SalesMail
SalesMail is a cloud-based SaaS platform that enables sales and operational teams to send short, branded, personalized video messages via email, SMS, CRM, and social channels, primarily serving senior living, multifamily housing, and home care organizations, with an annual subscription business model and freemium entry.
- Company typePrivate
- Founded2019
- HeadquartersDaphne, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What SalesMail does
SalesMail, legally HeartLegacy II LLC (Alabama), is a cloud-based SaaS platform that enables sales, leasing, and operational teams to record, send, and track short, branded, personalized video messages via email, SMS, CRM workflows, and social channels. The platform includes native iOS and Android apps, a desktop portal, AI-assisted authoring tools (AI Script Writer, Teleprompter with speech cadence calibration, AI Intro Text, AI Sidekick, AI Naming, Beauty Filter), reusable "forever videos," branded templates with multi-brand support, dynamic QR codes, and real-time engagement analytics including CTA click tracking. The company sells primarily on an annual subscription basis with a freemium entry tier and quote-based/Order Form pricing for enterprise customers, billed in advance with a 12-month minimum term and auto-renewal absent 90 days' notice.
The company's go-to-market is hybrid: a product-led growth motion via free version and mobile/desktop apps for individual contributors, paired with sales-led enterprise motion supported by deep integrations with CRM, property management, and senior living platforms (Salesforce, HubSpot, WelcomeHome, RealPage, Enquire, Sherpa, and others) and an API Partner Program for CRM, chatbot, and AI technology partners. Its customer base is heavily concentrated in vertical, relationship-driven industries — senior living is the primary vertical, with multifamily housing and home care as secondary verticals, complemented by adjacent segments including senior living placement, real estate, tech sales, recruiting, and home services. The company is headquartered in Daphne, Alabama, operates with 11–50 employees, has reported over 8,000 platform users, claims 165% ARR growth over three years, and underwent a January 2026 rebranding from HeartLegacy to SalesMail to align corporate identity with the flagship product.
SalesMail firmographics
Firmographics- Name
- SalesMail
- Legal name
- HeartLegacy II LLC
- Website
- https://salesmail.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SalesMail is a cloud-based SaaS platform that enables sales and operational teams to send short, branded, personalized video messages via email, SMS, CRM, and social channels, primarily serving senior living, multifamily housing, and home care organizations, with an annual subscription business model and freemium entry.
- Ownership category
- akta.pro rank
SalesMail industry classification
Industry- Product category
- Video Sales Engagement Software
- NAICS
- Advertising, Public Relations, and Related Services (5418)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE)
Keywords
Where SalesMail is headquartered
LocationHeadquarters
- HQ city
- Daphne
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SalesMail business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Platform Access): SalesMail operates on a subscription SaaS model. Subscriptions are prepaid in advance and billed monthly or annually per Order Form. Annual subscriptions are standard with a minimum 12-month initial term. Subscriptions auto-renew for yearly periods unless terminated with 90 days written notice. Custom pricing is provided via Order Form and sales/account representatives. Client success, onboarding, and training are included as part of the subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Subscription with free/trial entry option |
| Subscription | Annual | Standard subscription (full platform) |
Go-to-market motion3 records
Distribution channels7 records
Marketing channels7 records
SalesMail product offering
Product offeringCore offering
SalesMail is a cloud-based SaaS platform that lets sales, leasing, and customer-facing teams record short personalized video messages and send them through email, text, CRM workflows, or social channels with branded appearance, clickable CTAs, dynamic QR codes, and real-time engagement analytics. It is delivered via iOS/Android mobile apps, a desktop web portal, and an API for partner embedding, and is augmented by AI-assisted tooling (script generation, teleprompter with speech cadence calibration, AI intro text, AI naming, AI QBR reports) along with custom video filters (Lenses) and CRM integrations.
Product overview
SalesMail is a unified personalized video outreach platform consisting of a core platform, mobile apps (iOS/Android), desktop portal, and API. The platform integrates AI through its AI Confidence Coach module, which provides Script Writer, Teleprompter, Speech Cadence Calibration, Multi-Language Support, AI Sidekick, AI Intro Text, Beauty Filter, and AI Naming capabilities. Additional features include Lenses (video filters), QR Pro, Brand Selector, Multi-Clip Recording, and CTA buttons. The platform serves senior living, home care, multifamily housing, real estate, and other relationship-driven industries through integrations with CRMs (Salesforce, HubSpot, WelcomeHome, Enquire, Sherpa, RealPage), email platforms (Outlook, Gmail, Apple Mail), and communication tools (SMS, LinkedIn, Facebook).
Differentiator
Problem solved
Functional benefit
Products and services
- SalesMail Platform A cloud-based SaaS personalized video outreach platform that enables sales, leasing, and customer-facing teams to record short branded videos and send them via email, text, CRM workflows, and social channels, with real-time engagement tracking, AI-assisted creation, and native CRM integrations. Target customers are B2B sales, leasing, and operations teams in senior living, multifamily, home care, real estate, and tech sales.
- SalesMail iOS App SalesMail mobile application for iPhone and iPad, available on the Apple App Store, enabling users to record, send, and track personalized SalesMail videos from their Apple mobile devices with self-serve onboarding.
- SalesMail Android App SalesMail mobile application for Android devices, available on Google Play, enabling Android users to record, send, and track personalized SalesMail videos from their smartphones with self-serve onboarding.
- SalesMail Desktop Portal Web-based desktop portal for recording, sending, and reporting on SalesMail video messages from desktop browsers, including individual and team-leader dashboard analytics for opens, views, likes, comments, and CTA clicks.
- SalesMail API Partner Program An API Partner Program that allows CRM, chatbot, AI, and other technology partners to integrate SalesMail's video messaging capabilities — including recorded videos, templates, sharing, and detailed engagement analytics — directly into their own platforms for embedding and resale.
Quantifiable outcome
- Organizations using video report 40%+ higher tour and assessment bookings
- +16 more outcomes
Companies that use SalesMail
Customer profileNamed customers11 records
Segments8 records
Ideal customer profiles4 records
SalesMail technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability10 records
Feature14 records
SalesMail partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- WelcomeHomecoreSalesMail announced native integration with WelcomeHome CRM, enabling senior living communities using WelcomeHome to access SalesMail's personalized video messaging directly within their CRM workflow. This is a key integration for the senior living vertical.
- The Aspenwood CompanyminorSalesMail partnered with The Aspenwood Company to personalize senior living communication through video, as announced in August 2025 on the SalesMail blog. This appears to be a customer-partnership for video outreach implementation in The Aspenwood Company's senior living communities.
- SalesforcecoreSalesMail integrates with Salesforce, one of the world's leading CRM platforms. The integration allows Salesforce users to send personalized SalesMail videos directly within their CRM environment, with video engagement data flowing back into Salesforce records.
- HubSpotcoreSalesMail integrates with HubSpot CRM and marketing platform, enabling HubSpot users to incorporate personalized video outreach into their inbound and outbound workflows.
- RealPagecoreSalesMail integrates with RealPage, a leading property management platform for multifamily housing, enabling RealPage users to send personalized video messages for leasing and resident communications.
- EnquirecoreSalesMail integrates with Enquire, a CRM and marketing platform serving senior living and multifamily industries, enabling Enquire users to access video messaging within their existing workflows.
- Outlook / Microsoft 365coreSalesMail integrates with Microsoft Outlook, enabling users to send and track SalesMail videos directly through their Outlook email client.
- Gmail / Google WorkspacecoreSalesMail integrates with Google Gmail, enabling Gmail users to send and track personalized SalesMail videos directly through their email client.
- SMS (Text Messaging)coreSalesMail supports sending videos via SMS/text messaging in addition to email, enabling outreach through recipients' preferred communication channel.
Scale indicators18 records
Recent moves6 records
Expansion highlights6 records
SalesMail competitors and assessment
Company assessmentDirect peers
- Sendspark: Sendspark is a direct competitor in personalized video outreach for sales teams, offering AI-generated scripts, video email, and CRM integrations. It competes with SalesMail on the three-click recording experience and integration ecosystem.
- BombBomb: BombBomb is a direct competitor in the video email and video messaging space, serving sales, recruiting, and relationship-driven teams. It competes with SalesMail on core record-and-send video workflows, mobile apps, and CRM integrations.
- Loom: Loom is a direct competitor in asynchronous video messaging, offering screen recording, video sharing, and integrations with productivity and CRM tools. It overlaps with SalesMail on video outreach for sales, customer success, and internal communications.
- Vidyard: Vidyard is a direct competitor offering personalized video messaging, video hosting, and analytics for sales and marketing teams. It overlaps directly with SalesMail on B2B video outreach, email/SMS video delivery, and CRM integrations with Salesforce and HubSpot.
- Covideo: Covideo is a direct competitor in personalized video email and video messaging for sales, recruiting, and customer service teams. It competes with SalesMail on record-and-send video workflows and CRM integrations.
- Dubb: Dubb is a direct competitor in video email, video texting, and sales video outreach with CRM and marketing automation integrations. It competes with SalesMail on video messaging for sales, marketing, and relationship-driven workflows.
- Hippo Video: Hippo Video is a direct competitor offering personalized video email, video hosting, and sales engagement tools with AI features. It targets similar B2B sales and marketing use cases as SalesMail and competes on CRM integrations and AI-assisted video creation.
Broad incumbents
- Vimeo: Vimeo is a broad incumbent offering video creation, hosting, and communication tools including Vimeo Record for personalized video messaging. It overlaps with SalesMail on video outreach while serving a broader creative and enterprise video market.
- Wistia: Wistia is a broad incumbent in business video hosting, video marketing, and video analytics. While its focus is broader than SalesMail's personalized outreach, it overlaps on video creation, branding, and engagement analytics for marketing teams.
Emerging players
- Bonjoro: Bonjoro is an emerging player in personalized video messaging for customer onboarding, sales, and account management. It overlaps with SalesMail on record-and-send video workflows for relationship-driven teams but with a smaller footprint.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
SalesMail social profiles
Digital presenceSalesMail financial estimates
Financial estimateRevenue estimate
Valuation estimate
SalesMail leadership team
Management profileNumber of profiles
Profiles6 records
SalesMail funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SalesMail M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SalesMail
What does SalesMail do?
SalesMail is a cloud-based SaaS platform that lets sales, leasing, and customer-facing teams record short personalized video messages and send them through email, text, CRM workflows, or social channels with branded appearance, clickable CTAs, dynamic QR codes, and real-time engagement analytics. It is delivered via iOS/Android mobile apps, a desktop web portal, and an API for partner embedding, and is augmented by AI-assisted tooling (script generation, teleprompter with speech cadence calibration, AI intro text, AI naming, AI QBR reports) along with custom video filters (Lenses) and CRM integrations.
Is SalesMail a public or private company?
SalesMail is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SalesMail founded?
SalesMail was founded in 2019. It employs 11 to 50 people.
Where is SalesMail based?
SalesMail is headquartered in Daphne, United States, in the North America region.
How does SalesMail make money?
One revenue line is on record: saaS Subscription (Platform Access).
Who are SalesMail's main competitors?
Direct peers on record are Sendspark, BombBomb, Loom, Vidyard, Covideo, Dubb and Hippo Video. Broad incumbents are Vimeo and Wistia. Bonjoro is listed as an emerging player.
Does SalesMail have an API?
Yes. SalesMail offers an API Partner Program allowing CRM, chatbot, AI, and other technology partners to integrate SalesMail's video messaging capabilities into their platforms. Partners can access recorded videos, video templates, sharing options via email/text/social, and detailed video engagement stats. Integrations allow users to embed SalesMail videos into their outbound communications without leaving their CRM environment. Chatbot and AI engagement solutions can incorporate SalesMail videos, adding an engaging and human element to the experience. The API provides video playback and sharing options embedded directly into platforms, enables pulling SalesMail videos/thumbnails/metadata into systems for sharing through email, SMS, chat, and social, and includes video & engagement analytics with detailed analytics including shares, views, reactions, and Call-To-Action button clicks. Developer documentation is at www.salesmail.com/api.
What industry is SalesMail in?
SalesMail's product category is Video Sales Engagement Software. Its primary akta.pro industry code is BPAMALAE, Marketing Automation, CRM & Lifecycle Messaging. Its NAICS code is 5418 and its SIC code is 7372.