Levitate

Levitate is a SaaS (Software as a Service) platform founded in 2017 that focuses on helping relationship-based businesses nurture authentic connections with clients, donors, referral sources, and prospects. The company's core offering is its "Happiness Platform," which enables users to send personalized emails at scale, post to social media, communicate via text, send surveys and event invitations, generate and manage reviews, schedule meetings, send handwritten cards, and remember key facts about contacts. In August 2023, Levitate reported a 1170% revenue growth over three years, serving over 5,000 customers at that time.

The platform's features have expanded to include website design, Google Review management, and AI-powered blog content creation. Levitate's AI Assistant, launched in 2023, helps customers write, reword, and edit emails and social media posts, with capabilities tailored for specific industries like insurance agencies, wealth management firms, and accounting firms. The company emphasizes creating content that feels personal and timely, often resulting in high engagement rates with reported average open rates of over 50% and reply rates exceeding 10%.

Levitate has integrated its services with other platforms to enhance its offerings. In July 2024, the company announced an integration with DonorPerfect, a fundraising software, to help nonprofits improve donor engagement. This integration allows users to sync contact data, categorize donors, and utilize features like 'Donation Boards' for targeted communications.

Key customers and partnerships

Levitate's customer base spans various industries, including financial services, legal, and non-profit sectors. The company has established partnerships to expand its reach and functionality. In March 2023, Levitate partnered with Wealthbox, a CRM for financial advisors, to improve client relationships through automated information updates between the two platforms. Additionally, Levitate integrated with Clio Manage, a legal practice management software, enabling law firms to automatically sync client data and streamline their workflow.