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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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77 results found

  1. 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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  2. 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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  3. 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

    3 votes

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    0 comments  ·  Sales  ·  Admin →
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  4. 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…

    2 votes

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    0 comments  ·  Sales  ·  Admin →
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  5. 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.

    3 votes

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    1 comment  ·  Sales  ·  Admin →
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  6. 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.

    2 votes

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    0 comments  ·  Sales  ·  Admin →
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  7. 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.

    2 votes

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    0 comments  ·  Sales  ·  Admin →
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  8. 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…

    2 votes

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  9. We’d like vendor reports to compare a property’s average enquiries and inspections per week on market against similar listings in our database.

    Comparable listings should be matched by price range, bedrooms and listing type, such as Rural or Residential.

    Weekly averages should be calculated as total enquiries or inspections ÷ days on market × 7, with the vendor’s results shown alongside the comparable average.

    Comparisons should be anonymous, without showing individual properties or the number of comparable listings, and only displayed when there’s enough data for a meaningful comparison.

    1 vote

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    0 comments  ·  EMarketing  ·  Admin →
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  10. We’d like to customise the Hot, Warm and Cold headings in Appraisals—for example, to “1–6 months”, “6–12 months” and “12+ months”.

    We’d also like a “Stagnant / Not Proceeding” status separate from “Lost”. An owner deciding to stay should be recorded differently from an appraisal lost to another agency, with the option to reactivate it later.

    1 vote

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    0 comments  ·  Appraisals  ·  Admin →
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  11. We’d like to manually reposition a property’s map pin or enter coordinates when the address doesn’t locate it correctly, particularly for new subdivisions or rural parcels using lot numbers.

    The corrected location should carry through to the website and property portals.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  12. We’d like listing documents organised under customisable headings, such as Building and Pest, Form 6 and Seller Disclosure. Or ability to re name simply rather than the file name.

    Internal categories, particularly Form 6, should be blocked from being shared with buyers through emails, links or automations.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  13. When calling from the Eagle app or logging a call, selecting “Did Not Answer” or “Left Voicemail” should allow us to save without entering additional text.

    If a note is required by the system, Eagle should automatically insert “Did not answer” or “Left voicemail” based on the selected outcome.

    Additional notes should be optional. This would make logging call attempts quicker while still recording the outcome against the contact.

    1 vote

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    0 comments  ·  Mobile App  ·  Admin →
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  14. We’d like a “Book Appointment” button accessible from any screen in the Eagle app, making it easy to add an appointment while on a phone call.

    Clicking it should open the calendar so we can drag and drop the appointment into the preferred day and time and save it with minimal details.

    The contact, property address and appointment type—such as Private Inspection or Appraisal—could be added immediately or later. These details shouldn’t be required to save the booking.

    If opened from a contact’s profile, that contact should be automatically linked. The priority is to capture the appointment quickly, then fill…

    1 vote

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    0 comments  ·  Mobile App  ·  Admin →
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  15. We’d like the ability to generate a preview link while a property listing is still in draft, so we can send potential buyers a sneak peek before it goes live.

    The link should display the property’s photos, description and key details in a buyer-friendly page, without publishing the listing to our website or property portals.

    1 vote

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    0 comments  ·  EMarketing  ·  Admin →
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  16. We’d like Eagle to generate a landing page for each property that can be shared with buyers by SMS or email, including through automations.

    When someone enquires, an automation could send an SMS clearly stating it’s an automated response, with a link to the property’s information page.

    The page should include property details, photos and documents we choose to make available, such as:

    • Floorplans
    • Disclosure statements
    • Building and pest reports
    • Maps and other supporting documents

    Agents should be able to control which documents are available and update the page without changing the link.

    As an added bonus, engagement could be…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. We’d like Eagle’s automations to assign contacts to groups based on specific enquiry and property details. Currently, there doesn’t appear to be a way to set conditions such as:

    • Enquiry source — e.g. realestate.com.au.
    • Property price — e.g. add to “Buyers $800k–$900k”.
    • Property type — e.g. Rural or Residential.
    • Enquiry year — e.g. 2026.

    The automation would trigger when an enquiry is received, check the conditions we’ve set and add the contact to the relevant groups without removing existing memberships.

    This would let us automatically organise incoming buyers and build more targeted follow-up automations, digital marketing and sms campaigns etc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. We’d like an agency-wide setting in Eagle to choose a default inactivity period, after which a contact’s search preferences are automatically archived.

    Inactivity should be based on no new enquiries, inspection notes or other recorded activity during that period. Archived preferences should no longer appear in property matching, while the contact and their history remain intact.

    Agents should also be able to manually reactivate search preferences when a buyer starts looking again.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  19. We’d like automations in Eagle to prepare emails and SMS messages and place them in a drafts folder for the agent to review, edit, send or cancel.

    Each automation should have the option to send automatically or require agent approval before sending.

    The review queue should show the recipient, message, related contact or property and the automation that triggered it, with a notification to the responsible agent when a draft is ready.

    This would allow us to set up more automations while keeping the final communication under the agent’s control.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. When adding ownership to a property address in Eagle, we’d like:

    • Purchase date unknown: An option to record that the purchase date is unknown, without having to enter an estimated date.
    • Add spouse as co-owner: A button to add the contact’s linked spouse as a co-owner, carrying across the same ownership details so we don’t have to enter everything twice.

    Adding a spouse should remain optional, as they may not be a registered owner.

    1 vote

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