Daily work · Autessa CRM
Alerts and morning digest
Autessa CRM keeps you informed without a firehose: an in-app bell and a Since yesterday strip for replies, renewals, people you are waiting on, campaigns, mailboxes and automations, plus a weekday morning digest email at the hour you choose.
Morning digest · weekdays at 7:00
3 replies came in, 2 meetings booked, 1 went overdue, 4 deals moved.
The problem
Important replies get buried in the inbox
A prospect replies at 6pm and the rep sees it two days later. Autessa CRM watches the mail it logs, so a reply becomes a notification and a task at once, and the morning digest makes sure nothing from overnight is missed.
What you get
- Notification kinds: Replies, Renewals, Waiting on others, Campaigns, Mailboxes, Automations, Morning digest.
- When a contact replies: tell me in the app, in the app and by email, or don’t tell me.
- Renewal and decision date alerts from contracts and deals.
- Alerts when people you are waiting on pass their chase date.
- A weekday morning digest at the hour and time zone you pick, with a preview.
- Pause alert email until a date, for vacations.
How it works
How does alerts and morning digest work in Autessa CRM?
- 1
Choose your alerts
Settings → Notifications.
- 2
Pick your digest hour
“Send it after” and your time zone.
- 3
See what happened
The bell and Since yesterday on Today.
Every option
Notification settings
| Option | What it does |
|---|---|
| Email me a digest on weekday mornings | On or off, with Send it after (hour) and Time zone. |
| When a contact replies | In the app; in the app and by email; don’t tell me. |
| Renewal and decision dates | Alerts as dates approach. |
| People I’m waiting on | Alerts when a chase date passes. |
| Pause alert email until | A date. |
| Digest preview | See tomorrow’s digest now. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about alerts and morning digest
Does Autessa CRM send a daily digest?
Yes, on weekday mornings at the hour you choose, in your time zone.
How does it know a contact replied?
From your linked mailbox. Logged replies raise a notification and a reply task.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours