What's new in Eagle

• Added Bulk Actions on Pipeline>Deals List view to be able to Move and Assign deals, more info here
• Updated the Addresses and the Appraisals sidebar so that when you are viewing those records, the associated deals with those records will show on the sidebar making it easier to access that information

• Added new filter strategies for the Ownership so that you can see if a contact is a current owner, past owner, or has never been an owner making it simple for a user these contacts and direct any tasks or communication towards them

• Introduced the Sidebar on the Project Stage for quick access to all the information related to that project stage.

Mobile

• Users can now add outdoor, indoor, heating/cooling, and eco-friendly features to appraisals, making it easier than ever to add appraisals on the go.

• Users can now remove unwanted or incorrect inspection attendances by clicking on the 'Remove Attendance' button at the bottom of the Edit Attendee screen.

• The screen will be 'Always On' when viewing the QR Code for an inspection
• Unlock app with the device unlock method, so that if a user does not use Biometrics to unlock their phone, they can use the Pin/Passcode or Pattern to access the EagleCRM Mobile App

We are excited to announce a major upgrade to our Pipelines module for the Deals > List view, designed to completely change the way you handle your deals. With the introduction of bulk actions, you now have unprecedented control and efficiency at your fingertips.

Gone are the days of manually handling deals one by one. Our new bulk actions feature empowers you to take swift action on multiple deals simultaneously, saving you valuable time and effort. Seamlessly select and perform actions in bulk, such as Move or Assign, and experience a new level of efficiency in your deal management process.

Move Deals with Ease:

Managing deals across different stages and pipelines is now a breeze. With the Move feature, you have the flexibility to relocate one or multiple deals effortlessly. Simply select the desired deals or apply smart filters to refine your selection. Then, with just a few clicks, you can swiftly move them to a different pipeline or stage, ensuring seamless progress and organization.

Streamline Deal Assignments:

Collaboration within your team is now more streamlined than ever before. Our Assign feature enables you to assign multiple deals to another user with ease. By simply clicking on the convenient deals icon on the left, you can select the deals you wish to reassign. Effortlessly allocate them to the designated user, promoting efficient collaboration and task distribution among your team members.

Deals bulk actions 🤝 Automations = 💯

Take your deal management process to the next level by leveraging them with our powerful automations. Our automation capabilities enable you to define custom workflows, triggers, and actions that automatically perform repetitive tasks, freeing up your time for more strategic activities. Stack the bulk actions feature with automation to create a seamless and highly efficient deal management system tailored to your specific needs.

Try our Pipelines today

Don't miss out on the enhanced deal management capabilities offered by our latest update. Upgrade now to unlock the power of bulk actions in the Pipelines module and propel your deal management process to new heights. Maximize productivity, improve collaboration, and stay ahead of the competition with our innovative solution.

Pipelines are included in CRM Plus and Enterprise plans. Click here to upgrade or book a consultation to discuss options.

• Added new contract statuses for the IF step when a contract trigger is present so that you can set automation steps if a contract is in a particular status

• You can now update Appraisals associated with a deal by using the 'Update field on records associated with deal' step in an automation

• Added a scroll to the top button on the global search

• Contract exports will show the Listing Agent and the Selling Agent columns if a Listing Agent, Selling Agent or Both is defined for the contract, under the commissions section

Mobile App

• Enhanced the Pipelines menu view so that when you are viewing the pipeline stages, you can now see the total number of deals for each Pipeline stage and Total $ amount of all the deals under that stage.

• The new attendee tab now shows if a registered attendee has confirmed.

• Added a new heading under the Attendees tab for the cancelled attendees

• The contacts tab on a listing now shows tenants
• Implemented skeleton loading on all our pages giving user some feedback on data getting loaded.

• We've optimised the main menu items on the left under the CRM section, moving the Contacts menu on top of the Properties for easier access. We also removed the Tools menu item, making Automations and Calendar readily accessible from the main menu.

• Completed the realestate.co.nz API integration so that you can push your listings to realestate.co.nz via the API, enabling faster and more efficient listing updates. We're in the process of transitioning our existing NZ clients to the new realestate.co.nz API portal, gradually phasing out the old portal.
• Enhanced the Rello integration so that when a payment request is active, the listing agent will receive an email.
• To make invoicing easier, we've added a new template tag for invoices. Use {{invoice_download_link}} to send an email with the invoice attached. The recipient can click on the link and download the invoice directly.
• Added an option to send an email to the Vendor or the Landlord when an enquiry trigger is present in the automation so that you can inform the vendor/landlord about a new enquiry.

Mobile App

• Our mobile app now supports Biometric authentication, making it easier than ever to access and set up your account. You can switch on the Face ID/Face Unlock/Fingerprint feature in the Settings section.

• You can also click on the eye icon to reveal the password if you prefer to type it in instead of using Biometric authentication.

• Under a listing on the Buyers screen, you can click on a buyer to see options for getting in touch with them via call, email, SMS, or viewing their profile or adding notes. All actions are associated with the property, so you can find them in the activity feed of the property and the contact.

• Emails and SMS can now be associated with a project stage

• Introduced an ability to clone automation steps, more info here
• Introduced an ability to move automation steps, more info here
• New automation action to Add or Remove tags on the properties and addresses associated with the deal, more info here
• Added the deals widget on the Listings Sidebar so that any Deals that are associated with a listing will now show on the sidebar of the listing.
  
  
  
• Enquiries imported from Realestate.com.au will add the contact to the 'landlord-prospective' group if the enquirer is looking to buy an investment property. This will allow you to identify an enquirer as a prospective landlord and even set up automations around it.

Mobile App Improvements

• Creating deals on-the-go is now easier than ever before! Simply click on the "+" button when viewing a record on the Contracts, Addresses, Appraisals, Listings, and Contacts screen to create a new deal.

• Keep your app up-to-date with our new notification badge feature. When a new update is available, you'll see a green notification badge on the top left, on the menu button. Head to Settings to check your current app version and update your app by clicking on the notification badge.
• On the Dashboard, you can now view another user's dashboard with our new feature. Simply click on the dropdown next to your name on the dashboard and select which user's dashboard you'd like to see. This feature also respects the permissions set for a user, so they will only be able to see what they're permitted to see.

• The address picker now allows you to create a new address, making it even more convenient to add an address.
• Some bug fixes and performance enhancements to improve your overall experience.

We are pleased to announce a new feature for our Automations that will greatly enhance your workflow efficiency. With this latest update, you can now easily move automation steps and organize them to create a more streamlined process.

This feature complements the existing cloning feature, allowing you to easily clone and move automation steps to set up your workflows with just a few clicks. This will save you a lot of time and effort, making your automation process more efficient than ever before.

To move an automation step, follow these simple steps:

• Click inside the automation to view the steps.
• Find the automation step you want to move.
• On the top right of the automation step, click on the ⬆ up arrow to move the step one position up, or click on the ⬇ down arrow to move the step one position down.
• Repeat these steps to continue moving the step until it's in the desired position.

With this new feature, you can easily create and move automation steps for higher efficiency, making it easier for you to organize your workflows and save time. 

With this new update, we introduce a new automation action to enhance your workflow with deals! You can now add/remove property or address tag associated with the deal. When a deal-related trigger is present in automation and when you are adding new steps, you will notice four new actions under the Deals section, as follows:

• Add a tag to the addresses associated with the deal: When this step is executed, the selected tag will get added to all the addresses that are associated with that deal.
• Remove a tag from the addresses associated with the deal: When this step is executed, the selected tag will get removed from all the addresses that are associated with that deal.
• Add a tag to the properties associated with the deal: When this step is executed, the selected tag will get added to all the properties that are associated with that deal.
• Remove a tag from the properties associated with the deal: When this step is executed, the selected tag will get removed from all the properties that are associated with that deal.

This new feature will allow you to manage your deals more efficiently by enabling you to organize and categorize them using property or address tags. Try out this new automation action and experience the improved efficiency it brings to your workflow!

We're excited to announce a new feature in this update that allows users to easily clone automation steps, saving time and increasing efficiency. To clone a step,

• simply navigate to the automation page,
• select the desired automation,
• and click the clone button located in the top right-hand corner of the automation step.
• The newly cloned step will appear under the original step.

• Upgraded the contact sidebar by introducing the deals widget, making it easier for you to access deals and their details. The deals widget will show on the sidebar of a contact if there are any deals associated with that contact.
  
  
  
• When adding a new contact, the system now provides feedback on whether the duplicate check is running. You can choose to cancel the check and proceed with adding the contact.
• Assigning tasks to deal owners is now possible when using a deal trigger and creating a task in the step. This feature provides better task management by assigning tasks to the deal owner.

Mobile

• Introducing the Contact Support screen under the Settings menu of the Mobile App. On the Settings menu, click through to the Contact Support button which will allow you to:
  • Access our Help Desk
  • Send us a message via an email
  • Call us

• Upgraded the Listings show page, so that when you are viewing a listing the look and the feel is consistent with the Web App, along with updating the About screen of the listing to show more information about the listing.
• Updated the Edit Contract screen to be able to edit custom fields.
• Made performance enhancements to the editable forms within the Mobile app
• Bug fixes and general improvements

• Upgraded the Automations screen, this update introduces a new look and feel, the ability to clone automations, search functionality, and faster loading times. The update also introduces Automation tabs and improves accessibility to automation tracker figures, more info here.

• Introducing the contract sidebar and widgets, which greatly enhances the user experience and streamlines the contract management process. The Sidebar provides quick and easy access to important contract information and actions, including generating contract-related PDFs, sales advice and account sale letters and emails, adding and removing ownerships, accessing associated Invoices, Deals, Automations, Tasks, more info here.