Leads
Remindoo shows how many leads sit at each stage of your pipeline and the estimated value of each column, so you can see where opportunities are converting or stalling.
Built for UK accountants, bookkeepers and growing accountancy practices.
The Leads Trend chart plots monthly leads against conversions over the last twelve months, and the Leads Sources chart shows where enquiries come from. Use them to see which months bring in new business and which channels are worth more investment.
Converting a lead creates the client and records the conversion on the lead's timeline, including the new client ID, so you can trace every client back to the original enquiry.
Pipeline figures are visible where you work.
Knowing how many leads are Not Responding, or how much estimated value is In Progress, helps partners decide where follow-up time is best spent. It connects with custom statuses, lead automation and the Leads overview.
The full journey from enquiry to client.
Open hubAutomate lead follow-up in Remindoo: send templated emails, create tasks and change lead statuses immediately or after a delay.
Learn moreKeep a chronological history of every prospect in Remindoo. Add timeline notes, then search, filter and sort lead activity.
Learn moreGive every prospect a complete workspace in Remindoo with contacts, tasks, proposals, timeline, communications, notes and documents.
Learn moreSelect individual or all visible leads in Remindoo and update them together, including direct status updates from the lead table.
Learn moreRecord where every accounting lead came from in Remindoo and see lead source in the table, on Kanban cards and in filters.
Learn moreYes. Kanban columns show an estimated value total for leads in that status.
See how Remindoo captures website enquiries, distributes leads, automates follow-ups and keeps every opportunity moving from first contact to client conversion.
Book a personalised demonstration based on your firm’s own process.
Quick answers
Lead conversion rate is the percentage of enquiries that become paying clients. Track it by source so you know which marketing works; a lead dashboard showing source, stage and conversion over time makes this a weekly number rather than a guess.
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.
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
E-signed engagement letters confirm scope and responsibilities before work begins.
Converting a won lead into a client keeps the details you already collected.
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“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.”
Remindoo offers Core and Growth plans. See the current plan comparison and charges before choosing a plan; do not assume every feature is included in Core.
Product screenshots illustrate documented workflows, not a guarantee of plan entitlement. Ask for a demonstration to confirm suitability and current availability.
Scope notes checked against product and pricing documentation on ; this is not a review date for every instruction or screenshot.
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