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Description
It's essential to maintain a record of your donors, volunteers, members, as well as committee and board members, among many others. Different individuals often manage various groups of constituents, which can complicate the task of keeping everyone informed. We assist you in organizing vital information like addresses, phone numbers, email addresses, social media profiles, and employment details in a manner that is straightforward and easy to access. Understanding the connections among your constituents can significantly enhance your fundraising strategies. For instance, certain families may connect you with others who are keen on supporting your mission. Additionally, some employees might be unaware that their employers provide matching gift programs. Having a centralized view of these relationships allows you to strategically focus your fundraising efforts where they are most likely to yield results. It's important for constituents to feel acknowledged and valued; however, it can be challenging to consistently update them about your initiatives. By streamlining communication and relationship management, you can foster stronger connections and create a more engaged community.
Description
Levitate is a relationship marketing and client engagement platform built to help organizations communicate in a personal, authentic way. The platform brings together email marketing, social media scheduling, personalized texting, websites, handwritten cards, surveys, review generation, AI content assistance, and success specialist support. Users can send personal-feeling emails at scale, schedule industry-specific social posts, text contacts, build a stronger online presence, and generate more 5-star reviews. Levitate’s dedicated success specialists help with onboarding, strategy, and ongoing marketing guidance so teams do not have to manage engagement alone. Its Authentic Intelligence approach combines AI efficiency with human guidance to help users create genuine content quickly. The AI assistant can draft new emails or social posts, rewrite existing content, and adjust style for different audiences. Levitate is designed to help businesses stay connected with clients, donors, colleagues, referral sources, prospects, and volunteers. The platform integrates with everyday systems such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and other tools. By combining communication channels, AI, content support, review tools, and human strategy, Levitate helps relationship-driven organizations stay top of mind and grow through authentic outreach.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Adwerx
No
Clio
No
DonorPerfect Fundraising Growth Platform
No
HawkSoft
No
Housecall Pro
No
LoopNet
No
Microsoft 365
No
Microsoft Dynamics 365
No
Microsoft Outlook
No
QuickBooks Accountants
No
Integrations
Adwerx
Yes
Clio
Yes
DonorPerfect Fundraising Growth Platform
Yes
HawkSoft
Yes
Housecall Pro
Yes
LoopNet
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
Pricing Details
$120 per month
Free Trial
Yes
Free Version
No
Pricing Details
$349 per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DonorView
Founded
2011
Country
United States
Website
www.donorview.com
Vendor Details
Company Name
Real Magic
Country
United States
Website
levitate.ai
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
No
Auction Management
No
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
No
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
Yes
Email Marketing
Yes
Event Management
Yes
Member Directory
No
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
Yes
Payment Processing
Yes
Website Management
No
Nonprofit
Accounting
No
Committee Management
No
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes
Product Features
Email Marketing
A/B Testing
No
Artificial Intelligence
Yes
Auto-Responders
No
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
No
Image Library
Yes
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
Yes
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
