One digest, every overdue follow-up covered
CRM Daily Reminder batches each salesperson's overdue and due-today opportunities into one clean, ready-to-act email — configured entirely from the Odoo CRM app, no technical setup required.
The problem
Reps juggle dozens of open opportunities, each with its own next activity. Odoo fires a notification per activity, so a busy pipeline turns into a scattered trail of alerts with no single morning view of what actually needs attention today — and no reliable nudge for opportunities that have gone quiet.
The solution
CRM Daily Reminder batches each salesperson's overdue and due-today next activities into a single, consolidated email, sent on a schedule you control. Stages, cadence, and recipients are configured from a settings panel inside CRM — no Scheduled Actions, no developer needed.
Everything a sales team needs to stay on top of follow-ups
Every capability below is implemented in the module.
Consolidated daily digest
One email per salesperson batches every overdue and due-today CRM next activity, replacing a scattered trail of individual per-activity notifications.
Overdue vs. due-today urgency
The digest visually separates genuinely overdue items from items due today, so the most urgent work stands out at a glance.
Stage-based filtering
Choose exactly which CRM stages count, or leave the list empty to include all open stages; won opportunities can be excluded automatically.
Empty-digest suppression
When a salesperson has nothing overdue or due today, no email is sent — nobody receives a meaningless "nothing to do" message.
Flexible cadence
Set the digest to send daily, weekly, or bi-weekly, at a chosen send hour, so it arrives when reps plan their day.
In-app settings panel
Every setting — schedule, stage filters, recipients — lives in CRM > Configuration, editable by a sales manager without touching technical Scheduled Actions.
Live digest preview
See exactly what a chosen salesperson's digest would look like before switching the reminder on for the team.
Browser test-send
Send a real test email to any inbox with one click, so formatting and filters can be verified before real users are enabled.
Responsive, client-safe email
The digest is built with inline styles and table layout so it renders reliably and stays readable across major email clients.
How it works
Configure
Open CRM > Configuration > Daily Reminder and set the cadence, stages, and recipients.
Preview
Use Preview / Send Test to see the exact digest a chosen salesperson would receive.
Test send
Send a real test email to your own inbox to confirm the formatting and filters look right.
Automatic delivery
The scheduled digest runs on its own, skipping any salesperson with nothing overdue or due today.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Everything is configured from CRM > Configuration > Daily Reminder inside the normal Odoo interface — no Scheduled Actions or code required.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CRM Daily Follow-up Reminder
One consolidated daily email digest of overdue and due-today CRM follow-ups per salesperson, with stage-based filtering and empty-digest suppression.
Buy on Odoo App Store