Leads
Custom Lead Statuses
Create custom lead stages in Remindoo to match your firm’s sales process. Manage prospects, control your pipeline, and track lead progress efficiently.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
Every practice sells a little differently. A firm that runs a discovery call before quoting needs different stages from one that quotes straight from a web form. Remindoo's Custom Statuses settings let you build an accountancy practice lead pipeline that matches how you work. Default Statuses lists the five provided as standard (New Lead, In-Progress, Not Responding, Archived and Converted to Client), and you can select or unselect each. Selected Statuses shows the pipeline your team will see. There you can add your own custom lead statuses, such as Wants to talk to an accountant, Cold Lead and Warm Lead. Each status has a drag handle, so you can reorder them to set the order of the Leads list tabs and Kanban columns, then click Save Changes. Clear stages matter because the rest of the module depends on them. Status tabs count by status, filters use statuses and, most importantly, lead automations run when a lead enters a status. A Not Responding stage, for example, can trigger an automatic chaser. Getting lead statuses right is the foundation of lead tracking for accountants.
Design your own lead pipeline
In Lead Settings, choose which default statuses to use, add your own custom statuses and drag to reorder them so the pipeline matches how your practice sells.
What you can see
- Lead Settings tabs: Custom Fields, Custom Statuses, Round Robin Selection, Lead Capture Form.
- Default Statuses with ticks: New Lead, In-Progress, Not Responding, Archived, Converted to Client.
- Add a new Custom Lead Status field.
- Selected Statuses with drag handles, including Wants to talk to an accountant, Cold Lead and Warm Lead.
- Save Changes button.
Why it matters: Reports and automations reflect your real sales process.
Loved by 100+ accountants and bookkeepers.
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
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 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
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
Customise lead stages to match how your firm actually works. With Remindoo, manage prospects through flexible pipeline stages designed for modern accounting firms.
Frequently asked questions
Yes. Select or unselect it under Default Statuses.
Drag them in Selected Statuses, then Save Changes.
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.”
