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 Genie 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. Back to Branch from Corporate Family Tree

    A back button on the Corporate Family Tree that returns to the Branch company line number instead of line 1 of the search.

    1 vote

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  2. Save and reopen DIY email interface

    I started to build an email yesterday and saved without sending it. Now its nowhere to be found. Why have a "Save" option if you can't reopen and finish it at a later time?

    1 vote

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  3. Need more filters for homes valued over one million.

    Have more filters for million+ home values

    1 vote

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  4. Snippets

    Create customer "snippets" (I've heard them called this at a former employer). If we have notes that we need to past into each lead, it would be great if we could simply type them up, and then select them from a menu to quickly add a pre-typed note or follow up.

    1 vote

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  5. water damage

    nix restoration

    1 vote

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  6. to file litigation against the state of michigan for failing to pay benefits to people approved for pua

    instead of withholding payments to people who have been approved for pua and therefore unnecessarily creating an astronomical hardship for these people, uia has to pay these people immediately to avoid being sued. i am currently providing assistance to prospective plaintiffs in preparing summons and complaints naming as the defendant the state of michigan to soon be filed in the court of claims with the first action entitled kimberly hutchens versus the state of michigan.

    1 vote

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  7. Invoices Available

    Make Invoices available on our account info so we don't have to beg for them every month.

    1 vote

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  8. Logistics Contact

    Contact directory needs to list the Transportation Manager , Logistics Director
    and Shipping/Distribution Manager that is very critical information

    1 vote

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  9. Number of employees

    Should add a filter for number of employees and if it's corporate or not.

    1 vote

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  10. 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.

    2 votes

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  11. Service

    Have a support team that can truly engage a customer without putting it back on the sales person.

    I dont need to discuss something wth them if they dont know what Im talking about.

    1 vote

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  12. Reorder Saved Search Lists

    Allow users to reorder saved search lists

    1 vote

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  13. Admin and guest login

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

    1 vote

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  14. 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.

    75 votes

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  15. too many duplicates

    PLEASE deduplicate

    2 votes

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  16. Darkmode

    Allow us to enable dark mode

    3 votes

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  17. Pick-up where you left off.

    I would think with all the years on providing this type of listing service you would have incorporated a "Ended/Stopped here" feature. I know we can put in the record number that will take you back to where we ended but that still requires writing down the number.
    How about find a solution to that.

    25 votes

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  18. darker font

    Make the font darker for business name, phone and address.

    2 votes

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  19. 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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  20. Aflac CCLM single lead transfer

    On Aflac's CCLM, it would be useful to import one lead at a time using CCLM to import the data from Salesgenie.

    Alot of times, we aren't necessarily working from a list, but happen to be contacting a buisness we are near. Most are a waste of time, but if there is potential for a sale, being able to load that one lead to CCLM without have to log in to salesgenie separately would be useful.

    2 votes

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