was great. The ease of use hasn't been wonderful. The onboarding and check-ins are beneficial but I find myself not wanting to use Levitate because it takes me longer to create automations than I feel like it should. ----- ### "One of the best programs to help business keep in touch with clients" — 5.0/5 > **Daniel** | *23 January 2026* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: We love the AI option to create content. It makes making content that is well written easy and fun. > > **Cons**: I wish that texting and such was not an additional charge. Other than that we have nothing to complain about. > > We use leveitate on a daily bases to keep in touch with our clients about important insurance matters. It is easy to use and the support staff is wonderful ----- ### "Thoughts on Levitate" — 5.0/5 > **Jamesa** | *23 January 2026* | Construction | Recommendation rating: 10.0/10 > > **Pros**: I like that my account manager is always readily available for any questions I may have. I also enjoy the easy layout of the platform and variety of creative to use and customize. The A.I feature is also a great addition and super helpful. > > **Cons**: My only con would be the limit of emails that you can send out. Our company has a huge database of contacts, and it can sometimes take weeks for all the emails to send out. > > My overall experience has been great. I can foresee this product getting better and better as time moves on and they continue to make updates and adjustments. ----- Page: 1 / 15\ Next: [Next page](https://www.softwareadvice.co.nz/software/348636/levitate?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/348636/levitate) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data