Levitate · 0 reviews

Levitate

Authentic relationship-driven marketing platform built for small business growth

Email Deliverability Tools

— ☆☆☆☆☆ 0 reviews

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

Increased customer retention and lifetime value

Improved pipeline visibility and follow-up consistency

Higher conversion rates through personalized relationship touchpoints

Use Cases

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

Pricing

Pricing available on request

Levitate pricing is customized based on your team size, integrations, and requirements. AiDOOS will get you a scoped proposal — for free.

Schedule a Meeting

Key Features

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

Reviews

💬

No reviews yet for Levitate

AiDOOS-verified review data is collected after deployment. Deploy this product and be among the first to share your experience.

Enterprise Readiness

Data Encryption

Role-Based Access Control

Secure Cloud Infrastructure

GDPR Compliance

Two-Factor Authentication

Integrations

6 total apps

Sync emails and calendar interactions to maintain relationship context within Levitate

Bidirectional integration to unify contact data and automate workflow triggers

Connect pipeline data to track prospect engagement alongside CRM metrics

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

Connect Levitate to hundreds of business tools via automation workflows

Integrate calendar and contact systems for seamless scheduling and team coordination

AiDOOS Managed Deployment

Deploy Levitate in

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

—

Deployments

—

Adoption rate

—

Post-deploy sat.

—

Time to value

Prerequisites

Configuration Options

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Levitate

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
Refundable on unused Delivery Units, anytime — no questions asked
Re-delivery guarantee on acceptance miss
Pre-flight delivery sizing — you see the plan before you commit

Get a delivery plan for Levitate What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Levitate

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

Discover

Requirements & assessment

Integrate

Setup & data migration

Validate

Testing & security audit

Rollout

Deployment & training

Optimize

Performance tuning

Schedule a Meeting

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.