SalesEdge.io Updates

SalesEdge.io Branded App Now Offers Faster DIY 2FA Setup for Client Portals

SalesEdge.io Branded App Now Offers Faster DIY 2FA Setup for Client Portals

SalesEdge.io Branded App Now Offers Faster DIY 2FA Setup for Client PortalsJeremy DeMerchant
Published on: 27/08/2025

Setting up 2FA in your SalesEdge.io branded app is now faster and easier with our new self-serve tools, walkthroughs, and improved navigation—no special sessions required!

UpdatesClient Portal
Now You Can Fully Customize Default Emails in SalesEdge.io’s Client Portal Settings

Now You Can Fully Customize Default Emails in SalesEdge.io’s Client Portal Settings

Now You Can Fully Customize Default Emails in SalesEdge.io’s Client Portal SettingsJeremy DeMerchant
Published on: 31/07/2025

You can now fully customize default email templates in SalesEdge.io — personalize client messages, stay on-brand, and save time with easy editing and live previews in the Client Portal.

UpdatesClient Portal
Boost Client Engagement: Chat Widgets Now Live in SalesEdge.io Portals & Child Apps

Boost Client Engagement: Chat Widgets Now Live in SalesEdge.io Portals & Child Apps

Boost Client Engagement: Chat Widgets Now Live in SalesEdge.io Portals & Child AppsJeremy DeMerchant
Published on: 31/07/2025

Chat Widgets are now live in SalesEdge.io! Connect with clients in real time directly inside your portal for faster support, better engagement, and a seamless coaching experience.

UpdatesChat WidgetClient Portal

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