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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

Regards is a modern, AI-native relationship management tool built for professionals whose success depends on strong networks. Unlike traditional CRMs focused on transactions, Regards focuses on personal context and meaningful connections. Users can capture notes through voice recordings or photos, and the AI automatically extracts important details such as key dates, interests, and follow-up tasks. The platform continuously monitors social signals to surface relevant updates like promotions, company news, and life milestones. Instead of overwhelming dashboards, it provides simple daily priorities based on relationship strength and last contact. AI-generated conversation starters help users reach out in a thoughtful and authentic way. Smart tags and contextual search make it easy to find the right person at the right time. Designed for real estate agents, freelancers, small business owners, and network-driven professionals, Regards fits naturally into busy workflows. It reduces administrative effort while increasing meaningful engagement. By helping users stay top-of-mind consistently, Regards transforms relationship management into a predictable source of referrals and repeat business.