Skip to content

EagleCRM

Thanks for helping our EagleCRM solution grow!

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.

Before you add a new idea use the search box to see if it has already been suggested.


EagleCRM

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

65 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. When checking Audit Log for Inspections, it does not indicated which property the inspection is related to. Having visibility with either the Property ID where it is created or at least details which property its created/updated or deleted will help us keep track of any changes done.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. It would be nice if the list of agents in the drop-down were limited to only show agents in that office.
    Currently it shows all agents in all offices making it difficult to know which agent is the correct one, when we have agents in Multiple Offices

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Can you please make it that when an inspectee is 'Not interested' they are automatically unsubscribed from that property
    Or add a way to add this as an 'IF' in automations.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Client has an issue within Eagle when he added a contact source to his contact it does not show the added source example "Paid Lead" to the next contact on the source dropdown list. Client would like to add the contact source on the dropdown so he don't need to manually input the source again to the next contact he wish to add the source they created

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. We have a query with how people unsubscribe to receiving newsletters etc. from us.

    We have noticed that when we send out newsletters, we seem to get quite a few people unsubscribing from bulk communications - some of whom we know didn't want to totally unsubscribe from information being sent.

    Our boss receives copies of our emails/newsletters and had a look at the Unsubscribe button.

    He thought it was quite confusing to have to 'untick' instead of 'ticking' what they want to unsubscribe to. We think that people sometimes only want to unsubscribe to a particular newsletter we send out…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. When the trigger "Schedule an Automation" is used, add an "If" step or any additional trigger/option on the automation to set it to automatically exclude contacts/vendors based on the property status, etc.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Feedback was received from Steven Jeffery from AWN

    As per Steven:
    ”Via Contacts > Download Excel

    Please include a column for Days On Market

    This will pull the days on market data that is held on the listing and bring it into the contracts Excel spreadsheet.”

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Within Settings > Users > Edit > Permissions
    Please can we add a new permission under the Listings section for ‘Delete Listings’
    Having it unselected would prevent people from using the Delete button on the listing index page as well as being able to use the Delete status

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Create a conditional validation rule or dependency rule that changes mandatory fields based on the answer to another field. Similar to what you might do on an Excel spreadsheet.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Be able to add a buyer in directly through the buyers section - through an add buyer button.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. When doing a trust account receipt for a sale that has has multiple people as the buyer, have the trust account receipt show both buyer names.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. When creating a sales advice through the send a letter to the vendor's solicitor button, have the format written in notes carry through (eg. if there are different lines for each item it will look the same in the sales advice - like below)
    DEPOSIT - $1234
    SETTLEMENT - 60 days
    etc.
    etc

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Streamline the deals and appraisals section to make it so you don't have to add in a deal through the appraisal, instead it automatically creates a deal.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Be able to update the Facebook link button to a more modern view - looks like if someone was viewing the page on mobile

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  EMarketing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Settlement and Anniversary Searches - would be fantastic if we could search for all properties settled in the month of say August and the search brings up every August settlement for the Agent we select for all years.

    At present we have to do it for August and then do the search again for each year.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?