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.

How can we make it easier to find, acquire, and retain customers?

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  1. Auto Save Feature

    Adding an autosave feature would be awesome! So when users are working list they have the option to turn on/off auto save for that list...sometimes users get logged out or browsers close etc and adding the auto save feature would be amazing so users wouldn't have to redefine or get kicked out of where they left out in a list.

    25 votes
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    4 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create sub lists

    Create sub lists which hide and expand from the main list

    15 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. mark follow ups as complete

    A way to mark follow ups as completed, like a task.

    12 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Give a chance to save criteria before exiting the results

    Sometimes while I am inputting a search criteria I will accidentally navigate away from the results grid without clicking "Run Search" and I lose my unsaved crteria

    11 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. search via keyword

    we should be able to search via keywords, for example "real estate fund" should be able to pull up a list of all companies that have real estate fund in their name or description.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. The ability to remove all inactive team members

    Remove all inactive team members if you choose even if this means losing there notes and follow ups. I have 2-3 times the number of inactive member then active

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. List / Table Column Resizing and Customization

    Provide a way to resize the table columns in the list view. This would be helpful for users with smaller or larger screen sizes, or when viewing certain data sets with various types of data.

    Further, provide a way to modify text size in the table to accommodate differences in screen resolution and size.

    Lastly, provide a way to sort columns.

    8 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Satellite preview of address

    Once you click on a search result, when the side info comes up, have a google maps preview of the location in the address area.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. More colors for tags

    It would be nice to have more color options for the tags. With our particular company having more color options would be highly beneficial. Right now some of our tags are the same color but mean different things. Maybe Orange Red and different shade of green.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. TIme Zone Field

    Add a Field for TIME ZONE, so I can import into my CRM with ET, CT, MT, PT. Keep it simple, please.

    5 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quick Enter Tags

    Hi - it would be handy when you want to put a label if you could use a control command like Control R,E,C to tag it as a Removed, Email list or Call list. You could maybe even use Control N for editing Notes.
    Just a thought :)

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. 2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. New Layout

    Hi.. I'm not a big fan of the new layout. The previous is much better. Now, in the list view everything is on the left side of the screen with a blank gap on the right. The previous one it was more centered and easier on the eyes

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. speed bar search

    Speed Bar Search, it allows a user to enter criteria into a search bar and search quickly with out having to go through the search fields and select criteria.

    4 votes
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  15. Search within results

    I'd like to be able to search within my returned results.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. follow up time continuum

    When you have a time set on a follow up have the time of day stick when you edit it to move to another day

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. When

    Notes box: I like to type my notes as I am talking. The problem is the note box pops up over the address, phone number, and names. So it makes it difficult to confirm if you can't read it. Would like the note box to pop up where it is or be able to move it.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. delete button on top to just delete

    Hi, I was compiling a list and thought that there should be a way to delete companies you don't want on the list.. like a delete button. This way you have a way to clean your list.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. the program management was fine

    Because they have to change what is already established, it has a lot of confusion, it is about improving it, not about hindering it

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make follow up appointment for business not in database

    Ability to add a new business to follow up list even though it is not in the SG database yet.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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