Levitate Integrations

DonorPerfect stands out as a highly effective fundraising solution, offering nonprofits a complete suite of tools necessary for growth. It enables teams to efficiently handle donations, manage contacts, create receipts, generate reports, send emails, and oversee fundraising campaigns all within one platform. With features such as automated monthly giving, online donation forms that can be integrated, both standard and tailored reporting options, Constant Contact email integration, auction management capabilities, and access to a variety of partner solutions, DonorPerfect caters to organizations regardless of their size and is a versatile choice for diverse fundraising needs. Its user-friendly interface ensures that even those new to fundraising can navigate the system with ease.

Microsoft 365 is a powerful cloud-based productivity platform designed to help individuals and organizations work smarter and more efficiently. It combines widely used applications such as Word, Excel, PowerPoint, Outlook, and Teams into a single integrated ecosystem. With Microsoft 365 Copilot, AI functionality is embedded directly into these tools, providing intelligent assistance for a wide range of tasks. Users can create documents, analyze data, and build presentations faster with AI-generated suggestions and automation features. The platform supports seamless collaboration by enabling real-time editing, file sharing, and communication across teams. OneDrive cloud storage ensures that files are securely stored and accessible from anywhere, whether on desktop, web, or mobile devices. Copilot enhances productivity by helping users summarize information, generate ideas, and organize workflows efficiently. It also allows users to incorporate their own files into prompts, ensuring outputs are tailored to their specific needs. Microsoft 365 is designed with flexibility in mind, supporting a variety of work styles and environments. The platform emphasizes user control over AI, allowing individuals to decide how and when to use intelligent features. It also simplifies complex tasks such as data analysis, presentation creation, and email management. By integrating productivity tools with advanced AI capabilities, Microsoft 365 improves efficiency and reduces manual effort. Overall, it enables users to collaborate more effectively, make better decisions, and achieve more in less time.

Zillow has established itself as the leading platform for real estate and rentals, prioritizing the empowerment of its users through vital information and resources regarding their homes, while also connecting them with top-tier local professionals for support. This platform covers a wide array of aspects related to homeownership and living, which includes buying, selling, renting, financing, and even remodeling properties. Central to Zillow's offerings is an extensive database that encompasses over 110 million homes across the United States, featuring listings for sale, rentals, and even properties that are not currently on the market, in addition to tools such as Zestimate home values and Rent Zestimates. Moreover, Zillow offers an impressive suite of mobile applications, with more than twenty apps available on all major operating systems, enhancing accessibility and user engagement. This remarkable combination of comprehensive resources and a user-friendly interface solidifies Zillow's role as an essential tool for anyone looking to navigate the complexities of the housing market effectively. By continually updating their features and expanding their reach, Zillow remains at the forefront of the real estate industry.

Clio is an all-in-one legal technology platform that helps law firms manage operations, streamline legal work, and deliver better client experiences. The platform serves as a centralized hub for legal professionals, bringing together case management, client intake, billing, accounting, document management, task tracking, and workflow automation in a single cloud-based environment. Clio’s AI-powered capabilities help firms identify important next steps, uncover key information, and keep matters moving forward without relying solely on manual processes. The software includes products such as Clio Manage, Clio Grow, Clio Work, Clio Draft, Clio Accounting, and Clio for Clients, allowing firms to tailor the platform to their specific requirements. Legal teams can use Clio to organize client information, manage deadlines, automate documents, track time, process payments, and improve communication across the firm. Its extensive integration ecosystem includes more than 300 third-party applications as well as API access for custom development and workflow creation. The platform is designed to support organizations ranging from solo practitioners to large legal teams with hundreds of users. Cloud accessibility allows attorneys and staff to collaborate securely from virtually any location while maintaining a single source of truth for every matter. Clio places a strong emphasis on data protection through enterprise-grade encryption, SOC 2 Type 2 certification, PCI DSS compliance, and privacy-focused AI practices. The company also provides onboarding assistance, training resources, expert support, and an active legal community to help firms maximize adoption and long-term success. By combining legal practice management, business operations, and intelligent automation, Clio helps legal professionals reduce administrative burdens and focus more time on serving clients and growing their practices.

Microsoft Outlook is a modern communication and productivity platform that combines email, calendars, contacts, and task management into one powerful application. Available on desktop, mobile, and web, Outlook provides a seamless experience for individuals and teams looking to stay connected and efficient. Its integration with Microsoft 365 and third-party providers like Gmail, Yahoo, and iCloud ensures all your accounts are accessible in one unified inbox. The addition of Microsoft Copilot transforms Outlook into an AI-powered assistant—capable of summarizing long threads, organizing your inbox, suggesting replies, and helping you manage your schedule intelligently. Shared calendars, meeting insights, and scheduling suggestions enable better collaboration across time zones and teams. Outlook’s enterprise-grade security safeguards communications through advanced encryption, spam filtering, and ransomware protection powered by Microsoft Defender. Users can personalize their Outlook experience with custom layouts, color themes, and productivity integrations like Power BI dashboards and Adobe Acrobat tools. Cross-device synchronization ensures every update reflects instantly across PC, Mac, mobile, and web versions. Outlook also connects directly to OneDrive and Teams, enabling users to attach, share, and collaborate on files without leaving their inbox. Whether for personal productivity or enterprise operations, Outlook remains the trusted choice for managing communication, time, and collaboration in the AI era.

Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.

Gmail is a leading email platform that combines AI-powered productivity tools, secure communication features, and seamless collaboration capabilities for both individuals and businesses. Designed as part of the Google Workspace ecosystem, Gmail allows users to send, receive, organize, and manage emails through an intuitive interface accessible from desktops, tablets, smartphones, and wearable devices. Gemini AI enhances the user experience by assisting with drafting emails, generating replies, summarizing conversations, and improving communication efficiency through contextual writing suggestions. Additional smart features like Smart Compose, Smart Reply, and Nudges help users save time, reduce repetitive tasks, and avoid missing important follow-ups or unanswered messages. Gmail also provides intelligent inbox functionality that highlights relevant information such as travel reservations, purchases, appointments, and event details directly within email conversations. Businesses can establish a more professional image with custom domain email addresses while leveraging marketing tools like mail merge and reusable email templates to improve outreach efforts. Integrated access to Google Meet, Calendar, Chat, and Tasks allows users to schedule meetings, communicate with teams, manage projects, and organize daily responsibilities without leaving the Gmail platform. Gmail’s enterprise-grade security infrastructure includes advanced spam filtering, phishing protection, malware detection, encryption, and AI-powered threat defenses that help keep sensitive information secure. Google reports that Gmail blocks the vast majority of spam and malicious content automatically while maintaining a reliable and continuously updated cloud-based infrastructure. Organizations also benefit from compliance-focused controls, scalable administration features, and dependable uptime that supports business continuity and remote work environments.

Redtail CRM provides essential features designed to enhance client relationships, boost revenue and profitability, minimize client loss, and foster better team collaboration. Its seamless integration with other widely-used tools in the financial services sector ensures uniform data entry across various platforms, effectively reducing the need for duplicate data entry. Offered as a subscription service, Redtail is billed based on the database rather than the number of users, allowing up to 15 users per database at an affordable monthly fee. We recognize that some offices may face challenges when it comes to adopting a CRM system, which is why Redtail aims to simplify the process. Additionally, the user-friendly interface is tailored to support teams in adapting quickly and efficiently.

8am MyCase offers a comprehensive platform for overseeing your case files effectively. It equips you with resources to enhance organization, boost efficiency, and expand the operations of your firm. With MyCase, accessing all pertinent case information—such as documents, contacts, emails, tasks, and invoices—becomes a straightforward task. This user-friendly interface ensures that you can manage your legal affairs seamlessly and with greater productivity.

Join a thriving community of over 200,000 customers and more than 150 enterprises that harness the power of Adwerx to connect with audiences on both digital platforms and streaming television. Seamlessly create and implement tailored brand advertisements across various social media channels, streaming TV networks, and high-quality websites. Elevate your talent acquisition and employee retention strategies with a solution that can enhance individual producers' business growth by 35% while also reducing turnover rates by 42%. Tailor the platform to meet the requirements of your audience, messaging, and brand standards through locally targeted ads that are exceptionally focused. Collaborate with our team to customize your advertisements, kick off campaigns, and devise a marketing strategy that aligns with your goals. Our offerings, which include custom audience capabilities, web retargeting, and hyperlocal geo-targeting, ensure your brand stands out in the most impactful environments. Producers are empowered to strengthen their personal brands using compliant advertising templates that uphold brand integrity. We understand that exceptional customer support goes beyond solving problems; our dedicated teams are focused on your success and genuinely care about your development. Choosing Adwerx means entering into a partnership that prioritizes your distinct needs and ambitions, fostering growth and innovation together. Our commitment to your success sets us apart in the advertising landscape.

Introducing the ultimate solution for generating leads from Open Houses. As the top end-to-end system available, Spacio provides real estate agents with the crucial tools, resources, and integrations needed to thrive in their field. Our platform not only captures every important lead but also enriches the open house experience, ensuring that every opportunity is recognized. Prioritizing efficiency, our app enables the quick digital collection of visitor contact details, ensuring no lead slips through the cracks. With automated email follow-ups, leads remain continuously engaged, and seamless integration with your CRM enhances the process of lead qualification and nurturing. Furthermore, our system allows you to make well-informed, data-driven decisions regarding your marketing strategies and sales approaches. You can generate impressive reports to keep your clients informed after the open house and gain valuable social data on verified contacts in real time, which helps foster personal relationships during the event. Spacio not only enhances the open house experience but fundamentally revolutionizes it into a powerful lead generation strategy that empowers agents to succeed. Ultimately, this innovative approach ensures that every open house becomes a significant opportunity for growth and connection.

Leverage your MLS data to enhance and prioritize local search engine keywords through our cutting-edge Saved Search landing pages. These pages are designed to automatically update as new properties are added to your MLS, ensuring that your content stays fresh and relevant. By incorporating Google's AMP (Accelerated Mobile Page) technology, we increase your visibility and potential ranking in mobile search outcomes. Engage prospective sellers with our Market Report search forms and specialized Market Report landing pages, which are strategically created to attract sellers and funnel them into your lead collection system. The Market Report search forms effectively pull sellers into your pipeline, while the Market Report pages prompt them to register for additional information. Furthermore, your listing detail pages are enhanced with Market Report insights, providing another avenue for capturing seller leads. Should you want to refresh your homepage, include a new page, or add a new agent to your site, simply contact our Elite Service® Team via phone, email, or by scheduling an appointment, and we’ll promptly manage those updates for you. Our objective is to ensure that your online presence is not only efficient but also customized to adapt to your changing business requirements, facilitating growth and engagement in your market. With our support, you can focus on what you do best while we optimize your digital footprint.

Ensure that you never overlook a real estate lead again by effortlessly importing and distributing prospects from more than 200 sources. Convert potential clients into loyal customers with regular follow-ups that alert agents about whom to reach out to and when. Quickly assign leads to agents, respond to new inquiries, and issue timely reminders and alerts. All inbound leads and calls from your listings or website are automatically fed into Action Plans, which guarantees that emails and texts are sent out swiftly for immediate engagement. Simply log in, hit the "tasks" button to access your daily schedule, and systematically tick off each task as you finish them, eliminating any guesswork. Afterward, manage your emails, missed calls, texts, and voicemails from a single, streamlined platform. Take a moment to review your lists of active, pending, and priority clients, making it easy to pinpoint those who need follow-up. Reach out to them via text, then enjoy a well-deserved lunch break. While you move between appointments and property showings, stay connected by responding to push notifications, sending messages, jotting down contact notes, and reallocating leads as needed. This efficient approach guarantees that no potential opportunity is left unattended, providing a comprehensive solution for managing your real estate endeavors effectively. Make the most of your time and resources with this organized system that allows you to focus on what truly matters: building relationships and closing deals.

We create customized digital solutions designed specifically for investors, financial advisors, broker-dealers, and other financial brands. Wealthbox functions as a beautifully crafted CRM that allows financial advisors to seamlessly manage their client relationships and collaborate effectively with their peers. Gone are the days of squinting at excessive data; our intuitive layout and efficient note-taking capabilities help you keep track of all communications, including calls, emails, documents, and financial information, without hassle. Maintain connections with your prospects and clients by interacting with them on social media platforms like Twitter, which keeps you engaged and up-to-date. Boost your productivity and conserve precious time with our user-friendly system; by simply clicking on a contact's phone number within Wealthbox, you can initiate a call to both yourself and your contact without delay. Furthermore, sending, forwarding, and Bcc’ing emails to your designated Wealthbox email dropbox is straightforward, automatically linking those communications to the corresponding contact record in your account. This efficient method not only streamlines your workflow but also significantly boosts your overall effectiveness in handling client interactions, allowing you to focus on building stronger relationships. With Wealthbox, you can experience a transformative approach to client management that drives better outcomes.

For many years, countless people looking to purchase a home have turned to realtor.com® to find their perfect property. Operated by Move, Inc., realtor.com® offers a vast selection of listings for homes available on the market, along with vital information and tools that aid in making informed real estate decisions. In the current housing landscape, realtor.com® is recognized as The Home of Home Search℠. Homeowners also benefit from various useful tools and resources accessible via the My Home℠ dashboard. This dashboard allows homeowners to manage their property as a significant investment by providing features to track their home’s value over time, oversee home improvement projects, and research similar properties in their vicinity, thereby helping them remain knowledgeable and proactive in the management of their real estate investments. Moreover, the platform is consistently updated to adapt to the evolving needs of its users, making it an essential companion throughout the home buying and ownership process. This commitment to continuous improvement ensures that both buyers and current homeowners receive the best support possible in navigating the real estate market.

LoopNet is recognized as the premier online platform for commercial real estate, showcasing a diverse range of properties available for sale or lease in numerous categories. This service is crafted to help both investors and tenants find their perfect location or property for their upcoming projects. Whether you are in search of an office with beautiful vistas, a vibrant location for a new restaurant, an easy-to-rent multifamily unit to boost your investment portfolio, or land ideal for future developments, LoopNet offers a variety of choices tailored to your requirements. Its intuitive search capabilities enable quick access to vital information, providing in-depth insights into potential properties via detailed videos, high-quality images, and exhaustive listings with financial details. Users can easily navigate through available properties or spaces, monitor their favorites, connect with brokers swiftly, and set alerts for new listings while receiving updates on properties that pique their interest. Furthermore, LoopNet's vast database keeps you updated on the latest trends and opportunities within the commercial real estate sector, ensuring you remain competitive in your search. In addition to these features, the platform also regularly enhances its tools and resources, making it an indispensable asset for anyone involved in commercial real estate.