What's New in SalesMail

What's New in SalesMail

We’re continuously improving SalesMail to make it ridiculously fast and easy for you and your team to send video messages to build trust, stand out, and get results. 

Below is a summary of recent feature updates, listed from newest to earlier enhancements.  Keep your app updated to access all features - here's how.  Latest mobile app version is 3.2.4.


⭐ CTA Suggestions (coming soon!)

Call-To-Action (CTA) buttons beneath your SalesMail video help drive people to take some next action.  The SalesMail portal's share page now provides suggested CTA buttons to add to each video,  first suggesting the most fitting CTA from your existing CTA Library, and if one doesn't exist it will suggest a new one to add based on the content of your video.  


⭐ Regional Reporting (8/2026)

Regional Reporting gives organizations with multiple communities a simple way to measure, compare, and improve SalesMail performance across their regions.


⭐ Shared CTAs (8/2026)

Leaders (or your Client Success Specialist) can now set up and share CTAs with each community, so that any users in that community now or in the future have access to those CTAs.


⭐ Mobile App Updates (5/13/26)

SalesMail Mobile App version 3.1.3 includes several usability enhancements, including defaulting to your last used video type (single or multi-clip), new play/pause controls on the Approve screen, improved dashboard layouts for iPads and larger-screen devices, enhanced SalesMail Coach for WelcomeHome Home Care users, plus additional bug fixes and performance improvements.



⭐ Chrome Extension (5/7/26)

The SalesMail Chrome Extension lets you access and share your videos directly from wherever you work, including your CRM, Gmail, and other browser-based tools. You can quickly select a video, paste it into your message, and send without switching apps.


⭐ Corporate Videos Library (5/7/26)

The Corporate Videos Library makes it easy to equip your team with approved, ready-to-use videos they can use alongside their own recordings to share and track engagement. If you are part of a large organization and don't see the Corporate Videos on the left-hand menu in the SalesMail Portal, hard refresh your browser (CTRL+Shift+R).


⭐ Trim

Trim the start or end of your videos in the mobile app or portal for a clean, professional finish.  


⭐ SalesMail AI Coaching

When accessing a contact through an integrated CRM such as WelcomeHome or Aline (Enquire or Sherpa), SalesMail Coach analyzes the sales stage and whether you are in senior living or home care, and suggests the most effective type of video to help move the relationship forward. Whether you're responding to a new inquiry, confirming a tour, or following up after a visit, Coach ensures your outreach is timely, relevant, and impactful.


⭐ Heymarket Integration

Send SalesMail videos via the Heymarket app using the Share Heymarket icon on the SalesMail share page in the SalesMail mobile app.


⭐ AI Script Writer

The AI Script Writer helps you quickly generate ideas and talking points for your next video based on your audience or goal. This feature reduces the stress of knowing what to say and helps teams communicate more clearly and consistently. Not into AI?  The Script Library also lets you write your own.  


⭐ Built-In Teleprompter

Our new teleprompter allows you to follow a script while recording so you can stay on message and deliver a smoother, more confident video. Scripts can be AI-generated, written by you, or provided by your organization.


⭐ Corporate Scripts with Automatic Personalization

Leaders can now create and share ready-to-use scripts across their organization. These scripts can include merge elements that automatically insert each team member’s name, job title, and community, ensuring consistent messaging while keeping outreach personal.


⭐ Custom Backgrounds

Add branded or professional backgrounds to your videos to create a more polished look and reinforce your organization’s identity.


⭐ Rebranded & Modernized SalesMail Experience

HeartLegacy is now SalesMail. Along with our new name, we’ve introduced a refreshed portal and mobile app experience designed to be more intuitive, modern, and easier to navigate.


⭐ Automated Personalization Enhancements

SalesMail helps automate key parts of the personalization process, making it faster and easier to create relevant, high-impact outreach. When using one of our bidirectional CRM integrations, you can simply search for a prospect and SalesMail will automatically personalize your video with custom lenses (such as whiteboards or wood signs featuring the recipient’s name), pre-populate contact details in your message, and send push notifications that let you know exactly when — and who — has watched your video.


⭐ LinkedIn Profile Integration

You can now add your LinkedIn profile to your contact info, making it easier to connect.


⭐ Attention-Grabbing Lenses

New lenses help capture attention and drive more video views. Options include beautify filters, holiday themes, custom signs, sentiment overlays, and other creative visual enhancements.


⭐ Music Options

You can now add background music to videos to help set the tone and create a more engaging viewer experience.


Need Help Getting Started?

If you’d like assistance using any of these features, reach out to your Client Success Specialist at support@salesmail.com or explore step-by-step guides and training videos in the SalesMail Help Center.

Staying up to date on new features helps your team communicate more confidently and build meaningful connections through video.  Update your SalesMail app in the App Store or Google Play Store for the latest features.

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