CRM Daily Reminder

by

28.00 €

v 13.0 Third Party 42
Required Apps CRM (crm)
Technical Name notification_crm
LicenseSee License tab
Websitehttps://odootools.com/apps/13.0/crm-daily-reminder-436
Also available in version v 12.0 v 11.0 v 10.0 v 9.0 v 8.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Technical Name notification_crm
LicenseSee License tab
Websitehttps://odootools.com/apps/13.0/crm-daily-reminder-436
Also available in version v 12.0 v 11.0 v 10.0 v 9.0 v 8.0

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
Some email clients / browser might partially spoil the table appearance

Single reminder for all opportunities actions

Notification is done as a single email with all actions combined in the table. No dozens useless emails.
The tool gathers all CRM leads / opportunities and checks whether the next action should be done urgently: today or in the Past.
Only important leads/opportunities are included into the reminder. Choose CRM stages on which leads should be taken into account.

Individual list of actions

The reminder is sent for each salesperson individually. If a user does not have overdue leads, he will not receive a notification at all.
Each line of opportunities' table contains an individual user link for an instant access to a related document.

Configurable opportunities reminder

A reminder is sent once per day, but you can change frequency or time.
You may also modify email appearance and change set of columns.

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
Reminder template change
Change daily notification of activities
To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number, no credit card, and no payments are required

The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

You may like the tools

CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

€ 28
CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

€ 86 € 71
Sale Order Approval Check Lists

The tool to make sure a sale order is ready for the next stage

€ 48
Sales Trends and Forecast

The tool to calculate sale trends and make prediction for future sales statistically

€ 198
Low Sales Report

The tool to control poorly performing products

€ 32
Custom Fields for Opportunities

The tool to add new fields for Odoo CRM opportunities without any technical knowledge

€ 38
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.