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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.

Your valuable feedback and suggestions will also be used to develop new features and enhancements.

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EagleCRM

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51 results found

  1. 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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  2. 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

    4 votes

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  3. 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.

    4 votes

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    0 comments  ·  Accounts  ·  Admin →
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  4. When users are deleted, all the notes and previous history for that user looses any relationship to this user, e.g a Note would be assigned to someone else OR would not be attached to any user.

    This causes issues when legal matters arise, and agencies need to show what a particular deleted user did in the past. If they keep the user, they are charged for them.

    Box & Dice handles this by marking users as Active or Inactive, and they are charged based on Active users. This enables all the data to still be assigned to the Inactive user,…

    4 votes

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  5. 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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  6. Implement a Key Register within Eagle CRM to track the collection and return of property keys by tradespeople, owners, agents, and other authorised parties. This feature would provide a clear record of who has possession of keys at any given time, when they were checked out, and when they were returned. Similar to the functionality used in property management, a key register would improve accountability, enhance security, and ensure accurate records are maintained for all key movements.

    3 votes

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  7. 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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  8. Adding Time and date on the email & other notes to the listing.
    This will make the process of saving correspondence easier to read and working out of eagle will be easier to maintain.

    3 votes

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  9. In Admin > Reports, reports should have csv type of file that can be downloaded aside from pdf.

    3 votes

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  10. Listings created manually in Eagle:
    1. Cannot be retrospectively tagged as PT listings
    2. May re-import as drafts if corresponding PT listing exists.

    Would be great if a listing was created in Eagle, we could sync back to PT and have it link with the existing listing in PT to then pull back across all the data without the need to push from PT or manually add the data in Eagle.

    3 votes

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  11. 3 votes

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  12. When sending an email, SMS, adding a note or linking activity to a property, Eagle often returns a long list of historical listings, including properties sold many years ago. This makes it difficult to quickly find the correct property and creates a real risk of attaching activity to the wrong listing.

    Suggested Improvements

    Prioritise draft and active listings and current property records in search results.

    Allow users to filter by Draft Active, Sold and Archived properties.

    Improve search ranking so the most relevant result appears first. The current search process is inefficient and unnecessarily increases the risk of user error.

    2 votes

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    0 comments  ·  Sales  ·  Admin →
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  13. For Property alert emails that go out, be able to have these go out on a custom template for your office. At present is generic and not best formatting. Would like the option to be able to create your own custom Property alert template

    2 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  14. 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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  15. I am writing to request a feature enhancement for our vendor reports to better track lead management. Could you please add a "status" or "actioned" indicator to the REA and Domain email enquiries extracted in these reports?

    Currently, the report shows when enquiries are received but does not indicate if an agent has followed up. This prevents us from seeing the true status of our information and agent activity. Adding a feature to show that enquiries have been actioned would be much appreciated.

    2 votes

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  16. Would like to see a dedicated section for hitlists, buyer requirements and tenant requirements.

    It would be great to have the ability to add specific requirements and generate a list of contacts who are actively looking or considered “hot” prospects.

    This would also allow agents to cross-reference their current listings against active requirements within the database and identify suitable matches more efficiently.

    2 votes

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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.

    2 votes

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    0 comments  ·  EMarketing  ·  Admin →
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  18. 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.

    2 votes

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  19. Client emailed us regarding the listing expiry date which has only have 120 days inside our Eagle CRM Specifically found on "listing details tab " client would like to increase more than the time line available their

    2 votes

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  20. Client was wanting to have the template that they use to be the first one to come up when they are sending the form (specifically Form 6) on Eagle this way. There is currently 7 Form 6's to select from and would be convenient to have the template that they always use come up as the first form on the options.

    2 votes

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    0 comments  ·  Appraisals  ·  Admin →
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