Levitate Email Marketing: Features and Setup Guide
Learn how Levitate email marketing helps you build customer relationships and drive revenue. Explore key features, pricing, and setup steps for your business.
Levitate email marketing takes a different approach than the tools most marketers default to. Where Mailchimp, Constant Contact, and similar platforms send mass-blast emails from a third-party server, Levitate routes every message through your existing Gmail or Outlook account. The result is that emails land in the primary inbox, not the Promotions tab, and look like they came from a real person. That distinction has measurable consequences:
Levitate emails average 60%+ open rates and 10% reply rates, thanks to its relationship-focused approach and direct email delivery through your Outlook or Gmail account.
Compare that to the roughly 20% open rate across all industries for mass-blast providers, most of which don't even track reply rates because their emails aren't built to start conversations.
This guide covers everything you need to know: what Levitate actually is, how its core features work, how to set it up, who it suits best, and where its limits show up.
Key Takeaways
Unlike mass-blast email providers, emails sent through the Levitate platform use your everyday email server (Gmail or Outlook), so emails look and feel like a one-to-one, personal email.
Levitate is a relationship nurturing platform that includes marketing coaching, pre-written content templates, contact management features, AI-created content, automations, and reminders.
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services.
There is no publicly available pricing for Levitate. Interested users are advised to contact the vendor directly for detailed pricing and plan options.
Automation features lack some sophistication, requiring more manual work, and reporting tools provide only basic insights without advanced analytics.
What Is Levitate?
Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. It was founded in 2017 by Jesse Lipson, the creator of ShareFile, and focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks.
The platform sits in a category of its own. It is not a traditional email service provider, and it is not a full CRM.
Levitate Email Marketing: Features and Setup Guide
Learn how Levitate email marketing helps you build customer relationships and drive revenue. Explore key features, pricing, and setup steps for your business.
Levitate email marketing takes a different approach than the tools most marketers default to. Where Mailchimp, Constant Contact, and similar platforms send mass-blast emails from a third-party server, Levitate routes every message through your existing Gmail or Outlook account. The result is that emails land in the primary inbox, not the Promotions tab, and look like they came from a real person. That distinction has measurable consequences:
Levitate emails average 60%+ open rates and 10% reply rates, thanks to its relationship-focused approach and direct email delivery through your Outlook or Gmail account.
Compare that to the roughly 20% open rate across all industries for mass-blast providers, most of which don't even track reply rates because their emails aren't built to start conversations.
This guide covers everything you need to know: what Levitate actually is, how its core features work, how to set it up, who it suits best, and where its limits show up.
Key Takeaways
Unlike mass-blast email providers, emails sent through the Levitate platform use your everyday email server (Gmail or Outlook), so emails look and feel like a one-to-one, personal email.
Levitate is a relationship nurturing platform that includes marketing coaching, pre-written content templates, contact management features, AI-created content, automations, and reminders.
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services.
There is no publicly available pricing for Levitate. Interested users are advised to contact the vendor directly for detailed pricing and plan options.
Automation features lack some sophistication, requiring more manual work, and reporting tools provide only basic insights without advanced analytics.
What Is Levitate?
Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. It was founded in 2017 by Jesse Lipson, the creator of ShareFile, and focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks.
The platform sits in a category of its own. It is not a traditional email service provider, and it is not a full CRM.
Its Happiness Platform combines authentic communication tools, dedicated success specialists, and AI to help businesses build lasting relationships.
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.
That distinction matters if you are in a service-based business where long-term client trust drives revenue.
Core Email Marketing Features
Inbox-First Email Delivery
The most significant technical feature in Levitate is how it sends email.
Since Levitate emails are sent using your existing email address rather than a third party, they actually make it to the inbox, making authentic connection a lot easier.
This bypasses the Promotions folder entirely, which is where most bulk email tools land.
Around 80% of traditional email marketing content ends up in spam. The quickest way to make sure your email never gets read, or worse gets marked as spam, is by adding a lot of branding, marketing images, and dense content into an email.
Levitate's architecture avoids that problem structurally.
AI Content Assistant and Template Library
You can send emails straight from the provider you already use (Outlook, Gmail, etc.) and streamline critical but repetitive client communications with unlimited access to the automations feature. The template library has messages for everything from fun check-ins to niche industry-specific content that positions you as an expert. The built-in AI Assistant rewrites existing content, translates content into 10 different languages, and even writes brand new content in seconds.
While many customers write their own content, all Levitate subscriptions include access to a pre-written email and social media template library full of industry-specific, award-winning content that you can edit and send. Plans also include four completely customized templates annually. Certain Levitate plans give you unlimited use of the AI content creation feature to write new content, rewrite existing content, or translate to another language in seconds.
Contact Management and Segmentation
Levitate CRM software features include a centralized contact management system where businesses can store comprehensive client information, such as emails, phone numbers, and interaction history.
Reviewers appreciate Levitate's Contact Database for its functionality and intuitive design. They highlight the helpfulness of the "tags" capability for organizing and targeting different client types.
This tagging system effectively serves as Levitate's segmentation engine.
Reviewers find Levitate's Campaign Scheduling helpful for planning and automating email and social media posts. They appreciate the ability to schedule content months in advance, which saves time and ensures timely communication. This capability allows users to focus on other tasks without worrying about sending emails manually. They also value the flexibility to schedule reminders and the ease of managing campaigns.
You can text via a custom phone number through Levitate and set up automations like birthday wishes or renewal reminders to really impress clients.
Engagement Tracking and Reporting
Levitate includes email and survey tracking so you know when every contact reads your messages, view and reply statistics for every send, an opportunity board for easy relationship nurturing, and more.
One caveat worth noting:
analytics has not met some users' expectations, with only high-level, basic data available in the reports dashboard.
If granular reporting is a priority for your team, this is a limitation to factor into your decision.
Levitate enables email campaigns at scale using content templates, social media scheduling, review generation, client surveys, and contact memory tools. Additional features include automated reminders, marketing automation, handwritten card delivery, and easy meeting scheduling.
Levitate also offers custom-built websites written and designed for each business rather than relying on templates. Businesses can create and post blogs with AI assistance. Facebook or Google Local Service Ads are also optional add-ons.
Who Levitate Is Built For
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services, offering tools tailored to relationship-based business growth.
More specifically:
Professional services firms such as accounting, legal, and consulting companies use Levitate to sustain ongoing client contact, fostering loyalty and repeat business through personalized email and CRM integrations.
Financial advisory firms streamline routine client updates and engagement tracking with Levitate's automation, reducing administrative tasks while ensuring timely, customized outreach that supports portfolio management and client satisfaction.
Real estate agencies leverage Levitate to automate follow-ups and distribute personalized market updates, helping them stay memorable to buyers, sellers, and referral partners.
Levitate is not the right fit for ecommerce brands running high-volume promotional campaigns, or for SaaS teams that need deep behavioral segmentation and complex drip sequences. For those use cases, see our guides on ecommerce email marketing and SaaS email marketing strategy.
How to Set Up Levitate Email Marketing
The setup process follows a clear sequence. Here is how it works in practice:
Request a demo or start a free trial.
The best way to get started is to schedule a customized demo with one of the Levitate 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 their plans via the Plans page.
Create your account and enter user details.
Step 1 involves entering your First Name, Last Name, and Phone Number.
Connect your email server.
Step 3 is connecting Levitate to your email server, which varies based on the email provider you use.
You also have the option to choose if you'd like Levitate to pull in any contacts from your email address book, and you can choose if those contacts are Public or Private.
Import your contacts.
Import all contacts from your address book, CRM, or spreadsheet. After this, you can set simple rules about contacts and specify how often you want to reach out to them.
Tag and segment your contacts. Use Levitate's tagging system to separate clients, prospects, and referral partners.
Focus your first send on current and past clients and referral partners rather than cold prospecting. It's also smart to segment your sends, for example sending one email tailored to clients and one tailored to referral partners.
Set up your signature and campaign automations.
Once you've authorized the connection with your email provider, you'll reach Step 4: set up your signature and continue to the Dashboard to get started.
Work with your dedicated Success Specialist.
Every Levitate account is paired with a dedicated Success Specialist who serves as your personal marketing expert and becomes an extension of your team.
They schedule quarterly meetings to review your campaigns, help set up monthly client emails, and make sure you're maximizing the platform's capabilities.
Levitate Deliverability: Why It Works
The inbox placement advantage Levitate offers is structural, not just a feature. Most email service providers send from shared IP addresses associated with bulk mail.
Since Levitate emails are sent using your existing email address rather than a third party, they actually make it to the inbox.
There are also built-in deliverability guardrails.
The first time you do a Group Email with Levitate, it will automatically validate email addresses for you, tag contacts with undeliverable emails with the "Email Bounced" tag so you can find them, and automatically remove those email addresses in Levitate.
As part of the CAN-SPAM Act, you are required to give recipients a way to unsubscribe. Levitate will automatically add a line below your email signature to let the recipient opt-out of receiving emails from you.
Levitate also discourages practices that hurt sender reputation.
Levitate does not recommend sending to purchased lists, nor does it recommend sending an email to thousands of prospects with whom you have no relationship.
Levitate software offers integrations with top third-party applications, including Gmail, Zapier, Clio, DonorPerfect, Zillow, and Wealthbox, enhancing workflow efficiency and enabling smooth data synchronization across various platforms.
Levitate complements and in some cases integrates with a number of CRMs, Agency Management Systems, Field Service Management systems, and Practice Management Systems across various industries.
Users in legal services have highlighted the Clio integration specifically.
This integration simplifies contact management, ensuring that client lists stay updated automatically without manual data entry.
Levitate software also offers API access, which gives technical teams the option to build custom connections where needed.
Pricing
There is no publicly available pricing information for Levitate. Interested users are advised to contact the vendor directly for detailed pricing and plan options.
What is known:
the cost structure follows a subscription-based pricing model, offering packages such as Client Happiness + AI, Client Happiness Advanced, and Client Happiness.
GetApp lists a starting price of $349 per month based on user-reported data, though this figure should be verified directly with Levitate.
You are not required to sign a contract when becoming a Levitate customer. Levitate is an annual subscription service, and you can choose not to renew at your next annual renewal date at any time.
If you want to send emails from multiple email addresses in Levitate, you would need to create a new user for each additional email address. All plans include up to 5 users, so you would simply need to use one of those "seats" included with your plan.
Strengths and Limitations
Where Levitate excels
Inbox placement through personal email server routing
Dedicated Success Specialist included in every plan
Strong open and reply rates compared to mass-blast tools
Scheduling is intuitive, allows for long-term planning, and makes it simple to maintain consistent communication without daily oversight.
Dedicated mobile application available for iOS and Android devices.
Where Levitate falls short
Reporting tools provide only basic insights without advanced analytics.
Automation features lack sophistication, requiring more manual work.
Levitate supports fewer third-party integrations compared to other CRM platforms.
There is a limit on emails that can be sent out, which can mean it takes weeks for all emails to send to a very large database.
Frequently Asked Questions
How does Levitate email marketing differ from Mailchimp or Constant Contact?
Unlike mass-blast email providers, emails sent through the Levitate platform use your everyday email server (Gmail or Outlook), so emails look and feel like a one-to-one, personal email. This is one of the reasons why customers' emails average 60%+ open rates compared to 20% using mass-blast tools.
Mailchimp and Constant Contact send from shared bulk-mail infrastructure, which means they compete for inbox placement in Promotions folders.
Does Levitate work for cold email outreach?
Not well.
Levitate does not recommend sending to purchased lists, nor does it recommend sending an email to thousands of prospects with whom you have no relationship.
The platform is designed for warm, existing-relationship outreach. Cold prospecting at volume sits outside its intended use case.
What industries get the most value from Levitate?
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services, offering tools tailored to relationship-based business growth.
Businesses in these sectors typically have smaller, high-value client lists where personal communication directly affects retention and referrals.
Is there a contract required to use Levitate?
You are not required to sign a contract when becoming a Levitate customer. Levitate is an annual subscription service, and you can choose not to renew at your next annual renewal date at any time. You will then have access to the platform for the remainder of the 12-month billing cycle you originally purchased.
Its Happiness Platform combines authentic communication tools, dedicated success specialists, and AI to help businesses build lasting relationships.
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.
That distinction matters if you are in a service-based business where long-term client trust drives revenue.
Core Email Marketing Features
Inbox-First Email Delivery
The most significant technical feature in Levitate is how it sends email.
Since Levitate emails are sent using your existing email address rather than a third party, they actually make it to the inbox, making authentic connection a lot easier.
This bypasses the Promotions folder entirely, which is where most bulk email tools land.
Around 80% of traditional email marketing content ends up in spam. The quickest way to make sure your email never gets read, or worse gets marked as spam, is by adding a lot of branding, marketing images, and dense content into an email.
Levitate's architecture avoids that problem structurally.
AI Content Assistant and Template Library
You can send emails straight from the provider you already use (Outlook, Gmail, etc.) and streamline critical but repetitive client communications with unlimited access to the automations feature. The template library has messages for everything from fun check-ins to niche industry-specific content that positions you as an expert. The built-in AI Assistant rewrites existing content, translates content into 10 different languages, and even writes brand new content in seconds.
While many customers write their own content, all Levitate subscriptions include access to a pre-written email and social media template library full of industry-specific, award-winning content that you can edit and send. Plans also include four completely customized templates annually. Certain Levitate plans give you unlimited use of the AI content creation feature to write new content, rewrite existing content, or translate to another language in seconds.
Contact Management and Segmentation
Levitate CRM software features include a centralized contact management system where businesses can store comprehensive client information, such as emails, phone numbers, and interaction history.
Reviewers appreciate Levitate's Contact Database for its functionality and intuitive design. They highlight the helpfulness of the "tags" capability for organizing and targeting different client types.
This tagging system effectively serves as Levitate's segmentation engine.
Reviewers find Levitate's Campaign Scheduling helpful for planning and automating email and social media posts. They appreciate the ability to schedule content months in advance, which saves time and ensures timely communication. This capability allows users to focus on other tasks without worrying about sending emails manually. They also value the flexibility to schedule reminders and the ease of managing campaigns.
You can text via a custom phone number through Levitate and set up automations like birthday wishes or renewal reminders to really impress clients.
Engagement Tracking and Reporting
Levitate includes email and survey tracking so you know when every contact reads your messages, view and reply statistics for every send, an opportunity board for easy relationship nurturing, and more.
One caveat worth noting:
analytics has not met some users' expectations, with only high-level, basic data available in the reports dashboard.
If granular reporting is a priority for your team, this is a limitation to factor into your decision.
Levitate enables email campaigns at scale using content templates, social media scheduling, review generation, client surveys, and contact memory tools. Additional features include automated reminders, marketing automation, handwritten card delivery, and easy meeting scheduling.
Levitate also offers custom-built websites written and designed for each business rather than relying on templates. Businesses can create and post blogs with AI assistance. Facebook or Google Local Service Ads are also optional add-ons.
Who Levitate Is Built For
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services, offering tools tailored to relationship-based business growth.
More specifically:
Professional services firms such as accounting, legal, and consulting companies use Levitate to sustain ongoing client contact, fostering loyalty and repeat business through personalized email and CRM integrations.
Financial advisory firms streamline routine client updates and engagement tracking with Levitate's automation, reducing administrative tasks while ensuring timely, customized outreach that supports portfolio management and client satisfaction.
Real estate agencies leverage Levitate to automate follow-ups and distribute personalized market updates, helping them stay memorable to buyers, sellers, and referral partners.
Levitate is not the right fit for ecommerce brands running high-volume promotional campaigns, or for SaaS teams that need deep behavioral segmentation and complex drip sequences. For those use cases, see our guides on ecommerce email marketing and SaaS email marketing strategy.
How to Set Up Levitate Email Marketing
The setup process follows a clear sequence. Here is how it works in practice:
Request a demo or start a free trial.
The best way to get started is to schedule a customized demo with one of the Levitate 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 their plans via the Plans page.
Create your account and enter user details.
Step 1 involves entering your First Name, Last Name, and Phone Number.
Connect your email server.
Step 3 is connecting Levitate to your email server, which varies based on the email provider you use.
You also have the option to choose if you'd like Levitate to pull in any contacts from your email address book, and you can choose if those contacts are Public or Private.
Import your contacts.
Import all contacts from your address book, CRM, or spreadsheet. After this, you can set simple rules about contacts and specify how often you want to reach out to them.
Tag and segment your contacts. Use Levitate's tagging system to separate clients, prospects, and referral partners.
Focus your first send on current and past clients and referral partners rather than cold prospecting. It's also smart to segment your sends, for example sending one email tailored to clients and one tailored to referral partners.
Set up your signature and campaign automations.
Once you've authorized the connection with your email provider, you'll reach Step 4: set up your signature and continue to the Dashboard to get started.
Work with your dedicated Success Specialist.
Every Levitate account is paired with a dedicated Success Specialist who serves as your personal marketing expert and becomes an extension of your team.
They schedule quarterly meetings to review your campaigns, help set up monthly client emails, and make sure you're maximizing the platform's capabilities.
Levitate Deliverability: Why It Works
The inbox placement advantage Levitate offers is structural, not just a feature. Most email service providers send from shared IP addresses associated with bulk mail.
Since Levitate emails are sent using your existing email address rather than a third party, they actually make it to the inbox.
There are also built-in deliverability guardrails.
The first time you do a Group Email with Levitate, it will automatically validate email addresses for you, tag contacts with undeliverable emails with the "Email Bounced" tag so you can find them, and automatically remove those email addresses in Levitate.
As part of the CAN-SPAM Act, you are required to give recipients a way to unsubscribe. Levitate will automatically add a line below your email signature to let the recipient opt-out of receiving emails from you.
Levitate also discourages practices that hurt sender reputation.
Levitate does not recommend sending to purchased lists, nor does it recommend sending an email to thousands of prospects with whom you have no relationship.
Levitate software offers integrations with top third-party applications, including Gmail, Zapier, Clio, DonorPerfect, Zillow, and Wealthbox, enhancing workflow efficiency and enabling smooth data synchronization across various platforms.
Levitate complements and in some cases integrates with a number of CRMs, Agency Management Systems, Field Service Management systems, and Practice Management Systems across various industries.
Users in legal services have highlighted the Clio integration specifically.
This integration simplifies contact management, ensuring that client lists stay updated automatically without manual data entry.
Levitate software also offers API access, which gives technical teams the option to build custom connections where needed.
Pricing
There is no publicly available pricing information for Levitate. Interested users are advised to contact the vendor directly for detailed pricing and plan options.
What is known:
the cost structure follows a subscription-based pricing model, offering packages such as Client Happiness + AI, Client Happiness Advanced, and Client Happiness.
GetApp lists a starting price of $349 per month based on user-reported data, though this figure should be verified directly with Levitate.
You are not required to sign a contract when becoming a Levitate customer. Levitate is an annual subscription service, and you can choose not to renew at your next annual renewal date at any time.
If you want to send emails from multiple email addresses in Levitate, you would need to create a new user for each additional email address. All plans include up to 5 users, so you would simply need to use one of those "seats" included with your plan.
Strengths and Limitations
Where Levitate excels
Inbox placement through personal email server routing
Dedicated Success Specialist included in every plan
Strong open and reply rates compared to mass-blast tools
Scheduling is intuitive, allows for long-term planning, and makes it simple to maintain consistent communication without daily oversight.
Dedicated mobile application available for iOS and Android devices.
Where Levitate falls short
Reporting tools provide only basic insights without advanced analytics.
Automation features lack sophistication, requiring more manual work.
Levitate supports fewer third-party integrations compared to other CRM platforms.
There is a limit on emails that can be sent out, which can mean it takes weeks for all emails to send to a very large database.
Frequently Asked Questions
How does Levitate email marketing differ from Mailchimp or Constant Contact?
Unlike mass-blast email providers, emails sent through the Levitate platform use your everyday email server (Gmail or Outlook), so emails look and feel like a one-to-one, personal email. This is one of the reasons why customers' emails average 60%+ open rates compared to 20% using mass-blast tools.
Mailchimp and Constant Contact send from shared bulk-mail infrastructure, which means they compete for inbox placement in Promotions folders.
Does Levitate work for cold email outreach?
Not well.
Levitate does not recommend sending to purchased lists, nor does it recommend sending an email to thousands of prospects with whom you have no relationship.
The platform is designed for warm, existing-relationship outreach. Cold prospecting at volume sits outside its intended use case.
What industries get the most value from Levitate?
Levitate software supports a wide range of industries, including insurance, financial services, legal, accounting, nonprofit, real estate, and home services, offering tools tailored to relationship-based business growth.
Businesses in these sectors typically have smaller, high-value client lists where personal communication directly affects retention and referrals.
Is there a contract required to use Levitate?
You are not required to sign a contract when becoming a Levitate customer. Levitate is an annual subscription service, and you can choose not to renew at your next annual renewal date at any time. You will then have access to the platform for the remainder of the 12-month billing cycle you originally purchased.
