Everything you need to stay connected
Relationship marketing made simple.
Contact Management
Import, organize, and segment your contacts with tags, notes, and relationship insights. Know every client's story at a glance.
Automated Follow-Ups
Birthday reminders, milestone check-ins, and scheduled touchpoints that go out automatically—but feel completely personal.
Email, Social & Texting
Custom content, newsletters, social media posts, and text campaigns—all done for you with 60%+ email open rates.
Integrates with the tools you already use
Are you dealing with any of this?
Managing client relationships shouldn't feel like a second job.
Clients Slipping Through the Cracks
You meant to follow up with that prospect last week. And the week before. Now it's been months and they've gone elsewhere.
Scattered Contact Info
Client details spread across spreadsheets, email threads, sticky notes, and your memory. Nothing in one place.
Generic CRM Overload
You've tried Salesforce or HubSpot. 500 features you'll never use, a setup process that takes months, and still no personal touch.
No Time for Personal Touch
You know relationships drive referrals. But between running your business and serving clients, personalized outreach falls off.
On your demo, you'll see:
- How Levitate organizes contacts with relationship insights
- Automated follow-ups that feel personal
- Email, social, and texting with 60%+ open rates
- Integrations with Salesforce, Gmail, Outlook, and more
- Your dedicated success specialist who handles setup
Everything you need, all included
A complete relationship marketing platform—no extra fees, no DIY headaches.
Smart Contact Management
Import contacts from anywhere. Tags, notes, relationship history, and key dates—all in one searchable dashboard.
Automated Touchpoints
Birthdays, anniversaries, check-ins, and milestones. Set it once and every client gets remembered on time, every time.
Content & Outreach
Email, social media, texting, and custom content—all created for you. 60%+ open rates because it sounds like you, not a robot.
Analytics & Reporting
Track opens, clicks, and engagement across every touchpoint. Know what's working and where to focus next.
Seamless Integrations
Connect with Salesforce, QuickBooks, Redtail, Clio, Google Business Profile, ServiceTitan, Zapier, and 10+ more. Your tools, working together.
Dedicated Success Specialist
A real person who sets everything up, creates your content, and stays with you. No tickets. No chatbots. Just help.
Built by people who actually care
Your Dedicated Success Specialist
You'll work directly with a dedicated specialist who learns your business, imports your contacts, and configures your Levitate account from day one. Need a change? Shoot them an email. No tickets, no waiting, no surprise charges.
They'll handle setup, content creation, follow-up scheduling, and ongoing optimization—so you can focus on the relationships that matter most.
Our customers love their CRM
Real results from real small businesses.
"Levitate keeps every client relationship on track. I never forget a follow-up anymore."
"We went from zero follow-up system to automated touchpoints in a week. Our client retention has never been better."
"Levitate is near effortless to keep up with client interaction!"
"Levitate takes the guesswork out of what emails people will open."
"Finally a platform that doesn't feel like I need a degree to use it. Import contacts, set up reminders, and it just works."
"Levitate is a company of real people helping small businesses thrive."
"I'm constantly reviewing my tech stack. Levitate keeps showing up as the tool that replaces the rest."
"Half of the overall experience with Levitate has everything to do with our account specialist. They believe in what they're supporting."
"The personal support is unmatched. Need a change? I email my specialist and it's done—no tickets, no waiting."
Trusted by thousands of small businesses
Based in Raleigh, NC with a team of 280+ marketing and customer success professionals dedicated to helping small businesses grow.
Is Levitate's relationship marketing software right for you?
This Is For You If...
- ✓ You're losing track of client follow-ups and it's costing you business
- ✓ You've tried a CRM before but it was too complex or too expensive
- ✓ You want to stay top of mind with clients without constant manual effort
- ✓ You need integrations with tools like Salesforce, QuickBooks, or Zapier
- ✓ You want a done-for-you setup with a real person guiding you
This Isn't For You If...
- ✕ You have a full-time CRM administrator managing your system
- ✕ You need enterprise-grade CRM with 500+ custom fields
- ✕ You enjoy tracking client follow-ups in spreadsheets
FAQs
Common questions about Levitate's relationship marketing CRM.
How is Levitate different from Salesforce or HubSpot?
Salesforce and HubSpot are powerful customer relationship management software platforms, but they're built for enterprises with dedicated admins. Levitate is designed specifically for small businesses that need simplicity without sacrificing capability. You get contact management, automated follow-ups, email marketing, and a dedicated success specialist—all without the steep learning curve or the enterprise price tag.
Can I import my existing contacts?
Absolutely. You can import contacts from CSV files, spreadsheets, or directly from tools like Gmail, Outlook, Salesforce, QuickBooks, Redtail, Wealthbox, and more. Your dedicated specialist will help you with the migration so nothing gets lost in the transition.
What integrations are available?
Levitate integrates with 17+ tools including Salesforce, QuickBooks, Redtail, Wealthbox, Clio, Google Business Profile, ServiceTitan, DonorPerfect, Zapier, and more—covering CRM, accounting, legal, insurance, and nonprofit platforms. If your tool connects to Zapier, it can connect to Levitate.
Do I have to write all the content myself?
Not at all. Levitate's content team creates fully custom email content, newsletters, and touchpoint messages for you. The content is written to sound like you—not a generic template. You can review and approve everything before it goes out, or let the team handle it end to end.
How long does it take to get set up?
Most businesses are fully up and running within one to two weeks. Your specialist handles the heavy lifting—importing contacts, configuring automations, and setting up your first campaigns. You don't need to be technical or set aside hours of time.
What results can I expect?
Our customers typically see 60%+ email open rates (3x the industry average), stronger client retention, and more referrals within the first few months. Because every touchpoint is personalized and timely, clients feel remembered—and that translates directly into loyalty and revenue.
Is there a long-term contract?
Levitate offers flexible plans without long-term lock-ins. We believe you should stay because you love the platform, not because you're stuck in a contract. Talk to our team during your demo to learn about current pricing and plan options.
On your demo, you'll see:
- How Levitate organizes contacts with relationship insights
- Automated follow-ups that feel personal
- Email, social, and texting with 60%+ open rates
- Integrations with Salesforce, Gmail, Outlook, and more
- Your dedicated success specialist who handles setup