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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

e-Relationship serves as your around-the-clock digital marketing assistant, enabling seamless communication with clients and prospects without the need to spend countless hours at a computer. While you focus on driving sales, we efficiently manage all the intricate details! Our comprehensive digital marketing suite ensures continuous engagement through a robust array of automated email marketing, social media marketing, and website development services. Whether your goal is to enhance your brand, convert leads into clients, or create a high-performing website that boosts productivity, e-Relationship offers a user-friendly and cost-effective all-in-one solution! With a rich library of pre-designed, compliance-approved email templates at your disposal, you can easily communicate with your audience. As a prominent provider of technology-driven email communication solutions tailored for the clients and prospects of banks, insurance agencies, and financial service firms, e-Relationship sets the standard in the fintech industry while delivering exceptional results. With our expertise, you can elevate your marketing efforts to new heights, ensuring that your outreach is as effective as possible.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am MyCase Yes 
Adwerx Yes 
Clio Yes 
DonorPerfect Fundraising Growth Platform Yes 
Follow Up Boss Yes 
Gmail Yes 
Housecall Pro Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
Redtail CRM Yes 
ServiceTitan Yes 
Spacio Yes 
Vertafore AMS360 Yes 
Wealthbox Yes 
Xanatek Yes 
Zapier Yes 
Zillow Yes 
iHOUSEweb Yes 
realtor.com Yes 

Integrations

8am MyCase No 
Adwerx No 
Clio No 
DonorPerfect Fundraising Growth Platform No 
Follow Up Boss No 
Gmail No 
Housecall Pro No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
QuickBooks Accountants No 
Redtail CRM No 
ServiceTitan No 
Spacio No 
Vertafore AMS360 No 
Wealthbox No 
Xanatek No 
Zapier No 
Zillow No 
iHOUSEweb No 
realtor.com No 

Pricing Details

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

Pricing Details

No price information available.
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 No 

Vendor Details

Company Name

Real Magic

Country

United States

Website

levitate.ai

Vendor Details

Company Name

Identity Branding

Country

United States

Website

www.e-relationshipplus.com

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

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing Yes 
Website Visitor Tracking No 

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