Submit Your Ideas to Help Us Improve Your Experience

Welcome to our feedback page. If you have an idea you think can improve your overall Salesgenie experience or benefit others, we want to know about it. Our product team regularly reviews submitted ideas. Please provide specific details about your idea.

  1. Auto Disconnect

    Allow more than 60 seconds auto disconnect to send an email/make notes. 90 seconds ideal

    1 vote
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
  2. Account Information

    Muhammad Carlito just called in with an idea: Why can clients view their subscription history, billing date, and change payment info? Wouldn't it be easy to just insert some kind of card verification script before payment information gets changed? Like just because they can see the charge dates doesnt mean we have to make it easier to change/delete billing info

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. List of Follow ups

    It would be awesome if I can use set follow ups as a search criteria. That way I can have a saved search that pulls up all my scheduled follow ups.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter By Recent Contact

    Provide a filter option to sort by your most recently contacted business.

    For example, if I just change the lead status from nothing to a Cold Lead, I would like a way to sort in order of most recently changed Cold Leads.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  5. Need to sort by Exported in List View

    In List view, allow to sort by "exported"

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  6. Three Ideas

    Do you guys even look at these?

    Ok so... When I click the "Next Page" blue dot with the white arrow. The page remains scrolled all the way to the bottom.... so unless I scroll up, I could easily miss the top half of my page. I have done this before and had to backtrack.

    Also... When I put a tag on a contact... it would be really cool if the most recent tag appeared on TOP of the previous tag, so I can tell which order they come in. If first round I get an answering machine, but second…

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  7. Mobile phone numbers added to contacts

    Since there is now marketing via text, it would be nice to have the option to get mobile phone numbers.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integration

    Integration into CRMs such as ZOHO

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Training Module

    Create a training platform for Salesgenie. This would help companies to better train their new recruits without being charged for leads.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Conversion rate on report

    The exportable report for campaigns should have a conversion rate field.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  11. individual sales reps should be able to sort lead status and omit them from the list. we have to do this everyday and every time we log out

    every day my sales reps come in and have to go through and omit all disconnected numbers, refusals, sales and other statuses they don't want to have to see in their list.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. follow up alerts

    When a calender follow up is entered there should be a scheduled screen alert that pops up reminding you to call. The calender icon when your making so many calls isnt a good reminder. A screen alert would be much better.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow Shared Route Editing

    Allow all people on shared routes to modify and edit leads while route is open on route owner device on scheduled day. This would allow trainers to enter information on shared route leads without creating a new lead and entering existing information

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  14. Autodial for Residential Solar

    Allow autodial on residential please.
    THESE FOLKS NEED SOLAR PANELS!
    :D

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Company Search in actual page.

    While searching Company Name. Search result shows only Company Name in separate page. If search result show that company in actual page where it lies, it will be better for us to continue from that page to work.

    Thank you.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Tablets

    Please make app user friendly for tablets.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  17. Drag and Drop interaction with selected leads across Tabs

    Select or Drag-Drop feature across tabs to merge selected leads into a custom list.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Problem with mobile app

    Need a"Run Search" button on the mobile app - no way to execute search..

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Condo as a home type search parameter

    List home type a "Condo" as a search parameter

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
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