What's new in Eagle

Introducing AI Contact Insights

AI Contact Insights brings key information and recommended actions into a single, easy‑to‑view panel within each contact profile. Instead of searching through timelines or notes, users can access on‑demand insights based on real engagement data.

• On‑demand insights, when you need them: From a contact profile, users can generate AI insights at any time by clicking on AI Contact Insights. The system analyses activity, enquiries, and engagement history to surface what matters most right now.
  
  
• Recommended next actions: AI suggests practical, prioritised next steps to help users stay organised and responsive. These are based on recent CRM interactions and task history, and may include:
  Follow-ups already recorded in the system, such as appraisal requests with due dates
  Responses to recent or overdue enquiries, shown alongside the related property context
  Proactive outreach opportunities, such as relevant property matches based on prior interactions
  Each recommendation includes an explanation of why it is being shown, along with indicators such as New or High, to support informed prioritisation.
  
  
  
• Buying and selling signals: AI highlights patterns in recorded interactions that may help users understand where a contact could be in their property journey. These indicators are drawn from observable CRM activity and may include:
  Property types and price ranges previously engaged with
  Repeated interest in particular listings
  Engagement patterns that may suggest an upcoming buying or selling decision
  

These signals are intended as guidance only and support professional judgement.

• Urgency indicators: Time sensitive items already tracked in the CRM are clearly highlighted, including overdue follow-ups and tasks approaching or past their due dates. This helps users quickly identify contacts that may require timely attention.
  
  
  
• AI‑generated conversation starters: To support more relevant outreach, AI suggests conversation openers based on existing CRM information, such as:
  Recent interactions recorded with the contact
  Properties they have viewed or enquired about
  Recent activity that may warrant a check-in
  

These suggestions are designed to help users prepare thoughtful, context-aware conversations while remaining natural and personal.

• One view, less manual effort: All insights are surfaced in a single panel, removing the need to manually review multiple records, notes, or communication histories.
  

Learn more about the AI Contact Insights here: https://eagle-crm.elevio.help/en/articles/381-understand-ai-insights-for-contacts