Levitate

Levitate is a relationship-marketing software company serving small and medium-sized businesses that rely on repeat clients, personal referrals and sustained customer relationships. Founded in 2017 in Raleigh, North Carolina, it combines an AI-powered platform with human marketing support to help businesses maintain regular, personalized communication. Its customers include professional practices, service businesses, nonprofits and associations across North America.

The company describes its approach as “Service-as-Software.” Each account receives a dedicated Success Specialist who helps with strategy, content planning and execution. This model brings software and ongoing marketing assistance together for businesses with limited time to manage outreach themselves.

Relationship-focused communication

Levitate connects to customers’ existing Microsoft Outlook or Google Workspace accounts to send individual conversational emails. Its platform supports personalized outreach and automated drip sequences, with customizable content tailored to different industries. Customers can coordinate recurring touchpoints while retaining the ability to adapt messages to their own relationships and business needs.

The platform extends beyond email through two-way business texting, social media scheduling and physical handwritten cards. Meeting scheduling, client happiness surveys and automated Google review requests support the broader process of keeping in touch, gathering feedback and maintaining a public reputation. Custom website design and hosting provide another connected part of the offering, with websites that synchronize with client relationship data.

AI-assisted relationship management

Levitate’s Authentic Intelligence and Relationship Intelligence capabilities use communication history and calendar notes to help prepare meeting briefs, draft personalized messages and prompt timely follow-ups. These tools support relationship management alongside the company’s content resources and human coaching. Levitate also offers custom AI solutions that integrate Relationship Intelligence into third-party enterprise tools.

The company serves nearly 9,000 businesses across North America. Its operations span the United States and Canada, reflecting its expansion from a Raleigh-founded business into a broader provider of relationship-marketing software and services.