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. DATA

    Sales Volume is completely off.

    2 votes

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  2. Having notes by individual

    I've been organizing my calls so that I call men every other day, as well women the opposite days (M,F,M....). And I've noticed that sometimes I'll be calling on the same family without realizing. I think it would be convenient if there was a way to group notes by individuals in the "household members" tab so I don't accidentally call a second time on a dead lead. I appreciate your team's "new ideas" box and thank you for your time!

    1 vote

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  3. Filter for Filings

    Add a filter for State and Federal Filings (TXDOT and USDOT Numbers)--Inspired by Dallas while training...!

    1 vote

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  4. Salesforce CRM integration

    Exporting leads into salesforce CRM

    3 votes

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  5. View more records per page

    It would be nice to be able to view 500 records per page

    8 votes

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  6. training videos

    can you please put a video to teach your customers how your system work ?

    2 votes

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  7. Need a Universal Search Option

    There needs to be a search option in the lists! When we get a call back from one of the phone numbers we can't see who it is. We should be able to do a quick search for their name or phone number and have the lead pop right up.

    30 votes

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  8. eliminate corporate offices

    Find a way to exclude corporate offices

    1 vote

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  9. Welcome Back To Business

    We need email campaign opportunities. White Hot right now.

    1 vote

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  10. Automobile Credits

    Automobile Credits

    1 vote

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  11. DOB

    We need date of birth not just month.

    2 votes

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  12. Above ground pools without maintennance

    Swim forever without maintenance. Get your 24' , 18', and 15' foot round above ground pool with lifetime coverage for just $16,000. One company from start to finish. Blue world pools. contact me at 5026619656

    1 vote

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  13. Confined leads

    Multiple agents can access the same lead at the same time. Try to find way to stop that.

    1 vote

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  14. USE

    Click fire flame to organize the leads

    1 vote

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  15. export just the checked records

    Export just the checked records instead of the whole list.

    11 votes

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  16. 1 vote

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  17. Sort Search Names

    Please allow us to sort the Saved Searches. Especially by the NAME Column.

    1 vote

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  18. Wildcard search with NAICS codes

    to be able to use wildcards in NAICS codes.

    "As a user, I want to find all companies that are in the 6 digit NAICS code starting 5221**, without having to list all of the codes individually"

    5 votes

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  19. Tag Manager button in Add Tag Dropdown

    When you click on "Add Tag" it would be helpful to have an additional option besides "Create New", it should have a link to Tag Manager also, instead of going through settings as the only way to get to tag manager. This is something I had to ask my account exec about because I couldn't find an option to edit/delete tags and it would make sense that option would be where you create tags to begin with.

    1 vote

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  20. street

    When performing a lead search, can you make it possible to search by more than one street name so as to combine a few street names into one search?

    1 vote

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