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. POINT OF INTEREST (POI) FILES

    POINT OF INTEREST files - We are a small commercial real estate company that is interested in obtaining listings in specific industries for creating internal benchmarks for site selection projects. The fields of interest to us are: SIC Code, Company Name, Address, Latitude & Longitude. It would be nice to have a lower cost option for the data where the use is not for marketing and a restricted set of fields is included in the download.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. NAICS Codes

    we used to be able to search by NAICS codes... I don't see that option now!?!?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Multiple Prospect Export Tagging

    We need th ability to tag mutiple peospects we export out to a list so that when we want to do another export, it's easy for us not to have duplicates.

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  4. more info on the follow up screen for each at a glance

    on the screen where it shows calendar follow ups for the day/ wk.. etc. I normally print that out each day.. but would be nice if the notes, date / time.. are visable on the line items of each.. so at a glance. if calling certain area can pick those up.

    another suggestion would be to be able to select followups that are set in a certain state/ or city. that would also be helpful

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. notification for followup

    It would be very helpful to get a pop up notification when you have a scheduled followup

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  6. Click & Drag to Rearrange Custom Tags

    The ability to rearrange the custom tags as they come up. We create tags as the situation arises. i.e. Sides of town, Months the opportunity to sell them are, etc... Would love to rearrange the tags just by clicking and dragging them in the manage tags section.

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow access to leads purchased for account management.

    Allow us to see the leads purchased for the month and the number available.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. alerts for call backs

    Can there be or is there a way that we can set up call backs an alarm or notification to pop up on screen ?

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  9. Assigned to "X" list

    See which list(s) a business is assigned to when looking up by phone number or address

    4 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  10. keep it easy

    Please leave it alone/minimum of "improvements" that require a new learning curve. I am sooo busy trying to run my business, I have little time to look at new methods of accomplishing the same thing

    2 votes
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  11. Contact First View

    Being able to search for contacts from the start and not having to search Businesses and then go into contacts for each Business one at a time is would be of great benefit to my team

    3 votes
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    1 comment  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  12. Letting CSS Bureau partner with salesgenie and give sale genie a 30% from each company that sign up and plus a $25 residual each month.

    We Have a company that help new businesses protect there business online while taking care of all bad reviews on social media and on google. Thank about us CSS Bureau and salesgenie partnering together and us giving salegenie 30% of each company that signs up with us, plus a residual of $25 per mo per company. If that sound interesting please give Rocky a call at 800-715-8380

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  13. DOT data

    DOT information

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  14. Work comp data

    Work comp data

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  15. Outlook integration

    follow ups link to Outlook

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Option to export search criteria

    Option to export search criteria along with list in Salesgenie

    2 votes
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change

    Put it back on the previous format, this is more steps to get to the same result. .

    1 vote
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    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  18. Direct Mail App Issues

    For "Direct Mailing"
    The design function lacks the typical graphic design industry standard operations AND symbols. You should be able to have images that cross the "Bleed edge" or "Cut edge" so that the final product can have images that go completely to the edge of the final post card.

    Additionally, somewhere between steps 3 and 5, some of my images are getting lost. I've tried several things (even with the help of customer service) and have been unable to fully resolve this. I cannot approve the proof.

    I will not likely use (or even attempt to use) your direct…

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. BUSINESS SIZE (ANNUAL REVENUE) ADDITIONAL SEARCH CONTROLS

    MORE CONTROL TO SEARCH FOR BUSINESSES OVER 100K ANNUAL REVENUE BUT UNDER 500K

    1 vote
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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  20. A separate list for interested leads

    Have a special list where you can add any possible leads for future follow ups. This way, we will not have to go through an entire list to find the person we spoke to yesterday, and we will not have to export the information onto a post-it or an Excel doc to keep records.

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