At Levitate, we’re always looking for ways to make your work more efficient and your client relationships even stronger. This November, we rolled out some exciting updates designed to streamline your workflow, enhance your client communication, and add some extra sparkle to your day-to-day tasks. Check them out below!
We’re thrilled to announce our Salesforce integration is now live! This new connection allows seamless data sharing and improved workflows between Levitate and Salesforce, so you can work smarter, not harder.
Planning events just got more streamlined. You can now account for plus ones (and twos, threes, and more!) when managing RSVPs. Make your events more inclusive and stress-free by seamlessly keeping track of all attendees.
Say hello to smarter communication! Use the power of AI to craft personalized "keep in touch" emails tailored to your client relationships. By taking key facts into account, this feature ensures your outreach feels thoughtful and authentic, helping you maintain meaningful connections effortlessly.
We’ve made it even easier to access important client data! You can now view Data Board information directly from a contact’s profile, putting the insights you need right at your fingertips. This enhancement helps you stay organized and focus on what matters most—building meaningful connections.
Make your time-sensitive campaigns even easier to manage. Users can now apply the same logic from our holiday campaigns to set a hard stop date for any campaign, ensuring time-sensitive communications end exactly when needed. This update allows for greater flexibility and precision in managing your sends, no matter the occasion.
Custom dashboard cards just got an upgrade—you can now add up to 10 cards, doubling the previous limit! Additionally, key facts from integrations like AMS360 and Wealthbox are now more comprehensive, helping you stay on top of your client data.
Have Questions?
As always, we’re here to help. Reach out to your Success Manager or our support team for more details on these updates. Stay tuned for even more improvements to make Levitate the best tool in your toolbox!
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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