With the Team package, you get access to Salesgenie’s industry-leading databases, supported by a $20 million annual investment and maintained by 300 U.S.-based researchers and data integrators:

• 90M+ U.S. Businesses: Compiled from 6,200+ sources, verified with 20 million phone calls annually, and maintained to the highest integrity standards
• 250M+ U.S. Consumers and Households: Built from 29 billion records, modeled and measured for accuracy

Included at no extra cost

• Automobile Owners and Data: Vehicle ownership details for 60 million consumers, sourced from manufacturers, dealers, and service centers
• New Business Database: Approximately 4 million new businesses added annually
• New Movers and Homeowners: Around 300,000 consumers move every week
• Canadian Businesses and Consumers: More than 13.5 million Canadian consumers and 1.5 million Canadian businesses

Expanded data options (outside the platform)

• Consumer Transactional Data: Profiles of 100M+ households with insights into 1.5B monthly transactions across product categories. Updated monthly
• Digital Consumer Data: 3,700+ audience segments optimized for omnichannel marketing, including digital behavior, interests, demographics, movers, political involvement, and more

Optional Add-On: Business Buyer Intent Data

·      The Business Buyer Intent data add-on costs $50/month/seat and is available with any package (Basic, Pro, or Team). This feature identifies businesses actively researching solutions like yours, allowing you to connect with prospects at the right moment in their buying journey

Contact your dedicated account representative or call us (877.708.3844) to learn how to access the consumer transactional and digital consumer databases or to add on business buyer intent data.

Sales lead and list tools

The Team package includes all the Pro package’s lead and list-building features, such as:

• Unlimited Searches and Views: You can search the entire database without restrictions, view detailed profiles, and save searches for repeat use
• Geographical Map Search: Use our interactive map view to search prospects by location. Define custom areas, apply radius searches, and explore geographic patterns to better understand where your opportunities are concentrated
• Print, Export, and Send to CRM: Export data for printing, mailing, or importing into systems like Salesforce, QuickBooks, or other CRMs

The Team package also adds the ability to distribute leads across multiple users. With lead assignments, managers can ensure each salesperson is focused and productive, while the admin retains complete visibility into list performance.

Prospecting and tracking tools

Beyond finding and distributing leads, Team includes advanced tools to help your organization manage the sales process:

• Lead Statuses, Tags, Notes, and Follow-ups: Track leads, record notes, and set follow-up tasks to keep them moving through the pipeline
• Mobile and iPad App: With mobile access to data and lead-tracking features, your team can prospect anywhere
• Performance Tracking and Reporting: View reports that track team-wide activity and individual progress. Reports can be exported to Excel for deeper analysis

Team-specific features

The Team package's defining strength is its multi-user structure, including admin and user accounts.

Admin Users can:

• Access every part of Salesgenie’s databases
• Import, manage, and build prospect lists
• Add, edit, or delete team members
• Assign leads to users through multiple assignment methods
• Attach notes or instructions directly to lists
• Use collaboration tools to connect and motivate team members
• Track team progress visually with worked/unworked statuses and lead outcomes
• Launch targeted marketing campaigns from within the platform
• Generate detailed reports on team or individual progress
• Export data for printing, mailing, or importing elsewhere

Team members (users) can:

• Access only the leads or lists assigned to them
• View messages or instructions from managers
• Track their assigned leads with worked/unworked statuses
• Filter and sort within their own lists by multiple criteria
• View detailed customer and prospect profiles
• Edit information by updating lead statuses, adding notes, and setting follow-ups

This structure ensures that admins have complete oversight, while users stay focused on their assigned leads and tasks.