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What is Usherpa?

Establish lasting relationships that endure through the effective use of data intelligence and diverse marketing strategies. The current CRM landscape highlights the importance of Relationship Engagement, with Usherpa standing out for its straightforward approach in this area. By utilizing our reliable platform alongside sophisticated data intelligence, we reveal investment-worthy opportunities. With the right tools at your disposal, nurturing repeat clients and obtaining ongoing referrals becomes a simple task. Usherpa represents the comprehensive CRM solution you will ever require. Bid farewell to the dull and uninspiring content of previous systems; Usherpa offers customized, localized, and automated messaging developed by industry specialists that truly connects with your leads, clients, and partners, fostering meaningful and fruitful relationships. There’s no need to worry about achieving success! Usherpa’s intuitive CRM presents opportunities in an easily digestible manner, equipping you with vital tools to keep your clients engaged, draw in referrals, and grow your business. Additionally, Usherpa crafts a marketing strategy that effortlessly integrates with your operations, ensuring your sales pipeline remains perpetually full and dynamic. This method not only simplifies your processes but also significantly improves your capacity to engage with your audience authentically, thus enhancing the overall effectiveness of your marketing efforts. Ultimately, Usherpa empowers you to thrive in a competitive landscape.

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.

Media

Media

Integrations Supported

Zapier
Sales Boomerang
TrustEngine

Integrations Supported

Zapier
Adwerx
Clio
DonorPerfect Fundraising Growth Platform
Follow Up Boss
Gmail
HawkSoft
Housecall Pro
QuickBooks Accountants
Redtail CRM
ServiceTitan
Spacio
Vertafore AMS360
Wealthbox
Xanatek
Zillow
Zoom
iHOUSEweb

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$449 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Usherpa

Date Founded

2008

Company Location

United States

Company Website

usherpa.com

Company Facts

Organization Name

Real Magic

Date Founded

2017

Company Location

United States

Company Website

levitate.ai

Categories and Features

Real Estate CRM

Not specified

Categories and Features

Email Marketing

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

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