Loved by 100+ accountants and bookkeepers.
Custom Lead Statuses
Remindoo allows you to fully customise the status stages within your Leads module, ensuring your pipeline reflects how your firm actually operates.
No rigid CRM stages. No forced workflow. Complete control.
Define Your Own Lead Stages
Create statuses that match your sales process.
- Add new custom lead statuses
- Rename existing stages
- Remove stages you do not use
- Arrange statuses in your preferred order
Whether your process includes “Initial Call Booked”, “Awaiting Documents” or “Fee Agreed”, Remindoo adapts to you.
Maintain Structured Progression
Ensure every lead moves through a clear journey.
- Track leads from New Lead to Converted to Client
- Monitor In Progress discussions
- Identify Not Responding prospects
- Archive or mark Dead Leads appropriately
This keeps your pipeline organised and measurable.
Improve Conversion Visibility
Gain better insight into sales performance.
- See where leads are stalling
- Identify drop off points
- Measure conversion rates accurately
- Improve follow up discipline
Structured statuses lead to stronger commercial control.
Built in Colour Coding
Enhance visual clarity across your leads table.
- Each status is clearly identifiable
- Quickly spot urgent or stalled leads
- Review pipeline health at a glance
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Custom Lead Status Management for Accounting Firms
Create and manage custom lead stages to match your sales process, giving your firm complete control over pipeline tracking and prospect management.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Customise lead stages to match how your firm actually works. With Remindoo, manage prospects through flexible pipeline stages designed for modern accounting firms.