CRM Daily Reminder

The tool to notify salespersons of topical activities by leads and opportunities

12.0 11.0 10.0 9.0 8.0

€ 28.0


The tool is compatible with both Odoo Enterprise and Odoo Community

The tool price includes all necessary dependencies

This is the tool to remind salespersons of leads and opportunities by which an action should be undertaken today or in the Past

Configure your own single-list reminders for any Odoo records using the tool All-In-One Lists Reminders

The tool gathers all CRM leads / opportunities and checks whether the next action should be done urgently: today or in the Past
The reminder is sent for each salesperson but only if he/she has such actions
Notification is done as a single email with all actions combined in the table. Each line has a link to a related lead / opportunity for an instant access. No dozens useless emails
Only important leads/opportunities are included into the reminder. Choose CRM stages on which leads should be taken into account
A reminder is sent once per day, but you can change it. Look at the 'Configuration' tab
You may also modify email appearance and set. Look at the 'Configuration' tab

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All opportunities are combined in a single salesperson to-do list
Odoo CRM reminder
Choose stages for notifications: remind only of topical leads
CRM stages for reminder

If a user doesn't receive reminders

  • Check his/her preferences. Is it configured here to receive all email notifications from Odoo?
  • Check that CRM stages are configured. Do a user have any opportunities with broken/today deadlines on those stages?

To change reminders' appearance

  1. Turn on the debug mode (technical features)
  2. Go to the Odoo technical settings > Email > Templates
  3. Find one with the name 'Daily CRM reminder'
Here you might change:
  • Reminder subject
  • Reminder styles
  • Reminder columns
  • Introduce translations
However, be cautious with dynamic expressions. They have very rigid requirements. Have you broken everything? No problem: delete this template and update the module
Reminder email template to modify
Odoo CRm daily reminder email template

To change time or frequency of reminders

  1. Turn on the debug mode (technical features)
  2. Go to the Odoo technical settings > Automation > Scheduled Actions
  3. Find one with the name 'Notify users about overdue leads'
You are welcome to change the interval or the next date of the job
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