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HeartLegacy

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uuid003w4ig

Namestring
HeartLegacy
Websiteurl
heartlegacy.com
Company typeenum
Private
Founded yearint
2014
Descriptiontext

HeartLegacy, now operating as SalesMail following a 2025 rebrand, is a privately held vertical SaaS company founded in 2014 and headquartered in Daphne, Alabama. The company provides a video outreach platform that enables organizations to send personalized video messages to prospects, customers, residents, or guests in order to build trust, book meetings, and accelerate sales cycles. Its core product is positioned for relationship-driven, high-touch sales motions rather than mass marketing automation.

The platform is sold via a sales-led go-to-market motion with Zoom-scheduled demos, complemented by a self-serve customer portal at portal.mysalesmail.com. Revenue is generated through SaaS subscriptions, though pricing is not publicly disclosed. The company's core customer base is concentrated in four verticals: Senior Care, Home Care, Senior Living Placement, and Multifamily Housing. A 2025 product addition, the AI Confidence Coach, introduces generative-AI-assisted coaching for video communications. The company is led by Founder/CEO Walt Armentrout, Co-founder/CCO Fran Smith, and COO Corey DeGeorge, with a team of approximately 27 people as shown in a 2026 group portrait.

Public information contains no disclosed funding rounds, revenue figures, named customers, patents, or institutional investors, indicating either a bootstrapped or quietly capitalized private company. The 2025 rebrand from HeartLegacy to SalesMail explicitly broadened the brand to target general B2B sales acceleration beyond the original senior-care positioning, signaling a deliberate expansion of the addressable market while retaining vertical landing pages as a wedge.

Short descriptiontext

SalesMail (formerly HeartLegacy) is a vertical SaaS video outreach platform that enables senior care, home care, senior living placement, and multifamily housing organizations to send personalized video messages that build trust, book meetings, and accelerate sales cycles.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersDaphne, United States
HQ citystring
Daphne
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
video outreach platform, video messaging software, sales engagement platform, personalized video marketing, AI video communication
Industry2 codes
1Direct Marketing, CRM & Lifecycle (Email, SMS, Loyalty)
CodeBPAFAAAJPrimaryYes
2Lead Nurturing & Marketing Operations (List Management, Scoring)
CodeMPAAAIAJPrimaryNo
NAICS code1 code
  • Advertising Agencies541810
SIC code2 codes
  • Services-Computer Programming, Data Processing, Etc.7370
  • Services-Advertising Agencies7311
Product category
Video Outreach Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1SaaS Subscription
TypeSubscription Recurring
Description

The company operates as a video outreach SaaS platform offering subscription-based access to its communication tools for organizations

salesmail.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

HeartLegacy (now operating as SalesMail) provides a video outreach SaaS platform that enables organizations to send personalized video messages to prospects, customers, residents, or guests in order to build trust, book more meetings, and accelerate sales cycles. The platform includes AI-powered features such as an AI Confidence Coach and serves verticals including Senior Care, Home Care, Senior Living Placement, and Multifamily Housing.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

SalesMail is a unified video outreach platform that enables organizations to make every prospect, customer, resident, or guest feel seen, valued, and connected. The platform delivers video-based communication solutions designed to build stronger relationships and create memorable experiences. Key capabilities include AI-powered features, intuitive workflow integration, and measurable impact tracking. The platform serves multiple industries including Senior Care, Home Care, Senior Living Placement, and Multifamily housing.

Product and service1 record
1SalesMail
CategoryVideo Outreach / Sales Engagement Software
Description

Video outreach platform that helps organizations build trust, book more meetings, and accelerate their sales cycle by enabling personalized video communication with prospects, customers, residents, and guests. Includes AI-powered features such as the AI Confidence Coach and supports industry-specific use cases across senior care, home care, senior living placement, and multifamily housing.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Dubb
TypeDirect peer
Description

Dubb is a video messaging and sales engagement platform offering video email, tracking, and CRM integrations. It directly overlaps with SalesMail's value proposition of relationship-driven video outreach for sales.

TypeBroad incumbent
Description

Loom (now owned by Atlassian) is a horizontal async video messaging tool used broadly across teams for communication and documentation. While not specialized for sales outreach, it competes for the same video-messaging workflows SalesMail targets.

TypeBroad incumbent
Description

Apollo.io is a sales intelligence and engagement platform with outreach automation. While broader in scope, it competes for the same sales-acceleration budget that SalesMail targets, particularly in mid-market sales teams.

TypeDirect peer
Description

BombBomb is a video email platform that enables sales professionals to record and send personalized video messages to prospects. It overlaps directly with SalesMail's core use case of trust-building video outreach for sales acceleration.

TypeDirect peer
Description

Covideo is a video email and video messaging platform designed for sales teams and customer-facing roles. It is closely comparable to SalesMail in enabling personalized video outreach to drive response and conversion.

TypeEmerging player
Description

Bonzo is a video messaging platform focused on high-trust industries including real estate, mortgage, and senior living. Its overlap with SalesMail in senior-living and relationship-driven verticals makes it a relevant comparable.

TypeBroad incumbent
Description

Salesloft is a leading sales engagement platform with email, call, and cadence automation. It addresses the same sales-cycle-acceleration use case as SalesMail at a larger enterprise scale.

TypeDirect peer
Description

Sendspark is a video outreach platform for sales teams that enables personalized video emails at scale. It competes directly with SalesMail in the personalized-video-for-sales category.

TypeEmerging player
Description

Hippo Video is an AI-powered video outreach platform for sales, marketing, and customer success teams. It is comparable to SalesMail in combining personalized video messaging with AI-assisted delivery and analytics.

TypeDirect peer
Description

Vidyard is a video messaging and video analytics platform built for sales, marketing, and customer communication teams. It competes directly with SalesMail in enabling personalized video outreach for B2B sales cycles and offers similar AI-assisted features.

Market position
Strengths1 record

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

API detail
Has APIbool
No

Docs URL, Description

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

HeartLegacy

Video Outreach Softwareheartlegacy.com

SalesMail (formerly HeartLegacy) is a vertical SaaS video outreach platform that enables senior care, home care, senior living placement, and multifamily housing organizations to send personalized video messages that build trust, book meetings, and accelerate sales cycles.

What HeartLegacy does

HeartLegacy, now operating as SalesMail following a 2025 rebrand, is a privately held vertical SaaS company founded in 2014 and headquartered in Daphne, Alabama. The company provides a video outreach platform that enables organizations to send personalized video messages to prospects, customers, residents, or guests in order to build trust, book meetings, and accelerate sales cycles. Its core product is positioned for relationship-driven, high-touch sales motions rather than mass marketing automation.

The platform is sold via a sales-led go-to-market motion with Zoom-scheduled demos, complemented by a self-serve customer portal at portal.mysalesmail.com. Revenue is generated through SaaS subscriptions, though pricing is not publicly disclosed. The company's core customer base is concentrated in four verticals: Senior Care, Home Care, Senior Living Placement, and Multifamily Housing. A 2025 product addition, the AI Confidence Coach, introduces generative-AI-assisted coaching for video communications. The company is led by Founder/CEO Walt Armentrout, Co-founder/CCO Fran Smith, and COO Corey DeGeorge, with a team of approximately 27 people as shown in a 2026 group portrait.

Public information contains no disclosed funding rounds, revenue figures, named customers, patents, or institutional investors, indicating either a bootstrapped or quietly capitalized private company. The 2025 rebrand from HeartLegacy to SalesMail explicitly broadened the brand to target general B2B sales acceleration beyond the original senior-care positioning, signaling a deliberate expansion of the addressable market while retaining vertical landing pages as a wedge.

HeartLegacy firmographics

Firmographics
Name
HeartLegacy
Website
https://heartlegacy.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
11–50 employees
Short description
SalesMail (formerly HeartLegacy) is a vertical SaaS video outreach platform that enables senior care, home care, senior living placement, and multifamily housing organizations to send personalized video messages that build trust, book meetings, and accelerate sales cycles.
Ownership category
akta.pro rank

HeartLegacy industry classification

Industry
Product category
Video Outreach Software
NAICS
Advertising Agencies (541810)
SIC
Services-Computer Programming, Data Processing, Etc. (7370), Services-Advertising Agencies (7311)
akta.pro primary industry
Direct Marketing, CRM & Lifecycle (Email, SMS, Loyalty) (BPAFAAAJ)
akta.pro secondary industry
Lead Nurturing & Marketing Operations (List Management, Scoring) (MPAAAIAJ)

Keywords

  • Video outreach platform
  • Video messaging software
  • Sales engagement platform
  • Personalized video marketing
  • AI video communication

Where HeartLegacy is headquartered

Location

Headquarters

HQ city
Daphne
HQ country
United States
HQ region
North America

Markets served

HeartLegacy business model

Business model
GTM type
B2B
Offering type
Software

Revenue model

  1. SaaS Subscription: The company operates as a video outreach SaaS platform offering subscription-based access to its communication tools for organizations

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

HeartLegacy product offering

Product offering

Core offering

HeartLegacy (now operating as SalesMail) provides a video outreach SaaS platform that enables organizations to send personalized video messages to prospects, customers, residents, or guests in order to build trust, book more meetings, and accelerate sales cycles. The platform includes AI-powered features such as an AI Confidence Coach and serves verticals including Senior Care, Home Care, Senior Living Placement, and Multifamily Housing.

Product overview

SalesMail is a unified video outreach platform that enables organizations to make every prospect, customer, resident, or guest feel seen, valued, and connected. The platform delivers video-based communication solutions designed to build stronger relationships and create memorable experiences. Key capabilities include AI-powered features, intuitive workflow integration, and measurable impact tracking. The platform serves multiple industries including Senior Care, Home Care, Senior Living Placement, and Multifamily housing.

Differentiator

Problem solved

Functional benefit

Products and services

  • SalesMail Video outreach platform that helps organizations build trust, book more meetings, and accelerate their sales cycle by enabling personalized video communication with prospects, customers, residents, and guests. Includes AI-powered features such as the AI Confidence Coach and supports industry-specific use cases across senior care, home care, senior living placement, and multifamily housing.

Companies that use HeartLegacy

Customer profile

Segments4 records

HeartLegacy technology and API

Technology

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature2 records

HeartLegacy partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights5 records

HeartLegacy competitors and assessment

Company assessment

Direct peers

  • Dubb: Dubb is a video messaging and sales engagement platform offering video email, tracking, and CRM integrations. It directly overlaps with SalesMail's value proposition of relationship-driven video outreach for sales.
  • BombBomb: BombBomb is a video email platform that enables sales professionals to record and send personalized video messages to prospects. It overlaps directly with SalesMail's core use case of trust-building video outreach for sales acceleration.
  • Covideo: Covideo is a video email and video messaging platform designed for sales teams and customer-facing roles. It is closely comparable to SalesMail in enabling personalized video outreach to drive response and conversion.
  • Sendspark: Sendspark is a video outreach platform for sales teams that enables personalized video emails at scale. It competes directly with SalesMail in the personalized-video-for-sales category.
  • Vidyard: Vidyard is a video messaging and video analytics platform built for sales, marketing, and customer communication teams. It competes directly with SalesMail in enabling personalized video outreach for B2B sales cycles and offers similar AI-assisted features.

Broad incumbents

  • Loom: Loom (now owned by Atlassian) is a horizontal async video messaging tool used broadly across teams for communication and documentation. While not specialized for sales outreach, it competes for the same video-messaging workflows SalesMail targets.
  • Apollo.io: Apollo.io is a sales intelligence and engagement platform with outreach automation. While broader in scope, it competes for the same sales-acceleration budget that SalesMail targets, particularly in mid-market sales teams.
  • Salesloft: Salesloft is a leading sales engagement platform with email, call, and cadence automation. It addresses the same sales-cycle-acceleration use case as SalesMail at a larger enterprise scale.

Emerging players

  • Bonzo: Bonzo is a video messaging platform focused on high-trust industries including real estate, mortgage, and senior living. Its overlap with SalesMail in senior-living and relationship-driven verticals makes it a relevant comparable.
  • Hippo Video: Hippo Video is an AI-powered video outreach platform for sales, marketing, and customer success teams. It is comparable to SalesMail in combining personalized video messaging with AI-assisted delivery and analytics.

Market position

Strengths1 record

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

HeartLegacy social profiles

Digital presence

HeartLegacy financial estimates

Financial estimate

Revenue estimate

Valuation estimate

HeartLegacy leadership team

Management profile

Number of profiles

HeartLegacy funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

HeartLegacy M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HeartLegacy

What does HeartLegacy do?

HeartLegacy (now operating as SalesMail) provides a video outreach SaaS platform that enables organizations to send personalized video messages to prospects, customers, residents, or guests in order to build trust, book more meetings, and accelerate sales cycles. The platform includes AI-powered features such as an AI Confidence Coach and serves verticals including Senior Care, Home Care, Senior Living Placement, and Multifamily Housing.

Is HeartLegacy a public or private company?

HeartLegacy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was HeartLegacy founded?

HeartLegacy was founded in 2014. It employs 11 to 50 people.

Where is HeartLegacy based?

HeartLegacy is headquartered in Daphne, United States, in the North America region.

How does HeartLegacy make money?

One revenue line is on record: saaS Subscription.

Who are HeartLegacy's main competitors?

Direct peers on record are Dubb, BombBomb, Covideo, Sendspark and Vidyard. Broad incumbents are Loom, Apollo.io and Salesloft. Emerging players are Bonzo and Hippo Video.

Does HeartLegacy have an API?

No public API is recorded for HeartLegacy.

What industry is HeartLegacy in?

HeartLegacy's product category is Video Outreach Software. Its primary akta.pro industry code is BPAFAAAJ, Direct Marketing, CRM & Lifecycle (Email, SMS, Loyalty), with a secondary code of MPAAAIAJ, Lead Nurturing & Marketing Operations (List Management, Scoring). Its NAICS code is 541810 and its SIC code is 7370.

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Live signals
PR NewswireFURTHER and HeartLegacy® Announce Product Integration for Optimizing Senior Living Digital Sales StrategiesHeartLegacy and FURTHER announced a strategic product integration combining HeartLegacy's SalesMail video messaging app with FURTHER's AI-powered virtual sales assistant for senior living organizations. The integration allows senior living providers to include automated chat conversations and tour scheduling capabilities within SalesMail video messages. Mutual customers of both platforms can now activate the integration to enhance their digital sales strategies and accelerate sales cycles.PR NewswireSalesMail® Breaks Ground in the Multifamily Housing Market, Bringing its Best-in-Class Video Mail App to Sales and Operations TeamsHeartLegacy, LLC, a Daphne, Alabama technology company, introduced its SalesMail video mail application to the multifamily housing industry on May 11, 2021. The company, which already serves the senior care segment of multifamily, is expanding its SaaS-based video communication platform to sales leaders, leasing agents, and property managers. SalesMail reported a 1460% increase in usage since the beginning of 2020, positioning the app as a digital engagement tool for property professionals.PR NewswireTwo-Way Engagement Features Power the Newest Version of the High-Growth SalesMail® Video Messaging AppHeartLegacy, a Daphne, Alabama-based technology company, released an updated version of its SalesMail video messaging app with new two-way engagement features including CTA buttons, comments, emoji reactions, and contact cards. The app has experienced nearly 1400% usage growth during the Covid-19 pandemic as professionals increasingly adopt personalized video outreach. The new features provide real-time reporting, geotracking, and analytics to help users refine their outreach strategies.PR NewswireThe HeartLegacy Family App Delivers Powerful Connectivity, Peace of Mind to Senior Living Communities and Families During COVID-19HeartLegacy, LLC, a Daphne, Alabama-based technology company, announced significant growth in its senior care family app user base, driven by increased demand during COVID-19 pandemic visitation restrictions at senior living communities. The app provides two-way video messaging, photo sharing, and private family network features to help families stay connected with loved ones in senior care facilities. HeartLegacy currently serves senior living communities, memory care residences, home care agencies, and senior living placement services throughout the United States and Canada.PR NewswireHeartLegacy's Video Apps Keep Senior Living Communities and Remote Professionals Connected During COVID-19 ThreatHeartLegacy, LLC, a Daphne, Alabama-based technology company, announced on March 17, 2020, that it is making its SalesMail video messaging app available for free to senior care corporate executives in the United States and Canada. The app allows users to send branded, personalized video messages to maintain connections with families, keep business pipelines full, and enhance internal communications amid visitation constraints and travel restrictions during the COVID-19 pandemic. CEO Walt Armentrout stated the company wanted to assist senior care leaders facing unprecedented challenges as they adapt to a new operational environment.PR NewswireSalesMail® App Expands to the Recruiting and Direct Sales IndustriesSalesMail, a video-based smartphone app developed and sold by HeartLegacy, LLC, has expanded beyond its original senior living and home care markets into the recruiting and direct sales industries. The app enables users to send branded, personalized one-to-one video messages via email, text, and social platforms including LinkedIn, Facebook, and Slack, with features such as animated message previews, real-time reporting, and dashboard analytics. HeartLegacy CEO Walt Armentrout stated that customers are seeing improved results in sales and recruiting processes following the expansion.PR NewswireHeartLegacy® Showcasing SalesMail™ at the Argentum 2019 Senior Living Executive ConferenceHeartLegacy, LLC, a senior care technology company headquartered in Daphne, Alabama, will showcase its SalesMail video messaging solution at the Argentum 2019 Senior Living Executive Conference in San Antonio, Texas on April 16-17. SalesMail enables sales teams to send personalized branded video messages to prospective residents and their families via email, text, and messaging apps, aiming to improve follow-up strategies and shorten sales cycles for senior living communities. The company is seeking to expand its customer base and partnerships through the exhibition.PR NewswireHeartLegacy® Announces Partnership with Spectrum Retirement Communities, LLCHeartLegacy announced a partnership with Spectrum Retirement Communities, LLC to deploy its video technology platform, including the Remy® kiosk and RemyGo™ smartphone application, across Spectrum's senior living communities in the United States. Under the agreement, HeartLegacy will provide services including resident engagement, family communications, and legacy preservation, while Spectrum gains digital marketing and lead generation capabilities. Both companies stated the partnership supports mutual growth and aims to enhance quality of life for residents in independent living, assisted living, and memory care communities.PR NewswireHeartLegacy Announces RemyGo™ Smartphone AppHeartLegacy announced the release of RemyGo, a new smartphone application designed to connect seniors with their families through short video greetings and life story videos. The app also provides senior care organizations with tools for creating marketing videos, staff profiles, and community testimonials. HeartLegacy currently serves senior living communities and home care agencies throughout North America with both its traditional video kiosk, Remy, and the newly launched RemyGo app.