In Short
CRM Daily Reminder is an Odoo 19 Sales app. The tool to notify salespersons of topical activities by leads and opportunities.
CRM Daily Reminder gives each salesperson one daily email listing leads and opportunities whose next action is due today or already overdue. Filter by CRM stage so won/lost deals stay out of the list, and skip users who have nothing urgent to handle.
Perfect for
Sales teams
Reps who live in the CRM pipeline and need a clear morning list of next actions that cannot slip.
Pipeline managers
Leaders who want overdue follow-ups surfaced daily without flooding inboxes with one email per lead.
Stage-focused funnels
Companies that remind only on active stages (new, qualified) and ignore done or canceled opportunities.
Why teams choose it
Key benefits before you dive into the details
One digest email
All due CRM next actions for a salesperson land in a single table - not one email per opportunity.
Personal pipeline list
Each salesperson gets only their assigned leads. Empty agendas mean no mail that day.
Today and overdue
Uses the lead next-action deadline: today or already past - the urgent CRM agenda only.
Filter by stage
Enable reminders on active CRM stages (new, qualified) and keep won/lost deals out of the digest.
Editable template
Tune the email via the QWeb view crm_lead_overdue_notification_template. Restore by deleting it and upgrading.
Choose send time
Runs once daily. Set timing under Scheduled Actions for [CRM Daily Reminder].
One daily CRM digest
Every due next action in a single salesperson email
Pipeline to-do table
- Combined list of leads with next actions due today or overdue
- Jump in from the email to each opportunity
- No spam from one reminder per lead
Per salesperson
- Digests use the lead salesperson assignment
- Silent days when nothing is urgent
- Schedule the daily cron for your sales morning
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Remind only selected CRM stages
Active pipeline in; won and lost out
Stage-level control
- Enable Notify on CRM stages that still need follow-up
- Keep done or canceled opportunities out of the digest
- Adjust the filter as your funnel changes
Focused sales agendas
- Reps see open work, not closed history
- Align reminders with how your pipeline is staged
- Same digest idea as Activities and Tasks reminders
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Configuration and Installation Tips for CRM Daily Reminder Odoo v.19
If a user doesn't receive reminders
- Check this user's preferences. Are they configured to receive all email notifications from Odoo?
- Check that CRM stages are configured. Does a user have any opportunities with broken/today deadlines on those stages?
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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