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How do I find similar records (clone) or search for nearby businesses?

Salesgenie makes it easy to expand your prospecting by finding businesses similar to your current customers—or identifying new opportunities close by. 

 

To find similar businesses (clone): 

  1. Open a customer or prospect record 
  2. Go to the About section 
  3. Click Search for Similar Business 
    • Salesgenie will return a list of companies with matching characteristics, helping you clone your best customers and discover new prospects 

 

To find nearby businesses: 

  1. Open the record details page 
  2. Click Nearby 
    • You’ll instantly see other businesses located close to your selected record—ideal for field reps planning sales routes or targeting local clusters 

 

Pro Tip: Combine cloning and nearby searches to refine prospecting lists and prioritize outreach more efficiently. 

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