Leads
Custom Lead Fields
Create customised lead fields in Remindoo to capture the exact client information your accounting firm needs from the first enquiry.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
The questions you ask a new enquiry decide how quickly you can quote. Is it a sole trader or a limited company? What is the turnover? Do they run payroll? Which services do they need? Remindoo's Custom Fields settings let you capture these as structured data rather than free text. Click Add Field to create a card where you name the field, choose its type, add options with Add Option and tick Compulsory Field if every lead must have it. The sample set suits a UK accounting practice. Type of Business includes Self Employed, Turnover uses bands such as Upto 50K a Year, Payroll & PAYE has Yes, No and N/A, and Services Needed lists your services. Filter fields helps you find a field once you have many, and Save Changes applies your edits. Custom fields then appear in the Create Lead form, as optional columns in the leads table and on your website lead capture forms. Turnover band and business type often drive your fees, so capturing them consistently at lead stage makes proposal pricing quicker and fairer later.
Capture the information you need
Add custom fields such as type of business, turnover band, payroll and services needed, choose a field type, add options and mark fields as compulsory.
What you can see
- Custom Fields tab, with Filter fields and Add Field.
- Cards: Type of Business, Turnover, Payroll & PAYE, Services Needed.
- Compulsory Field checkbox, Field name, Field Type and Add Option on each card.
- Options such as Self Employed, Upto 50K a Year and Yes / No / N/A.
- Save Changes button.
Why it matters: Structured answers make leads easier to filter, assign and price.
Loved by 100+ accountants and bookkeepers.
Remindoo allows you to create fully customised fields within the Leads module, ensuring you collect the exact information your firm requires from the very first enquiry. No generic forms. No missing details. No follow-up chasing for basic data.
Create Tailored Data Fields
Design fields specific to your services and qualification process.
- Add custom field names
- Choose field types such as text, number or dropdown
- Create structured dropdown options
- Organise fields based on your workflow
Perfect for collecting information such as turnover, service required, director details or industry type.
Set Compulsory Fields
Ensure complete and consistent lead data.
- Mark selected fields as mandatory
- Prevent incomplete submissions
- Improve qualification accuracy
This maintains professional standards and protects data quality.
Structured Data for Better Decisions
Collect meaningful, searchable information.
- Standardise how leads are recorded
- Improve filtering and reporting
- Support smarter conversion tracking
The result is cleaner data, stronger reporting and a more controlled sales process.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Custom Lead Fields for Structured Client Data Collection
Create tailored lead fields to capture the exact information your accounting firm needs, ensuring complete and organised client data from the very first enquiry.
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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Create custom lead fields in Remindoo to collect the exact information your firm needs from the first enquiry, ensuring organised data and smoother client onboarding.
Frequently asked questions
Yes. Tick Compulsory Field.
In Create Lead, the leads table columns and lead capture forms.
Continue the Leads guide
See lead management in Remindoo
Book a Demo to explore your firm's enquiry-to-client process.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
