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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

For two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am MyCase Yes 
Clio Yes 
DonorPerfect Fundraising Growth Platform Yes 
Follow Up Boss Yes 
Gmail Yes 
Housecall Pro Yes 
LoopNet Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
PhoneBurner No 
QuickBooks Accountants Yes 
Rattle No 
Redtail CRM Yes 
Salesforce Yes 
ServiceTitan Yes 
Wealthbox Yes 
Xanatek Yes 
Zapier Yes 
Zillow Yes 
iHOUSEweb Yes 

Integrations

8am MyCase No 
Clio No 
DonorPerfect Fundraising Growth Platform No 
Follow Up Boss No 
Gmail No 
Housecall Pro No 
LoopNet No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
PhoneBurner Yes 
QuickBooks Accountants No 
Rattle Yes 
Redtail CRM No 
Salesforce No 
ServiceTitan No 
Wealthbox No 
Xanatek No 
Zapier No 
Zillow No 
iHOUSEweb No 

Pricing Details

$349 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
In Person Yes 

Vendor Details

Company Name

Real Magic

Country

United States

Website

levitate.ai

Vendor Details

Company Name

Outreach Software

Website

www.outreachcrm.co.nz

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 

Product Features

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management Yes 
Interaction Tracking Yes 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

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