Leads
How to Add a New Lead in Remindoo
Creating a lead takes three short steps. Capture the enquiry details, add the people you will be speaking to, then record the estimated value and any documents the prospect has sent.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
A good lead record starts with the details your fees depend on. Remindoo's Create Lead wizard has three steps (Basic Information, Contacts, and Information & Attachments), so your team captures the right facts the first time. Step one records the lead name, mobile numbers and emails. Click + to save each, so a business can have several. It also holds rich-text enquiry notes and custom fields such as Type of Business, Turnover, Payroll & PAYE and Services Needed. For limited companies, Import from Companies House pulls the company details in for you. Additional details cover company number, lead type, website, address, tags and assignment type. With Round-Robin selected, the system chooses the assignee when the lead is saved. Step two adds the people you will deal with and stars one as the primary contact. Step three records the estimated value, which feeds the Kanban pipeline totals, and attaches documents up to 10MB each. Save & Exit stores the lead after step one when you are short of time. The result is a lead with everything needed to scope the work, price it and later issue an engagement letter.
Step 1: Basic information
Enter the lead name, mobile number and email, then click + to save each one, so you can store more than one phone number and email for the same lead. Add notes about the enquiry and record the type of business, turnover band and whether they need payroll. Use Import from Companies House to pull in company details for limited companies.
What you can see
- Three-step bar: Basic Information, Contacts, Information & Attachments.
- Import from Companies House button.
- Lead Name, Area Code (United Kingdom | +44), Mobile no. and Lead Email, each saved with + as #1, #2 and so on.
- Notes editor with the enquiry details.
- Custom fields: Type of Business (Limited Company), Turnover (101K to 250K a Year), Payroll & PAYE (Yes), Services Needed.
Why it matters: Fee drivers are recorded on the first call.
Additional details and automatic assignment
Open Enter Additional Details to add a company number, lead type, website, address and tags. Choose an assignment type such as Round-Robin and Remindoo will pick the lead owner for you when the lead is saved.
What you can see
- Company Number and Lead Type fields.
- Assignment Type: Round-Robin, with the note that the system will choose an assignee at the end of onboarding.
- Business Website, Country, City, Address, Postal Code and Tags.
- Hide Additional Details, Save & Exit and Next buttons.
Why it matters: Every new lead has an owner from the moment it is saved.
Step 2: Add contacts
Add the people at the business you will deal with, with their email, mobile number and address.
What you can see
- Create a new contact panel.
- Required: Contact Name (Sarah Whitmore), Contact Email, Area Code, Contact Mobile No.
- Optional: Contact Address, Contact Postal Code, Contact Country.
- Cancel and Save buttons.
Why it matters: Anyone in the team can reach the decision-maker.
Set the primary contact
Mark one contact as the primary contact so your team always knows who to speak to.
What you can see
- Contacts step with a Create Contact button.
- Sarah Whitmore tile marked with a star.
- Contact name, email, mobile, address and postal code.
- Green Current Primary Contact button, plus Previous and Next.
Why it matters: The team always knows who to speak to.
Step 3: Estimated value and attachments
Record the estimated value of the work and attach supporting documents up to 10MB each, such as an enquiry form or last year's accounts. Click Finish to create the lead, or use Save & Exit at the first step to save it straight away.
What you can see
- Information & Attachments step.
- Estimated Value: 2400.
- Attach File, with a "max 10MB each" note.
- Harbourline-Bakery-Enquiry.pdf listed with a delete icon.
- Previous and Finish buttons.
Why it matters: Estimated value turns a list of names into a pipeline measured in pounds.
Loved by 100+ accountants and bookkeepers.
Capture and Qualify Enquiries in Seconds
Remindoo makes it simple to add new leads manually, ensuring every opportunity is recorded correctly from the start.
Structured. Clear. Professional.
Simple Step-by-Step Entry
The lead creation process is divided into clear stages.
- Basic information
- Contact details
- Attachments and custom fields
This ensures nothing important is missed during entry.
Essential Contact Information
Capture key details at the outset.
- Lead name
- Email address
- Mobile number with country code
- Internal notes
All stored securely within the CRM
Import from Companies House
For UK businesses, import company data directly from Companies House.
- Pull official company information instantly
- Reduce manual entry errors
- Speed up qualification
Ideal for accountancy practices working with limited companies.
Additional Details When Needed
Save or Continue Workflow
- Save and exit for later
- Proceed to next steps immediately
Remindoo ensures every enquiry moves smoothly from initial capture to active pipeline management.
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
Create and Capture New Leads with Structured Lead Management
Add and manage new enquiries quickly with Remindoo structured lead creation system designed to keep your accounting firm’s sales pipeline organised and professional.
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
Quickly create and record new leads in Remindoo to ensure no enquiry is missed. Keep your pipeline organised, structured, and ready for conversion.
Frequently asked questions
No. Save & Exit saves the lead after the first step; you can add contacts and attachments later.
Yes. Click + after each one to save multiple numbers and emails.
Yes. Use Import from Companies House on the first step of Create Lead.
It records the expected value of the work and feeds the Kanban pipeline totals.
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.
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.”
