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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. 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.

    2 votes

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  2. Reminders and search bar

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

    2 votes

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  3. Executive Assistant details

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

    2 votes

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  4. 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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  5. Add employer as a criteria

    Add employer as a criteria available.

    1 vote

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  6. Copy And Paste SiC Search Criteria

    It would be very nice to be able to copy and paste SiC search criteria from your main database into your new business database. It would save a lot of time.

    1 vote

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  7. Emails need to be included

    It was a huge deal breaker that I just imported 150 contacts with no emails attached. You would think this would be common sense that we would need this. So far sales genie seems to promise more than it can deliver

    1 vote

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  8. Reporting wrong numbers or existing accts

    that we could report wrong phone numbers - out of order numbers or existing accounts to an email line. If we are actively using your service there should be a way to do this.

    1 vote

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  9. Filter & Search by "SAVED SEARCHES"

    Add a Search by "Saved Searches". Allow us to filter by parts of the name.

    2 votes

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  10. Custom Map boundary tool

    Put a tool in the map so that we can draw boundaries that we would like to focus our marketing on.

    1 vote

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  11. pages

    at the bottom right where it says page there is a box be nice to type in the box and go to a different page instead of hitting the arrow each time

    1 vote

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  12. test

    test

    1 vote

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  13. Add Website filter to Canadian Database

    add websites to the Canadian database

    1 vote

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  14. Presorted Lists for different Sectors

    Presorted lists depending on the sector. Residential contacts with pools for pool companies, Car Dealerships and Escrow Companies for insurance brokers, Real estate agents for advertising companies.

    1 vote

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  15. test

    test

    1 vote

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  16. Date of Birth

    Include date of birth for Primary Insured!

    1 vote

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  17. Sorting

    I would like to see the SIC descrition column able to be sorted like all the other columns.

    1 vote

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  18. Remove Leads that are already Prospected

    Please have your software guru's update Salesgenie to not pick up "Sales Leads" that are already under Liberty National or have been already prospected by Liberty National Agents. It should be some kind of easy macro to update. It wastes a lot of the Agent's time, yes it still gets that Agent and Liberty National Name out there, but the time could be used following NEW LEADS.

    1 vote

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  19. Follow up

    When recording a follow up, it used to document the date you recorded AND the date for follow-up. Now it just says the date needed for follow up. It would be nice to know the date you make the activity without having to record a "note" in addition.

    1 vote

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  20. Logistics Contact

    Provide Transportation/Logistics Contact

    1 vote

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