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EagleCRM

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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71 results found

  1. We would like important contract and compliance dates to automatically feed through to the relevant Agent/s’ Eagle calendars, similar to Open Inspection dates.
    Important key dates could include contract acceptance dates, finance due dates, building and pest due dates, settlement due dates, listing expiry dates, real estate license expiry dates, staff/team birthdays, other key contract or compliance dates.
    Agents generally plan their days using their phone calendars, so having key dates automatically scheduled in their Eagle calendar (which connects to their phone calendar) would make it much easier to track upcoming deadlines and plan accordingly. Currently, Agents can use automated…

    7 votes

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    1 comment  ·  Sales  ·  Admin →
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  2. The AI Assistant and Help Centre floating icons are placed on where the dialogue/note boxes show up. They need to either be moveable or have the option in the CRM to turn them off.

    3 votes

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  3. Under the advertising on the admin section client mentioned the advertising is not showing alphabetical order and want to have that feature added on the list of arrangement to easily find the items

    6 votes

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  4. I would like to suggest adding a resend function for emails.

    At present, if we send a lengthy email with multiple attachments and it bounces due to an incorrect email address, we have to recreate the entire email and reattach all of the documents before sending it to the corrected address.

    A resend option that allowed us to update the recipient's email address and resend the original message would save a significant amount of time and make the process much more efficient.

    4 votes

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    0 comments  ·  Sales  ·  Admin →
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  5. Under the contracts section I'd like to have the option to set the due date for Pest and building condition. In Queensland most contracts are subject to both finance and pest and building inspections and they often have different due dates. It really should already appear the same as the Finance condition above. It should also be included in the check box section on top of the contract information so it can be ticked once Pest and building condition is satisfied.
    Thank you.

    2 votes

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  6. Just like the suitable property alert automatically goes out to buyers that have suitable preference via email, have it automatically sent out via SMS also.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Having the option to be able to remove a property from property alerts so its not included in the property alert emails that go out to matched contacts.

    2 votes

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    1 comment  ·  Sales  ·  Admin →
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  8. When clicking on "Add Ownership" and typing in an address on the Addresses drop down field that is not added yet, Clicking on new address should add the address typed on the drop down field. Also when the Add New Address Window appears and clicked outside the box, even if the window disappears, it should not delete anything typed in on the fields on this window.

    3 votes

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  9. Hi,

    I wanted to suggest a potential improvement to the ownership date section when adding properties.

    Currently, the field requires selecting a date via the inbuilt calendar. It would be really helpful if users could also manually type in the date instead. The current process can be quite slow and fiddly, especially when switching between other tools or websites like PriceFinder.

    Allowing direct input would make the workflow much more efficient and user-friendly.

    Thanks for considering this enhancement.

    4 votes

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  10. On a Contract Under the Commissions Tab, Summary only shows Ex GST and would like to be able to have the summary to shows Incl GST as well as an option.

    6 votes

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    0 comments  ·  Accounts  ·  Admin →
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  11. Solicitors and conveyancers often require emails to be sent to more than one person in their office. It would be great to be able to attach more than one contact in the solicitor's field when creating or editing a contract. It is possible to add more than one contact for the vendor or purchaser, so why is it not possible to add more than one solicitor? Adding a note to the contract as a reminder to email additional persons involved in a contract is not efficient. All concerned parties need to be visible in the contract, not hidden in notes.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  12. Shareable file links for email attachments

    When sending emails from Eagle, large attachments can sometimes be problematic. They may exceed attachment limits, take a long time to send, or increase the likelihood of the email being delivered to the recipient’s junk folder.

    It would be great if Eagle could generate a secure link to selected documents or attachments, which could then be inserted directly into the email. Recipients could click the link to view or download the files without them being physically attached to the email.

    Ideally, the feature would allow users to:

    Select one or multiple files stored against…

    1 vote

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  13. Email to purchaser and email to purchaser's solicitor is not visible on the list on the contract section page

    3 votes

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  14. In the contract interface, where it has tick box for deposit received, there should also be one for the initial deposit that you can tick off as this is an important step in the contract process.

    1 vote

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  15. Have the ability to Tag another team member/ user on Eagle when leaving a note or comment against a contact, property or deal so they get an email or alert that a note or comment has been created that they need to know about.

    6 votes

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    0 comments  ·  Users  ·  Admin →
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  16. Hard-code the disclaimer/text into the listing creation process so it's automatically included in the description every time a new listing is created.

    1 vote

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  17. When sending the email campaign only email once if there are duplicated email address for multiple entries. Do not send the same email address twice.

    3 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  18. Addresses do not always sort correctly when ordered by street name.

    The issue appears to be related to capitalisation, with addresses entered in CAPITALS being sorted separately from addresses entered in standard sentence case. This results in the address list appearing out of order and makes it more difficult to locate properties.

    Suggested Improvements

    1. Make address sorting case-insensitive.
    2. Standardise address formatting where possible.
    3. Ensure addresses sort alphabetically regardless of whether they are entered in capitals, lowercase or sentence case.

    This would improve consistency and make address lists easier to navigate and manage.

    2 votes

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  19. As an Eagle client using Domain, I want Domain enquiries to be imported into Eagle via API rather than through the Domain "Other Enquiry Email" field, so that I can continue to automatically import enquiries into Eagle while also sending enquiries to a separate business email address.

    Currently, Domain enquiry handling within Eagle is controlled by a single domain_enquiries setting that offers three mutually exclusive options:
    - Listing agents + account email
    - Listing agents + Eagle import
    - Listing agents only

    The existing Eagle import functionality appears to rely on Domain forwarding enquiry emails to Eagle's import mailbox. Eagle…

    1 vote

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  20. Contracts- Add-On Timeline Request – Buyer AML Compliance Tracking

    I would like to request an additional feature within the Contracts section of our CRM to assist us with our new AML/CTF compliance requirements.

    Currently, the Contracts section allows us to track key milestones using checkboxes, including:

    Deposit
    Finance
    Unconditional
    Settlement

    With the introduction of the new AML/CTF requirements for real estate, we will also be required to complete AML verification on buyers once finance approval has been received.

    We would therefore like an additional “Buyer AML Completed” checkbox added to the Contracts section, ideally positioned after the Finance milestone.

    The…

    1 vote

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