Levitate is a relationship-focused marketing software platform designed to help small and medium-sized businesses maintain and nurture customer connections. Levitate provides a suite of tools that enable businesses to implement "keep-in-touch" marketing strategies—combining authentic, personal outreach with AI-driven automation to keep their brand top of mind.
Levitate’s platform allows clients to:
- Send high-performing email and social media post templates to their network
- Create AI-generated content in seconds
- Use built-in meeting booking features
- Distribute Happiness Surveys to gauge client satisfaction
- Generate customer reviews
- Organize contacts with custom keep-in-touch tags
- Set up automated drip marketing campaigns
- Access a dedicated Success Specialist for ongoing support
The platform is tailored for organizations that prioritize building and sustaining client relationships, particularly small and midsize businesses seeking to automate and personalize their marketing efforts without losing authenticity. Levitate stands out for integrating AI with human-centric communication, focusing on practical tools that streamline outreach and feedback collection.
How was Levitate started?
Levitate was founded in 2017 in Raleigh, North Carolina by Jesse Lipson, the creator of ShareFile. The company was built with the goal of providing SMBs with an effective way to strengthen relationships using technology, leveraging the founding team’s expertise in SaaS product development and customer experience.
Who uses Levitate?
Levitate’s platform is used by a wide range of small and medium-sized businesses that want to engage their existing customers and grow through referrals and personalized communication. Notable clients include:
- Jeffrey Allen Howard
- Rodger Dawson
- Denny Esford
- Rachel Munoz
- Eddie Hilliard
- Jennie Dove-Deere
- Erik Mora
- Carol A. Forrell
- Kris Kerlin
Leadership Team
Levitate's leadership team combines backgrounds in software, marketing, analytics, and customer success. Key members include:
- Jesse Lipson, Founder and CEO (LinkedIn)
- Grant Kitching, Chief Revenue Officer (LinkedIn)
- Pete Harvey, CFO/COO (LinkedIn)
- Nancy Slane, Vice President of Product Experience (LinkedIn)
- Sarah Kordulewski-Chavez, VP of Business Development (LinkedIn)
- Robert Mills, VP of Engineering (LinkedIn)
- Crystal Ricevuto, VP of Marketing (LinkedIn)
- Leia Stallings, VP of Customer Success (LinkedIn)
- And others in sales, analytics, content, and talent acquisition
Learn more about Levitate’s story on their About page.
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