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. Reorder Saved Search Lists

    Allow users to reorder saved search lists

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Admin and guest login

    Create a separate login for an admin and a secondary login guest account.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. follow up call pop up reminder

    Have follow up calls pop up for reminder at time set

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  4. Quick add from SalesGenie to CCLM

    Need to be able to select account or Business and add to CCLM without having to jot down info and go to another screen to add the new lead info. A button that ties the two screens or a "copy" feature that allows the user to send the business info to CCLM as a new lead.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add time zones

    I would like a "sort by time zone" button. I call nation-wide, and I do not want to call certain time zones during their lunch hour.

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  6. export just the checked records

    Export just the checked records instead of the whole list.

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  7. people interested in traffic for online businesses free and forming their own traffic business

    trying to find a list of active online buyers and those also interested in forming their own online businesses

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create and Edit Templates independently from a mailing list

    you should be able to create or edit an existing template for future use independently of starting a campaign.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Data needed

    I'm looking for people who have done a reverse mortgage, the date it was recorded, and the lender name. Is it possible using your database?

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  10. New search options

    can we maybe search by activity or names of any contact? see what we've made notes in throughout the day so if we get a cb, from a different number, perhaps their direct line, we can better pinpoint where it might be from... and maybe even search in notes we've left, to help us keep our business going and growing?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quick Dial

    Have the PH # Link to Google Voice to auto dial out

    1 vote
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    0 comments  ·  Dialer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Grouping

    Need to be able to "group by" more variables, such as metro area and city specifically.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto Save for new users

    Auto Save all new Sales Genie customer accounts until new Sales Genie customers
    turn off Auto Save...

    1 vote
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    1 comment  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  14. New search options

    Is there a way we can search via followups assigned to us? if not that would be helpful.

    Also perhaps search and see activity like changes made to find something.

    I accidentally deleted a follow up I had and I am not sure of details since I wasn't looking at it, was thinking I had a duplicate followup (for the same time same contact) and when I deleted it yesterday it was gone... would be nice to be able to figure out how to find that easier.

    Thank you.

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  15. Reminders and search bar

    Be able to set follow-up/pop-up reminders within the crm andhave a search bar within your lead lists.

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  16. Executive Assistant details

    It would be great to get a list of all Executive Assistants to the C-Suite or their Personal Assistants

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  17. Set up routes on maps

    I would be able to setup a driving route based on the information that is on the maps.

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add employer as a criteria

    Add employer as a criteria available.

    1 vote
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    0 comments  ·  Database  ·  Flag idea as inappropriate…  ·  Admin →
  19. too many duplicates

    PLEASE deduplicate

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bundle Like Listings

    If possible, it would be beneficial to have the ability to bundle alike businesses. If they all are at the same address, for example, we could put them all into one listing rather than having ten of the same ones.

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