Levitate

The Levitate app gives you natural language access to your relationship marketing platform. Search contacts and companies, view full profiles and activity timelines, add contacts, update details, and tag in bulk — all through conversation.

Stay on top of your day: create, update, and complete action items, add and search notes, look up meetings on your connected calendar, and get AI summaries of your Zoom meetings.

Work your inbox from Claude: search and read messages in your connected email account, draft or send replies, and organize messages into folders and categories.

Run your marketing: find email templates, estimate audiences, and create, schedule, or cancel email campaigns. Draft and schedule social media posts to your connected accounts, and write, schedule, and publish blog posts.

Collect and act on client information: create surveys, add questions, and review responses and event registrations. Upload files and analyze documents, browse shared files, and track client document checklists.

Industry tools are available where your account uses them: track donations and fundraising campaigns, manage sales opportunities across pipeline stages, and review insurance policies by carrier and line of business.