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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 Eternal Pro?

Eternal Pro is a cutting-edge, cloud-based platform tailored for estate-planning professionals, streamlining the intake process for both traditional and digital assets while fostering effective teamwork among attorneys, their staff, and clients, all while ensuring real-time synchronization with practice-management tools. By eliminating outdated paper forms, PDFs, and chaotic email threads, this software creates a centralized hub where customizable questionnaires can be swiftly adjusted, enabling real-time editing for both clients and team members. Furthermore, it boasts a detailed asset inventory that encompasses a wide range of holdings, from real estate to cryptocurrencies, and incorporates robust cold-storage solutions to safeguard sensitive data. With direct integration options for well-known platforms like Clio, Lawmatics, and MyCase, alongside access to over 9,000 other applications via Zapier, it guarantees a smooth data flow for each client case, minimizing the chances of duplicate entries or human errors. This forward-thinking solution not only streamlines the estate-planning workflow but also significantly boosts productivity and precision for industry professionals, making it an invaluable tool in today's fast-paced legal environment. In essence, Eternal Pro revolutionizes how estate-planning experts manage their cases, paving the way for enhanced efficiency and client satisfaction.

Media

Media

Integrations Supported

Clio
Zapier
8am CasePeer
8am MyCase
Gmail
HawkSoft
Housecall Pro
LoopNet
Microsoft 365
Microsoft Dynamics 365
QuickBooks Accountants
Redtail CRM
Vertafore AMS360
Wealthbox
Xanatek

Integrations Supported

Clio
Zapier
1Password
Google Chrome
Lawmatics
MyCaseRecords
Safari

API Availability

Has API

API Availability

Has API

Pricing Information

$449 per month
Billed annually
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Real Magic

Date Founded

2017

Company Location

United States

Company Website

levitate.ai

Company Facts

Organization Name

Eternal Pro

Date Founded

2023

Company Location

United States

Company Website

eternal.me/

Categories and Features

Email Marketing

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

Categories and Features

Estate Planning

Not specified

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