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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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EagleCRM

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9 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. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. In Admin > Reports, reports should have csv type of file that can be downloaded aside from pdf.

    3 votes

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  8. 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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  9. 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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