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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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72 results found

  1. 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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  2. 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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  3. 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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  4. 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

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  5. 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

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  6. 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

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  7. 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

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  8. 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

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  9. 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

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    0 comments  ·  Automations  ·  Admin →
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  10. 2 votes

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  11. 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

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  12. 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

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  13. On the Contracts tab of a property, we complete the Agent Allocation to show the commission split between the agent and office. However, when we select "Download PDF" to send that commission statement to that agent, the Net Agent Commission (inc GST) line goes onto the second page of the PDF which can easily be overlooked. It would be good to update the template so the statement fits on one page.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  14. Trade Me Property has created a new pre-list listing type called Coming Soon which will allow agents to publish a property to Trade Me before it goes to market. A Coming Soon listing:
    Runs for a fixed 5 days
    Carries no price or sale method
    Cannot be edited, extended, relisted or promoted after creation.
    Withdrawal is permitted and is unchanged.

    Please find attached a specification of how you can support agents with the adoption of this new functionality.  Note this functionality is specifically for Residential for Sale

    Please create a function in the CRM to clients to upload Coming Soon…

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. 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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  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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