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What is Levitate?

Levitate is a relationship marketing platform designed to help businesses and organizations keep in touch with their networks in a scalable but authentic way. The platform combines communication tools, dedicated success specialists, AI assistance, and marketing content into one Happiness Platform. Users can create and send personal-feeling emails, schedule social media posts, send personalized texts, build websites, mail handwritten-style cards, run surveys, and generate customer reviews. Levitate is built around the idea that relationship marketing should feel human, timely, and personal rather than canned or automated. Its dedicated success specialists help onboard teams, develop communication strategies, and serve as ongoing marketing resources. The platform’s AI assistant helps users draft emails, create social posts, rewrite existing content, and adjust tone or style in seconds. Levitate also provides content support from its internal team so customers can share timely, industry-relevant messages without starting from scratch. Its surveys and review tools help organizations improve client happiness, collect feedback, and generate 5-star reviews more easily. The platform is useful for engaging clients, donors, referral sources, colleagues, prospects, volunteers, and other important relationships. Levitate integrates with business tools such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and related systems. By combining email, social media, texting, websites, handwritten cards, reviews, AI content creation, human strategy support, and integrations, Levitate helps teams build stronger relationships and drive measurable engagement.

What is Donor Action?

Enhance your fundraising initiatives with Donor Action software, designed to streamline the management of donations and relationships with donors. This platform allows you to effortlessly track and assess contributions, connect with your supporters, manage grant applications, and enjoy a wealth of additional features! Maintain detailed records of both donor and volunteer information, including names, addresses, and contact details. Take advantage of thorough categorization for insightful analysis and tailored outreach efforts. Quickly record donations while utilizing powerful tools to analyze donation trends and historical data. The software also supports optional integrations with PayPal and QuickBooks, adding to its overall functionality. Create customizable templates for smooth communication, whether through printed letters or emails, directly from the software. Keep essential information organized regarding funders and grant applications, complete with task lists, document storage, and reminders for important deadlines. Launch projects and assign tasks to both staff and volunteers, while the system sends out timely email notifications that help users log in to easily track and update their task progress. With Donor Action, your fundraising operations will become not only more efficient but also better organized than they have ever been before, providing you with the tools needed to maximize your impact. The user-friendly design ensures that even those new to fundraising can navigate the software with ease.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$449 per month
Billed annually
Free Trial Offered?

Pricing Information

$55 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Real Magic

Date Founded

2017

Company Location

United States

Company Website

levitate.ai

Company Facts

Organization Name

MassTechnical

Company Website

donoraction.com

Categories and Features

Email Marketing

Artificial Intelligence
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Image Library
Reporting/Analytics

Categories and Features

Fundraising

Campaign Management
Donor Management
Event Management
Membership Management
Prospect Management
Volunteer Management

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