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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

Create a timeline that showcases tasks and key milestones directly from Clio, eliminating the need for additional work due to seamless integration with our tool. You have the flexibility to choose which tasks, notes, or calendar events from Clio are relevant for your client, presenting them on a visually engaging timeline that automatically refreshes as the case advances. By sharing this timeline view with your clients, you can enhance their understanding of the upcoming steps in the process, fostering a more effective collaboration. Timeline Matters is designed to boost client trust and satisfaction, allowing them to easily grasp and track the progress of their cases. Whenever there is a new development in the case, you can provide your client with an updated timeline snapshot with just two clicks in the app. Additionally, you have the option to send an email notification along with a personalized message to keep them informed about the case's status, ensuring they feel connected and engaged throughout the process. This level of communication not only strengthens your relationship with clients but also instills confidence in your ability to manage their cases efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clio
8am MyCase
Adwerx
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Zapier
Zillow
iHOUSEweb
realtor.com

Integrations

Clio
8am MyCase
Adwerx
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Wealthbox
Zapier
Zillow
iHOUSEweb
realtor.com

Pricing Details

$150 per month
Billed annually
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Real Magic

Country

United States

Website

levitate.ai

Vendor Details

Company Name

Strater

Founded

2021

Country

Slovenia

Website

timelinematters.com

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Product Features

Alternatives

Alternatives

Case Timeline Reviews

Case Timeline

Thomson Reuters
Case Notebook Reviews

Case Notebook

Thomson Reuters
Mass Mailing News Reviews

Mass Mailing News

Management-Ware Solutions