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?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. New Data - Lead Utility Information

    Add Customers Utility Company

    2 votes
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add the Sub Division

    You used to include the name of the sub division, and this was eliminated when you changed the inter face It would be helpful to me if you added it back in

    Thank you

    2 votes
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  3. multiple phone numbers per household.

    In consumer we have the ability to see all household members. It would be helpful to see all household phone numbers as well.

    2 votes
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Omissions

    Omissions - You should be able to omit any data point you can search for.

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. age

    I think if we had ages of the prospect would be very helpful

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print

    Make the black print darker

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Provide a quicker way to enter notes & follow ups

    Adding notes and follow ups is currently time consuming if entering many at a time, in particular when dialing a list. Provide a way to quickly update notes and follow ups with as few clicks and mouse movements as possible.

    2 votes
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  8. Back to current campaign page, not to page 1

    When I am in Email Campaigns and say I'm on page 5. I look at the statistics for the campaign. When I am done, there is a link that says back to the campaign list, but it takes me back to the first page instead of the page that I was on. I would like to go back to the page that I was last on. Thank you. Janice Yellon

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to link between Conusmer and Business Profile of a lead

    Considering Salesgenie has both Business and Consumer databases, it would be great if you guys could link a record with both its Business and Consumer profile

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  10. Email Campaign improve access to and design of campaign performance tracking

    Compare responders to results benchmark and/or other campaign lists
    Add responder tags
    Access to responder details and counts

    2 votes
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Current carrier information

    Are you able to draw out the current insurance company a person is using for the auto and home?

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Reschedule once submitted

    After a campaign is submitted, but before it is approved, I would like to be able to open the campaign, make changes to the email and reschedule it if necessary. Your team has not been able to stop the campaigns when I have emailed, even hours before the campaign is sent. Thank you, Janice Yellon

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  13. eliminate duplicate sites by Bus Name and address

    eliminating duplicates feature: by Bus Name and site address

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Avoid Duplicate leads

    Can you creeate a filter so for Example I have 3 areas that my agent work in and already have 30 leads in one of the area, than i'm running a search for all 3 areas and those 30 leads are included when I'm transfer the leads to Epic those 30 leads will not duplicate so we can stop wasting time with delete them and disqualify them.

    Thank you
    Alex Radu
    TheRadugroup agency Chicago
    3178000152
    radualex1980@gmail.com

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. simplify household members box

    If Terry Sox is the name on the left and the wifes name Juline is in the household members drop box why can't I just click on her name and it stay in the box instead of Terry on the right side?

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Selection by number of names

    I often need my lists to be based on a number rather than distance.
    1) Add a Button in the "Select your area" that would define number of closest neighbors;
    ALTERNATIVELY:
    2) When clicking on the pin, have the number of names move and be shown, within the circle

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. CC Payment Method

    Hello. I should be able to change my payment method online....

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change Lead Status in Bulk

    A new lead status has been created and I would like to change the status of a bulk amount of leads from their old status to the new status I created. Currently the only way to do this is by going into each individual lead and manually changing the status.

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Salesgenie with Screen Share

    Include a screen share option in the product. While I'm prospecting with Salesgenie and I get someone on the phone, I want to be able to show my client a quote or my product line. I don't have another solution to help me with this.

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow DIY Direct Mail for New Mover customers

    We would like to hyper-personalize our mailers to new movers near our locations, which means we cannot meet the 250 minimum for your direct mail office. This could be resolved if we were able to use the DIY direct mail service through salesgenie like for businesses and regular consumers.

    1 vote
    Sign in Sign in with Infogroup
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Submit Your Ideas to Help Us Improve Your Experience

Feedback and Knowledge Base