Leads
Lead Capture Forms
Create custom lead capture forms that turn website enquiries into structured CRM leads. Automatically assign, track, and manage prospects in Remindoo.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
Your website is often the first place a prospective client meets your practice, so every enquiry form should feed straight into your CRM. Remindoo's lead capture forms for accountants do exactly that. The Lead Capture Form tab in Lead Settings lists your forms, such as "Contact us - Website". Each has an on/off toggle and preview, edit and delete buttons, and Create New adds another. You can run separate forms for different pages or campaigns and pause any form without losing it. The preview shows what visitors see: a branded form asking for Name, Email Address and Phone Number plus your custom fields, here Type of Business and Turnover, with a Submit Lead Information button. Submissions arrive in Remindoo as new leads, ready for round-robin assignment, status tracking and automations. Because the form uses the same custom fields as the CRM, business type and turnover band are captured in a structured way from the first click, not buried in a free-text message. Nobody copies details across from email, and website enquiries stop going missing between the form and the team.
Manage your lead capture forms
Create as many lead capture forms as you need, switch each one on or off, preview, edit or delete them.
What you can see
- Lead Capture Form tab with Create New.
- Form list including "Contact us - Website".
- Active toggle on each form.
- Preview, edit and delete buttons.
Why it matters: Run several forms and pause any of them without deleting it.
Turn website visitors into leads
Your form collects name, email, phone number and your custom fields such as type of business and turnover. Submissions arrive in Remindoo as new leads.
What you can see
- Branded form preview.
- Name, Email Address, Phone Number.
- Custom fields: Type of Business, Turnover.
- Submit Lead Information button.
Why it matters: Website visitors become structured leads with no re-keying.
Loved by 100+ accountants and bookkeepers.
Convert Website Enquiries into Structured Leads
Remindoo allows you to build fully customisable lead capture forms that feed directly into your CRM.
Every enquiry is automatically structured, assigned and ready for action.
Build Your Own Form Structure
Select exactly which fields you want to collect.
- Company details
- Contact information
- Service requirements
- Turnover and other qualification data
- Any custom fields created within your system
Design forms that suit your firm’s onboarding process.
Drag and Drop Field Selection
Add or remove fields with a single click.
- Control which fields are visible
- Mark fields as required
- Reorder fields to match your workflow
You stay in control of what information matters most.
Customisable Form Header
Add a personalised introduction to your form.
- Include welcome text
- Explain your services
- Set expectations for response time
Maintain a professional first impression from the outset.
Direct CRM Integration
Once submitted, the lead is automatically created inside Remindoo.
- No manual data entry
- No lost enquiries
- Instant visibility for your team
Leads can then be routed via Round-Robin or manual assignment.
Designed for Conversion
Structured forms improve lead quality.
- Capture meaningful qualification data
- Reduce back-and-forth emails
- Improve first-contact efficiency
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 Capture Forms for Accounting Firms
Create fully customisable lead capture forms that automatically convert website enquiries into structured CRM leads ready for assignment and follow-up.
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
Capture and organise every enquiry with Remindoo custom lead capture forms. Automatically structure, assign, and manage new leads directly inside your CRM.
Frequently asked questions
Yes. Use Create New and toggle each form on or off.
Yes. Custom fields such as Turnover and Type of Business can appear on it.
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
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.”
