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Redtail Technology > News > Integrations > New integration with Levitate!

New integration with Levitate!

Category: Integrations
integration updates

The next big marketing movement? Less marketing. Levitate combines AI-powered software with dedicated content specialists to help you build real relationships with your network.

ABOUT Levitate Levitate’s founder, Jesse Lipson, previously built ShareFile (acquired by Citrix in 2011), a secure file sharing system that has over 50,000 small business customers around the world. ShareFile helped solve the problem of securely transferring files between small businesses and their clients and partners, but along the way Jesse noticed something about relationship-based small businesses: They all struggled to keep in touch with their network in a personal and authentic way—and it was hurting business.

Jesse left Citrix, teamed up with some early team members from ShareFile, and founded Levitate on a mission to help businesses grow through the power of keeping in touch.

Today they have over 1,000 small business customers and 70 employees at their headquarters in Raleigh, North Carolina, and they’re backed by some great investors: Tippet Partners, Peter Gassner (co-founder and CEO of Veeva Systems), and Bull City Venture Partners.

Interested in learning more or seeing a customized demo? Reach Levitate via email at or by calling 888-253-7050.

WHAT ARE THE INTEGRATION POINTS BETWEEN LEVITATE AND REDTAIL CRM? Levitate will automatically pull contacts, key facts, and tags from Redtail. Data syncs nightly, keeping the data evergreen. Additionally, notes entered on clients in Levitate will automatically be pushed into notes on their contact record in Redtail, reducing the need for redundant data entry. If you send an email to your customers or prospects through Levitate, a note will be made of that in Redtail as well.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.