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  1. APPS
  2. Sales
  3. CRM Daily Reminder v 19.0
  4. Sales Conditions FAQ

CRM Daily Reminder

by faOtools https://faotools.com/apps/odoo-crm-daily-reminder
Odoo

$ 20.57

v 19.0 Third Party 63
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • Manifest
  • License
Support & Demo

Request a free demo: To see the app in action, copy this link into your browser https://faotools.com/s/gdaipf and ask for a personalized live-preview database. No phone number or credit card required, only a short email sign-up.

Contact us: For any questions about this app, copy this link https://faotools.com/s/e0ixyd and reach the team directly.

In Short

Enterprise Community Odoo.sh

CRM Daily Reminder is an Odoo 19 Sales app (19.0.1.0.4). 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.

Pricing

The current price of CRM Daily Reminder is 18 (one-time purchase for Odoo 19, all-inclusive Odoo Apps Store price).

No additional paid dependencies are required: the price above covers the full functionality out of the box on top of a standard Odoo installation.

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.

  • Features
  • Guidelines
  • FAQ
  • Screenshots
  • Support & Demo free
Configure your own single-list reminders for any Odoo records using the tool All-In-One Lists Reminders
Some email clients/browsers might partially spoil the table's appearance

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
Odoo CRM Daily Reminder email listing due and overdue lead next actions

Ready to evaluate?

Add to cart now or start with a free demo request.

To purchase the app, click the Add to Cart button at the top of this Odoo Apps Store page.

Start a free demo: https://faotools.com/s/gdaipf

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
Odoo CRM stage Notify setting for CRM Daily Reminder filter

Ready to evaluate?

Add to cart now or start with a free demo request.

To purchase the app, click the Add to Cart button at the top of this Odoo Apps Store page.

Start a free demo: https://faotools.com/s/gdaipf

Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.

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?
What are the update policies of your tools?

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

How should I install your app on my own server?
1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

May I buy your app from your company directly?

No, we only distribute the tools through the official Odoo apps store.

I would like to get a discount

Regretfully, we do not have the technical means to provide individual prices. 

May I install the app on my Odoo Online (SaaS) database?

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

Daily CRM digest email with opportunities next actions

Odoo CRM Daily Reminder email listing due and overdue lead next actions

Choose which CRM stages enter the daily reminder

Odoo CRM stage Notify setting for CRM Daily Reminder filter

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/gdaipf

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.

Demo database QR code

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.

To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/nwnia4

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).

Bug Report QR code

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.

To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/o1z9e0

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.

Module Ideas QR code

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/e0ixyd

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.

Questions QR code

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have worked side by side with end users for whom Odoo is the primary business tool, turning their real needs into ready-to-use apps.

Trusted since 2012

More than a decade focused on Odoo. Many customers have relied on faOtools since Odoo v8, upgrade after upgrade.

102 published apps

102 apps published and maintained on the Odoo Apps Store, covering a wide range of real business needs.

Approved by real users

Our tools are built and hardened with feedback from companies running Odoo in production, and carry strong five-star ratings on the Odoo Store.

Free lifetime support

Free support and bug fixes for the entire lifetime of the Odoo major version you purchased - no recurring support fee.

Free live demos

Try most tools on a live demo database before you buy, so you know exactly what you are getting.

Compatible with core Odoo

Our modules complement standard Odoo apps and follow Odoo's philosophy - they extend the core, they never fight it.

Ready to use out of the box

Designed around real-life scenarios with clean defaults and clear documentation - install and start using them right away.

OPL-1 and AI-friendly

Distributed under the Odoo Proprietary License: you may build your own modules - including AI-assisted adaptations - on top of ours as a dependency.

Open to your ideas

Share a request. If it is useful for everyone, we often add the feature to the app at no extra cost.

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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 229
Technical Name notification_crm
LicenseSee License tab
Websitehttps://faotools.com/apps/odoo-crm-daily-reminder
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.

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