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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.

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EagleCRM

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53 results found

  1. 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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  2. 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.

    3 votes

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    1 comment  ·  Appraisals  ·  Admin →
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  3. In Admin > Reports, reports should have csv type of file that can be downloaded aside from pdf.

    3 votes

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  4. Ability to be able to pop out applications (right click open in new browser) as this makes it so much easier to go through all the applications in bulk, instead of one by one and its a longer process to go back to 'current applications' after reviewing one as it doesn't save the property you were looking at.

    Also the ability to search via 'Property manager'

    1 vote

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    0 comments  ·  Leasing  ·  Admin →
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  5. When generating call lists, sending sms or email, it would be great to have the ability to exclude contacts that are within a certain group.

    1 vote

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  6. 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.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  7. The current marketing functionality does not allow users to exclude contacts who belong to a particular group.

    For example, a contact may belong to both Group 1 and Group 2. If a campaign is intended for Group 1 but should exclude anyone in Group 2, there is currently no way to achieve this within the marketing tab. There is a clunky way to do it via contacts but this is not ideal. This limits the ability to create targeted campaigns and often requires manual workarounds or data exports.

    Suggested Improvements

    Allow groups to be included and excluded when building recipient…

    1 vote

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    0 comments  ·  EMarketing  ·  Admin →
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  8. Eagle currently does not identify or warn users when a property address being created already exists within the database. As a result, our database has accumulated a significant number of duplicate property records over time.

    This creates several issues:

    Duplicate property records can lead to fragmented ownership, enquiry and contact history.
    Users may unknowingly create additional duplicates when searching for an address that already exists under a slightly different format.
    Database integrity and reporting become less reliable.
    Cleaning up duplicate records is currently a very manual and time-consuming process.

    Suggested Improvements

    Introduce a duplicate address warning when creating a new…

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  9. 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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  10. When looking at a property invoice, unless you access it via a property, you cannot see what property it relates too. So would be good if on the invoice when viewing on the side tab or somewhere the property that it sits under / is related to was tagged.

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  11. We’d like each agent’s EA to have access to the agent's specific contracts, without visibility over the wider team’s contracts.

    At the moment, because EAs are not listed on properties as an agent, the “view your own contracts” setting doesn’t meet this requirement and the other option allows them to view all contracts which we dont want. So option to be able to add staff / team members to view their teams contracts

    1 vote

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    0 comments  ·  Sales  ·  Admin →
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  12. An automation that if a property is deleted, we are emailed regarding it with the address and who deleted it

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. It would be good to have a button in Property Tree when you dont want properties importing into Eagle, example - new file you are collecting from another agent - we don't want to have this in eagle as we dont want to enter the tenant via Eagle and then have to go and cancel letting fees etc etc

    1 vote

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  14. It would be good for a way to show Active/Listed properties only, not all the 'vacant' pulled over properties. Or a way to filter as such.

    1 vote

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    0 comments  ·  Leasing  ·  Admin →
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  15. Having Tasks automatically archive once a property is let i.e. follow up references etc - will be no longer required if the property is now Let

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Would be nice for EDMs to be auto generated from a listing. If we can provide a template and AI to generate an entire EDM that would be great.

    1 vote

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    0 comments  ·  EMarketing  ·  Admin →
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  17. 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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  18. 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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  19. 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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  20. 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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