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Relationship Marketing

Levitate

Authentic relationship-driven marketing platform built for small business growth

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Category
Software
Ideal For
Small Businesses
Deployment
Cloud
Integrations
None+ Apps
Security
Industry-standard data protection and secure cloud infrastructure
API Access
Yes

About Levitate

Levitate is a relationship-driven marketing platform designed specifically for small businesses looking to strengthen customer connections and drive sustainable growth. Founded in 2017 by Jesse Lipson, creator of ShareFile, Levitate focuses on helping businesses maintain meaningful, authentic relationships with clients, prospects, and partners rather than relying on impersonal mass marketing tactics. The platform enables companies to systematically stay in touch with their network through personalized communications, follow-ups, and engagement strategies that build trust and loyalty over time. Levitate simplifies the process of nurturing business relationships at scale, ensuring no lead or opportunity falls through the cracks. By leveraging AiDOOS's deployment capabilities, organizations can rapidly implement Levitate across their sales and marketing operations, optimize relationship workflows through integrated governance frameworks, and scale their customer engagement strategies with minimal overhead while maintaining the personal touch that drives business success.

Challenges It Solves

  • Small businesses struggle to maintain consistent follow-up with prospects and clients due to manual processes
  • Relationship data gets scattered across multiple platforms, making personalized engagement difficult
  • Competing on price alone leads to commoditization; differentiation requires authentic relationship building
  • Limited resources prevent systematic nurturing of the full customer pipeline
  • Companies lose revenue opportunities when leads go dormant without strategic re-engagement

Proven Results

64
Increased customer retention and lifetime value
48
Improved pipeline visibility and follow-up consistency
35
Higher conversion rates through personalized relationship touchpoints

Key Features

Core capabilities at a glance

Relationship Management

Centralized view of all customer interactions and touchpoints

Never miss a follow-up opportunity again

Automated Keep-in-Touch Campaigns

Scheduled, personalized outreach to maintain engagement

Reduce manual follow-up work by up to 70%

Pipeline Visibility

Clear dashboard showing where prospects stand in your sales cycle

Identify stalled deals and recovery opportunities faster

Personalization at Scale

Segment contacts and deliver relevant messages to each group

Improve email engagement by maintaining authentic relevance

Integration with Existing Tools

Seamlessly connect with your CRM, email, and calendar systems

Streamline workflows and eliminate data silos

Ready to implement Levitate for your organization?

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Real-World Use Cases

See how organizations drive results

Sales Team Follow-Up
Sales professionals use Levitate to systematically follow up with prospects who haven't yet converted, ensuring consistent touchpoints that move deals forward without feeling pushy or impersonal.
58
Reduce sales cycle length and improve close rates
Client Retention Programs
Service-based businesses leverage Levitate to keep existing clients engaged between project cycles, fostering loyalty and increasing repeat business opportunities.
72
Boost client retention and upsell opportunity identification
Referral Network Building
Small business owners use Levitate to maintain relationships with referral partners and past clients who might recommend or refer new business.
45
Increase inbound referrals through consistent engagement
Event Follow-Up
Marketing teams automate follow-up sequences after networking events, conferences, or webinars to convert attendees into qualified leads.
64
Maximize ROI on marketing events and conferences

Integrations

Seamlessly connect with your tech ecosystem

G

Gmail & Outlook

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Sync emails and calendar interactions to maintain relationship context within Levitate

H

HubSpot CRM

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Bidirectional integration to unify contact data and automate workflow triggers

S

Salesforce

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Connect pipeline data to track prospect engagement alongside CRM metrics

S

Slack

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Receive notifications and updates directly in Slack for real-time relationship reminders

Z

Zapier

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Connect Levitate to hundreds of business tools via automation workflows

G

Google Workspace

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Integrate calendar and contact systems for seamless scheduling and team coordination

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability Levitate UpLead Indition Landing Pa… EnterpriseLead
Customization Good Good Excellent Good
Ease of Use Excellent Excellent Excellent Good
Enterprise Features Fair Excellent Good Excellent
Pricing Fair Good Fair Fair
Integration Ecosystem Good Excellent Good Excellent
Mobile Experience Good Good Excellent Good
AI & Analytics Good Good Good Excellent
Quick Setup Excellent Excellent Excellent Good

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Frequently Asked Questions

What makes Levitate different from traditional CRM systems?
Levitate focuses specifically on relationship nurturing and keep-in-touch marketing rather than broad sales pipeline management. It's purpose-built for small businesses that prioritize authentic relationships and systematic follow-up as their core growth strategy.
Can Levitate integrate with my existing CRM?
Yes. Levitate integrates with major CRM platforms like HubSpot and Salesforce, as well as email providers and productivity tools. AiDOOS can help configure these integrations to align with your specific business workflows.
How quickly can we get started with Levitate?
Levitate is designed for quick implementation. Most small teams can be up and running within days. AiDOOS provides deployment expertise to accelerate onboarding and optimize your setup for maximum impact.
Is Levitate suitable for remote or distributed teams?
Absolutely. As a cloud-based platform with mobile access and Slack integration, Levitate works seamlessly for distributed teams and remote-first businesses.
How does Levitate handle data privacy and security?
Levitate implements industry-standard encryption, role-based access controls, and GDPR compliance. Your relationship data is secure and protected throughout the platform.
Can AiDOOS help us customize Levitate for our specific processes?
Yes. AiDOOS can configure Levitate workflows, optimize integrations with your existing tools, establish governance frameworks, and scale the platform as your business grows.